Real Estate Research

We provide actionable research coverage and maintain active ratings on the top twenty largest and most liquid listed property stocks. 

Advisory & Consulting

We offer financial and strategic advisory to real estate-focused corporate financiers, private market investors, lenders and property operators.

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Our raison d’être

Based in South Africa, we provide research and advisory coverage focused on the EMEA emerging markets real estate sector to institutional investors, hedge funds, corporate investors and private investors, located domestically and abroad.

Our raison d’être is to provide our clients with independent, perceptive and actionable research coverage that consistently unlocks alpha

NEWS

Five emerging trends for the real estate

Will building skyports for flying cars become the latest "must have" feature for luxury residential buildings? Will there be human settlements on Mars? Despite decades-old predictions, it doesn't appear that they will revolutionize real estate anytime...

4 Things to Know About Country Tracker Funds

A fund tracking a specific country's index can be a simple way to tap into regional trends but in a globalised world, this strategy doesn't work for every market Dan Lefkovitz15 January, 2020 | 12:29PM map National equity-market indices are often cited as barometers...

Barings buys into Spain’s “resilient” food retail market

Asset management firm Barings has bought a portfolio of ten supermarkets in Spain, all fully let to French multinational Carrefour, as it moves to access the country’s “resilient” grocery retail market. The assets were acquired for €73.4 million from real estate firm...

The rise of long income property as an asset class

A combination of low European government and corporate bond yields and an uncertain macroeconomic environment have led institutional and other real money investors to seek alternative sources of long-dated secure income to meet their liabilities.

Asian investors look to Poland

South Korea’s Eugene Investment and Securities has acquired the Feniks office building in Warsaw from German real estate company Patrizia AG, the latest major purchase by an investor from the Asian country, which is increasingly looking to Poland as an attractive...

Esma reports AIF assets and highlights liquidity risks

Nearly 40% of assets under management in the EU funds industry is made up of alternative investment funds (AIFs), latest figures show. The European Securities and Markets Authority (Esma) said there were €5.8 trillion of net assets in AIFs based on data from over...
Five emerging trends for the real estate

Five emerging trends for the real estate

Will building skyports for flying cars become the latest "must have" feature for luxury residential buildings? Will there be human settlements on Mars? Despite decades-old predictions, it doesn't appear that they will revolutionize real estate anytime...

read more
4 Things to Know About Country Tracker Funds

4 Things to Know About Country Tracker Funds

A fund tracking a specific country's index can be a simple way to tap into regional trends but in a globalised world, this strategy doesn't work for every market Dan Lefkovitz15 January, 2020 | 12:29PM map National equity-market indices are often cited as barometers...

read more
Barings buys into Spain’s “resilient” food retail market

Barings buys into Spain’s “resilient” food retail market

Asset management firm Barings has bought a portfolio of ten supermarkets in Spain, all fully let to French multinational Carrefour, as it moves to access the country’s “resilient” grocery retail market. The assets were acquired for €73.4 million from real estate firm...

read more
The rise of long income property as an asset class

The rise of long income property as an asset class

A combination of low European government and corporate bond yields and an uncertain macroeconomic environment have led institutional and other real money investors to seek alternative sources of long-dated secure income to meet their liabilities.

read more
Asian investors look to Poland

Asian investors look to Poland

South Korea’s Eugene Investment and Securities has acquired the Feniks office building in Warsaw from German real estate company Patrizia AG, the latest major purchase by an investor from the Asian country, which is increasingly looking to Poland as an attractive...

read more
Esma reports AIF assets and highlights liquidity risks

Esma reports AIF assets and highlights liquidity risks

Nearly 40% of assets under management in the EU funds industry is made up of alternative investment funds (AIFs), latest figures show. The European Securities and Markets Authority (Esma) said there were €5.8 trillion of net assets in AIFs based on data from over...

read more

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Talk to a consultant

We measure ourselves on the strength of our client relationships and industry networks, and our ability to critically analyse and advise on investment opportunities in listed and unlisted real estate markets.

Real Estate Research

We provide actionable research coverage and maintain active ratings on the top twenty largest and most liquid listed property stocks. 

Advisory & Consulting

We offer financial and strategic advisory to real estate-focused corporate financiers, private market investors, lenders and property operators.