Why it’s time to start paying attention to weirdos
As Hunter S Thompson once put it, “when the going gets weird, the weird turn pro.” If only the great journalist were alive today, because HST levels of weirdness are what’s required … Read more
A sell-off in one Aim darling is a reminder that investing can at times be painful
Apologies for the lack of contact this week. I have been flat on my back for much … Read more
Logistics Reits have had a good pandemic, but can their growth continue as the world normalises?
Even in a rather sedate sector, the Aim 100’s handful of property companies largely live up to the … Read more
The Bank of England leaves markets in the dark on interest rates
You could see the journalist’s face twitch with barely concealed glee when he compared Bank of England chief Andrew Bailey to an … Read more
Landsec’s urban regeneration led growth strategy is being undervalued
Apparently, there is a name for those who have decided to take a more flexible approach to returning to office life after the pandemic – TWATs, short for Tuesdays, Wednesdays and Thursdays. I dread to think what the acronym is for people like me that have decided not to return to open-plan hell at all.
The market for self storage is red hot and so are the shares of listed companies providing it. A lot of good news appears to be priced in.
Lok’n Store, the UK’s fourth biggest provider of self storage space released a stonking set of full year results on Monday this week. The company which can be recognised by its prominent and distinctive orange buildings saw revenues, net asset value (NAV) and dividends all grow rapidly with the promise of more to come in the years ahead.
One section of the property industry is enjoying the supply chain crisis
There is a new shortage in town: warehouse space. According to estate agents, the amount of warehouse space available to rent in … Read more
