A considered view of real estate, investments and beyond

Latest Article

Divergence in the performance of the UK property market

Many of you will be aware that the Prime Central London residential property market has been falling since June 2014. I know this better than most because I compile a quarterly index that measures the performance of both Prime Central London residential prices, as well as “Emerging” Prime Central London residential prices (an area of south and west London that abuts prime that investors now treat as a satellite of Prime). On the chart below you will note that whilst the Prime and Emerging... Read More >

Recent Articles:

Disposable income: a leading indicator for house price trends? Our team of Cambridge University academics look at a key statistic
The chart suggests that the housing market boom since 2013 has not been the result of the low interest rates; instead, real income growth might be a key driver. Our analysis leads us to conclude that real interest rates don't seem to influence Read More >


Investor's Notebook

Smart people from around the world share their thoughts

Read more >

The Macro View

The week's financial news and how it connects across all asset classes

Read more >


Fintech, proptech and what it all means

Read more >

Head Of Research

The brain boxes of direct real estate

Read more >

The Fund Manager

Real money - the capital allocators

Read more >

The Architect

Some of the profession's best minds

Read more >

China Watch

Cambridge University's Dr Helen Bao on China's past, present and future

Read more >

Residential Investor

Making money from residential property investment

Read more >

The Professor

Analysis and opinion from Andrew Baum of Oxford University

Read more >

Face to Face

Jonathan Davis interviews a leading figure in the property world

Read more >

The Farmer

Land economy, agriculture, conservation, soil & property rights

Read more >

The Analyst

Spotlight on real estate equities

Read more >

The History Man

A look back at previous cycles, events, characters

Read more >

Chart Spotlight

Deconstructing and understanding a key statistic

Read more >

The Agent

Reflections on estate agency, today and in past times

Read more >

Political Insider

The inside scoop on Westminster and Whitehall

Read more >

Editorial Notes

The latest thoughts from the editorial team

Read more >

Our Partners