Intelligence

Research that travels with capital

Market notes, strategy memos, and thematic analysis drawn from the work of allocating and stewarding capital in real time.

Lead analysis

Working notes that move with the portfolio

The private members' club renaissance: demand drivers and real estate value capture
Operational RE
The private members' club renaissance: demand drivers and real estate value capture
London's private members' club market has entered a structural growth phase driven by post-pandemic social re-orientation and UHNW international demand.
July 2024 · 16 min read
Receiver sales in the current cycle: what the pipeline tells us about quality and pricing
Distressed
Receiver sales in the current cycle: what the pipeline tells us about quality and pricing
The quality of underlying assets within the receiver flow is, in our analysis, higher than in any previous distress cycle.
June 2024 · 12 min read
Middle Eastern sovereign capital allocation to London prime real estate: flows and implications
International Capital
Middle Eastern sovereign capital allocation to London prime real estate: flows and implications
Sovereign and family office capital from the Gulf continues to regard London prime residential as the pre-eminent safe-haven allocation.
May 2024 · 18 min read