Serious investment thinking that doesn’t take itself too seriously.
Real estate is a relationship business. It is sometimes an ego business. And it is often an emotional business. So making the case that data-driven analysis should drive...
Two inconvenient truths are fundamental to the relationship between fund investors and asset/fund managers in real estate investing. They are straightforward and well-understood,...
Originally published October 2022. Productivity, sustainability and resilience. This summer I left central London and lived for a month in suburban Austin, Texas. It...
Originally published October 2022. Success depends on recognising a good thing. Do you indulge in magical thinking? You probably don’t want to think so, but many people...
In his 2005 book, Everything was Forever, Until It Was No More: The Last Soviet Generation, Alexei Yurchak introduced the term ‘hypernormalisation’. The book concentrated...
Originally published March 2022. Today, insurance, social security and modern medicine help us cope when something bad happens. As we manage risk in our day-to-day lives, we can...