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The Fund Manager

The capital allocators examine trends in the sector

LATEST ARTICLES

The Fund Manager

US REITs: When to buy

by Matein Khalid | Oct 16, 2023

Lord Rothschild's advice to "buy when there is blood on the street" is perfectly apt in the bombed-out carnage of US office REITs, where stocks have fallen on a quantum scale...

The Fund Manager

The acquisition window

by Adam Lawrence | Sep 22, 2023

The property media grows in reach and influence as time ticks by. Headlines would have you believe that crashes are coming but at the same time housing is more and more...

The Fund Manager

US Equity Market Commentary – September 2023
Premium

by Julian Wheeler | Sep 19, 2023

August was the first down month for the S&P 500 Index since February. Given that the market has managed a gain every month since and even including March, the month that Silicon Valley Bank collapsed at warp speed, it was perhaps due a well-earned summer break to rest up before a further push higher as the days shorten.

The Fund Manager

Why every organisation needs a property strategy

by Michael Walton | Sep 18, 2023

Any organisation, be it commercial or not-for-profit, needs to have a property strategy - a formal document that sets out how that entity considers its operational and, as...

The Fund Manager

Blackstone

by Matein Khalid | Sep 18, 2023

Blackstone (BX) was founded with $500,000 in 1985 by two Lehman partners after a civil war at the I-bank forced its sale to American Express. BX had a meteoric rise from a small...

Golden Oldie

A blueprint for winning with hard assets

by Andreas Calianos | Sep 11, 2023

Originally published July 2023. Another instalment in a series of articles detailing how to design a secure, income-producing portfolio. It was in the most unlikely of locales...

Golden Oldie

Undercover Investor: Propcos on sale!

by Undercover Investor | Sep 11, 2023

Originally published July 2023. Some listed Propcos are now a "buy" and here's why... It is ironic that the thing the listed property sector seems to need more than anything else...

Golden Oldie

Let’s chat about AI

by Mark Tinker | Sep 11, 2023

Originally published July 2023. The professional classes are currently, and rightly, obsessing about the impact that AI will have on the service sector as ChatGPT gets...

The Fund Manager

Letter From Paris: A world in union (?) Allez les Bleus!

by Andy Watson | Sep 11, 2023

In exactly twelve months, the Paris Olympics and Paralympics will be finishing. Between now and 8 September 2024, France will enjoy an exceptional sporting year. For starters,...