Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
As the gods of war exact their grotesque ransom of human blood sacrifices in the Middle East, my mind resurrects the lyrics of a Vietnam era anti war John Lennon song from my boyhood. “All we are saying is, give peace a chance”. Something has gone very badly wrong in the Arab world since the death...
Last week, in these pages, I talked about what I’ve discovered over several decades in Real Estate. Not only these days as a U.S.-based writer, covering Real Estate Investment...
The Singapore REIT sector has broken down from a consolidation pattern and starts a down trend. Let’s look at the technical analysis and fundamental analysis for the Singapore...
In 2009, prior to becoming a REIT analyst, I was a real estate developer. This means that I was working in the trenches trying to develop sites for companies like CVS, Dollar...
Recently I was reading an article by LBX Investments explaining that “autonomous vehicles are expected to eventually have a transformative impact on our economy, our society, and...
In a recent interview with NAREIT Scott Crowe said that “year-to-date the global real estate market has been relatively flat; however Europe has been relatively strong”. He...
For today’s look into REITs, we’ll uncover the meaning and benefit of a “moat” surrounding a given investment. I’ll also offer my list of the 12 most “moat-worthy” REITs. Let’s...
As a committed, passionate, and experienced REIT analyst, part of my steadfast research includes observing principles I can rely on time after time, to deliver alpha and deliver...
Retirement satisfaction is positively correlated with income, net worth, health, and stable income streams. Reports state that investors, who record the lowest levels of worry,...
Just over a thousand kilometers southeast of London sit the mountainous, chilled vistas of Davos, Switzerland. And while I’ve never skied there, I’ve enjoyed invitations to the...