Family offices and institutional investors are programmed to ignore cold emails. And it’s not because they’re mean or don’t like your deal. It’s because they can’t differentiate your note from the twenty other sponsors who just sent them pitch decks promising 20% IRRs. But cold...
Investor’s Notebook
The latest thoughts from the buy side of real estate investment
LATEST ARTICLES
Investor's Notebook
The Urban Canvas: The social value of street art
Whether walking down the streets of Berlin, Brussels, London, Reykjavík, street art is used to mark spaces and buildings in unique, surprising, and in often joyful ways. It...
Investor's Notebook
ESG and taking a retrofit first approachPremium
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.
Investor's Notebook
London’s runaway horses remind us that animals are workers too
The extraordinary sight of five horses galloping through London, sweating and covered in blood, caused the hashtag #Apocalypse to trend briefly on social media...
Investor's Notebook
Why I recently decided to invest in BurberryPremium
Burberry’s share price has fallen more than 50% over the last year, so why have I decided to invest now?
Investor's Notebook
Winners of REIT Earnings Season (Part 2)Premium
With real estate earnings season now essentially complete…
Investor's Notebook
Back to Black: Amy Winehouse biopic reviewed by an alcohol expert
Content warning: this article discusses mental health, addiction and eating disorders. Back to Black is a new biopic about the life of musician Amy Winehouse. It covers the time...
Investor's Notebook
Letter From Paris: The Olympic Renaissance of the Champs-Elysées
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...
Investor's Notebook
Bodycote: An unlikely dividend hero
Progressive dividend stocks often sell branded consumer goods, but sometimes they’re found in the most unlikely places and Bodycote is a good example of that.
Investor's Notebook
The resurgence of vinyl records
My name is Nick French and I am a collector. And, yes, it can become an addiction. I used to shop because I enjoyed shopping and often the pleasure came not from the item bought...