As Short-Term Renters & Immigration Fizzle, and People Move Out to “Work from Somewhere Else,” London Apartment Vacancies Soar, Rents Drop by Nick Corbishley • Dec 17, 2020 • 57 Comments “Unprecedented space across the West End”: REIT Shaftesbury PLC grapples with a new reality.
Bracing for Impact: My View as British Expat Just Before Brexit by Nick Corbishley • Dec 14, 2020 • 104 Comments None of the gloomiest predictions of how a Hard Brexit could impact UK expats in the EU has come to pass. But there are complications.
Three Big Retailer Casualties in One Week: UK Retail Landlords Reel after Worst Week of Nightmare Year by Nick Corbishley • Dec 7, 2020 • 50 Comments Some property owners are more exposed to the fallout than others.
Just in Time for Holiday Shopping Season: UK Fashion Giant Arcadia Crashes into Bankruptcy by Nick Corbishley • Dec 1, 2020 • 34 Comments Asset stripping by its owner, years of brick-and-mortar meltdown, topped off by the Pandemic. Suppliers, landlords, and pensioners twist in the wind.
Vast Euro-Derivatives Market, Centered in London, Is Set to Fragment as End of Brexit Transition & Uncertainties Loom by Nick Corbishley • Nov 28, 2020 • 88 Comments It shouldn’t “create risks to the stability of the financial system,” which is soothing to know.
Doubts Surface about “Valuations” of London Office Properties amid Conflicts of Interest by Nick Corbishley • Nov 19, 2020 • 24 Comments But these “valuations” are crucial to REITs and property mutual funds.
Volkswagen to Throw $86 Billion at EVs over 5 Years. GM, Ford, Others Plow Mega-Bucks into Shift to EVs. Tesla Instigated It by Wolf Richter • Nov 13, 2020 • 298 Comments Commercial trucks and vans too, including at Volkswagen’s Traton, one of the largest truck makers in the world, acquirer of Navistar.
How the Unemployment Fiasco in Europe Is Kept out of Official Unemployment Rates by Nick Corbishley • Nov 12, 2020 • 67 Comments The massive and once-again extended Pandemic-era furlough programs serve their purpose, but…
Spooked by Fishy Smells & Regulators, Investment Bank Natixis Dumps its 50% Stake in Formerly-$36-Billion Hedge Fund H2O by Nick Corbishley • Nov 8, 2020 • 36 Comments Blackstone Group, BNP Cardif, Crédit Agricole, and others have also unwound or suspended their relationship with H2O.
Amid Eviction Moratorium, Wiggle Room Tightens for Retail Landlords & Tenants in the UK by Nick Corbishley • Oct 19, 2020 • 36 Comments Land Securities, a Giant UK REIT, announced that it would try to sell a large portion of its properties. No buyers identified yet.
