I run a commercial real estate consultancy firm and tweet about property

London, England
Joined March 2024
The most tedious thing that bothers me is every single UK roofing company recycling this logo
Being a reputable and reliable tradesmen is like 90% of the success. I say this from an outside perspective looking in. The sheer amount of work our clients give to tradesmen is astounding in volume. Yet it goes to the same 4 or 5 companies every time. Why? Because those companies have been reliable, efficient and on-time from the first job they ever got given.
‘… the highest/lowest since 2008’ is the most popular phrase of the year. Every single statistic is mirroring a global recession yet markets continue to ATH’s. Odd times.
A huge pet peeve of mine is Europeans trying everything to convince themselves they aren’t poverty compared to the average American
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We pulled £11 billion out the back of the sofa for Eat Out to Help Out in 2021. The financial black hole is £22 billion. I know Rishi took that £11 billion out at 100% interest. I just can’t prove it.
I drove past this on the M6 last week. Did the research and their largest units are 300sqft with a 2 week minimum. A real twist from the containerised self storage you see everywhere else.
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Prime Mayfair office availability falls to 20 year low. The UK’s most expensive sub-market is stripping supply as demand soars.
The UK doesn’t do crashes and bull runs anymore. It just does stagnation in every single aspect. Wages. Productivity. Investment. I’d rather a market of opportunity for better or worse than this flatline swamp.
A landlord just turned down a national blue-chip tenant for a start-up convenience operator — for an extra £8,000 a year. 5,500 sq ft high-street unit. Two identical offers, except rent. We advised the safer covenant. They chased the extra cash. £8k sounds nice… until there’s a default, void period, rates liability, and a 6–12 month re-let. Too many landlords are taking disproportionate tenant risk for tiny marginal gains. Yield is everything. Covenant strength matters.
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The next UK property crash will be the result of defaults on assets exactly like this
a West London woman who converted house into a hotel and then 10 flats hit with £430k bill
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These markets could force Trump to announce great big trade deal with China for the 17th time
71% of London property purchases have been first time buyers in 2025. Clapham clapped back.
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This could actually be the biggest recession indicator we’ve ever seen
BREAKING 🚨: Coca-Cola $KO had Negative Free Cash Flows this year for the first time this century 🤯👀 (data through Q2 2025)
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The UK is so much poorer than the average person thinks
Some UK entry-level professional service jobs are converging with the minimum wage. "A growing number of HR firms are now having to “closely monitor” salary sacrifice schemes ... from pushing staff below the legal threshold for wages per hour."
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Property fractionalisation should be a trillion-pound market. Everything is aligned: tech, capital, demand. Yet no platform has nailed the scale. Whoever solves it, wins big.
Southerners not realising they’ll end up like northern england once insurance and finance evacuates London
Only those who live at home, receive welfare benefits, are not ambitious, or live up north think £46,000 is a lot of money, or an excellent salary.
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Michael Burry shorts Palantir. 24 hours later, Palantir beats EPS by 40%. Stock up 170% this year.
BREAKING: Michael Burry just filed a portfolio update. He entered massive options positions betting against Nvidia and Palantir. He bought call options betting on Halliburton and Pfizer. Full portfolio up on Quiver.
Property has held up the world economy since 2008. It’s about time.
Home sales are headed for their worst year since 1995, per Redfin
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We walked away from a £2.4m deal today. When we first scoped it, yield was 6.7%. By the time it came back around, pricing had moved and it was sitting at 5.9%. At sub-6%, the margin for value-add wasn’t there. Even with hands-on management, we couldn’t see a path back above 7% without taking disproportionate risk. Sometimes the best deals are the ones you don’t do.
ChatGPT has given better legal advice than 20 year career veterans - all because it actually reads through documentation rather than passing it to a junior. Terrible decision if true.
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