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One of the key issues that asset allocators (particularly Defined Contribution Pension Funds) have wrestled with is how to construct a real estate weighting that combines the traditional investment benefits of diversification and security of income with the structural elements now required e.g.,...
In 1988 Michael Sklarz and I published a paper called “It’s Time for Some Options in Real Estate.” In 1995 David Geltner and I suggested that we needed a fourth asset class,...
The politics, economics and tech. We inhabit a world where a distorted perception persists regarding the relationship between the value and expense of initiatives aimed at...
Recapitalisation - why now? A recapitalisation cycle is underway across the Australian commercial property sector. The drivers, in common with markets in other developed...
In 1604, the English judge Sir Edward Coke declared that “the house of everyone is to him as his Castle and Fortress.” The intervening years turned the saying to “and...
Back in July, I was invited to give a keynote speech at an international conference we hosted in Cambridge. In it, I took the opportunity to look back at Cambridge economics a...
One of the hardest tasks in education now is to encourage students to develop critical thinking skills when information sources have fragmented, and debate and argument seem to...
Who owns words? If words are mine, can they be yours, too? In a sense, language has to be “ours,” a shared resource that all can use. What about ideas? Ideas are, after all,...
This article is part of our Premium Content Stream, a new Property Chronicle initiative to bring you additional high quality analysis of multiple asset classes. It is currently...
With the 2024 election looming on the horizon, the Democratic Party faces a contradiction. By some important measures, the US economy is booming—third-quarter GDP growth figures...