Serious investment thinking that doesn’t take itself too seriously.
Our professorial contributors illuminate the latest academic research in real estate and economic policy
As a professor, I have probably spent a full decade of my life in the classroom trying to explain the concept, the detail, the assumptions and the need for market anchoring in all property valuations. The valuation figure is the end of a process and that figure is determined by the interaction of...
Amid the challenges posed by Russia’s war against Ukraine and China’s increasing assertiveness in Asia, the G7 met in Europe. Most of the hard work was completed by staff before...
In February, Prime Minister Boris Johnson said the public would have to get used to “living with COVID”, and announced the phasing out of all Covid-related restrictions over the...
The Ukraine war is at a strategic turning point. As the Russian offensive intensifies in the Donbas without resulting in any substantial gains, western leaders warn that the war...
Fund structures being used by REITS. Most readers are, I’m sure, aware of the convergence between funds and REITs. Increasingly, listed REITs are adopting the style and structure...
Visualising is halfway to understanding. Source: MSCI Monthly Property Index ©2022 MSCI Inc. All rights reserved. It’s hard to visualise risk, but MSCI produced a mesmerising...
We should all learn to share the experience with others. OK, I need to preface this article by saying that, in today’s world, I am not old. I am constantly being told that 60 is...
The Covid pandemic has pushed ESG (Environmental, Social and Governance) initiatives to the forefront for many stakeholders in the commercial real estate community. Historically,...
A new golden age looms. Retail has been at the epicentre of cyclical and structural change. Prior to Covid 19, the sector was grappling with rapid ecommerce growth and changing...
The physical market cycle analysis of five property types in 54 metropolitan statistical areas (MSAs). So unique - GDP growth dropped 1.4% in 1Q22, yet the Federal Reserve still...