Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
Trump's signature policy would frighten Americans without improving the immigration situation. “The crops are all in and the peaches are rotten/ The oranges piled in their creosote dumps” — Woody Guthrie Ever since Kamala Harris replaced Joe Biden and the Democrats shifted to sunny, positive...
Martin Walker, the gifted former Washington correspondent of The Guardian, used to start his speeches saying that the Fourth of July wasn’t a time for sorrow for him, as it was a...
Europe is highly vulnerable to Putin's gas blackmail. European leaders believe they are part of the rich world, with the power to determine their future. After they return from...
Harvesting the low-hanging fruit. “We do not inherit the earth from our ancestors, we borrow it from our children.” (Haida proverb) Despite lofty sustainable development...
It's gaining momentum and the future pipeline is likely to raise the top prices equivalent to those seen in Manhattan and London. Originally published June 14, 2022. Tokyo’s...
Where modern office work began Originally published March 2022. I love coffee. I love spending time in great cafes. So I have always been curious about the numerous plaques...
Here’s how to keep them high while avoiding riots or hurting the poor. In the UK, it now costs more than £100 to fill up a typical family car with petrol, and oil prices...
Originally published May 2022. On 7th May, our football club, Maidstone United, were crowned champions of National League South (NLS), English football’s sixth tier. Maidstone...
Cardiff is bucking the trend. There are a lot of ‘strange’ movements going on in UK residential property right now and submarket trends are very much back on the agenda. ...
In response to Elon Musk’s all-cash takeover offer for Twitter, its board of directors has adopted a one-year shareholder rights plan to stop it. As Lucas...