Serious investment thinking that doesn’t take itself too seriously.
It’s all a matter of judgement… It was predictable for those of us with a few grey hairs that the woke agenda would eventually be checked by a good old dose of common sense, but I will admit that it has taken longer than I had expected for there to be a major news story to make people sit up and...
Everyone loves an underdog. Most certainly so when it’s wrapped up with extraordinary financial returns, scary new technologies like Bitcoin, and an establishment villain that...
WACC is an acronym that stands for “weighted average cost of capital” and this is one of the most important metrics we use in the REIT sector. The WACC is similar to the required...
Impacts fast, recoveries slow Just as tornadoes, earthquakes, and floods quickly change urban landscapes, so too economic disruptions, erratic business cycles, and pandemics...
Price discovery in the private real estate market is always a challenge when there is a sudden change in the market as we have now with COVID-19. As happened during...
The disruption and uncertainty permeating Australia’s economy as a result of the COVID-19 pandemic will mark the local housing market for some time to come. Demand in the market...
What’s the solution to the great pandemic debt pile-up? Tax Britain’s housing wealth. According to James Kirkup, head of the Social Market Foundation think tank, writing in the...
There are about 6.3 million highly skilled tech workers across the U.S. and Canada that are leading global innovation. This subset of 20 technical occupations is known as “Tech...
THE CORRELATION between being overweight and being in ICU with Covid-19 is so well known outside of Downing Street, that there is already at least one published Covid...
As coronavirus (covid-19) is reshaping the real estate landscape, property professionals need to rethink their approach to extreme risk events. It is now evident that mainstream...