Serious investment thinking that doesn’t take itself too seriously.
In recent years the stock of care home beds has barely increased in the UK. Whilst there has been new supply created from new developments, and the very occasional repurposing of former other-use facilities, these have only just about kept pace with the rate of closure of old homes. The care...
Many people concerned about the possibility of inflation caused by the debasement of currencies, such as myself, were strongly influenced by the 2009 book by Carmen Reinhart and...
Consumers won’t turn back from e-commerce now – so what do institutional investors need to know about the logistics property market? The influence of e-commerce on the daily life...
London’s West End, the ultimate UK town centre and home to hundreds of impressive landmarks and just 65,000 residents, was hit by the pandemic harder than other parts of the...
Whatever the coronavirus has done to the global economy, the effects are likely to be fairly short-term – aside from in aviation. At the start of 2020 we were convinced it would...
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...
The UK needs a more nuanced approach to agricultural trade – let’s ditch the kneejerk reactions, for a start. I argued for Brexit. Don’t get me wrong: I could see the arguments...
Conversion to alternative uses may be the only path for some, but there are other options for the imaginative. Shropshire is the UK’s largest inland county – a fact of which many...
The European real estate market environment remains incredibly uncertain. While the severity of the current recession is significantly worse than the global financial crisis,...
Rents are known to be volatile as demand and supply interact to create cycles. Rents are also known to vary enormously across properties based on their planning use class,...