Serious investment thinking that doesn’t take itself too seriously.
Our Heads of Research look up from their data and shed light on the direct property investment universe
As we stop having kids, do we still need real estate developers? Regular Thesis Driven readers know that I’m as pro-housing as they come. Home prices and rents in the places with the most economic opportunity—like New York and San Francisco—are a national scandal, and I’m very much in...
Originally published April 2023. In one of financial history's key observations, Howard Marks warns, "we must never forget about the inevitability of cycles. Ignoring cycles and...
Originally published February 2021. For investors, the recent decline in retail property performance might suggest opportunity for acquiring property at distressed pricing. The...
The adaptation to hybrid work continues to shape the modern workplace. Business leaders often hope their teams will spend more time in the office. But they may need to fully...
And where PRS and PBSA are. Originally published January 2022. Across Europe, residential property is typically an emerging institutional asset class. Although at the national...
Originally published December 2022. Investors should be concerned about socio-political development in China as it has profound economic and geopolitical implications that will...
Originally published October 2022. How it could elevate role of Vietnam and robotics in global supply chain China’s population reached 1.45 billion in 2022 and is forecast to...
In the spring 2023 issue of the Property Chronicle, “stranded asset” was playfully cited as real estate’s phrase of the year. We tend to agree. Not only is commercial real estate...
Growing interest in a blue ocean of opportunities in the luxury ryokan segment. Ryokan is a type of accommodation considered to be unique to Japan, with many designed,...
My wife and I went pillow shopping on Oxford Street over the weekend – doing our bit for brick-and-mortar retail (you’re welcome, kind reader). On the way home, we were switching...