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Investor’s Notebook

The latest thoughts from the buy side of real estate investment

Investor's Notebook

Letter From Paris: The Olympic Renaissance of the Champs-Elysées

by Andy Watson | Apr 12, 2024

There is a mythical dimension to the avenue des Champs-Elysées (“The Elysian Fields”) known, proudly, by French people as la plus belle avenue du monde. This August, two Greek myths, Olympism and Elysium unite, briefly, in Paris. According to the International Olympic Committee Charter, “Olympism”...

Investor's Notebook

The Market Weighing-Machine

by Anatole Kaletsky | Jan 21, 2019

If there is one useful conclusion for investors from the crazy year that has just ended, maybe it is this: as they say in Hollywood, “Nobody knows anything.” After all, if the...

Investor's Notebook

A Gentle Descent Back Into Balance

by Neuberger Berman | Jan 17, 2019

Macro: A Soft Landing 1. A Soft Landing for the U.S. and the Wider World We anticipate that U.S. GDP growth will slow from 3.5% to around 2.0 – 2.5% in 2019, and some of the tail...

Investor's Notebook

The View from Berkeley Square

by Robert Fowlds | Jan 9, 2019

- Global Real Estate Sector robust in 2018 - Fed policy will drive equity markets in 2019, including Real Estate - UK performance hit by Brexit and structural change in UK Retail...

Investor's Notebook

Market uncertainty should encourage rather than deter investors in 2019

by Manish Chande | Jan 4, 2019

There were plenty of headwinds facing the property sector in 2018, with Brexit and broader geopolitical turmoil causing investors to pause for breath. Whilst buying decisions...

Investor's Notebook

Investors are getting more flexible

by Ada Choi CFA | Dec 21, 2018

Across Asia Pacific, conversations surrounding flexible space are typically one-sided and largely concentrate on co-working. Given the current stage of development in this...

Investor's Notebook

Bucking the trend in bricks and mortar retail

by Alex Morar | Nov 21, 2018

The health of bricks and mortar retail, and the resulting impact on retail property owners, have rarely been out of the news in 2018. In many western markets the pace of...

Investor's Notebook

Transaction speeds

by Michael Walton | Sep 8, 2018

Perhaps the long hot summer in continental Europe is not the most prudent time to review how fast transactions take to conclude. However, with the benefit of over 30 years of...

Investor's Notebook

The View from Berkeley Square

by Robert Fowlds | Aug 24, 2018

The Global Real Estate Sector has shown a Total Return of +7% YTD for a Sterling investor, compared to -1% for UK Real Estate Sector, or +2% for the FTSE All Share. The major...

Investor's Notebook

The UK Commercial Real Estate Finance Market, Ten Years after Lehman

by Peter Cosmetatos | Aug 3, 2018

Ten years ago, I had just extricated myself from almost a decade as a tax lawyer in the City, mostly advising on structured real estate finance deals, and started work as finance...