Ep 427: How to assess whether property and share markets are attractively priced

Read Full Blog Here Stuart calls his approach value-aware: buying high-quality assets when they're attractively priced. Quality decides whether something is worth owning; price decides when to invest and how much. In this episode, he explains why both matter: your return comes from two engines: growth in an asset's underlying value and the uplift (or drag) as its valuation mean-reverts toward trend. For property, the entry price is everything because it's lumpy, illiquid, and bought at a sing...