Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
By the end of 2024, around 1.5 billion people will have headed to the polls to vote at elections across 50 different countries. But, arguably, the most important is to come. The choice before Americans is perhaps the most binary for generations—Goldwater v Johnson in 1964? Carter v Reagan in 1980?...
Financial crises are periods characterised by devastating losses of income, work, a certain future, and a stable family life. The effect on mental health can be catastrophic. But...
In Part 1 of our Earnings Recap – Winners of REIT Earnings Season – we discussed the nine best-performing property sectors, a list that included Retail, Hotel, and Healthcare REITs.
The S&P 500 is the benchmark by which many risk assets and stock market indices globally are judged. The index is broad, big and liquid; albeit the technology share has ballooned in recent years.
With real estate earnings season now essentially complete, we have compiled the critical metrics across each real estate property sector.
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...