Serious investment thinking that doesn’t take itself too seriously.
Originally published October 2022. But this writer believes there’s plenty of hope for landlords. The sector had a tawdry H1 with significant underperformance against the...
A look at how accurate predictions proved to be. If my thought process at the beginning of the year was ‘Buy the Discounts’, the corollary was to ‘Sell the Premiums’. Doing the...
Last year’s mantra was something for everyone, from duration income streams with inflation-linked dividend growth all the way down to deep recovery hopes in retail. The sector...
Whichever way things are going, they’ll go a long way. Inflation was rediscovered in September. Up to that date the quoted REIT sector had risen 25%, rebounding as the economy...
It’s still all to play for in the REIT sector. I make no apologies whatsoever for repeating much of my mantra for the quoted REIT sector this year. The themes remain...
Shopping centres and offices are the surprise front-runners in the REIT scene. In the spring edition of The Property Chronicle, I ventured to suggest that, while there is...