Serious investment thinking that doesn’t take itself too seriously.
A lousy summer, an unsatisfactory conclusion to The Ashes, for us, wrapped up warm for the first day of the football season, and a job following the quoted real estate sector. Happy? Hmm… So, rates up means REITs down, but the volatility over the past few months and indeed year has been like...
So, just as one is beginning to adjust to the reality that there will be no Christmas trip home to Britain this year, no family gathering under the exuberantly giant tree culled...
Along with air miles and an agenda, a passport was probably the least useful accessory of 2020. For those of us as familiar with business lounges as we were with sun loungers,...
The consensus is that we are in a K-shaped recovery – that means winners and losers. We are not all in this together. The unique shape of the covid-19 crisis and accompanying...
Last week we looked at historical lessons derived from prior pandemics. Today we will expand into determining the likely economic fallout of covid-19, consider the capital market...
The property market was allowed to continue operating during the second lockdown, which was good news for the 500,000 or so current transactions that are proceeding (albeit...
Many people concerned about the possibility of inflation caused by the debasement of currencies, such as myself, were strongly influenced by the 2009 book by Carmen Reinhart and...
What can real estate expect in 2021? After rain there is sunshine, as a Dutch saying goes. And if you have as much rain as we do, you know what you are talking about. So, can we...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 822.03 to 828.26 (+0.76%) on the monthly update. Currently the REIT index is currently...
Historically, political party control of the US government has not had much bearing on investment performance of commercial real estate. However, NCREIF data (since its 1978...