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...
Lehman Brothers was a legendary Wall Street partnership before a civil war over bonuses between its bankers and traders forced its sale to American Express in 1984 and led to its...
The average member of the RICS – the institution that regulates standards, values, and protocols across the profession – must be holding their heads in their hands right now. Has...
In recent years the stock of care home beds has barely increased in the UK. Whilst there has been new supply created from new developments, and the very occasional...
After years of asset price growth underpinned by ultraloose monetary policy, the party for commercial property seems to be over. A confluence of adversity is hitting the sector....
"The Levelling Up and Regeneration Bill" is making its way through the legislative process and is now in the House of Lords. As one would hope from one’s government, there is a...
Another instalment in a series of articles detailing how to design a secure, income-producing portfolio Consider a hypothetical baby boomer named Chuck Price, an optometrist who...
Chaotic systems can be described in many ways but the one I remember from my youth was dubbed ‘the butterfly effect,’ Loosely put, it describes the phenomenon that the flapping...
Greater Tokyo, with 37.2 million people, is the world’s most populous urban area. After years of experiencing Japan only through the lens of Marunouchi, the ultra-modern city...
It’s not just salads going off during these unprecedented times We are fairly certain that when writing The Walrus and the Carpenter, Lewis Carrol never imagined a time that we...