Markets / Analysis
What a monthly transaction figure can—and cannot—show
A monthly transaction total is an aggregate measure. Before using it in a purchase decision, establish exactly which records it includes.
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158 results.
Showing 109–126 · Newest published first
Investing / Analysis
A long holding period needs a realistic operating plan
A long holding period gives an investment more time to operate, but it does not make the operating assumptions irrelevant. Costs and changing needs still matter.
Markets / Analysis
Weekly transactions are context, not a valuation
Weekly transaction activity can be useful context, but it is a noisy basis for valuing one property. The measure and the comparison period need to be clear.
Markets / Analysis
Testing a claim that the market is stabilising
A claim that a market is stabilising needs a definition of the measure and period. Prices, rents, transactions and availability can move differently.
Investing / Analysis
Long-term capital still needs disciplined pricing
Long-term capital still has an entry price and an operating cost. The length of a planned holding period is not a substitute for underwriting the asset.
Investing / Analysis
A buyer’s window depends on the individual property
A buyer's negotiating opportunity depends on the seller, property and available alternatives. A general label such as buyer's market does not establish the terms of a particular transaction.
Markets / Analysis
Separate prime-market performance from your own investment case
Prime-market commentary may concern a narrow set of properties. It should not be transferred automatically to a different asset or to a buyer's personal circumstances.
Investing / Analysis
Premium homes: compare scarcity with running costs
Scarcity can be part of a premium property's appeal, but an owner also acquires costs and responsibilities. Both belong in the comparison.
Markets / Analysis
Morning market brief: distinguish activity from suitability
A market briefing should distinguish activity from investment suitability. News can identify a question worth investigating without supplying the answer for every reader.
Markets / Analysis
Handovers and transactions measure different things
Handovers and transactions describe different events. Combining them without clear definitions can produce an inaccurate picture of supply and demand.
Investing / Analysis
Strong deal flow does not establish a fair price
Strong deal flow does not establish a fair price for an individual property. Activity and valuation require different evidence.
Investing / Analysis
Buying during uncertainty: build the downside case
Buying during uncertainty requires a clear downside case. Confidence expressed by other purchasers cannot establish what a particular buyer can absorb.
Markets / Analysis
Liquidity is useful context for a specific exit plan
Market liquidity is context for an exit plan, not a promise of an immediate sale. The eventual buyer must still be able and willing to acquire the particular asset.
Markets / Analysis
A property decision needs more than a confidence headline
A confidence headline cannot replace the evidence needed for a property decision. The relevant question is how the commitment fits the intended use and circumstances.
Markets / Analysis
Investigate a proposed growth corridor
A proposed growth corridor is a research question rather than an investment conclusion. The timing and delivery of the features behind the story matter.
Markets / Analysis
Institutional activity is not a retail investment recommendation
An institution's investment can reflect objectives, structures and terms unavailable to an individual purchaser. Its activity is not a recommendation to copy the exposure.
Investing / Analysis
Handover supply: check the dates and definitions
Handover supply should be read with attention to dates and definitions. A reported completion figure may not answer how much competing space is usable at the moment.
Investing / Analysis
Price expectations are not realised sale prices
A survey of price expectations is not a record of completed sale prices. It can describe sentiment without establishing the outcome of a future transaction.