The Analyst
What would a real anti-China trade strategy look like?
How we would do things if we were serious. Trump’s current trade strategy will diminish American power and American technological capability, divide the U.S. from allies and partners, and give China...
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WHAT’S NEW
The Fund Manager
Trading places: Chinese and US homebuilders in 2025
The general view at the start of 2025 was that whereas the US real estate market was poised for another year of steady growth, China was in the midst of a multiyear depression...
The Fund Manager
Bottled water and New Zealand land anyone?
In previous market meltdowns, and as, once again, global systems, which have delivered prosperity, threaten to unravel, a humorous question asked on London trading floors was...
The Storyteller
On the road in Roanoke
As we watch a white Christian patriarchy exert its influence in Washington, I think back to H.L. Mencken whom I admired back in eighth grade for his sharp tongue. I come from...
The Analyst
The fate of federal buildings
As the government's office portfolio faces dramatic cuts, what opportunities and challenges lie ahead? The Washington news cycle moves quickly, with major updates emerging almost...
The Analyst
What would a real anti-China trade strategy look like?
How we would do things if we were serious. Trump’s current trade strategy will diminish American power and American technological capability, divide the U.S. from allies and...
The Analyst
Making office to residential conversions work – a developer’s tale
Connecticut-based developer Juan Salas-Romer writes a first hand account of his conversion of a historic office building into apartments. In 2014, I stepped into a...
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.