Serious investment thinking that doesn’t take itself too seriously.

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Why do I live here?

Why do I live here?

Originally published November 2020. I don’t like repeating a story that brings any disrespect to the Beatles, especially one so clearly unlikely as the exchange attributed to John Lennon when asked if Ringo was the best drummer in the world: “He isn’t even the best...
Redefining retail in China

Redefining retail in China

Originally published March 2021. For many years retail has been the second-largest invested asset class in the commercial real estate world. But now, being one of the sectors most hard-hit by covid-19, it is often leaving investors nervy, and has become an area that...
Singapore REITs: Monthly analysis 

Singapore REITs: Monthly analysis 

FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 859.68 to 865.91 (+0.72%) compared to last month’s update. Currently the Singapore REIT index is still trading with a range between 816 and 874.Yield spread (in reference to...