Tristan's Real-Time Research Feed by Simon Martin,
Head of Investment Strategy & Research

There is a big difference between perceived and realised risk - this blog seeks to close the gap!

I love TS Lombard...

Demand shocks are far less important than supply effects ... supply is the most important factor determining real estate market performance... BTW US major metro office markets are 17% vacant ... as are UK shopping centres ... 15%+ is too much ... sub 5% is too little ...