Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
A lot of attention is being paid to the built environment in discussions on decarbonisation. This is because buildings account for 40% of total global energy use and emissions.
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...
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...
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...
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...
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...
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...
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...
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...
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...