Serious investment thinking that doesn’t take itself too seriously.
Quarterly updates and thoughts from our Proprietor
Lessons learnt by a new boy. In 2021 some distinguished real estate figures, and me, started an entity to help the UK’s most disadvantaged students and, specifically, to introduce them to the huge range of jobs available in real estate and real assets. This was hardly an original idea, but we...
Our Proprietor’s somewhat unusual choice. Your choice of hero can reveal a lot, I reckon. Ronnie Reagan revered the ‘Duke’, John Wayne, and his canon depicting the lone cowboy...
When the tap on the shoulder came what would our undergraduate Proprietor decide? Confession: I am an addict. If an author gets inside my head, I want to read everything by them...
In our summer 2020 special I was bullish for June 2021, and I still think that by the time of our next quarterly, in spring 2021, we will be at the foothills of a two year...
This article was originally published in September 2020. Walter… In 2010 our small fund management business received a call. It was Jason, numbers man to Walter Kwok, the biggest...
This article was originally published in October 2019. This month, as guest at one of England’s most famous and senior golf clubs, I was reminded of the brutality of the real...
This article was originally published on 3 July 2019. Listening to the Today programme a voice from my past comes over the airwaves. Lord, Kenneth of old, Baker was...
My world: June 2021... This is part of a series of articles where our contributors describe how they think things will look a year from now. Our Proprietor wonders if he’s alone...
I am a LinkedIn new boy or, in the jargon, a late adopter. I didn’t join until last year, and now I realise that its main use is to approach total strangers with whom you might...
In my previous life as a RE Fund Manager, I was not very interested in meeting other professional investors. But one of the best bits about being proprietor of The Property...