Analysis and notes on property markets, rental yields, and long-term real estate investing.
Iran struck Dubai directly — airport, Burj Al Arab, Palm Jumeirah. Transactions fell 25%, prices 4–6%. Here is the full damage report and where the opportunity now sits.
Dubai set an AED 176.7B annual transaction record in 2025 while Q1 2026 shows the first price decline in 14 quarters. Fitch warns of investment-grade correction ahead.
Berlin real estate investment in 2026 hits decade-low valuations — 22.6x rent multiple — as foreign capital doubles its market share. Here's what the numbers say.
Istanbul property prices rose 28% in lira in 2025 — but inflation-adjusted USD returns turned negative. A district-by-district yield analysis for 2026 investors.
US office vacancy hit 22.2% in Q1 2026—yet distressed sales are resetting valuations while patient capital scouts selective opportunities. Where the cycle stands and what patient investors see.
London buy-to-let 2026: yields hit 6–7% in outer east, but Section 24 and SDLT stack change the math. A zone-by-zone investor breakdown.
Warsaw real estate Q1 2026: district-by-district yields, NBP rate cut impact, Ukrainian demand, and optimal entry zones for buy-to-let investors.
London, Warsaw, Kyiv — three capitals, three risk profiles. Which city delivers the best risk-adjusted returns for buy-to-let investors in 2026?
Kyiv buy-to-let 2026: real lun.ua prices show primary market + 50% renovation yields 0.4–2.2 percentage points above secondary in 8 of 10 districts. District-by-district and building-level analysis.
Singapore's 28 property districts yield 2.5–4.5%. A district-by-district breakdown of CCR, RCR, and OCR returns — and where the 2026 value actually sits.
Dubai Q1 2026: record AED 176.4B in transactions yet first price decline in 14 quarters. The paradox explained for investors evaluating the market.
Class A office vacancy in Kyiv compressed to 18% as international companies return—net yields reaching 9–11% signal structural demand from EU firms.
From Kyiv's war-discounted apartments to Dubai's oversupply risk and Singapore's controlled bubble — a city-by-city breakdown of where the value is.
Significant discounts to market. The math of buying distressed assets when nobody else will.
When a market drops 40%, is the bottom at 50%? 60%? Here's my framework.
Pechersk yields compress while Left Bank surprises. A district-level breakdown of where the rental math actually works in Kyiv right now.
Everyone wants premium tenants. But the gross yield numbers tell a different story. A segment-by-segment breakdown.
The tenant profile in Kyiv rentals in 2026 looks nothing like 2021. Here is what changed and what it means for landlords.
My watchlist for 2026: five Kyiv residential complexes where the rental math looks compelling. No sales pitch — just analysis.