Talk: AI in the research process
AI is changing how research gets done. But like weight loss drugs, it’s hard to tell from the outside whether the results come from the jab or the gym.
Recent Posts
Updating plausibility
Spoiler alert. A Friday afternoon rant.
An Affordability Revolution?
New version of Working paper out: 500 years of rents, wages and housing standards show how housing became cheaper yet less affordable for many. Overall, hous...
AI in higher education: Last Samurai vs Brain Rot
Today, we had a discussion about how teaching needs to evolve in these AI enabled time. As researchers and educators we are painfully aware of two AI-related...
Book in print: ‘Commercial Real Estate Analysis for Investment, Finance, and Development’
The fourth Edition of the Geltner et al. CRE textbook is finally in production. And the ‘al.’ now includes (Lindenth)al…
New Working Paper: Missing Data in Real Estate
Missing data are pervasive in commercial real estate research, yet common practice remains to discard incomplete observations or fill gaps with crude imputat...
David Geltner on “Are We Losing Our Democracy?”
I have learnt a lot from David Geltner over the last 20 years.
Upside down?
This made me smile.
Old work: Demografische Krimp en Woningsprijzen
Piet Eichholtz and I wrote this short piece on the impact of changing demographics on house prices many years back. Some people still ask me for a copy, so I...
On Rejections
It happens so often, stings every time, and should not slow you down…
Ultra-processed Data
Maybe, someone has used this term before. If not, I would like to suggest “ultra-processed data.”
CALL FOR PAPERS: Real Estate Finance and Investment Symposium
This year back in Gainesville, Florida, Oct 9-11. Apply before June 1st.
Bullshit Jobs and Bullshit Offices
David Graeber’s ‘On the Phenomenon of Bullshit Jobs: A Work Rant’ made a compelling argument: many modern jobs exist for no real reason. Bureaucratic middlem...
New Paper: Enhancing Real Estate Investment Trust (REIT) Return Forecasts via Machine Learning
Paper forthcoming in Real Estate Economics: We add to the emerging literature on machine learning empirical asset pricing by analyzing a comprehensive set of...
AI will continue to change real estate at a dramatic pace: How to prepare our students for an unknowable future?
It’s easy to throw out bold ideas on how AI will change the real estate industry for good. But how can we prepare our students for an unknowable future? How ...
The MPhils were back in town!
It was such a joy to welcome back our MPhil alumni and former colleagues for the 2024 MPhil reunion! I truly enjoyed the evening, hearing all about your impr...
Continuous learning
As I sat in the dentist’s chair, waiting for the local anesthetic to kick in, I finally asked the dentist something I had wondered about a few times before: ...
Blog post: Predictable REIT returns
The Cambridge Endowment for Research in Finance (CERF) has published a blog post on Kahshin Leow’s and my research on predictable REIT returns: https://www.c...
Spring in Full Bloom
Spring has arrived both at home and at work.
Upcoming talks: Research seminars in Reading and London
This Wednesday (March 20) will be busy: First, I’ll head to the University of Reading for a research seminar (12–1 pm). My paper shows how REIT return predic...
