Don’t get me wrong, I love watching Manchester City play. I’m not in the camp of neutrals that finds Pep Guardiola’s team too clinical to raise the pulse. Conversely, I’ve only twice been able to bring myself to want Man United to win a match*. Curious then that I was urging them on in their FA...
Investor’s Notebook
The latest thoughts from the buy side of real estate investment
LATEST ARTICLES
Investor's Notebook
Shining light on ESG reporting in real assets
The requirement for transparency in real asset reporting has ramped up significantly in the past year. Governments, investors and occupiers are asking for more data to help...
Golden Oldie
An open (and helpful) letter to developers
Originally published September 2020. Dear development financier, Are you really, truly, aware of the risks you will be taking over the next few years with your residential loan...
Investor's Notebook
Light in the darkness: optimism of institutional capital
Covid-19 is not over yet. New variants; second, third and fourth waves; and the logistical challenges of vaccinating 7.8b people around the world means that ‘post-COVID’ is...
Investor's Notebook
S&P 500 CAPE ratio says the US index is in an epic bubble
Following the crash of 2008/2009 the S&P 500 went on a record-breaking run, gaining around 400% over 11 years before peaking in early 2020. It then suffered a record-breaking...
Investor's Notebook
Confessions of a valuer, chapter 15: How boring can it get?
In this very special series of exclusive articles for The Property Chronicle, Australian property legend Norman Harker reflects on his extraordinary 50-year life in real estate....
Investor's Notebook
Confessions of a valuer, chapter 14: aircraft carriers and yellow paint
In this very special series of exclusive articles for the Property Chronicle, Australian property legend Norman Harker reflects on his extraordinary 50-year life in real estate....
Investor's Notebook
Confessions of a valuer, chapter 13: War! Planet of the Apes style
In this very special series of exclusive articles for the Property Chronicle, Australian property legend Norman Harker reflects on his extraordinary 50-year life in real estate....
Investor's Notebook
MIPIM 2021 – the big non-event in Cannes
While French springtime brings familiar rituals like Easter bells and poissons d’avril, the south coast of France offers property professionals their own familiar spring ritual....
Investor's Notebook
Confessions of a valuer, chapter 12: lease renewal & rent review – bulldust!
In this very special series of exclusive articles for the Property Chronicle, Australian property legend Norman Harker reflects on his extraordinary 50-year life in real estate....