Unibail-Rodamco-Westfield: The Retail Community
Concerns over URW's strategy and leverage have been a drag on the stock; however its long-term plan is finding the right path. Not a hard catalyst...
Global Equity Strategy: Opportunities In Real Estate and Health Care
The weight of the evidence continues to support our mixed, but overall constructive outlook. We outline the basis for our outlook and also...
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
4 Months After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP, and CNY. We make a simple assumption that a property investor...
90 Days After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP and CNY. We make a simple assumption that a property investor...
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