prologis | The Property Chronicle

GII’s Amazon logistics deal is strategic winner for Dubai!

by Matein Khalid | Jan 8, 2018 | The Macro View

Dubai-based Gulf Islamic Investments (GII) acquired a one million square foot Amazon logistics centre in Dortmund, Germany for $144 million. This deal is a testament to the boutique global merchant bank created in Dubai by GII’s co-founder/CEO Pankaj Gupta, who I am...

Goldmines and landmines in the property market

by Matein Khalid | Nov 27, 2017 | The Macro View

I am often asked by investors to articulate my ‘philosophy’ of real estate investing. Tough question. My ideal deal is one where it is possible to buy brick and mortar assets at 60–70% of replacement cost. This usually occurs in the aftermath of a banking...

Greed and fear in the global stock market

by Matein Khalid | Nov 21, 2017 | The Macro View

US and global equities surged on news that the US House of Representatives passed the tax reform bill, Cisco and Walmart posted blowout earnings and a potential bidding war emerged for Fox’s media assets. The rally on Thursday followed a week of carnage in the US high...

The View from Berkeley Square

by Robert Fowlds | Aug 14, 2017 | Investor's Notebook

Continental carry trade The big takeaway from the interim results season is the recovery in continental property markets. It’s been a decade since the listed sector in Europe signalled such a positive outlook in spite of some mixed performances in retail. Offices and...