The Analyst
Thoughts on Sinofuturism
What does it mean for China to be "the future"? And what does that future look like? Most discussions that I see about China these days are about U.S.-China competition, or the question...
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WHAT’S NEW
The Analyst
Sorting out football’s governance mess
There has been so much talk about the proposed new football regulator and anxious debate about exactly what he, she or it should or shouldn’t be responsible for that it is easy...
Investor's Notebook
Bird In the bush… Is worth two In the hand?
One of the great things about most real estate is the relative predictability of cashflows and rental growth due to multi-year contracts (and the importance of the physical...
The Professor
Will real estate tokenisation take off?
The tokenisation of real estate is a hot topic. It describes a process of digital fractionalisation that purports to confer substantial advantages on investors. However, despite...
Head Of Research
Boom, Bust, Repeat: Why financial cycles persist and how to navigate them
Howard Marks puts it perfectly: "We must never forget about the inevitability of cycles. Ignoring cycles and extrapolating trends is one of the most dangerous things an investor...
Residential Investor
Where healthcare meets housing
A new generation of operators are boosting returns by marrying Medicaid and real estate. When America’s two largest industries meet, interesting things are bound to happen. And...
The Analyst
Thoughts on Sinofuturism
What does it mean for China to be "the future"? And what does that future look like? Most discussions that I see about China these days are about U.S.-China...
FEATURED CONTRIBUTORS
TOPICS
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.