Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
Since the UK General Election, I have been encouraged by the ambition for more devolved decision-making. What I am being told is that the combined regional authorities will not only execute, but frame much of government policy on the ground.Time will tell what this adds up to in practice and,...
What does it tell you when two of the world’s most cogent cinema essayists decide to put out books on TV? Mostly, it tells you that there hasn’t been much new cinema to talk...
Don’t get me wrong, I love watching Manchester City play. I’m not in the camp of neutrals that finds Pep Guardiola’s team too clinical to raise the pulse. Conversely, I’ve only...
Weak results have knocked 35% off Diageo’s share price, leaving its shares far more attractive valued. But is it attractive enough?
Placemaking is emerging as an innovative concept in real estate capturing the attention of players across the real estate spectrum. Its power to transform forgotten spaces into...
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...
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.
The extraordinary sight of five horses galloping through London, sweating and covered in blood, caused the hashtag #Apocalypse to trend briefly on social media...
Burberry’s share price has fallen more than 50% over the last year, so why have I decided to invest now?
With real estate earnings season now essentially complete…