Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
My bank – a global behemoth with Asian origins – refused to honour my transaction. This was despite multiple attempts, and an agent on the telephone telling me everything was okay at their end. The six-hour round trip to view, test drive, negotiate, and buy a car had failed because my bank would...
So far, in my previous articles, I have introduced the 3 most important financial ratios for analysing and shortlisting REITs, and also the FTSE ST REIT index to gauge the...
This monthly report from Consilia Capital on fund performance looks at a number of different topics. August performance - which strategies performed best? Global real estate...
In 2016, my co-author and I decided to publish a book called The Intelligent REIT Investor. The book was published just in time, as U.S. REITs were elevated to a new real estate...
President Trump announced new tariffs this week on around $200 billion in Chinese goods, and Mr. Market just shrugged it off, as The Art of The Deal was old news. In fact, tough...
Returning recently from the EPRA (European Public Real Estate Association) conference in Berlin I was struck by the accelerating pace of change that is now (finally) underway...
In this article I will share the three most important financial ratios when analysing and shortlisting REITs. I call them the three musketeers of REITs. The 1st musketeer’s name...
Raising capital for real estate funds has been tougher over the past two years – declining to $124bn in 2017 from $128bn in 2016 and $137bn in 2016 and 2015. By contrast,...
Most retail (i.e. non-institutional) investors tend to hold their real estate allocation through a collective investment vehicle, or fund. For listed real estate and real asset...
First, let me offer up my thanks. It’s been over a week since my introductory article appeared here, and I’ve been hearing the response was very good. I’m so grateful. Thank...