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Real Estate

  • UK, Real Estate, Politics, Brexit, Capitalism, Economy, Democracy, Government,
    November 20, 2024

    UK Farmers Trigger the Revolution – Politely.

    Bring on the revolution! The UK has gone Full Stalin taxing Farmers. How very dare they! The reality is UK farming is a national treasure and should be a source of national pride – but the IHT revolt is a distraction from land price distortion, overly powerful monopolistic buyers, and Brexit incompetence by the previous shower in power!

    read more
  • Central Banks, Real Estate, Financial Crisis, Commercial Real Estate, Credit Markets, Investments, Property,
    June 12, 2024

    Rising CRE Fears Wobble Markets

    The markets have been casting a wary eye on rising CRE losses – figuring these may trigger a renewed bout of banking weakness, but the reality is the market has to cope with normalised interest rates and changed demand patterns. Its pain but also opportunity.

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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