Lord Oakeshott
InsightFor investors the long view has never looked better
Yields on UK commercial property now offer outstanding investment value to long-term investors, standing near all-time relative high yield spreads of 4.5 percentage points above long gilts and 7 points over index linked.
InsightBarclays debacle exposes banks’ gambles and greed
Banks are just like water companies. If they block the money pipes to every business and household, or pollute the reservoirs, the economy chokes and dies.
InsightValuers: you are way behind on market rents
British commercial property values have been flat — just like the British economy — for the past two years. It’s been a battle between high yields, which are juicier by far than those from equities and bonds, and falling rents.
InsightThe only route to recovery is to build
UK gilt yields are down to levels last seen in the 1890s: 10-year conventional gilts yield less than 3% and index-linked offer zero real yields
InsightCut VAT on housing to get ‘white van man’ - and our economy - motoring
Britain’s economy so far this year has been just like our weather: all over the place and almost impossible to predict
InsightI’m not banker bashing — I’m stating the bleedin’ obvious
Money and lending are the lifeblood of property, more than any other industry or service
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In a cold economic climate, property provides a blanket of comfort
British commercial property now yields more than twice as much as equities and nearly three times as much as 10-year gilts for the first time in my investment life
InsightTrue summer or Indian summer? It depends on your assets
Suddenly it’s summer in commercial property. Like Britain last weekend, we’re basking in glorious sunshine
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‘Parliament’ is now a dirtier word than ‘property’
The investor’s chronicle, with Lord Oakeshott
InsightThe sooner we get the fall in house prices over with, the better
Investor’s chronicle, with Lord Oakeshott
