Head Of Research
Why European listed real estate has failed compared to the US
The European (including UK) listed real estate sector continues to shrink, even as its US counterpart has grown in scale and influence. This contrast raises a familiar question: why hasn’t the...
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Head Of Research
AI is different from other asset bubbles
In the aftermath of the dot.com bubble of the early 2000s, Carlota Perez, a British-Venezuelan scholar, published her study of interactions between technological revolutions and...
Head Of Research
Why European listed real estate has failed compared to the US
The European (including UK) listed real estate sector continues to shrink, even as its US counterpart has grown in scale and influence. This contrast raises a familiar question:...
Green Chronicle
The CRE diary of a Gen-Z
Dear diary, I won’t claim to be the spokesperson for my fellow Gen-Zers, but I know many of us often feel like we’re winging it. Not just occasionally, but most of the time....
Residential Investor
The US yield curve and housing recessions
The mortgage crackdown caused the Great Recession and the 2008 financial crisis. When Ben Bernanke assured us that the subprime crash was contained in 2007, he was...
The Analyst
I owe libertarians an apology
One area of seeming bipartisan consensus in America over the past decade is the idea that free-market economics — or “neoliberalism” — has failed, and that our economic system...
The Storyteller
Sunday afternoon alone in the airport
I’ve often thought that we Midwesterners are the most compliant people on Earth, trusting to the point of accepting insult with a smile, and I thought so again on Sunday when I...
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