Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
“The finest steel goes through the hottest fires. It feels no pain, no pity, no remorse, but stays sharp and ready.” After the last few weeks of tariffs, Trump and tech tribulations – time for some light but deeply unfunny comic relief…. The UK’s steel crisis. Over the weekend the Houses of...
Things are creaking along, and probably some more lumps to come, but it's not all that bad Deep seek prelude (of Jevons and spend data) Multifamily operators getting a bit...
Investors and investment managers overseeing global real estate portfolios face constant challenges due to an uncertain global macroeconomic environment and structural shifts...
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...
Too high? Too low? Just right? What do Real Estate, VC and PE have to say for themselves? We’re back. One victory lap, one ‘more of the gloomy same,’ and one green shoot of...
How can we best regenerate the urban environment without driving communities away? The Ministry of Housing, Communities and Local Government puts community at the heart of its...
BREAKING NEWS: researchers have now quintupled the housing shortage!!! prices came down loving that used-home smell small houses, all the rage Biggest housing shortage of all...
An old doctrine of municipal control, embedded in a 100-year-old court case out of Ohio (Euclid v Ambler Realty) established separation of uses. That was perfectly fine in an era...
Trump, AVs, data centres, alternative sectors, distress, and more. As we look ahead to 2025, I’ll give the same caveat I gave last year: nobody can predict the...
The past few years has seen the proliferation of tools that seek to automate aspects of real estate development. From deal sourcing to underwriting to cost estimation and...