Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
Office condos have always occupied an odd place in the commercial real estate world. With few exceptions, corporate tenants generally don’t want to own their office space—they prefer the flexibility of leasing and generally have better things to do with their cash. Real estate...
Is the REIT a solution to real estate capital markets woes? The capital markets are a miracle. Global capital markets are a miracle. But let’s focus on the biggest and best of...
Because there's no housing shortage, among other reasons. the brand new apartments with the biggest discounts all time high of new apartment supply new units staying on the...
It really doesn't get much better than this, folks. Last July, I wrote a post called “If this is a bad economy, please tell me what a good economy would look like”. At...
Random Walk stumbles into a culture war, but only for a moment. The New York Times spreads hateful dismisinformation about esteemed Private Capital manager, Jared Kushner...
There's no perfect way to measure real estate returns. Here are the pros and cons of each metric. We at Thesis Driven write a lot about innovative real estate models and...
CRE hitting bottom? a good time to travel some office landlords are doing pretty great love that used home smell resi markets with a bit of softness Is commercial real estate...
The silent gold rush that could reshape the world economy. For the first time in history, gold went above £2,000/oz yesterday. This is a huge landmark in the decline of...
There's no shortage of money, and no surplus of people . . . if anything, there's a shortage of good productive things to invest in, and it's unclear what rates have to do with...
For decades, there has been a debate over whether property investments serve as an inflation hedge or they are instead a “perverse” hedge. During the recent low inflation era,...