Reflection on 2025 & Plans for 2026
As the year comes to a close, it felt like the right moment to reflect on what we’ve achieved - and to share what’s changing as we head into 2026.

As the year comes to a close, it felt like the right moment to reflect on what we’ve achieved - and to share what’s changing as we head into 2026.

Operational and digital infrastructure assets are reshaping how investors underwrite and model real estate. This piece explores what’s driving demand for data centres and other operational assets - and why their cashflows require a new modelling approach.

Learn how implicit valuation models shape commercial real estate pricing. Understand Income Capitalisation, YP (Years’ Purchase) Perpetuity and Term & Reversion – and how valuers convert income streams into market value using yield-based methods.

Discover the pros and cons of using Excel macros in real estate financial models. Learn how automation can improve efficiency - and when it risks reducing transparency.