Serious investment thinking that doesn’t take itself too seriously.
Our Heads of Research look up from their data and shed light on the direct property investment universe
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…
“God has a special providence for fools, drunkards, and the United States of America.” — Otto von Bismarck Happy Thanksgiving, folks! A friend asked me to write an optimistic...
This article is a brief update on the one in the previous edition, Challenging times for UK institutional capital. Even before the change of government in July, UK institutional...
“Good ideas are always crazy until they’re not.” It hurts to admit, but Elon Musk played a blinder during the US election. Just how much more could he deliver to the US economy...
In institutional real estate investment, portfolio managers are typically deal-driven; they meticulously scrutinise various aspects of individual assets when assessing potential...
“You’d think you can’t just keep printing money, monetizing debt, and buying bonds, without the dollar imploding. But, maybe you can?” Bond markets reflect facts. Equities are...
It's not good enough to do "multifamily" or "office" any longer. Real estate sponsors must have a niche. As the real estate industry enters its third year of elevated interest...
Whilst working in “The City” has provided me with a great many things, there is one that I most cherish; it introduced me to colleagues, who quickly became friends; and remained...
The news of the week is NOT the Fed cutting 50 bps - yes sure, that’s important but there is something much more relevant going on. The Chinese economy keeps imploding from...
Last year was the year the return to the office ended. Whether you look at surveys of working from home levels or swipes into offices, the trend was flat through the year. Before...