Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
The day after Thanksgiving is known as ‘Black Friday’ in the USA and I am confident that most people have no idea why it is called that. So, for those who don’t know, let me tell you.
“Rain does not fall on one roof alone.” (African proverb) Albeit debating the reasons along ideological lines, the world is getting to grips that climate change is an undeniable...
Poland offers attractive investment possibilities post-Covid. We have now undergone a year and half of unprecedented interference in all aspects of our lives including, of...
Originally published April 2021. This year, a Paris property pioneer celebrates 50 years living and working in France. In half a century of developing office properties, the...
What Blackstone's recent US housing deals tell us. In late June 2021, Blackstone acquired Home Partners of America Inc (HPA), a company owning roughly 17,000 single-family homes...
Originally published April 2021. Inflation is in the news again. Many prices are rising even before we can physically get out and spend, and governments are pouring vast amounts...
Is this the digital worlds last frontier? "We are all now connected by the internet, like neurons in a giant brain" –Stephen Hawking Looking at a map depicting global internet...
A casual geographic inspection of property yields across the UK’s CRE – inclusive of its PRS – reveals a premium not merely outside London, but the entire South. To be clear,...
Originally published January 2021. A few months ago I came up with a simple way to categorise companies and their shares based on their most important attributes. For me, those...
There is a tendency to over-emphasise China at the expense of a full appreciation of the activities of other foreign actors, including entities from the European Union....