Real Estate Analysis: Rationalizing
the Irrational
¨3
Behaviors to avoid:
¨Minding irrelevant data-news e.g. land
auctions, headlines etc
¨Too focused on recent data-news = and
missing macros in process
¨Working only on available or handy data
sources = e.g. looking no more beyond Mainland China and
Hong Kong markets and thinking the world
evolves around us