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Our Heads of Research look up from their data and shed light on the direct property investment universe
“The finest steel goes through the hottest fires. It feels no pain, no pity, no remorse, but stays sharp and ready.” After the last few weeks of tariffs, Trump and tech tribulations – time for some light but deeply unfunny comic relief…. The UK’s steel crisis. Over the weekend the Houses of...
In times of financial stress, the market tends to take on a momentum all of its own. We may be in for further shocks, instabilities and dreadful No-See-Ums as investors try to discern what comes next following Trump’s tariffs. Interesting times to come…
When I started in real estate more than 25 years ago, nobody was really interested in listed property. At that time, I was a real estate equity analyst at ABN AMRO (later with JP...
How much of the yellow metal does the US actually have? Two rumours have been swirling around the gold markets for many years. Some have called them conspiracy theories. Others...
As we stop having kids, do we still need real estate developers? Regular Thesis Driven readers know that I’m as pro-housing as they come. Home prices and rents in the places with...
Ask any real estate investment manager about their main drivers of long-term performance, and they will likely present their Megatrends overview, though it may go by a...
For advocates of free trade and globalisation, tariffs are always bad. Reality is, as ever, more nuanced. With President Trump ensconced in the White House once again and busy...
In real estate, Impact Investing is a small but rapidly growing concept attracting socially-conscious investors. Ever since the Global Financial Crisis, the twin aims...
Trying to understand the state of the UK listed commercial real estate investment market seems to get more complicated by the day. The most recent boom in UK commercial property...
Operational real estate is increasingly on investors' radars, but it often remains misunderstood. If you are used to traditional commercial real estate, operational assets seem...