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
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 Morgan), but few investors were keen to talk to me… Why would anyone buy listed real estate for a 10% return per year,...
There has been an understandably high level of attention directed toward the environmental footprint of the built environment over recent years. As we have heard ad nauseam, the...
Bloomberg company news continually tells me that real estate shares are hitting a 52-week high. You’d have thought that was good news, and in a way, it is. But it rather masks...
The share of real estate in pension portfolios has been increasing over time. The rationale for this increased allocation has often been the investors’ desire for stable returns,...
After a Bank of England warning in April, you could be forgiven for thinking the whole $8 trillion Private Equity market and the even faster-growing Private Credit market is...
AI is transforming the working life of real estate professionals. We are all going to have to rethink and relearn our jobs. Emerging academic research supports what many of us...
Over recent months, colleagues and I have been working on our latest piece of research analysing artificial intelligence use cases for the real estate sector’s environmental transition. What becomes clear at the outset is that there are, and have been, a large number of them. This goes back much further than the hype cycle we have seen play out since the public launch of ChatGPT on 30 November 2023.
On 30 November 2022, the world was introduced to OpenAI’s ChatGPT, a large language model (LLM) AI, initially intended as a “research preview” to seek feedback from the public....
If you are a real estate researcher working in the industry for several years, you may wonder how to take your career to the next level. How can you position yourself to go...
Embracing AI in real estate investment management requires a step-by-step approach, prioritizing scalable and incremental progress.