Archive | Emerging Real Estate Digest

THOUGHT LEADERSHIP

Origin Story of the Bretton Woods Order

The origin story of the Bretton Woods order gives the context required to understand why globalization failed and what is coming next. In...

Five Fearless Predictions for 2024

As 2023 sets here are some big and bold predictions for 2024.

Suez Canal and Emerging Markets

The conflict in the Red Sea has disrupted the Suez Canal but does it actually matter, who is impacted, and what about the oil?

Fairytale of Office-to-Residential Conversions

Converting underutilized offices to residential is difficult to pull off and in most cases cheaper to demo and build the apartment...

The DRC is Africa's Saudi Arabia 🔋

Cobalt is essential for EV batteries and the DRC contains 50% of the world's reserves and is responsible for 70% of global production.

Emerging Markets Need Fed Rate Cuts Now

The impact of fed monetary policy on emerging economies is difficult to understate. When rates are low, emerging market debt and equities ar

Argentina is Back on Investors' Radars

Smart investors ought to be paying attention to Argentina, something big is afoot and you don't want to miss out. Plan to strike in 2025 and

Origin of "Emerging Markets"

“Emerging markets” is a descriptor generally used to describe the handful of countries not too rich, and not too poor, and not too closed to

Coworking Is Not The Holy Grail

The biggest news in real estate this week was the Chapter 11 bankruptcy filing by WeWork. Let’s take a look at the coworking office business

Exclusive Q&A: Brittain Ladd & Peter Schatzberg

Two top international business experts share what they are telling their CEO clients about the state of the world.

Thailand's Land Bridge Parallels Mexico's Interoceanic Corridor

Both countries have an opportunity to alleviate shipping chokepoints while boosting their own economies and geopolitical standing.

Replacing Brazil as the King of South America 🤴

Argentina is poised and ideally suited to rapidly overtake Brazil as the most important economy and geopolitical influencer in South America

Argentina Was Born to be an Exporting Superpower

Argentina was born to be an exporting superpower. It has superb geographic attributes and advantages, fertile and arable land, strong econom

What the hell went wrong with Argentina?

After nearly 100 years of devotion to Peronism, the Argentina of today is one characterized by corruption, underperformance, inflation, unpa

Mexico Industrial Might be the Biggest Bubble in the History of LATAM Real Estate

Bubbles in the investment world occur when a surge in asset prices is driven not by fundamentals, but instead by hype, wishful thinking, ove

Investor Spotlight: Paladin Realty Partners

An assessment, and interview with the CIO, of one of the most active real estate investors in Latin America over the last four decades.

Part 3: Data Center Series

In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.

Part 2: Data Center Series

In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.