It is Spring again! After months of gloomy and straighforward bad news – on the financial sector, on the stockmarkets, on housing … More
Category: investing
Crisis exposes real estate valuation flaws
Touching base on what some people call the essence of the current crisis in real estate: valuations. Many property companies … More
Cement versus Sentiment – the way ahead
This month’s EPRA Newsletter includes an interesting essay by Anatole Kaletsky, economic commentator of The Times of London, where he … More
Boris Johnson attracting foreign investors…
Following up on a previous post: Welcome to the real world: UK real estate Boris Johnson is attracting foreign investors … More
Focussing on bricks and mortar
Dutch real estate bank FGH published their annual real estate report (“vastgoedbericht”), with a message that, by now, every real estate … More
Propertyshares NAV Premium / Discount
source: http://www.reita.org So, the times of property shares trading at discounts have returned. And how! Looking at the discounts Reita calculates … More
Investors shift focus from capital to rental values
Apparently, real estate investors finally get some sense of reality, when their focus shifts to the main driver of the property … More
Welcome to the real world: UK real estate
The UK property market may be seen as the market with the best pricing in the world today. The speed … More
Dubai on the rocks
Nothwithstanding the fact that more than half of the projects in Dubai have been put on ice… UAE. More than … More
Animal Spirits
A quick link to an interesting article by Robert Shiller: A failure to control the animal spirits, commenting on the … More
Yield shift in European retail generates investor opportunities
PropertyEU quotes Savills on the yield shift in today’s European retail property markets. According to Savills’ research, prime shopping center … More
IVG closes new 248m fund
Just a note on some ‘recent news’: IVG launched a new private fund with EUR 248 M fully subscribed within … More
On A Peppercorn 