
The Analyst

The secret to growth is… how the US has outperformed the OECD
More people, more growth Longtime Random Walk readers know that babymaking and people-growth (and/or the lack thereof) are very important things. It’s pretty simple, really: if you want to grow...
WHAT’S NEW

Green Chronicle
Letter from Arabia
Following a recent teaching excursion to Riyadh, the Undercover Academic reports back on ambitious and exciting property-related initiatives happening in the Kingdom. We...

The Storyteller
Walking home from Sunday church
My mother, Grace, and her sister Elsie were lifelong best friends, two adjacent younger girls in a family of 13, and our two families had Thanksgiving together every year,...

Head Of Research
The best-case scenario for Trump’s second term
“God has a special providence for fools, drunkards, and the United States of America.” — Otto von Bismarck Happy Thanksgiving, folks! A friend asked me to write an optimistic...

The Analyst
The secret to growth is… how the US has outperformed the OECD
More people, more growth Longtime Random Walk readers know that babymaking and people-growth (and/or the lack thereof) are very important things. It’s pretty simple, really: if...

The Analyst
Why targeted tariffs are more effective than broad tariffs
Something the Trump administration should probably think about. Trump is about to be back in the White House, so tariffs are back on the menu. Actually they never left —...

The Analyst
Commercial real estate turning a corner (and other real estate charts)
Commercial real estate turning a corner? CMBS special servicing rates keep rising (and that’s good) net-new distress is smaller conditions are getting Sloos desiderata on REITs,...
FEATURED CONTRIBUTORS
TOPICS
INVESTOR'S NOTEBOOK
Smart people from around the world share their thoughts
THE MACRO VIEW
Recent financial news and how it connects across all asset classes

TECHNOLOGY
Fintech, proptech and what it all means

PODCASTS
Engaging conversations with strategic thinkers
THE ARCHITECT
Some of the profession’s best minds
RESIDENTIAL INVESTOR
Making money from residential property investment

THE PROFESSOR
Analysis and opinion from the academic sphere

FACE TO FACE
In-depth interviews with leading figures in the real estate/investment world.