Insights
Notes on the
investment case.
Short pieces on how design, cost and programme decisions move value, capital and return.
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Change · Connect · ReturnOne assumption, the whole case: tracing a utility diversion to IRR
How a single late diversion moves start on site, prelims, sales and peak equity. Read → -
InvestReading an appraisal: five questions before investment committee
What to ask of the revenue, cost, programme and finance lines before capital is committed. Read → -
ChangeBuild to rent or for sale: comparing options on one basis
Why tenure options need to be compared on peak equity and return, not headline value. Read → -
Execute
Keeping the approved case alive through delivery
How schemes drift from the case that was approved, one decision at a time, and how to see it early. Read →