Serious investment thinking that doesn’t take itself too seriously.
One of the great things about most real estate is the relative predictability of cashflows and rental growth due to multi-year contracts (and the importance of the physical property to the tenant and frictional costs of relocating). The lower cashflow volatility means real estate is considered as...
The real estate world is sometimes both familiar and opaque for those looking in from the outside. Familiar given the tangible and ubiquitous nature of it. Just about everyone...
Thank goodness sense has prevailed and the Government has withdrawn its ridiculous attempt to take the non-executives overseeing Carillion to court for alleged failures....
This article has been written by Linz Darlington, managing director of Homehold which offer an end-to-end lease extension service with integrated lease extension solicitors....
I read with interest the recent article suggesting that paying “marriage value” to freeholders was unfair to leaseholders when enfranchising their flats. It is a ridiculous and...
The world has changed since we released our last New Zealand construction sector report in August 2021. Inflation and interest rates continuing to rise, and the Reserve Bank is...
On 30 November 2022, the world was introduced to OpenAI’s ChatGPT, a large language model (LLM) AI, initially intended as a “research preview” to seek feedback from the public....
Argentine President Javier Milei’s address to the World Economic Forum was, as you’ve no doubt heard, a real corker. The principles of classical liberalism have not been so...
1) Industrial vacancy to peak just above 7% Even after white-hot growth industrial rents are expected to stay steady with vacancies peaking within the year. 2) Consumer spending...
Having the proper framework is critical to benefit from the current repricing. Single-family offices are a heterogeneous group of investors and differ in various categories; in...