Serious investment thinking that doesn’t take itself too seriously.
Property fund managers are currently under significant pressure. The current higher interest rate environment, sustainability necessities and the macro and micro impact of technology have all delivered challenges. More fundamentally, their core business has shifted, and it is not obvious that they...
As placemaking is rapidly changing the urban landscape, the way we view real estate value needs to adapt to meet evolving community demands,wherepeople create places where...
Even for the most absentminded amongst us (myself included), life offers unforgettable moments. Some are historically and globally impactful: Neil Armstrong’s ‘giant leap’, the...
After the shock of COVID-19, the U.S. industrial market is expected to bounce back stronger than previously forecasted. In fact, demand will more than triple the previous...
* FTSE ST REIT Index up 745.45 to 823.64 (+10.49%) on the month update. * Index has rebounded c41% as of June 12 closed after hitting the recent high of 878...
Call it what you will. The Covid-19 pandemic. The Great Lockdown. The Coronavirus Recession. Whatever label you give it, it remains unprecedented. Never in history has more than...
Each month we present some statistics in the raw from Macrobond. This month UK and US lending and house prices. United Kingdom: Total amount of household loans outstanding in...
Brand matters in agency. A potent brand drives consideration and thus leads; it helps substantiate higher prices or fees as we call them; it acts as a halo during and after the...
With a desire to both quantify and limit various aspects of private real estate funds’ risk, funds’ documentation is written so that risk is unbundled and...
Amongst the many quotes attributed to Einstein, the following seems most pertinent as we look to the future. ‘’The significant challenges we face cannot be solved at the same...