Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
Trump's signature policy would frighten Americans without improving the immigration situation. “The crops are all in and the peaches are rotten/ The oranges piled in their creosote dumps” — Woody Guthrie Ever since Kamala Harris replaced Joe Biden and the Democrats shifted to sunny, positive...
The deluge and constant reporting of CRE woes is understandable, but seems over-hyped relative to some other potentially bigger problems brewing. Compared to most asset classes,...
Germany and some other EU countries are hastily setting up new floating gas terminals at their ports to help cope with the severe reduction in natural gas...
Around the world we’re seeing a clampdown on greenwashing. While much of the focus is on consumers, misleading claims can have a real impact on company and asset valuation.
People in the UK say the economy and inflation are currently the most important issues facing the country. But do Britons actually know much about how the economy...
At least 1,000 birds were killed in one day in early October, when they collided with a single Chicago building, McCormick Place – the largest convention...
103 days, 2 mergers, $3.4 billion!!
Real estate asset values, like other financial assets, are affected by changes in interest rates. Given the pace and magnitude that interest rates have shot up in the past couple of years, it’s unsurprising that listed real estate (often REITs) in most markets has taken a hammering.
Ownership is at the heart of conservatism. It is a main foundation of a free society. From the baby’s first protective instincts towards a prized soft toy to the adult’s sense of...
A recent article by Knight Frank titled "The Secret to a Happy Workforce: Unveiling the Most Valued Office Perks" delves into the enticing world of workplace benefits. From...