Global | The Property Chronicle

Are rate cuts a solution in search of a problem?

by Moses Sternstein | Sep 23, 2024 | The Analyst, zNewsletter

There’s no shortage of money, and no surplus of people . . . if anything, there’s a shortage of good productive things to invest in, and it’s unclear what rates have to do with it. mind the super core people shortages are still out there,...

Time to go back to work….and I am bearish
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by Undercover Investor | Sep 16, 2024 | The Fund Manager, zEditor's pick, zLead Article

I have to say, my optimism in the future of Uk commercial offices has become rather soggy to say the least. The news that Brookfield has placed its trophy asset at CityPoint in the City of London on the market with a rumoured asking price of around £500 million,...

AI is no Cisco

by Moses Sternstein | Sep 16, 2024 | Technology, zNewsletter

Latest foray into ‘AI: Bubble or Not?’ and it’s mostly assuring Cisco the warning parable, a recap Nvidia is actually pretty cheap, when you think about it Capex spending is just getting started (relatively) But intelligent? Seems like a stretch AI...

Pop Art: Lessons for business & life

by Simon Marx | Sep 16, 2024 | Investor's Notebook, zNewsletter

I couldn’t possibly write an article about my real estate education without special mention of my father, who was educating me before I even was aware of it. Michael Marx may already be known to some of my readers, given his position as CEO of a FTSE 250 UK commercial...

The Real Estate dispatch : rents, hot/cold markets, good/bad news for CMBS

by Moses Sternstein | Sep 9, 2024 | The Analyst, zNewsletter

Rents-not-rising, but some markets are (a lot) better than others, a tale of four regions, good and bad news from CMBS, Bye-bye biotech, hello loneliness (reprise) Rents are not rising the national story obscures the regional one, and the regional one has some...

Time to go back to work….and I am bearish
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Are rate cuts a solution in search of a problem?

Time to go back to work….and I am bearish Premium

AI is no Cisco

Pop Art: Lessons for business & life

The Real Estate dispatch : rents, hot/cold markets, good/bad news for CMBS

Recent Posts

Categories

Premium

Premium + Print

Time to go back to work….and I am bearish
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