Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
A lot of attention is being paid to the built environment in discussions on decarbonisation. This is because buildings account for 40% of total global energy use and emissions.
This article was originally published on 8 August 2018. Fitting in as a fifty-something in a country so diametrically different from one’s own is no easy thing. Apart from the...
City centres and suburbs have been subject to both centripetal and centrifugal forces in modern times. During the first four decades after World War II, rapidly growing...
ARTICLE ORIGINALLY PUBLISHED 23RD FEBRUARY 2018 I have, for the last 18 years, had the pleasure of running First Property Group plc, a small listed property company with a market...
Everyone loves an underdog. Most certainly so when it’s wrapped up with extraordinary financial returns, scary new technologies like Bitcoin, and an establishment villain that...
ARTICLE ORIGINALLY PUBLISHED 17TH SEPTEMBER 2018 The online retail business is 11% of the total world wide retail sales and 16% of the UK’s. In both cases it seems to be growing...
From the beginning of this virus, political elites have used the language of war. The invisible enemy would be contained, suppressed, and beaten into submission. Then….it would...
The coronavirus economic shock has already caused UK house prices to wobble – and they may yet tumble if the narrative worsens. As the virus changes society and the way we live,...
THE IMPACT of the coronavirus crisis on London is becoming clear to see. Yesterday the Evening Standard laid bare the scale of the economic devastation to the British...
ARTICLE ORIGINALLY PUBLISHED SEPTEMBER 2018 In my last article I set out my company’s broad approach to investing in commercial property and in Poland in particular. I thought it...