

In recent months, there have been a lot of negative news coverage about big tech’s, especially Meta’s, massive investments in augmented reality and the metaverse. I believe that this negative coverage is unwarranted. With the mass marketing of augmented reality (AR)...
Augmented reality will soon be real estate’s new reality

Wilful Blindness
‘Wilful blindness’ describes the phenomenon of human beings not seeing what they don’t want to see. Not looking too hard might be another way of putting it. You and I can think of several examples if we try. It’s that time of year again. Sun sea, sand etc....
Wilful Blindness

Defense, discipline and downside mitigation
The core investor’s playbook. Who would want to invest in an opportunity that was more likely to fail than succeed? In most fields of investing, including real estate, the answer is nobody. But for venture capitalists, it is a different story. “We are in the business...
Defense, discipline and downside mitigation

WFH is here to stay
Alongside the Private Rental Sector, there is another segment of British property which can reasonably be considered to fulfil dual residential and commercial roles; where ones living abode doubles as a workspace. And whilst home working is hardly new to Britain, its...
WFH is here to stay

Beware risk assets
The data and price action last week reinforce my conviction that Wall Street risk assets are now in a classic Catch-22, heads I win/tails you lose scenario. The strong economic growth data we saw in February and spike in inflation metrics mean more Fed tightening...
Beware risk assets