

What can real estate expect in 2021? After rain there is sunshine, as a Dutch saying goes. And if you have as much rain as we do, you know what you are talking about. So, can we expect sunshine to return in 2021, after this very ‘rainy’ 2020? Fortunately, sunrays...
History always repeats itself, but never in the same way

Singapore REITs – monthly update
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 822.03 to 828.26 (+0.76%) on the monthly update. Currently the REIT index is currently back in trading on sideways consolidation, after recovered from a sudden sell-off in the last...
Singapore REITs – monthly update

US regime change – what does it mean for real estate?
Historically, political party control of the US government has not had much bearing on investment performance of commercial real estate. However, NCREIF data (since its 1978 inception) shows that Democratic administrations produced somewhat stronger 10.4% average...
US regime change – what does it mean for real estate?

The last hour is now what matters in logistics
This article was originally published in January 2020. It was always about the last mile, but tech is shifting the emphasis to time. So what makes an optimal last-hour location? Earlier this year I was invited by the International Council of Shopping Centers to give a...
The last hour is now what matters in logistics

Mind the debt funding gap
Equity investors might need to top up funds by tens of billions in Germany and the UK, thanks to covid. Declines in capital values and more conservative lending in the immediate aftermath of the global financial crisis created a major refinancing challenge for...
Mind the debt funding gap