RESEARCH

Research is produced for our clients - not all are openly available, a selection a published below. Archive copies of all Research notes are available.

Please contact info@oakadvisors.co.uk to request a copy, stating your area of interest.

Recent Publicly Available:

The Future of the High Street - February (1) 2021

Currently apocalyptic visions compete with wishful thinking about the future of the high street after the Covid-19 Pandemic has subsided as a defining force of our way of life. But life has a way of being much more vague than this, and the pandemic itself has shown how many variables can make outcomes utterly unpredictable.

In Praise of the Office - November (2) 2020

Working from home (WFH) has been proposed as a panacea to the dislocation caused by the Covid-19 Pandemic. Whilst convenient, and in some cases obligatory at the moment, it does not solve all problems posed by the Pandemic – and looking forward it will not reset the world of work in the way that some have suggested. The centralised office will survive and thrive after the Pandemic has subsided.

Covid 19: What we have learned - July (1) 2020

The human world is emerging from wilfully ceasing all physical interaction for three months. Flus and pandemics are nothing new, but our reaction to Covid-19 most certainly is. The cause of the quick spread (global travel), our novel reaction (instant information) jars with our systematic approach (segregation) and individual treatment (intensive care) the former which is literally thousands of years old and the latter perhaps one hundred years old.

Use and Abuse of Statistics - April (2) 2020

People should not be blinded by numbers, models and statistical analysis. Numbers are our servants not our masters. They are generated to describe behaviour not to prescribe it. As much as ‘flattening the curve’ has entered the public lexicon it is as wrong to think we can ‘will’ a curve to behave in a way that we wish.

Reading the Tea Leaves - April (1) 2020

During times of crisis there is an irrepressible appetite for information and analysis for one’s own sector of focus. During this time of government mandated homestay, appetite for information and analysis on commercial real estate is insatiable.

Is Real Estate a 'Risk On' or 'Risk Off' Asset Class? - March (1) 2020

During these uncertain times basic assumptions are challenged and little can be taken for granted. Primary (medical and epidemiological) assertions are hard enough, let alone positing assertions about the secondary economic consequences of Covid-19 on the world.

Symbols of Cities - April (2) 2018

The modern city and the way that the majority of people live in it is fairly ubiquitous. These days plumbing, electricity and heating are a standard inside most of the world’s city dwellings, and, huge proportion of these units are anodyne apartments. The cultural association, or the physical prompts of a city are important.

Data Use and Data Misuse - April (1) 2018

The Cambridge Analytica affair demonstrates how the internet works. It should come as no surprise to anyone who uses a free email, social media, brokerage, purchase and sale sites that all information is used. It is jaw dropping that anyone should think the situation is otherwise.

In Praise of MIPIM - March (2) 2018

MIPIM is an event in the French Riviera town of Cannes where property professionals congregate on an annual basis to swap notes, do deals and show off. Clearly all of these are possible at any point throughout the year in any location without having to transport some tens of thousands of people to the South of France in the middle of a working week.

The Tokenisation of Real Estate - March (1) 2018

An important innovation and trend of the next few years will be the tokenisation of real estate. Tokens are an electronic – and blockchain enabled – expression of ownership. The use of tokens as distinct from money can democratise or widen the funding base of projects ...

Financial Correlations - February (1) 2018

Perceptions of financial correlation are arrived at informally and formally. Informally experience, insight and even intuition have a role forming an opinion how variables are connected. Formally testing hypotheses against scenarios on a quantitative basis (such as regression analysis), can yield huge insights as to how correlations are formed.

Demographics and Real Estate - January (2) 2018

The world and the commercial apparatus that underpin it does not drum like a methodical, monotonous machine. There is a tempo and a cadence to events, that create cycles, that affect the world profoundly. For example, the events of the Second World War had a dramatic demographic impact in of itself ...

Basic Universal Income - January (1) 2018

Basic Universal Income is mooted by some as a panacea to all troubles with the welfare state model. It is however an abhorrent instrument that should have no place in any society. It is as erroneous a model as anything from the socialist experiments of the twentieth century.

Research on Research Notes - December (2) 2017

There is a parallel between research analysts and sports commentators. On the one hand, continual commentary requires hedging against all conceivable outcomes as you can’t go out too much on a limb without being shown a fool by events. On the other hand, a bit of emphasis wins alpha...

Strategy in Real Estate - December (1) 2017

Strategy is an abused term. In the business world it is often used as a catch all for any decisions made in the ordinary course of business – usually reserved for ‘long term’ decisions whatever that means or may be. This is a tragedy and a sign of second rate management.

The Listless Heart of Europe - November (2) 2017

Germany is the listless heart of Europe. It has neither the stomach, the will or the capacity to provide leadership to a cantankerous collection of European nations. It has committed its whole unquestioning being to the European project and does not want to contemplate any alternative to this political course but insodoing has presented itself with an impossible (and thankless) challenge.

Publicly available from the Archives:

November (1) 2017 Research Note: 'Interest Rates and Real Estate'

September (2) 2017 Research Note: 'Catalonia, Spain and Europe'

September (1) 2017 Resarch Note: 'Crypto-currencies, blockchain and real estate'

March (1) 2017 Research Note: 'The Talks will not succeed'

February (2) 2017 Research Note: 'What is Core Real Estate?'

January (1) 2017 Research Note: 'What is Opportunistic Real Estate?'

June (2) 2016 Research Note: 'Brexit and Real Estate'

March (1) 2016 Research Note: 'Why is Real Estate So Misogyinistic?'

