Research

Long-form research on companies listed on the Nairobi Securities Exchange. Each report is sourced line by line and ends with a verdict and the questions we would still want answered.

1 Nov 2026
75 min read
Acorn · TRIFIC · ALP · Imara · Fahari · HFCB · Real estate

Kenya's Real Estate

Understanding housing, rental income and REIT investing

Kenya’s demand for space is investable only at a price supported by cash generation. Twelve chapters on property economics, the housing market and housing finance, how a REIT turns rent into distributions, and how to evaluate, buy and monitor the six authorised REITs and HFCB, the listed housing lender.

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31 Oct 2026
45 min read
KenGen · Kenya Power · Energy

Powering Kenya

The economics of electricity, energy security and investment opportunities

Kenya is investing in power again, unevenly. Nine chapters on capacity, tariffs, the grid, Olkaria I and the two listed utilities, testing whether that investment reaches a minority shareholder at today's prices.

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