Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
I have to say, my optimism in the future of Uk commercial offices has become rather soggy to say the least. The news that Brookfield has placed its trophy asset at CityPoint in the City of London on the market with a rumoured asking price of around £500 million, having purchased it for some...
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...
Working at home is something many of us have got used to – maybe too used to – over the past year. In a strange way we are recapitulating the experience of our ancestors. For...
The 60th week of a long holiday is about to start. France, the single most visited tourist venue on the planet, is having a vacation – from tourism. In 2019, France sat at the...
Many parts of the economy have suffered no ill effects from Covid – the US government should restrain its largesses One year after the emergence of covid as a threat to our daily...
When the annual PERE/Sousou Partners 2021 compensation survey appeared in my LinkedIn feed earlier this year, I couldn’t help but notice the somber headline: Private real estate...
“We don’t know what we don’t know,” as Donald Rumsfeld once said when asked whether intelligence gathered had been shared adequately across the US intelligence community. Applied...
With its resurrection following the Second World War and the unification of East and West, Germany has had a remarkable journey over the past 75 years. In particular its stable...
Öslem Tureci and Uğur Şahin – the founders of BionTech, which, together with Pfizer, pioneered one of the first covid-19 vaccines – are remarkable individuals in a wider sense....
For almost a year, we have personally witnessed friends and colleagues sharing pictures of their working-from-home digs. At the onset of the pandemic, we would see shots of a...