Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
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...
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...
If food waste were a country, it would be the third-largest emitter of greenhouse gases (8% of annual global greenhouse gases come from food waste).1 One-third of all food...
Social distancing has turned our lives upside down and at short notice businesses adapted to remote working, moving office life into the home. Some are beginning to speculate...
Even for the most absentminded amongst us (myself included), life offers unforgettable moments. Some are historically and globally impactful: Neil Armstrong’s ‘giant leap’, the...
Last month WeWork surveyed the heads of real estate from 69 global corporations asking how they envisioned the world of work in this new COVID-19 age. Three themes emerged:...