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Technology

Our resident tech gurus look at the impacts of the latest technological developments

Technology

Apple’s $20 billion ticking time bomb

Apple’s $20 billion ticking time bomb

As the world watched Apple attempt to chart its AI future at WWDC in June, a more consequential development for its near-term business brewed 3,000 miles east. In Washington D.C., a district court judge mulled whether to cut off the annual, multi-billion dollar payments Google sends Apple for...

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LATEST ARTICLES

Technology

AI and your portfolio

AI and your portfolio

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...

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Technology

Robot roasts the CRE industry

Robot roasts the CRE industry

(We asked AI to roast the CRE industry in 500 words. Sadly, annoyingly, scarily... it is pretty good). Alright, let’s talk about the Institutional Real Estate industry—the only...

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Technology

AI is no Cisco

AI is no Cisco

Latest foray into 'AI: Bubble or Not?' and it's mostly assuring Cisco the warning parable, a recap Nvidia is actually pretty cheap, when you think about it Capex spending is just...

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