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Credit Suisse has fallen, and once again, it seems like the Swiss central bank stepped in before the inevitable, with UBS taking over. Our real estate…
Peter Esho
Bank failures are nothing new. Through most of post-war history banks have continued to fail, particularly in the United States where banking has been a…
Peter Esho
We read with interest comments from ANZ Bank CEO Shane Elliot over the weekend, saying that future rate rises will hit borrowers harder and differently…
Peter Esho

February 2023

Many investors thought that rising interest rates around the world would crush real estate prices, particularly in highly leveraged markets. The data…
Peter Esho
The beauty of real estate is in its simplicity. Yet many times forecasters and economists form basic assumptions about the real estate market which…
Peter Esho
One of the things we like to watch when thinking about real estate investment is the activity in new residential construction. It’s generally a good…
Peter Esho
According to the Australian Financial Review (AFR), Chinese students have been told to return to face to face learning by their government officials…
Peter Esho

January 2023

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…
Peter Esho
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…
Peter Esho

December 2022

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…
Peter Esho

November 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…
Peter Esho
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…
Peter Esho
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