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Investor’s Notebook

The latest thoughts from the buy side of real estate investment

Investor's Notebook

Only Content: The changing face of music

Only Content: The changing face of music

Something’s happened in the world of music; it is now almost impossible for new artists to build visual recognition and their brands. The reason is simple: TikTok, and its algorithm. The critical difference between TikTok and other social media, such as Facebook, is that whereas the latter relies...

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LATEST ARTICLES

Investor's Notebook

Power trip

Power trip

It’s official, the proprietor’s palate has become jaded and faded. I have succeeded where countless glasses from the Stowells of Chelsea wine-box have failed. How so? Well,...

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Investor's Notebook

Fuzzy signals and fertile soil

Fuzzy signals and fertile soil

The real estate world is sometimes both familiar and opaque for those looking in from the outside. Familiar given the tangible and ubiquitous nature of it. Just about everyone...

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Investor's Notebook

Densification

Densification

The route to enduring financial & sustainability out-performance. Times are hard for real estate investors. Not only must they contend with higher interest rates and weaker...

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