Serious investment thinking that doesn’t take itself too seriously.
A quarterly overview of what publicly-traded real estate companies are saying about technology and innovation in their businesses. Each quarter, some of the largest real estate firms in the world tell us about how they’re using technology in their businesses. And we at Thesis Driven listen,...
“God has a special providence for fools, drunkards, and the United States of America.” — Otto von Bismarck Happy Thanksgiving, folks! A friend asked me to write an optimistic...
Commercial real estate turning a corner? CMBS special servicing rates keep rising (and that’s good) net-new distress is smaller conditions are getting Sloos desiderata on REITs,...
This article is a brief update on the one in the previous edition, Challenging times for UK institutional capital. Even before the change of government in July, UK institutional...
Identifying long-term patterns in markets is easy, acting on them is something else ‘The wheel is come full circle,’ commented Shakespeare’s Edgar on the carnage that surrounded...
In the wake of Trump’s return to Executive office we have witnessed "financials" record sizeable moves. These have involved super-charging trends seen ahead of the frenzied...
Writing in the aftermath of one of the most contested election in modern US history most of the attention has been spent trying to predict the effects of Donald Trump’s...
With the election over and JPow cutting interest rates, many are hopeful that 2025 will see the floodgates open for the real estate capital markets, releasing the dry powder...
Just some mysteries from the world of borrowing, risk, and price signals. And we’re back, after a marathon Jewish holiday season. lossmaking smallcaps increase (and the crowd...
In institutional real estate investment, portfolio managers are typically deal-driven; they meticulously scrutinise various aspects of individual assets when assessing potential...