Serious investment thinking that doesn’t take itself too seriously.

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Investor’s Notebook

The latest thoughts from the buy side of real estate investment

LATEST ARTICLES

Investor's Notebook

Cautiously optimistic?

Cautiously optimistic?

A famous quotation, probably erroneously dedicated to the financier J. P. Morgan, is that, when asked for an outlook on the stock market, he replied, “it will...

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Investor's Notebook

Waiting for the drop

Waiting for the drop

Watch share prices, brace for a bang. “If something is true, no amount of wishful thinking will change it. - Richard Dawkins  Real estate currently beats any but the riskiest...

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