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zLead Article

Head Of Research

Why European listed real estate has failed compared to the US

by Harm Meijer | Jul 14, 2025

The European (including UK) listed real estate sector continues to shrink, even as its US counterpart has grown in scale and influence. This contrast raises a familiar question: why hasn’t the European market developed in the same way? The standard explanations are well known. The US benefits from...

The Analyst

Office and retail: Supply down, demand up

by Alan Carter | Jul 7, 2025

Pop the champagne, hoist the main brace, rejoice, and be grateful! The real estate sector isn’t just up, by a whopping 6%, it’s also outperforming the All-Share Index. It may...

The Analyst

China is losing the Trade War: true but irrelevant

by Moses Sternstein | Jun 30, 2025

China needs us to buy its stuff more than we need its stuff, but it's all just noise relative to the stuff that really matters. I am going to going to offer two somewhat...

Head Of Research

The unintended consequences of rotating valuers

by Dominic Smith | Jun 23, 2025

There is an old adage that only three things matter to a real estate investor—location, location, location. Is the RICS 2023 Red Book update changing that? The latest update...

The Fund Manager

The CRE future is data but not as you know it

by Hunter | Jun 16, 2025

How the market for CRE data is evolving, and who the winners may be. Real estate investing has quietly undergone a massive shift in recent years as the production and...

The Fund Manager

It takes money to make money: The undeniable logic of Basic Capital

by Hunter | Jun 9, 2025

Capitalism works. Especially for those who own capital. It is rather astonishing that some might propose abolishing capitalism instead of simply expanding the ownership base of...

Residential Investor

House- hunting in Brockley: lessons on the UK market

by Dominic Frisby | Jun 2, 2025

I’ve been viewing houses this past fortnight, so I thought I’d share my anecdotal 2p on the state of the London property market. I’m looking in Brockley, SE4, which, if you don’t...

The Analyst

Why analysts are always too optimistic

by Moses Sternstein | May 27, 2025

Short post today. This is just a fun chart that (a) speaks to the difficulty of forecasting, and also probably (b) the incentives inherent to sell-side research. Earnings...

The Analyst

Thoughts on Sinofuturism

by Noah Smith | May 19, 2025

What does it mean for China to be "the future"? And what does that future look like? Most discussions that I see about China these days are about U.S.-China...

The Fund Manager

What on earth is happening in the audit profession?

by Undercover Investor | May 6, 2025

When the topic of an afternoon drinks in Mayfair after a rather splendid Christmas buffet with an investment bank was (the failure of) the audit of real estate companies, you know there is a big problem.