This article was originally published in January 2021. Traditionally, real estate was often viewed as little more than a downside hedge for a diversified portfolio. This reflects...
About Tom Duncan
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Big themes for 2021
Each one of these trends is underpinned by a higher weighting afforded to individual needs, preferences and experiences – meaning that real estate developers and landlords can no...
The Analyst
Structural polarisation is already well under way
Investors must urgently review their portfolios to ensure they are aligned with the major changes taking place – it’s happening faster than you think. It is widely acknowledged...
The Fund Manager
Buy retail… maybe, selectively
There is barely a facet of life that has been unaffected by the coronavirus pandemic. One of its most visible impacts has been on the use of real estate – shops and pubs have...