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
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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.
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 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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