

In January I highlighted the underperformance of the North America listed Real Estate Sector in 2017 but that it still didn’t offer great value – however with interest rates set to move higher in 2018 I looked forward to some interesting opportunities. Well, be...
The View from Berkeley Square

Desert Diary: Month 2
“No, Your Highness, you’re NOT allowed any more pudding! And while we’re at it, why haven’t you finished your prep?!” Not words you’d imagine many royal or senior Arabs to hear very often, as another tray of baklava arrives to complement the boxes of Patchi...
Desert Diary: Month 2

The View from Berkeley Square
The global listed real estate sector In 2017 the FTSE EPRA NAREIT Global Index showed a total return of 5% for a sterling investor, although currencies were again a big factor (e.g. for a US$ investor the global total return was a healthy 15%). The main underperformer...
The View from Berkeley Square

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

A new kind of stock exchange
Rob Bould, past chairman of the Investment Property Forum and NED of IPSX, which will be the first fully regulated stock exchange globally to specialise in trading the securities of single commercial real estate (CRE) assets, sets out below the solutions and...
A new kind of stock exchange