Serious investment thinking that doesn’t take itself too seriously.
In teaching property market economics, we try to emphasise the importance of dynamic interactions across markets. In the occupier market, businesses compete for space, with supply and demand determining rents. Those rents pass into the investment market and are converted to capital markets via...
In the latest edition of the Property Chronicle Podcast, Chris Urwin talks to Moses Sternstein. Moses is the author of Random Walk, which he describes as a a macro finance newsletter with a focus on tech, culture, and investing.
UBS’s acquisition of Credit Suisse was consummated just over a year ago; it has been touted as the transaction of the decade, if not the century, and for obvious reason; for CHF3 billion
It is also tempting to look backwards to see what the delivered risk premium has been on real estate over time.
Real Estate and Construction have a reputation as slow to come to the party as far as technology is concerned.
The Property Chronicle Podcast: Chris Urwin and Bill Blain discuss his personal journey into private markets.and the importance of understanding history and the cyclical nature of markets.
The UK remains attractive for dividend investors and the average yield across the top 40 UK dividend stocks is a healthy 4.6%.
In The Property Chronicle’s first podcast, Chris Urwin and Yolande Barnes discuss, amongst other topics, the complexity of real estate forecasting
Weak results have knocked 35% off Diageo’s share price, leaving its shares far more attractive valued. But is it attractive enough?
A lot of attention is being paid to the built environment in discussions on decarbonisation. This is because buildings account for 40% of total global energy use and emissions.