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

The View from Berkeley Square

The View from Berkeley Square

In January I highlighted the underperformance of the North America listed Real Estate Sector in 2017 but that it still didn’t offer great value – however with interest rates set...

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Investor's Notebook

Desert Diary: Month 2

Desert Diary: Month 2

“No, Your Highness, you’re NOT allowed any more pudding! And while we’re at it, why haven’t you finished your prep?!” Not words you’d imagine many royal or senior Arabs to hear...

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Investor's Notebook

Euro property investor

Euro property investor

I have been active in the European real estate markets for over 30 years with a focus on the more liquid north-western countries. I have worked for agencies (Knight Frank and...

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