Serious investment thinking that doesn’t take itself too seriously.
As the government's office portfolio faces dramatic cuts, what opportunities and challenges lie ahead? The Washington news cycle moves quickly, with major updates emerging almost every hour. DOGE's activities frequently make the nightly news or local headlines. Among the deluge, the government is...
Buy low, sell high? It’s that simple, right? Of course, we know that it isn’t. But there are some simple heuristics that investors use when deciding whether to invest into real...
And that's unfortunate, because the alternative is much worse. ADP blames soft jobs on “uncertainty,” but the data mostly says otherwise slow hiring is the trend, not a sudden...
Ask any real estate investment manager about their main drivers of long-term performance, and they will likely present their Megatrends overview, though it may go by a...
Throughout my career analysing real estate markets, I've observed how technological shifts create both disruption and opportunity. Ten years ago, real estate investors urgently...
Sectors and stocks that are loved, hated, and everything in-between. Goldman published a hedge fund trend report, and while the signal is low, it’s still a roaring good time....
As UK Government deadlines approach, the topic of Energy Performance Certificates (EPCs) has featured more prominently in industry commentary. Some in the sector may have sensed...
Steven Reid, Secretary of State for the Environment, said at the recent Oxford Farming Conference that food security is national security. Unfortunately, government policies are...
In these ever more so “uncertain times” on both sides of the Atlantic and in parts elsewhere, there is a great deal of international capital seeking safety. There is also so much...
AI advances fastest when we find unnatural ways of doing things. Magnus Carlsen is widely considered to be the greatest chess player of all time. An obvious prodigy (his...