I wanted to share this short video, in which Robert Shiller elaborates on his views on home prices … More
Tag: value investing
Boris on cable cars, Thames swimming, and urban reproduction
As many of you know, it is always a pleasure to have an eloquent and witty person like Boris … More
Anyone can play guitar
Allright, it is official now: real estate markets have been bottoming out. Few of them are on the uprise, many … More
Value investors add some candy to their carts
I don’t intend commenting on all headlines and especially not on individual transactions or companies. That said, I wanted to … More
Listed real estate is leading the way
A new chapter has been written today on the discussion as to how the listed real estate sector (property stocks) resembles … More
Back to basics and looking for a new equilibrium
So, the crisis brought us back to basics. Two feet in the mud, looking for what really matters in real estate … More
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
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
Value investors take up suffering propertystocks
Value investor Andrew Weiss is buying heavily into listed propertyfirms such as Treveria. Let me first point out to the … More
On A Peppercorn 