Serious investment thinking that doesn’t take itself too seriously.
The latest thoughts from the buy side of real estate investment
Weak results have knocked 35% off Diageo’s share price, leaving its shares far more attractive valued. But is it attractive enough?
Investment pouring in from the south hasn’t yet brought down northern England’s higher yields. It has been widely reported for several years now that rental yields are...
Watch share prices, brace for a bang. “If something is true, no amount of wishful thinking will change it. - Richard Dawkins Real estate currently beats any but the riskiest...
The new PM shares his 19th-century predecessor’s charm, but on statesmanship skills it’s another matter Our new prime minister is said to be an admirer of Winston...
Should letting agents be worried about the impact of new legislation? The Tenant Fees Act 2019 or, as it’s more often referred to, the tenant fee ban, is a piece of legislation...
It is exactly 20 years ago that Prologis stormed into Europe and transformed the landscape of property funds, announcing it had raised $1.07bn of equity for its first European...
With the PSOE coming out on top, Spanish prospects are only looking up Pedro Sanchez’ gamble to call a snap election has paid off. His PSOE (the Spanish Socialist Workers’ Party)...
How forging a new path in the property market can reap big rewards I have several guidelines to which I have mostly adhered when investing. Amongst others, this includes...
Back in 2007, left behind by the likes of the US, the UK and (shock horror!) France, the German government moved with its customary celerity to create its own REIT sector. A year...
In the following monthly series of articles Oliver Ash tells the story of his initial steps in the field of real estate, how this took him overseas to a new life in Paris, how he...