There's no perfect way to measure real estate returns. Here are the pros and cons of each metric. We at Thesis Driven write a lot about innovative real estate models and concepts. But each project’s success or failure ultimately comes down to the same handful of real estate metrics: yield-on-cost...
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Residential Investor
The King’s Speech
Proposed Leasehold & Freehold Bill Valuation proposals - a viewpoint. Whenever a Chancellor of the Exchequer delivers the annual budget, it is often best to avoid the...
Residential Investor
Rent controls have failed everywhere – and Edinburgh is no different
There is a saying about economists – that if you put ten of them in a room, you will get 11 opinions. Consensus amongst economists is reserved only for the most obvious,...
Residential Investor
Why converting office space into flats won’t solve the housing crisis
The UK government is proposing to further relax planning rules as part of its long-term plan for housing. The Department for Levelling Up, Housing and Communities aims to extend...
Investor's Notebook
Energy prices: shipping hold-ups made the 2022 spike worse – and could do so again
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...
The Analyst
Are rising rates killing the development market in 2023?
Or are they setting us up for the next rally? The real estate market in Europe has been on a roller coaster ride over the past few decades. The financial crisis of 2008 had a...
The Analyst
Wonks have been warning about the housing crisis for decades – so why has nothing been done?
Last month, the Director of the Centre for Policy Studies, Robert Colvile, tweeted about a CPS publication from 1990 which was far ahead of its time: NIMBYism – The Disease...
Investor's Notebook
We quizzed 4,000 people on the economy – here’s who knew the most
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...
The Analyst
Argentina’s Canary in the Coalmine
A recent issue of The Economist contained a deep irony. The newspaper’s “Finance & Economics” section featured an article on the US economy. After expressing happy surprise...
The Analyst
M&S Oxford Street: A bullet dodged?
When it comes to the planned redevelopment of its flagship store on London’s Oxford Street, Marks & Spencer is not taking Michael Gove’s intervention lying down. Many years...