08 August 2019
Investing
Learning from Lear – REITs, rates and redemption?
A recent visit to Shakespeare’s King Lear provided me with a timely opportunity to review the unpredictable nature of markets […]
08 August 2019
04 June 2019
Investing
Can manufacturing solve the growing housing crisis?
Manufactured, or prefab, homes are an answer to the spreading shortage of housing for a generation of emerging households, combining […]
16 May 2019
Markets and central banks
Preaching to the inverted
Irrespective of whether the yield curve can forecast recession, for investors in real estate and other assets, it is wise […]
12 April 2019
Investing
Crazily rich, diverse Asian property markets – opportunities in the listed sector
Rapid urbanisation, population growth and commercial dynamism are driving the increasingly attractive Asia Pacific real estate sector. But with opportunities […]
12 March 2019
Investing
Time for a check-up? Healthcare REITs under the microscope
Healthcare real estate can offer investors strong demand fundamentals – especially in accommodating ageing populations – and stable, long-term income […]
14 February 2019
Investing
Retail investing: trouble in store?
The tough times for bricks & mortar retail landlords are unlikely to end soon, but those willing to spend on […]
19 December 2018
Investing
The good, the bad and the rugby – 2019 real estate outlook
As a keen follower of rugby union, it was tempting when thinking about the year ahead to try and predict […]
14 December 2018
Investing
What’s holding back the buy-back?
A number of public real-estate companies across the world find themselves with large amounts of cash that has been difficult […]
21 November 2018
Investing
Real estate offers investors liquidity benefits in capricious times
Demand for physical property has shown little sign of diminishing in 2018 despite interest rates rising in the US and […]
03 October 2018
Investing
Trade, Turkey, Trump – real estate’s home bias helped it survive the summer twitterstorm
The summer saw a host of (political) headlines with the potential to create significant volatility in global stock markets, but […]
04 September 2018
Investing
The M&A splurge continues – Buffett, feast or frenzy?
Mergers and acquisitions (M&A) in the listed equity markets have a chequered past, particularly when one publicly quoted company takes […]
17 July 2018
Investing
‘Male, pale and stale’ – REIT boards and gender diversity
At the recent REIT week[1] in New York, the corridor chatter mostly centred on shop talk such as the search […]
14 June 2018
Investing
Rethinking the workplace – Making offices matter more for millennials
The last decade has brought substantial secular changes that have upended office markets across the world: the digital economy has […]
03 May 2018
Investing
Passports, prosperity and UK property post Brexit
As the UK prepares to leave the EU, the lack of clarity on how the split-up will work confounds the […]
03 April 2018
Investing
The growing options for investing in rented housing
The shortage of housing to both buy and rent in the Netherlands has attracted a lot of media attention since […]
08 March 2018
Investing
“Data is the new black?” Big data = big opportunities, in real estate too
As someone who began his career analysing data for the UK government back in the last century, I never expected […]
09 February 2018
Investing
Real estate, regrets and the lessons of liquidity
One thing I can safely predict for 2018 is that most of us are going to make at least one […]
17 January 2018
Investing
US real estate – go south young man!
“Keep your face always toward the sunshine – and shadows will fall behind you” This quote has been attributed to […]
