Viewpoint

  • 14/7/2020

    Viewpoint – V for Victory with UK Student Accommodation

    Our Head of United Kingdom and student accommodation specialist John Yeend shares his thoughts on the UK student accommodation sector, how universities are adapting to COVID-19 and how demographics are key to understanding the resilience and opportunity that the purpose-built student accommodation (PBSA) sector provides.   A Maturing Sector: Since the removal of the cap […]

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  • 11/6/2020

    Viewpoint – Closing during COVID-19

    In recent articles, I have covered the practicalities of conducting due diligence during a lockdown and my observation that COVID-19 is accelerating human behavioural changes that were already advancing, but now I can share my experiences from recent closings of acquisitions. For during the second half of May we did just that, both in the […]

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  • 15/5/2020

    Viewpoint – Catalyst for change

    I was privileged to be asked to join a private webinar by one of our Middle Eastern investors last week, which provided the opportunity for its external equities advisor to share his thoughts on the markets during this COVID-19 pandemic. It is healthy to step out of your own world from time to time and […]

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  • 14/5/2020

    Viewpoint – Islamic real estate industry continues to have much to contribute to investors

    Shariah compliant real estate investment has long been an established product offering for Islamic investment managers. The allure of bricks and mortar remains, frequently with an attractive income component compared to equities or Sukuk. While tenant use of course needs to be monitored, the basics of real estate investment suit Shariah principles well, with a […]

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  • 17/4/2020

    Viewpoint – Investing during a lockdown

    While of course everyone’s first concern and priority is beating COVID-19, the now almost universal lockdown to achieve this is changing established protocols among Islamic investors. While some are in a ‘wait and see’ mode, for a great number of Islamic investors the attractions of stable income generated from real estate look attractive against the […]

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  • 12/3/2020

    Viewpoint – ESG in our DNA

    I am delighted with the seemingly exponential growth of environmental and social responsibility consciousness over the last year, as well as the less reported but equally important area of responsible governance. What a healthy contrast to the ‘greed is good’ attitude of the 1980s. But such environmental, social and governance (ESG) considerations are already in […]

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  • 7/2/2020

    Real estate – crossing more borders

    While of course in its simplest form, Shariah compliant real estate investment has existed for an eternity, with individuals buying properties themselves – most likely on an all-cash basis – and choosing to manage them appropriately, it is the involvement of international investment managers that is our focus here. As Islamic Finance News launched towards […]

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  • 5/2/2020

    Viewpoint – Brexit Boris Boost

    After four years of living and breathing the Brexit will we/won’t we debate, as you read this the UK will be out of the EU. What surprised me after so much strong feeling (to put it mildly) on both sides of the discussion over the years is that it’s all gone quiet. Quite literally in […]

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  • 4/12/2019

    Viewpoint – Lower for longer

    It is the time of the year when many in the Islamic finance world are determining their strategic goals and investment plans for the next 12 months. However, we all recognise that as Shariah compliant investors, we are not alone and are competing for the tastiest investment opportunities with the wider investor community. And so, […]

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  • 23/10/2019

    Viewpoint – Start-up star cities

    Prompted by a colleague in our Chicago office, I’ve just read a fascinating piece of research identifying the top 10 rising cities for start-ups in the US. With a continued investor fascination in finding the next big thing, this analysis provided some pointers on where we should be looking. The premise for the research was […]

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