Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
The centre of Paris, like many cities in old Europe, was not designed for the motor car. Napoléon Bonaparte conceived the arcaded Rivoli walkway in 1802, naming it after his victorious battle near Turin. In 1855, the east-to-west Rivoli artery was finally finished by Baron Haussmann. It was built...
Part 2: A growing institutional asset class. Part one of this series began with a broad overview of the marina sector from a property perspective. It touched on the some of the...
Blackstone, the LBO boutique founded by legendary Lehman partners Pete Peterson and Stephen Schwarzman, was the flagship IPO of the credit bubble era in 2007. My RMs at Morgan...
The cockroach theory in Wall Street contends that for every one cockroach you see, there are 100 hidden in the woodwork. We saw four Big Tech cockroaches in this earnings season:...
Originally published August 2022. Did anyone notice a trend in the residential REITs’ 1st quarter 2022 earnings calls? From a very high level, renowned C-suite executives from...
Originally published January 2022. It’s been five years since Neil Turner stepped down from a senior real estate position in the City. He’s been spending time writing fiction,...
Originally published September 2021. If I could summarise my most successful investments in one equation it would look something like this: Cash + Optionality + Astute Capital...
I have always fantasised about buying into a midtown Manhattan office building portfolio since New York City is the nerve center of global finance, banking, digital media,...
Brent crude was grossly overvalued at 124 in June and black gold has come down as supply angst is replaced by the very tangible reality of a China where 7% GDP growth is not...
Our writer reports from court side. Like many in Paris, I relished last week’s return of two of the most anticipated shows on earth: Top Gun: Maverick and Roland-Garros. Both...