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
Trying to understand the state of the UK listed commercial real estate investment market seems to get more complicated by the day. The most recent boom in UK commercial property markets can be directly traced back to the QE programmes following the GFC of 2007/08. Ultra-low interest rates...
I read with interest the recent piece in the Property Chronicle entitled “Universal Basic Income Decimates Big Cities”. The thought of UBI as a modern-day Godzilla stomping...
The research department behind this piece is run by Steen Jacobsen. A million years ago I worked with Steen Jacobsen on the trading floor of a large US investment bank. Steen was...
Historically, political party control of the US government has not had much bearing on investment performance of commercial real estate. However, NCREIF data (since its 1978...
US home sales are soaring, and even renters now favour suburban units with ample space for home-working. Should urban landlords be worried? A growing trend in the US housing...
(Article originally published Summer 2018) Why agility is key for investors in dealing with new uncertainties Seattle is the only market I’ve ever seen advance from secondary to...
Some managers of physical stores are getting paid for online sales too – and landlords want a slice of the action While in Downtown Los Angeles a few weeks ago, I saw a large...
This morning’s report from the Resolution Foundation on the employment surge since the financial crisis is a healthy rejoinder to those who are pessimistic about the state of the...
Business parks have come a long way since the creation of the B1 office use class in 1987 (Class 4 in Scotland) which allowed office, industrial and research and development...
‘High rents and prices’, ‘foul air’, ‘excessive hours’, ‘closing out of nature’. These phrases might well define some of the urban issues of today, but they were, in fact,...