Archive
6 papersThe Movement to Real
After four decades moving toward abstraction, toward financialisation, asset-light models, and platforms over production, the current is reversing.
When the Shed Becomes a Power Station
The energy transition is redefining what an industrial building is. Not cosmetically. Not incrementally. Structurally.
Industrial building systems · electrification · capital implications
After Rent
For centuries the logic of property ownership has rested on rent covering costs, and tenants selected for financial capacity. Electrification and energy revenue are about to give that logic its first real competition.
The Economics of Heritage
A capital strategy on a 1912 Preston fire station, listed at $3.1 million, reveals why protected buildings are becoming some of the most strategic assets in a portfolio.
Single-asset Capital Strategy · 1912 former fire station · Preston, Melbourne
The 10% Office
AI compresses ninety percent of office work. What happens to the space designed for the ten percent that remains, and what it tells us about the next generation of workplace capital.
It’s Not About Owning Data
The PropTech sector has spent fifteen years building consumer-facing apps while the real opportunity waited underground. The next twenty-four months will decide who owns the infrastructure layer that connects physical reality to capital decisions.