Peter Esho | Substack

Property

In this section, we share our investment thesis on private real estate as an asset class. Residential, commercial and industrial.

Our property investment focus is a little different this week. We spend a lot of time focusing on movements in certain markets, clearance rates, facts…

Nov 28

One of the most important drivers for any real estate market is the quality and depth of the jobs market. Employment is a critical factor to housing…

Nov 21

Interest rate rises are doing their job by slowing things down. The whole point of cutting rates during the pandemic was to stimulate the economy and…

Nov 14

Markets are hard to predict. When the pandemic started in 2020, most major forecasters and experts came out and said property prices were going to…

Nov 13

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