Thought Leadership

23 | 04 | 25
The rules have changed - so must investing
José Pellicer, Partner, Strategy
The world we grew up in as professionals felt stable and predictable. Free markets flourished, the U.S. dominated geopolitics...

01 | 04 | 25
Cheap doesn't always mean value
José Pellicer, Partner, Strategy
In a recent LinkedIn discussion, I quoted the classic Howard Marks line: “There’s no asset so good that it can’t be overpriced and become a bad investment, and...

18 | 03 | 25
More controls? Rather build an ethical firm
Paul Hampton, CEO
In cautionary tales like Enron, WorldCom, or Lehman Brothers, a lack of governance controls is blamed for the devastation.

03 | 02 | 25
The art of measuring risk in real estate investment
José Pellicer, Partner, Strategy
It’s 2020, and YYY’s value-add fund is in acquisition mode. The target return is set at 13%, and the manager presents a deal.

01 | 10 | 24
Have we really beaten inflation?
José Pellicer, Partner, Strategy
The real estate industry seems to be breathing a sigh of relief....