Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
We tend to focus on which country is top dog, but perhaps we should think about debt and compound interest as the apex predators in all this. When President Trump suspended tariffs on the the 9th April, he pointedly left the new 145% tariffs on China in place, and in so doing, revealed the...
Over 200 US REITs and homebuilders have reported first-quarter earnings results over the past four weeks, providing critical information on the state of the commercial and...
After a 13-year experiment with near-zero interest rates, this key driver of house prices has at last returned to historically normal levels and, with a bit of luck, this could...
You could buy a skyscraper for a million bucks. I still remember that, probably always will. A friend of mine, well connected in Detroit real estate, telling me how bad things...
When news hit on Monday morning that a Blackstone entity was taking Apartment Income (AIM Communities) private, the market quickly tried to make sense of the $10 billion headline...
Elon Musk is publicly defending freedom of speech in Brazil and claiming that orders issued by Alexandre de Moraes, a Justice of STF (Brazil’s Supreme Court), have censored...
From the beginning of November – when the market decided that the Fed was hinting at rate cuts in Q1 of this year until the turn of the year – the quoted sector rallied by an...
The real estate industry, traditionally characterised by its cautious adoption of new technologies, is now at a pivotal juncture. The emergence of generative artificial...
Washington, DC is going through its annual budget charade. The US Congress is no longer capable of approving individual budgets and appropriations. Instead, a handful of leaders...
According to the Wall Street Journal, the U.S. office market faces rising vacancy rates, abundant sublease space, and increasing defaults. Despite these challenges, office rents...