In institutional real estate investment, portfolio managers are typically deal-driven; they meticulously scrutinise various aspects of individual assets when assessing potential acquisitions. However, aspects of portfolio construction often need more attention. The ability to intelligently...
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LATEST ARTICLES
The Economist
Hyperbolics and why Spurs will win the Premier League
Because Hyperbole is such easy clickbait, so many of those pushing economic “views”, are incentivised to lace these to the very extreme. Have, that is, titles and content of such...
The Professor
The Real Estate New Normal: Grappling with the S in ESGPremium
“The only constant is change, everything else is a variable” Heraclitus, 535 BC. The mantra above is one of my favourite quotes which I have referenced throughout my real estate...
The Analyst
Let us pause to appreciate the remarkable US economy
It really doesn't get much better than this, folks. Last July, I wrote a post called “If this is a bad economy, please tell me what a good economy would look like”. At...
The Analyst
Peddling disinformation about Private Capital
Random Walk stumbles into a culture war, but only for a moment. The New York Times spreads hateful dismisinformation about esteemed Private Capital manager, Jared Kushner...
The Analyst
Why your favourite real estate metric is bad (and good)
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...
The Analyst
Real Estate Desiderata: 11 key charts
CRE hitting bottom? a good time to travel some office landlords are doing pretty great love that used home smell resi markets with a bit of softness Is commercial real estate...
Head Of Research
The next City of London invasion
Whilst working in “The City” has provided me with a great many things, there is one that I most cherish; it introduced me to colleagues, who quickly became friends; and remained...
The Analyst
Gold’s meteoric rise is signalling something very important indeed. Here is what you need to know
The silent gold rush that could reshape the world economy. For the first time in history, gold went above £2,000/oz yesterday. This is a huge landmark in the decline of...
Head Of Research
China is imploding
The news of the week is NOT the Fed cutting 50 bps - yes sure, that’s important but there is something much more relevant going on. The Chinese economy keeps imploding from...