A considered view of real estate, investments and beyond

Latest Article

Where is the international money flowing?

Those of us that track the fortunes of UK house prices know very well that the music stopped in Prime Central London in the summer of 2014. A raft of legislation that included changes to CGT for overseas investment and increases in SDLT initially dampened the market; then along came Brexit, and with it the uncertainties surrounding London’s future as a global financial centre. The chart above highlights the fortunes of Prime Central London residential property against the Amsterdam market.... Read More >

Recent Articles:

Graph showing divergence in the performance of the UK property market by region 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 Read More >
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

China's past, present and future

Read more >

Residential Investor

Making money from residential property investment

Read more >

The Professor

Analysis and opinion from the academic sphere

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