Primer: Avalonbay Communities (AVB US) - Sep 2025
High-Quality Portfolio in Core Coastal Markets: AvalonBay owns a portfolio of high-quality apartment communities concentrated in attractive,...
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U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
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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...
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Global Capital Trends In Real Estate In 2016
Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...
1.3k Views
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
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