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Investor’s Notebook

The latest thoughts from the buy side of real estate investment

LATEST ARTICLES

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...

Investor's Notebook

The UAE – Geared to lead

by Mustafa Kheriba | Aug 2, 2018

A global economic crisis, rising regional political tensions, and a dismal outlook to the macro economic stance all make for an exceptionally tumultuous atmosphere to navigate...

Investor's Notebook

Investing in Polish Commercial Property 2

by Ben Habib | Jun 28, 2018

Since the peak of the property cycle in 2007, First Property Group plc has grown its net asset value at an annualised rate of some 25% per annum and either maintained or...

Investor's Notebook

The View from Berkeley Square

by Robert Fowlds | Jun 5, 2018

The UK results season for the March year ends has not generated much investor interest - to the extent a frustrated senior equity fund manager confronted me as I walked past...

Investor's Notebook

Desert Diary Month 4

by Edward Atkinson | May 29, 2018

If your perception of business in the Middle East is one of men in sunglasses discussing arms deals and oil trades, then you’d be wrong. Well, that’s not to say this doesn’t go...