Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
Well, what a difference a year makes! Certainly when it comes to RICS Redbook valuations! Valuations are down almost across the board as valuers have adjusted to the new normal of higher interest rates, lower availability of debt, and a consequent increase in the cost of capital. It's sad to say...
They’ll soon be two-fifths of consumers, so financial advisers must learn to see the world their way In today’s world things change fast, and it can be hard to keep up with new...
Bavarian logistics property company VIB Vermoegen is using an admirable combination of trusted partnering and smart geographical thinking I want to talk here about a blue banana,...
Property investors have an unfortunate habit of not looking very far ahead The real estate sector has a propensity to underestimate change, perhaps because change has...
There’s a childhood game, whose name changes each generation – currently called Jenga. It starts as a wall of wooden bricks, and successive players remove individual pieces until...
REITs are becoming what they always should have been: low-leveraged balance sheets and long-term income streams with a sustainable, growing dividend Three features stand out for...
Investors chasing growth stocks creates both danger and opportunities PE premium for UK growth stocks over UK value Stock market manias always start with some grounding in solid...
Cross-border transactions now account for a third of property deals, and the most transparent markets hold the most appeal Investment in many mature real estate markets is...
A continuing upward trend makes this a good defensive asset class amid global uncertainty Early this summer the FTSE ST Real Estate Investment Trusts index broke...
A five-year review of the real estate debt demand Twenty-nineteen marks five years since Laxfield Capital, a commercial property lending company, released their first report on...