February (1) 2016 Research Note: 'Family Office and Real Estate'

January (2) 2015 Research Note: 'Greek Exit from the Euro and European Real Estate'

January (1) 2015 Research Note: 'The Price of Oil and European Real Estate'

December (1) 2014 Research Note: 'Index linked leases in Real Estate'

October (1) 2014 Research Note: 'The Real Estate of Student Housing'

September (1) 2014 Research Note: 'Trust in Real Estate'

August (1) 2014 Research Note: 'Resistance Levels in Real Estate'

July (1) 2014 Research Note: 'German Real Estate'

June (2) 2014 Research Note: 'The Art of Securing a Re-gear in Real Estate'

June (1) 2014 Research Note: 'ECB, Negative Interest Rates and Real Estate'

May (2) 2014 Research Note: 'Sharia Financing and Real Estate'

May (1) 2014 Research Note: 'Change of Use in Real Estate'

April (2) 2014 Research Note: 'Enfranchisement and UK Real Estate'

April (1) 2014 Research Note: 'Valuation and Real Estate'

March (2) 2014 Research Note: 'Dilapidations and Real Estate'

March (1) 2014 Research Note: 'The Crimean Crisis and European Real Estate'

February (2) 2014 Research Note: 'Forward Guidance and Real Estate'

February (1) 2014 Research Note: 'China and European Real Estate'

January (1) 2014 Research Note: 'Agency Theory and Real Estate'

December (2) 2013 Research Note: 'Seasonality in Real Estate'

December (1) 2013 Research Note: 'Trophy Assets in Real Estate'

November (2) 2013 Research Note: 'Sub-sectors in Real Estate'

November (1) 2013 Research Note: 'Residual Value in Real Estate'

October (2) 2013 Research Note: 'The Real Estate of Student Housing'

October (1) 2013 Research Note: 'Rent Free Periods in Real Estate'

September (2) 2013 Research Note: 'Private Rented Sector in the UK'

September (1) 2013 Research Note: 'The Real Estate of Hotels'

August (2) 2013 Research Note: 'Office Real Estate'

August (1) 2013 Research Note: 'Industrial Real Estate'

July (2) 2013 Research Note: 'Section 106 in UK Real Estate'

July (1) 2013 Research Note: 'Transactional Premium in Real Estate'

June (2) 2013 Research Note: 'Croatian Real Estate'

June (1) 2013 Research Note: 'The Rule of Law and Real Estate'

May (2) 2013 Research Note: 'Hurdles in Real Estate'

May (1) 2013 Research Note: 'Real Estate Leases'

April (2) 2013 Research Note: 'Real Estate sale and Leasebacks'

April (1) 2013 Research Note: 'Covenants and Real Estate'

March (2) 2013 Research Note: 'Technology and Real Estate'

March (1) 2013 Research Note: 'The Real Estate Funding Gap'

February (2) 2013 Research Note: 'Real Estate and Forex'

February (1) 2013 Research Note: 'Inflation and Real Estate'

January (2) 2013 Research Note: 'Joint Ventures in Real Estate'

January (1) 2013 Research Note: 'The United States and European Real Estate'

December (2) 2012 Research Note: 'The Re-investment problem in Real Estate'

December (1) 2012 Research Note: 'Due Diligence and Real Estate'

November (2) 2012 Research Note: 'Capital Expenditure in Real Estate'

November (1) 2012 Research Note: 'Real Estate and Debt'

October (2) 2012 Research Note: 'Yield in Real Estate'

October (1) 2012 Research Note: 'Real Estate Ownership Structures'

September (2) 2012 Research Note: 'Benchmarking in Real Estate'

September (1) 2012 Research Note: 'Opco / Propco and the implications for Real Estate'

August (2) 2012 Research Note: 'Sovereign Wealth Funds and Real Estate'

August (SPECIAL) 2012 Research Note: 'Sovereign Wealth Funds of the World'

August (1) 2012 Research Note: 'Portfolio Theory and Real Estate'

July (2) 2012 Research Note: 'Financial Models and Real Estate'

July (1) 2012 Research Note: 'Real Estate and the Use and Misuse of LIBOR'

June (2) 2012 Reasearch Note: 'Sustainability in Real Estate'

June (1) 2012 Research Note: 'Greenfield Development in Real Estate'

May (2) 2012 Research Note: 'Levers of Value in Real Estate'

May (SPECIAL) 2012 Research Note: 'Major European Real Estate Investment Managers by AuM'

May (1) 2012 Research Note: 'Real Estate Investment Management'

April (SPECIAL) Research Note Hungary: 'The Hungarian Real Estate Market'

April (2) 2012 Research Note: ''Off-market' deals in Real Estate'

April (1) 2012 Research Note: 'Real Estate Development'

March (SPECIAL) 2012 Research Note: 'The implications of the 2012 UK Budget'

March (2) 2012 Research Note: 'Real Estate Asset Management'

March (1) 2012 Research Note: 'Liquidity in Real Estate'

February (2) 2012 Research Note: 'Friction Costs in Real Estate'

February (1) 2012 Research Note: 'Secondary Real Estate'

January (2) 2012 Research Note: 'Hedges in Real Estate'

January (1) 2012 Research Note: 'The Prospects for Real Estate in the Sovereign Debt Crisis of Europe'

If you would like to receive our Research Notes as they are updated please email info@oakadvisors.co.uk with 'OAL Research Notes' in the subject line of your email and you will be added to our mailing list.

External Publications

Cambridge University Land Society Magazine 2017: Real Estate Investment Observations from ther Last Decade and Outlook for the Next Decade

Global Investor Appetite 2013: Who’s Hungry for UK Real Estate? What value does the UK hold for

global investors? Roundtable Discussion.

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