The Analyst
Bears are out again, even for AI
Signs of slowdown, and some scepticism that AI capex will generate enough returns anytime soon A change to the zeitgeist, and it’s definitely gloomyhealthcare makes all the jobs, and construction...
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Residential Investor
Build to rent is changing the American dream
How build-to-rent communities are changing the US housing market
The Professor
Why does pricing stray from fundamentals?PREMIUM
I’ve taken part in industry events recently discussing target rates, discount rates, hurdle rates and their relationship to yields—partly in the context of the RICS recommendations on use of DCF in valuations following the Pereira-Gray report.
Audio
US Office Sector Evolution and Housing Trends: A Bird’s Eye ViewPremium
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.
The Storyteller
My take on the question, so you won’t have to wait
The debate was a joke, a cruel joke. Trump was the drunk in the corner saloon, sailing on vodka martinis, and Biden was a serious man attempting to frame an argument in response...
Green Chronicle
Diversity, equity and disillusioned
Is this the end of Corporate DEI? Diversity, Equity and Inclusion (DEI), also known as D&I, I&D, DEIB, IDEA or even JEDI – the acronyms are endless. Even if you haven’t...
The Economist
The calm before the storm
The S&P500 realized volatility is below 10%.
Credit spreads are super tight, and aside from some short-lived European political drama markets keep marching higher. Yet, I think macro volatility is coming back.
FEATURED CONTRIBUTORS
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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.