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The Analyst

Investment themes and trends

The Analyst

2025: Reasons to be cheerful …or at least cautiously optimistic

by Justin Young | Apr 9, 2025

"So, what’s the state of the market?” The big question. The questioner doesn’t really normally want to hear “well, it depends on which area/sector/property type”. So, we have our stock reply that allows the conversation to move on, hopefully. However, I’m sure Property Chronicle readers want and...

Golden Oldie

Why it’s not anti-environmental to be in favour of economic growth

by Eoin McLaughlin, Cristián Ducoing and Les Oxley | Jan 24, 2023

Originally published September 2022. In the midst of today’s cost of living crisis, many people who are critical of the idea of economic growth see an opportunity. In their...

Golden Oldie

Direct air capture

by Dawid Hanak | Jan 23, 2023

Originally published September 2022. How advanced is technology to suck up carbon dioxide – and could it slow climate change? Humanity must remove up to 660 billion tonnes...

The Analyst

Singapore REITs monthly analysis

by Kenny Loh | Jan 19, 2023

FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 723.18 to 725.07 (0.26%) compared to last month's update. The REIT Index has rebounded from the sell-off...

The Analyst

Fund management: relearning two inconvenient truths

by Chris Urwin | Jan 11, 2023

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,...

Golden Oldie

The risk of real estate distress has risen…

by Mark Unsworth | Dec 15, 2022

Originally published November 2022. ...but REITs look well positioned. The cost of debt for real estate increased steeply in 2022, as credit conditions tightened, loan margins...

Investor's Notebook

Russia’s poor military performance will worsen this winter

by Liam Collins | Dec 14, 2022

With Russian troops digging trenches to prepare for an expected winter standoff, it would be easy to conclude that fighting will slow in Ukraine until after the ground thaws in...

Golden Oldie

Why density matters

by Chris Urwin | Dec 14, 2022

Originally published October 2022. Productivity, sustainability and resilience. This summer I left central London and lived for a month in suburban Austin, Texas. It...