Authored by Dave Murray I'm privileged to have had a long career in sell-side research - tasked to deliver analyses and views for professional investor clients, preferably with definitive and high conviction conclusions. Human nature, even amongst experienced...
Alternative Investments
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The Case for US private Real Estate and SWAN’s Investment Model
Understanding The Case For Diversification Into Private Assets
Is Private Real Estate really more risky than other investable asset classes?
In public markets, the ability to deliver differentiated and significant value has become eroded over time. Increasing market efficiencies and access to useful, forward-looking information has been massively constrained, through regulation and increased litigation...


