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

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Real estate and the metaverse

Real estate and the metaverse

Originally published June 2022. How the metaverse may impact on the real world. Sweat streaming down my face, I landed a punch straight into his midriff. The force of the blow sent him stumbling backwards. Now was the time to finish this. Reeling back my right arm,...
Generalists and specialists 

Generalists and specialists 

They’re all under one roof. Who sets the price? Historically, the real estate sector, and in particular the listed real estate, was regarded as a single asset class and generalist investors (ie, not real estate specialists) typically increased weightings ahead of what...