The extraordinary sight of five horses galloping through London, sweating and covered in blood, caused the hashtag #Apocalypse to trend briefly on social media last week. Colliding with vehicles and startling pedestrians, the military horses had been taking part in an exercise in...
Investor’s Notebook
The latest thoughts from the buy side of real estate investment
LATEST ARTICLES
Investor's Notebook
Seeing beyond the product
Real estate is the embodiment of the tangible. Its substance gives us a sense of security and durability, and this applies to both private residential and commercial real estate....
Investor's Notebook
The death of the small European investment manager
ORIGINALLY PUBLISHED 13th MAY 2019 Established talent is being hoovered up – where are all the start-ups vying for their place? Small real estate investment managers are...
Investor's Notebook
Desert Diary
Originally published February 2018. The UAE's appetite for attracting the great and the good (and sometimes the bad and the ugly) remains impressive. This week, Abu Dhabi,...
Investor's Notebook
There is brighter weather ahead in Poland for property investors after the COVID storm
Poland’s commercial real estate sector has just recorded what some reporters are calling it's "best-ever" first-quarter, which is quite something to achieve over the...
Investor's Notebook
A recent Prop tech investor writes… Proptech – From Hype to Hyperdrive?
Having recently completed proptech investments in Unissu and Dashflow, I was interested to read Andy Saull’s article, “Proptech disruption won’t hit any time soon”, in the last...
Investor's Notebook
Prudent?
Since the financial crisis in 2008, interest rates have been low and borrowing costs for commercial property similarly low. With such low rates, relatively high yields...
Investor's Notebook
Heard on the road: office pricing, retail gossip and Belgium (not just for the beer)
What do investors want right now? What are their preferred opportunities, and what do you need to know about them? This series sums up what one investment adviser has gathered...
Investor's Notebook
How to win awards
Awards are show business, mining a deep human need or peer approval. Formed and shaped for profit by producers. Staged and fronted by directors nurturing sector nabobs. Marketed...
Investor's Notebook
Desert Diary 7
The new decade that was ushered in by the usual dazzling Burj Khalifa fireworks provoked some reflection on my part, for it was 10 years ago this year that I made the move to the...