Serious investment thinking that doesn’t take itself too seriously.
You could buy a skyscraper for a million bucks. I still remember that, probably always will. A friend of mine, well connected in Detroit real estate, telling me how bad things had gotten. Telling me that I could buy an entire skyscraper in downtown Detroit for one million dollars. Things were...
I believe it is now time to bottom fish in Singapore property developers and selected REITs on SGX. Why? One, Singapore benefits from US supply chain reconfigurations away from...
Like many of us, I had an iconic and charismatic high school teacher who left a lasting impression. He used to say something memorable about asking for forgiveness:...
Asia Pacific property stocks lost ground in September as risk aversion gripped investors, ahead of a US presidential election and continued concerns that a global economic...
Housing activity – starts and permits – posted strong results in September as the single-family segment made gains across most of the country while multifamily housing appears to...
In this very special series of exclusive articles for the Property Chronicle, Australian property legend Norman Harker reflects on his extraordinary 50-year life in real estate....
Early in the pandemic I advised readers to zone out, take a break, and read fiction and other works of art that have stood the test of time. There’s only so much crazy we can...
FTSE ST REIT Index decreased slightly from 854.51 to 822.03 (-3.80%) on the month update.REIT Index has rebounded by about 45% as of 21 September from the bottom on 23 March...
Source: Ruffer, MacroHistory database, TS Lombard Chancellor Sunak will need a Plan B. The coronavirus pandemic has hit public finances like a war. Across the world governments...
We all need reminding of why investment returns are so important for so many in the private sector. Until the 1980s most employees retired on pensions provided by their employers...