Serious investment thinking that doesn’t take itself too seriously.

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Investor’s Notebook

The latest thoughts from the buy side of real estate investment

LATEST ARTICLES

Investor's Notebook

Beyond Tokyo

Beyond Tokyo

A look at the transformation of Japan’s major regional cities. Overall, demand in the office markets in Japan looks to have plateaued for now, with contracted rents remaining...

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Investor's Notebook

Oxford Street candy shops

Oxford Street candy shops

Why food crime is so much more than counterfeit chocolate bars. In recent years, Londoners and tourists in the UK capital will have noticed an influx of American sweet shops....

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