Serious investment thinking that doesn’t take itself too seriously.

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The Analyst

Investment themes and trends

LATEST ARTICLES

The Analyst

The song remains the same

The song remains the same

  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...

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Golden Oldie

Redefining retail in China

Redefining retail in China

Originally published March 2021. For many years retail has been the second-largest invested asset class in the commercial real estate world. But now, being one of the sectors...

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The Analyst

The lumber market crash

The lumber market crash

It was inevitable that lumber prices would eventually return to some state of normalcy. I wrote an article less than 50 days ago noting that futures and cash prices, despite...

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