Serious investment thinking that doesn’t take itself too seriously.
Can a fractional ownership model help renters become owners? Homeownership is stuck. Persistently high rates have both locked renters out of the market and prevented existing owners from moving or refinancing. But an increasing number of companies are attempting to change that: last year, we...
A casual geographic inspection of property yields across the UK’s CRE – inclusive of its PRS – reveals a premium not merely outside London, but the entire South. To be clear,...
Everyone is talking about inflation. And rightly so. The consumer price index (CPI) grew by 5.4% from June 2020 to June 2021. That is a far cry from double-digit inflation....
As agitation for Indyref2 grows, one of our favourite economists puts forward his view of what Scotland’s next move will be. Let me begin by making clear why I dismiss the...
Here’s a financial and ethical principle you can generalise: If you’re liable for the downside, you deserve the upside. It works in the opposite way too: If you’re in on the...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 849.11 to 868.08 (2.23%) compared to the last monthly update. Currently the Singapore REIT...
One summer night in August, 1935, a young Soviet miner named Alexei Stakhanov managed to extract 102 tonnes of coal in a single shift. This was nothing short of extraordinary...
Surfing a wave of institutional adoption... and liquidity. The best investments are often the least comfortable ones. This is certainly the case with our decision to add bitcoin...
Here’s what will happen as global warming accelerates. Climate change will affect every aspect of our lives – including the buildings we live and work in. Most people in the...
What are some of the most important dates in American history? July 4, 1776 seems obvious enough. Legislation making Juneteenth a federal holiday has shined the spotlight on June...