Peter Esho | Substack

Property

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

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One of the biggest challenges facing countries around the world is the very tight job market. Unemployment is at historically low levels and while that…

Jan 23

It’s great to be back in the office this week, contemplating and planning about the big themes that will make a difference this year. I spent a lot of…

Jan 16

Most of the mainstream media has been focused on China’s handling of the pandemic. I think that’s totally irrelevant because China is such a large and…

Dec 5, 2022

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, 2022

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, 2022

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, 2022

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, 2022

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