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Jul 14, 2023
The Time Has Come for Mexico's Interoceanic Corridor
Mexico's ambitious project to provide a faster and cheaper alternative to the Panama Canal will require $50 billion of investment capital tr
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 13, 2023
Mexico's Own $50 Billion Panama Canal
Mexico's Interoceanic Corridor ambitions could be a boon for the south of Mexico, the country's economy, and deepening ties with America.
Jun 10, 2023
The Next Wave of Private Capital into LATAM and Africa
Private Equity has historically been the primary structure utilized by international institutional investors for em inveting.
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...
Jun 1, 2023
Mexican Multifamily: An Opportunity for American Institutional Investors?
The time does not seem ripe for institutional investors in America to enter the multifamily space in Mexico.
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 25, 2023
Troubling Trend of LATAM Retailers Owning Malls
Latin America contains an unusually large number of dominate retailers who also hold significant retail real estate holdings.
May 15, 2023
Lithium Can Play a Role in Integrating the Americas
Latin America possesses 65% of the known lithium reserves and is flexing its muscles as of late given the 11-fold increase in lithium prices
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.
May 11, 2023
Bumps in the Road for Colombia’s REIT Industry
Colombia's REIT industry is the third largest in Latin America. Some of the challenges facing the industry are discussed.
May 6, 2023
Is Remote Work a "Bunch of Bullsh*t"?
The remote working fad is crushing American office real estate valuations but is benefiting Latin America's commercial real estate.
Apr 27, 2023
Sam Zell Shares Pearls of Wisdom
Pearls of wisdom from Sam Zell as laid out on the Meb Faber Show Podcast.
Apr 24, 2023
Data Center Investment Frenzy: Stalled or Just Beginning?
Latin American countries counting on further foreign direct investments in the data center space should do so with caution.
Apr 20, 2023
IKEA’s $600 million Latin America Expansion
Falabella will invest $600 million to launch IKEA in South America with ten stores planned in Colombia, Chile and Peru.
Apr 19, 2023
Mexico City is the Next “It” City and Poised to Become a Regional Real Estate Investment Hub
There is an opportunity to leverage Mexico City’s status as the current “It” city to make it a dominate regional business and investment hub
Apr 8, 2023
Top 4 Reasons to Stop Making Online Purchases Immediately
There aren’t many trends in the last fifty years which have had such a negative effect on the environment, economy and societies in general
Apr 7, 2023
Delivering on Latin America's Last-Mile
The last-mile is the most expensive mile in real estate. LATAM e-commerce is booming as is the pressure to fulfill deliveries quickly.
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