Down But Not Out
A quick discussion of why the ”death spiral“ argument around some Northern cities has its limitations
View from the Top
This was an interview focused on the founding of Mr. Hollihan’s prior company, Castleforge, and the data-driven work that contributed to its success navigating difficult markets during his tenure.
Is Now The Time to Check In?
In the midst of Covid this was a call we made on temporary mispricing of the hotel sector in the midst of longer term structural tailwinds. Globally investors achieved attractive returns by buying hotels during this period and benefitting from the recent travel resurgence.
Office Landscape Structural Change
This discussion predated today’s focus on “core plus flex,” arguing that service is a key driver of tenant demand for office and that Covid merely accelerated structural trends for flexibility and remote working, resulting in tomorrow’s winners and losers in the office sector.