'Principles: Life and Work', Ray Dalio. Simon & Schuster (2017).

'The Intelligent REIT Investor', Stephanie Krewson-Kelly & Brad Thomas. Wiley (2016).

'Investing in REITs: Real Estate Investment Trusts' (fourth edition), Ralph L. Block. Bloomberg Press (2011).

'The Essays of Warren Buffet: Lessons for Investors and Managers’, edited by Lawrence A. Cunningham. John Wiley & Sons (2009).

'Thinking, Fast and Slow', Daniel Kahneman. Farrar, Straus and Giroux (2011).

Reports & Research

Lasse Heje Pedersen. Sharpening the Arithmetic of Active Management (2018). Active managers can be worth positive fees in aggregate, allowing them to play an important economic role.

Andrew Clare, Nick Motson & Stephen Thomas. Was 2016 the year of the monkey? (2017). Market capitalisation benchmarks perform badly

CEM Benchmarking - Asset Allocation and Fund Performance (2016). Listed Equity REITs are the best performing asset class 1998-2014

Northill Capital - Nowhere to Hide: Focused Active Managers Outperform (2016)

Franz Fuerst. The Financial Rewards of Sustainability: A Global Performance Study of REITs. University of Cambridge (2015)

AMG - The Boutique Premium (2015)

Perpetual/APREA - Asia Pacific REITs - a comparative regulatory and tax study (2014)

APREA - Benefits of REITs to Asian Economies (2014). (Executive summary)

Swiss Finance Institute - Are REITs Real Estate? Evidence from International Sector Level Data (2014).

APREA - Listed RE as proxy for direct RE exposure (2014). (Executive summary)

Antti Petajisto. Active Share and Mutual Fund Performance. Financial Analysts Journal (2013)

Andonov, A., Eichholtz, P. and Kok, N.. Value Added from Money Managers in Private Markets? An Examination of Pension Fund Investments in Real Estate. Working Paper. University of Maastricht (2012)

B&I Asia-Pacific REIT regulation summary

Sunlight REIT (2011)

APREA - Asian Commercial Real Estate as an Inflation Hedge (2012). (Executive Summary)

APREA - Sustainablility Handbook (2012)

APREA - The Benefits of an Allocation to Asian Real Estate for Institutional Investors (2011). (Executive Summary)

APREA - The R-Index of Corporate Governance (2012). (White Paper)

APREA - The significance of Real Estate in Asian Pension Funds (2010).(Executive Summary)

News articles

NZZ REIT interview. (September 2016)

Immobilien in China - Die Balse platzt nicht. Finanz und Wirtschaft. (July 2012)

Environmental, Social and Governance (ESG)

Milton Friedman. The Social Responsibility of Business is to Increase its Profits (1970).

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