The Real Estate Haystack

Actionable ideas and news for institutional real estate investors.
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Featured

Jul 30, 2025

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11 min read

Lease Size as a Hidden Lever for Office Outperformance

Jul 16, 2025

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9 min read

Income Growth Moves Apartment Rents WAY More Than Supply Changes

Jul 2, 2025

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8 min read

AI Market-Picking Drives Better Risk-Adjusted Returns

Articles

Aug 6, 2025

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9 min read

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The Hidden Upside of Tenant Concentration

Jul 30, 2025

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11 min read

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Lease Size as a Hidden Lever for Office Outperformance

Jul 23, 2025

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10 min read

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Machine Learning Meets REIT Forecasting: How Much Edge Can We Actually Get?

Jul 16, 2025

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9 min read

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Income Growth Moves Apartment Rents WAY More Than Supply Changes

Jul 9, 2025

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8 min read

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Tenant-Friendly Cities See Landlord-Friendly Rents

Jul 2, 2025

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8 min read

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AI Market-Picking Drives Better Risk-Adjusted Returns

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