Papers and Presentations

Non Downloadable Papers - Contact us to request copies.

1. UK Housebuilding Sector Q1 2010 (April 2010)
   It was not a banner quarter with a 7% actual and 2% weighted fall in share prices. Nor will a new Government (whatever hue) make much difference; we shows that the ups and down continue regardless. Call us for a copy.
   
   
2. European Real Estate Outlook: update 2 (February 2010)
   Detailed analysis of the rapidly evolving turnaround here from a year ago.
   
   
3. European Real Estate Outlook: update 1 (January 2010)
   The good news keeps on rolling in here, with investment set to double.
   
   
4. European Real Estate Outlook: recovery (November 2009)
   As a very poor year closes, so the portents all begin to look much better.
   
   
5. UK Construction Industry Outlook (March 2009)
   Presentation at a conference organised by Castlemead Insurance Brokers.
   
   
6. Outlook for Global Real Estate & Construction (February 2009)
   A detailed 50 page presentation on the prospects for global real estate and construction out to 2011.
   
   
7. European Real Estate and Construction Outlook (October 2008)
   A detailed look at the prospects for these key sectors.
   
   
8. The dynamics of UK Housebuilding (October 2008)
   This near 100 page tomb is for sale.
   
   
9. Conference powerpoint on UK construction outlook to 2010 (September 2008)
   This presentation from the ‘Building’/Pinsent Masons recent conference is available.
   
   
10. Stormy Monday (January 2008)
    An examination of the post-credit crunch European construction and real estate market.
    
    
11. The future of UK builders merchants (September 2007)
    The consequences of a rapidly consolidating supply side.
    
    
12. European real estate: the truth about yield compression (June 2007)
    See where to make money in property and where not to in this 42 page analysis.
    
    
13. European Property & Construction Outlook (November 2006)
    All you ever wanted to know –but were afraid to ask –in this 100 page report.
    
    
14. Lafarge Roofing Division (September 2006)
    Full analysis of this major player which has now been sold by former parent Lafarge to PAI Partners for Euro 2.4 billion; although Lafarge will initially hold a 35% stake.
    
    
15. Germany über alles? (December 2005)
    The agreed bid for HeidelbergCement AG in the summer of 2005 by its minority shareholders Spohn Cement GmbH was a defining moment in German and European building materials.
    
    
16. UK Housebuilding –where from and where to (December 2005)
    See why the Sector is configured as it is today in this major piece of work.
    
    
17. Last man standing (September 2005)
    We consider ‘the great disappearing UK building materials company’.
    
    
18. Balfour Beatty –“The creation and care of essential assets –and its shareholders” (January 2005)
    Find out why Balfour Beatty is fast becoming the TESCO of UK construction in this 12,000 word report.
    
    
19. Merrill Lynch conference on building sector in Central and Eastern Europe (October 2004) 
    Some of the ‘'great and good'’ of European building opined on prospects in CEE, including Wienerberger, HeidelbergCement, Pilkington and Kingspan, as did the home team on the macro prospects. Read our 5000 word review.
    
    
20. Merrill Lynch Housing Conference (April 2004)
    Barker et al are spooked by house prices, but will the volume of new houses really increase? Read our 4000 word review of this excellent event.
    
    
21. Wolseley - a review of the business, its markets, competitors and prospects (November 2003)
    Distribution is now a science and Wolseley has many laboratories. Find out why in this 17000 word report.
    
    
22. BPB - an overview (July 2003) 
    See why this corporate used our company name as its strap line in this 8000 word report. 

Papers (PDF format) - Download Adobe PDF Reader

1. Pitfalls, Recovery & Opportunities: - case studies and lessons learned in text (Euroconstruct, Dublin, June 2010)
   
   
2. Building Value's UK Construction & Building Sector in 2010
   
   
3. Building Value's UK Construction & Building Sector in 2009
   
   
4. Building Value's UK Construction & Building Sector in 2008
   
   
5. Building Value’s UK Construction & Building Sector in 2007
   
   
6. UK Construction and Building Materials Sector –in context (January 2006)
   
   
7. UK Construction and Building Materials Sector - in context (January 2005)
   
   
8. UK Construction and Building Materials Sector - in context (January 2004)
   
   
9. UK Construction and Building Materials Sector –in context (January 2003)
   
   
10. The Private Finance Initiative in the UK: “another fine mess you got me into, but the report of my death was an exaggeration” (Euroconstruct, Munich, December 2002)
    
    
11. The UK Commercial Building Market 1999-2004F (July 2002)
    
    
12. UK Housebuilding - a brief consideration (July 2002)
    
    
13. "Men behaving badly": how engineering and construction companies operate, why and what they might do next (Euroconstruct, Dublin, June 2002)
    
    
14. Global Consolidation in Heavy Building Materials (June 2001)

Presentations (Powerpoint format) - Download Powerpoint Viewer

1. Pitfalls, Recovery & Opportunities: - case studies and lessons learned in PP (Euroconstruct, Dublin, June 2010)
   
   
2. Back to the future: European Construction Output 2005-7E (Euroconstruct, Cardiff, June 2005)
   
   
3. Unique presentation on industry's decision making (Euroconstruct, Stockholm, June 2004)
   
   
4. The Private Finance Initiative in the UK: “another fine mess you got me into, but the report of my death was an exaggeration”(Euroconstruct, Munich, December 2002
   
   
5. "Men behaving badly": how engineering and construction companies operate, why and what they might do next (Euroconstruct, Dublin, June 2002) - see above in "Papers" section
   
   
6. Risk Management in Building –no longer an oxymoron (Zurich Insurance, London, May 2002)