US: Election Is a Dead Heat, but There'll Be Very Different Winners from Each Outcome
RCP predicts a big Trump win, TheEconomist a narrow Harris one. Turnout key for Trump; his win would lower oil prices & hit China, benefitting the...
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Primer: Simon Property Group (SPG US) - Sep 2025
Dominant Market Leader with High-Quality Portfolio: Simon Property Group is the largest retail REIT in the U.S., boasting a portfolio of...
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Downgrading Outlook on $SPX; Upgrading Real Estate and Staples. Many Significant Risk-Off Signals
Downgrading our long-term $SPX outlook to neutral (bullish since early-November 2023) due to deteriorating market dynamics; Upgrading Real Estate...
374 Views
Japan Shopping Centres: Station and Outlet Mall Sales up Again
Shopping centre performance varies hugely between regions and locations, but for the past few years, the common denominator for SCs with consistent...
555 Views
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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