IN THE AGE OF EVER INCREASING
GOVERNMENT DEBT & AI
THE GOLD STANDARD
OF PHYSICAL SECURITY & INCREASING INCOME
UK – EUROPE – AUSTRALIA
UK
+44(0)781 609 5286
ZURICH, SWITZERLAND
+41(0)76 221 5286
AUSTRALIA
+61(0)414 305 262
WE DON’T BUY OFFICES, SHOPPING MALLS, DATA CENTRES AND MOST BUT NOT ALL RETAIL. WE SIMPLY DON’T CONSIDER THESE BUILDINGS MEET OUR DEFINITION OF PRIME, IRRESPECTIVE OF WHO THEY ARE LET TO.
WE STRIVE TO BUY PRIME BUILDINGS LET TO PRIME TENANTS FOR LONG PERIODS OF TIME WITH ANNUAL UPWARD ONLY RENT INCREASES, THAT SELL THE WORLD’S MOST NEEDED PHYSICAL PRODUCTS FROM BUILDINGS WITH PUBLIC ACCESS YET WITH AS MUCH DIGITAL RESILIENCE AS POSSIBLE.
IN A FAST CHANGING WORLD WE BELIEVE THAT THE LIKELIHOOD OF GROWING GOVERNMENT CONTROL OVER CENTRAL BANKS, (IN ORDER TO LOWER THEIR OWN INTEREST PAYMENT OBLIGATIONS AND IN AN EFFORT TO AVOID PROBABLE STAGFLATION), THESE BUILDINGS WILL BECOME HIGHLY PRIZED ASSETS WITH INCREASING VALUES.
TRUMP’S COMMENTS ON FRIDAY 20TH JUNE 2025 ON “TRUTH SOCIAL”.
“HE COULD DO THE BIGGEST AND BEST JOB FOR OUR COUNTRY BY HELPING LOWER INTEREST RATES AND, IF HE REDUCED THEM TO THE NUMBER THEY SHOULD BE, 1%-2%, THAT NUMBSKULL WOULD BE SAVING THE UNITED STATES OF AMERICA UP TO $1 TRILLION DOLLARS A YEAR”.
TO US THAT ONLY REINFORCES THAT INTEREST RATES IN THE US AND GLOBALLY THEREAFTER WILL BE FORCIBLY SUPPRESSED IN THE FUTURE.
WE CONSIDER THESE BUILDINGS ARE THE GOLD STANDARD OF PHYSICAL SECURITIES AND THE RENT THEY PAY WILL BECOME THE GOLD DUST OF ANNUAL UPWARD ONLY INCOME.
WE BUY THESE ON BEHALF OF OURSELVES, OUR JOINT VENTURE PARTNERS AND FOR OTHER INVESTORS, (BY WAY OF RETAINERS AND/OR COMMISSIONS).
IF THIS MARKET INTERESTS YOU PLEASE DO GET IN TOUCH. WE ALSO PUBLISH A MONTHLY EMAIL UPDATE ON THIS FASCINATING SUBJECT.
DEBT MONETISATION & FINANCIAL REPRESSION ARE ON THE WAY
Either
The US will have to do what Ray Dalio (the head of Bridgewater Associates, one of the largest hedge funds in the world) suggests in his book How Countries Go Broke: The Big Cycle, and cut their budget deficit to 3 per cent of of GDP (currently around 6%) just to stabilise their debt ratios.
Or
In our opinion, having read the book, if this doesn’t happen, (which seems ever more likely with Trump’s Big Beautiful Bill and his ongoing criticism of the Federal Reserve) the following is almost certain to happen
1) These ever increasing debts will have to be rolled over on ever more unfavourable terms
2) They will have to be rolled over on ever shorter terms to enable Central Banks to exert more leverage on interest rates
3) Due to their ever increasing amounts they will have to be rolled over at ever decreasing interest rates
4) So the Fed, along with other Central Banks will be forced to comply with government demands and necessities or they will simply lose some, or all, of their independence
AFTER TARIFFS FAIL, NEXT IT WILL BE MORE CONTROL OF THE US TREASURY MARKET
When it is realised that the US tariffs will produce less than expected both financially and with the onshoring of jobs,
THE BATTLE OF NEW TREASURY TAXES AND AN EXTENSION OF MATURITY DATES ON FOREIGNERS HOLDING US TREASURYS WILL START
THE AGE OF GLOBAL DEBT MONETISATION & FINANCIAL REPRESSION WILL HAVE BEGUN AS GOVERNMENTS COORDINATE EVER LOWER GLOBAL INTEREST RATES TO FUND THEIR EVER INCREASING DEFICITS
We believe that when this happens the security and upward only annual increasing income from some of the world’s strongest companies trading from the right kind of real estate, selling the world’s most needed products and commodities will become extremely valuable. As the income from government securities and most other income producing assets decreases, the increasing annual income from these prime physical securities should ensure their capital values also increase.
We believe the relative stability of the past is ending due to these ever increasing government debts, the unknown financial returns of the mammoth investment in AI, the unknown effects of the rise of China and American tariffs, and the likely reduction of their vendor financing of America and of course almost another 4 years of Trump in the White House.
Increasing global uncertainty seems guaranteed to us.
As Warren Buffet’s greatest mentor, Benjamin Graham defined, “An investment operation is one which, upon thorough analysis, promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculative”.
We strive to buy these prime buildings let to prime tenants for ourselves, our joint venture partners, or on retainers and commissions from other investors who share our views.
WHICH IS WHY WE FIND THIS MARKET SO FASCINATING – IF IT INTERESTS YOU PLEASE DO GET IN TOUCH. WE ALSO PUBLISH A MONTHLY EMAIL UPDATE ON THIS SUBJECT