Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
I didn’t know The Derby was on Saturday until the next day when I spotted a newspaper montage of flamboyant fashion photos of some who had made it to Epsom Downs. Too late for me to join the 1.3 million who are reported to have tuned into ITV for the meeting. The Jockey Club, owner of the...
The silent gold rush that could reshape the world economy. For the first time in history, gold went above £2,000/oz yesterday. This is a huge landmark in the decline of...
There's no shortage of money, and no surplus of people . . . if anything, there's a shortage of good productive things to invest in, and it's unclear what rates have to do with...
For decades, there has been a debate over whether property investments serve as an inflation hedge or they are instead a “perverse” hedge. During the recent low inflation era,...
Rents-not-rising, but some markets are (a lot) better than others, a tale of four regions, good and bad news from CMBS, Bye-bye biotech, hello loneliness (reprise) Rents are not...
Rising populism threatens to end institutional SFR as we know it. What happens next and who are the likely winners and losers? Single-family rentals have been one of the...
The debate about explicit Discounted Cash Flow (DCF) dates back at least as far as the Mallinson Report in 1994. This debate has been rekindled by the RICS’ “Independent Review...
This article is part of our Premium Content Stream, a new Property Chronicle initiative to bring you additional high quality analysis of multiple asset classes. It is currently...
The zeitgeist feels gloomy, but there is cheer from commercial real estate: the bottom is near (maybe)
Silicon Valley Bank was at the right place, at the right time. We’re talking one-in-a-million here. SVB was founded in 1983 in Santa Clara, California, to provide financial services to technology and VC-backed companies.