Serious investment thinking that doesn’t take itself too seriously.
Upping the ante following the initial weaponization of the dollar in 2022, the United States and a number of allied nations have agreed in principle to begin distributing profits on seized Russian assets to Ukraine. Interest payments on securities in which hundreds of billions of...
Beware of hasty and alarmist predictions. This crisis does not call into question the sector’s fundamentals and key trends. The current period is however a good opportunity for a...
FTSE ST REIT Index has little changes from 837.43 to 835.40 (-0.35%) on the month update.REIT Index has rebounded c43% as of July 12 from the bottom on Mar 23,...
Macrobond Industrial Growth Index Euro Area: Percentage decrease in industrial production in April compared to a year before: - 31%Compared to the month before: - 17%Percentage...
The last 12 years have seen a myriad of crises in various areas - international relations, climate, economies and, most recently, a global pandemic. Though the economic...
WACC is an acronym that stands for “weighted average cost of capital” and this is one of the most important metrics we use in the REIT sector. The WACC is similar to the required...
Impacts fast, recoveries slow Just as tornadoes, earthquakes, and floods quickly change urban landscapes, so too economic disruptions, erratic business cycles, and pandemics...
What’s the solution to the great pandemic debt pile-up? Tax Britain’s housing wealth. According to James Kirkup, head of the Social Market Foundation think tank, writing in the...
There are about 6.3 million highly skilled tech workers across the U.S. and Canada that are leading global innovation. This subset of 20 technical occupations is known as “Tech...
As coronavirus (covid-19) is reshaping the real estate landscape, property professionals need to rethink their approach to extreme risk events. It is now evident that mainstream...