Serious investment thinking that doesn’t take itself too seriously.
Rising rates, or as Jim Grant says, “Interest rates we can be proud of,” considerably change investment decision calculus. Regardless of whether the subject is equity, fixed income, or private investment opportunities, investments can be evaluated using the basic bond math...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 822.03 to 828.26 (+0.76%) on the monthly update. Currently the REIT index is currently...
Historically, political party control of the US government has not had much bearing on investment performance of commercial real estate. However, NCREIF data (since its 1978...
Equity investors might need to top up funds by tens of billions in Germany and the UK, thanks to covid. Declines in capital values and more conservative lending in the immediate...
I yield to no one in my admiration for the office as a social centre, but it's no place actually to get any work done. – Katharine Whitehorn, View from a Column (1981) The king...
The year 2020 has been exceptional in its radical push for adaptation in social and economic norms globally. In the last 20 years, we have seen a rapid increase in the movement...
It has been one of the few good weeks for ‘man’ (occupied offices and physical retail) versus ‘machine’ (logistics), with Landsec and British Land both up 20% but declines for...
In a development that will be viewed with alarm by all property investors, Germany’s politicians and government authorities are looking at whether the purchase of residential...
Finance Director Philip Magnus has been at W.RE for five years, where he has seen the business grow to having a total of £1.5bn of assets under management. Having studied IT at...
The statement has become almost cliché by this point, but when looking more closely at the indices that are commonly referred to as ‘the stock market’, one finds a more nuanced...