Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
And that means the future of real estate capital isn’t public or private. It’s both. It’s modular, liquid, and programmable.
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...
On 12 September 2023, the European Commission adopted a key package of initiatives to reduce tax compliance costs for large, cross-border businesses in the European Union. For...
During the 2023 financial year (FY23), the Australian economy grappled with subdued market conditions, exacerbated by the most significant surge in the Reserve Bank of...
The term sustainability is now widely used. At a recent trade exhibition I attended, virtually every stand was seeking to demonstrate how its products or practices were...
Young people are reportedly being priced out of rural communities by soaring housing costs. Official statistics for England show that affordability in rural parts of...
Cryptocurrencies are surging again. Bitcoin has just hit an all-time high of more than US$72,000 (£56,300), pushing past the level of circa US$69,000 where it turned back during...
Marks & Spencer has won its appeal against Michael Gove’s decision to reject the retailer’s plans to demolish and rebuild its Marble Arch store. But are offices on Oxford...