Serious investment thinking that doesn’t take itself too seriously.
“What’s wrong with that?” Buzzword of the year so far! The best is getting better, and the worst is getting worse. It applies to the assets and, to a lesser extent, the quoted sector. Driven by property fundamentals and impending legislation on environmental standards, we are experiencing a robust...
Destination shopping will return, says this writer. Having had so much change forced upon us by this cursed viral crisis, we can all be forgiven for despairing that...
Industrial/residential is the new office/retail. In 1991, 37% of the UK institutional property market measured by IPD was retail; by 2001 this had risen to over 45%. In...
…and we simply don’t care enough. The publication of the 3,949 page Climate Change 2021: The Physical Science Basis Report in early August elicited many different comments from...
We take it for granted that we can go to a supermarket and buy all the food we need or get it delivered. However, as we look forward, that may not always be the case. The UK...
Overconfidence can be ruinous in real estate and elsewhere. Overconfidence is a cognitive error that we make routinely. It’s the tendency to hold a false assessment of our...
How to avoid the pitfalls of building down. In early November last year, the residents of Durham Place, London, which looks over Burton Court and the Royal Hospital in Chelsea,...
“Rain does not fall on one roof alone.” (African proverb) Albeit debating the reasons along ideological lines, the world is getting to grips that climate change is an undeniable...
How technology is opening up single-family rentals as an emerging asset class for investors. Today, technology plays an integral role in society, heightened ever more by the...
What Blackstone's recent US housing deals tell us. In late June 2021, Blackstone acquired Home Partners of America Inc (HPA), a company owning roughly 17,000 single-family homes...