Quarterly Reviews & Research

Einstein dies and goes to heaven. First person he sees he asks, “Excuse me, what’s your IQ?” The person replies, 280. Einstein says, “Great, we can talk about astrophysics!”
2nd person he runs into he asks the same question, “what’s your IQ?” The person replies, “150”. “Great!” says Einstein, “we can talk about events of the day!”
3rd person he sees he once again asks about their IQ. This time the person says “45!” Einstein says, “Great, where do you think the real estate market is headed?!”

Christmas came early in Scotland – qualification for the 2026 World Cup was a special gift and the manner of the victory against Denmark sent sales of Tennents Lager through the roof…

The investment market has not had quite the same buzz this year, but several larger deals have completed in the final quarter, which has made the year-end position look healthier and ahead of the 5-year average.

Oasis isn’t the only comeback story of 2025. Perhaps not as high profile (or as eagerly awaited) but the prime city centre retail/leisure sectors in Glasgow and Edinburgh are seeing renewed investor appetite. A combination of attractive entry yields, reasonably robust tenant demand and rental growth are all combining to make the investment rationale more compelling.