
Residential Investor

House prices
Why a fall isn’t certain and wouldn’t help first-time buyers much anyway. The UK remains a nation of homeowners, with two-thirds of all dwellings belonging to the people who live in them. But as...
WHAT’S NEW

The Analyst
Fund management: relearning two inconvenient truths
Two inconvenient truths are fundamental to the relationship between fund investors and asset/fund managers in real estate investing. They are straightforward and well-understood,...

Golden Oldie
Putting our houses in order
This article was originally published in November 2020. It’s all change in the residential property market as estate agency business models are reshaped and players come and go....

The Fund Manager
What to buy in a recession
For most companies, recessions cause a short-term dip in earnings and perhaps even dividends, but recessions are also an opportunity for the strong to take market share from the...

The Economist
What lies ahead for the US dollar?
Whether we consider the dollar’s level against a trade-weighted basket of other currencies or against a basket of commodities, its strength is arguably 'the market story' of...

The Analyst
Stock exchanges
Has Paris really stolen the limelight from the City of London? In late 2022, the French press exulted at the news that Paris’s market capitalisation had overtaken London’s. While...

Golden Oldie
The risk of real estate distress has risen…
Originally published November 2022. ...but REITs look well positioned. The cost of debt for real estate increased steeply in 2022, as credit conditions tightened, loan margins...
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INVESTOR'S NOTEBOOK
Smart people from around the world share their thoughts
THE MACRO VIEW
Recent financial news and how it connects across all asset classes

TECHNOLOGY
Fintech, proptech and what it all means

PODCASTS
Engaging conversations with strategic thinkers
THE ARCHITECT
Some of the profession’s best minds
RESIDENTIAL INVESTOR
Making money from residential property investment

THE PROFESSOR
Analysis and opinion from the academic sphere

FACE TO FACE
In-depth interviews with leading figures in the real estate/investment world.