reits | The Property Chronicle

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 cycle’s not over yet

by Jonathan Davis | Sep 29, 2017 | Face to Face

Gerald Kaye is a 20-year veteran at Helical plc (formerly Helical Bar) and has been CEO since July 2016. His office overlooks Hanover Square, which today still looks like a bombsite, thanks to the ongoing Crossrail construction work. Were it not for the construction...

Forecasts by George Costanza

by The Editor | Sep 22, 2017 | Editorial Notes

In the 86th episode of Seinfield, George, egged on by Jerry and fed up with his lack of romantic and professional success, decides that to succeed he must from now on do ‘the opposite’. It is a triumph, immediately bringing him both a beautiful girlfriend...

How can REITs reduce their discounts in the absence of M&A activity?

by Mark Cartlich | Jul 18, 2017 | The Fund Manager

Previously in this column we looked at what appeared to be the start of a new trend of M&A in the property sector, following the bids for Market Tech and Kennedy Wilson Europe. However, the trend has in fact not materialised. It seems that investors would rather...