Serious investment thinking that doesn’t take itself too seriously.
One of the key issues that asset allocators (particularly Defined Contribution Pension Funds) have wrestled with is how to construct a real estate weighting that combines the traditional investment benefits of diversification and security of income with the structural elements now required e.g.,...
In December 2020, half a year into the pandemic, the Swiss National Bank (SNB) received a call from the US Treasury Department. For years, the US had accused Switzerland of...
The real estate industry is on the verge of significant infrastructure improvements, driven by the rise of electric vehicles (EVs) and the U.S. government's commitment to phasing...
AI is transforming the working life of real estate professionals. We are all going to have to rethink and relearn our jobs. Emerging academic research supports what many of us...
According to the Wall Street Journal, the U.S. office market faces rising vacancy rates, abundant sublease space, and increasing defaults. Despite these challenges, office rents...
On 12 September 2023, the European Commission adopted a key package of initiatives to reduce tax compliance costs for large, cross-border businesses in the European Union. For...
During the 2023 financial year (FY23), the Australian economy grappled with subdued market conditions, exacerbated by the most significant surge in the Reserve Bank of...
The term sustainability is now widely used. At a recent trade exhibition I attended, virtually every stand was seeking to demonstrate how its products or practices were...
Young people are reportedly being priced out of rural communities by soaring housing costs. Official statistics for England show that affordability in rural parts of...
Yesterday evening I stopped to take a look at the twin towers at the Vauxhall end of the Nine Elms development which look nearly complete. As they have changed hands they...