Serious investment thinking that doesn’t take itself too seriously.
Rising populism threatens to end institutional SFR as we know it. What happens next and who are the likely winners and losers? Single-family rentals have been one of the fastest-growing real estate sectors of the past decade. But political pressure is putting the future of the category in...
Welcome to the UK, where affordable housing can often feel like an oxymoron. The average national house price is £294,000, but someone earning the average annual...
With homeownership slipping out of reach for millions and soaring rents, the dearth of genuinely affordable homes is seeing property guardianship on the...
In recent months, there have been a lot of negative news coverage about big tech’s, especially Meta’s, massive investments in augmented reality and the metaverse. I believe that...
Another day, another set of hysterical headlines about energy company profits. This time Centrica plc, the £30bn owner of British Gas, has achieved record yet relatively...
Here’s what we can learn from the build-up to WW2 UK defence minister Alex Chalk visited Rosyth shipyard in Fife, Scotland a few days ago to kick off construction on the...
Climate change policy has entered a new era. The growing row between the United States and the European Union over the impacts of the new American green subsidy regime makes that...
Time to buy some discounts to NAV, Blackstone cede 11% and UK planning paralysis What on earth is happening to our planning system? Is it absent without leave? I know it’s...
Elite universities have embarked on a quest for diversity. They have devoted hundreds of millions of dollars to obtaining a diverse faculty. Many universities now...
Russia’s invasion of Ukraine last year caused oil and gas prices to surge, triggering a cost of living crisis in many countries, including the UK. To pay for support for...