Serious investment thinking that doesn’t take itself too seriously.

HOME

ABOUT THE CURIOUS INVESTOR GROUP

PARTNERS

TESTIMONIALS

CONTRIBUTORS

MAGAZINE ARCHIVE

-- CATEGORIES --

GREEN CHRONICLE

PODCASTS

THE AGENT

ALTERNATIVE ASSETS

THE ANALYST

THE ARCHITECT

ASTROPHYSIST

THE AUCTIONEER

THE ECONOMIST

EDITORIAL NOTES

FACE TO FACE

THE FARMER

THE FUND MANAGER

THE GUEST ESSAY

THE HEAD HUNTER

HEAD OF RESEARCH

THE HISTORIAN

INVESTORS NOTEBOOK

THE MACRO VIEW

POLITICAL INSIDER

THE PROFESSOR

PROP NOTES

RESIDENTIAL INVESTOR

TECHNOLOGY

UNCORKED

zLead Article

Head Of Research

Riches in the Niches: Real estate investors need a niche

by Brad Hargreaves | Oct 21, 2024

It's not good enough to do "multifamily" or "office" any longer. Real estate sponsors must have a niche. As the real estate industry enters its third year of elevated interest rates, investors are increasingly looking to niche opportunities to find something—anything—that pencils out. While this...

The Analyst

Launch when times are hard

by Phil Bak | Jun 10, 2024

Bezos, Google's AI debacle, and how constraints rather than resources drive innovation. Money was tight. It’s hard to even imagine it this day and age, but it’s true. On Wall...

Residential Investor

More housing fixes (almost) everything

by Art Carden | Jun 3, 2024

Bryan Caplan does not write to be popular. He writes not for causes he thinks are likely to win but for causes that deserve to win. I’ve reviewed almost all of his books: The...

The Professor

Valuations and Write-Downs: Notes from a recent private meeting of USA real estate investors, thinkers and operators

by Norm Miller | May 24, 2024

Background: The Hoyt Institute is an invite only think tank based in North Palm Beach, Florida, where industry research leaders and academics partake in a few days of in-depth...

Head Of Research

52-week high and falling fast!

by Alan Carter | May 20, 2024

Bloomberg company news continually tells me that real estate shares are hitting a 52-week high. You’d have thought that was good news, and in a way, it is. But it rather masks...

The Analyst

Buying US Offices: Time to get greedy

by Phil Bak | May 13, 2024

You could buy a skyscraper for a million bucks. I still remember that, probably always will. A friend of mine, well connected in Detroit real estate, telling me how bad things...

Head Of Research

Private Equity and Private Credit: The next crisis?

by Bill Blain | Apr 29, 2024

After a Bank of England warning in April, you could be forgiven for thinking the whole $8 trillion Private Equity market and the even faster-growing Private Credit market is...

The Analyst

The state of the Uk listed markets

by Alan Carter | Apr 22, 2024

From the beginning of November – when the market decided that the Fed was hinting at rate cuts in Q1 of this year until the turn of the year – the quoted sector rallied by an...

The Analyst

To save itself, the US must cut “defense” spending

by Doug Bandow | Apr 15, 2024

Washington, DC is going through its annual budget charade. The US Congress is no longer capable of approving individual budgets and appropriations. Instead, a handful of leaders...

Residential Investor

The free market case for leasehold reform

by Sam Bidwell | Apr 8, 2024

From obscure 12th century statutes to amusing judicial wigs, there’s much to admire in the gradual development of Britain’s legal order. However, the outdated leasehold...