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EMERGING MARKETS BUSINESS
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Nov 11, 2023
Coworking Is Not The Holy Grail
The biggest news in real estate this week was the Chapter 11 bankruptcy filing by WeWork. Let’s take a look at the coworking office business
Nov 3, 2023
Exclusive Q&A: Brittain Ladd & Peter Schatzberg
Two top international business experts share what they are telling their CEO clients about the state of the world.
Oct 27, 2023
Thailand's Land Bridge Parallels Mexico's Interoceanic Corridor
Both countries have an opportunity to alleviate shipping chokepoints while boosting their own economies and geopolitical standing.
Sep 16, 2023
Part 3: Data Center Series
In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.
Sep 16, 2023
Part 2: Data Center Series
In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.
Sep 16, 2023
Part 1: Data Center Series
In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.
Aug 26, 2023
BRICS Expansion is a "Nothingburger"
This week’s BRICS Summit welcomed Saudi Arabia, Iran, Ethiopia, Egypt, Argentina and the UAE to its alliance. The consequences of the summit
Aug 18, 2023
📈 Invest in Economically Complex Emerging Markets
Economic complexity correlates highly to relative GDPs of nations, and the spending power of its participants. More complex economies, even
Aug 11, 2023
Crowdfunding of Emerging Market Real Estate
An introduction to the crowdfunding of real estate transactions as applied to emerging markets.
Aug 4, 2023
Was the Shopping Mall Experiment a Success?
The shopping mall concept has been wildly successful if measured by business metrics, however the "grandfather" of malls was deeply troubled
Jul 28, 2023
Victor Gruen: the “Grandfather” of Malls
Malcom Gladwell, author of the Tipping Point, suggested that “Victor Gruen may well have been the most influential architect of the 20th
Jul 20, 2023
A Brief History of the Shopping Mall
A brief history of the shopping mall, up to 1956, when the first modern era enclosed mall was opened to the public in Minnesota.
Jun 30, 2023
Drivers of the Decline of America's Brand of E-Commerce
Increased complications and costs associated with same- and next-day deliveries, and swift and no-questions-asked returns, are causing custo
Jun 24, 2023
Retail Developers, "Are you a Man or a Mouse"?
America’s version of e-commerce degrades the environment, guts local tax bases, reduces gender employment equity, and unfairly squeezes out
Jun 17, 2023
Pension Fund Contribution Rate Volatility
The growing interest in private equity by America’s pension funds is generally attributed to higher returns and diversification.
Jun 8, 2023
Private Equity Real Estate Fund Manager Performance Over Time
A summary of an academic research piece which found that real estate funds performed poorly, particularly as the managers raised more funds.
Jun 3, 2023
Shortcomings of Using Private Equity for Real Estate Investing
Returns for private equity, net of fees, do not generally outperform the overall equity markets, as measured by indices such as the S&P...
May 27, 2023
Emergence of Private Equity Real Estate Funds
Private equity real estate funds arrived late to the party in 1988. The asset class was birthed in an environment which parallels today.
May 20, 2023
History of Private Equity
In a relatively short period of time the private equity asset class has ballooned to $13 trillion of AUM and is predicted to nearly...
May 13, 2023
The Remote Work Ship is Sinking
The notion that the remote work ship has already sailed is not supported by the evidence. View it as a fad, not a trend.
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