The Real Estate Haystack

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Featured

Lease Size as a Hidden Lever for Office Outperformance

Jul 30, 2025

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11 min read

Lease Size as a Hidden Lever for Office Outperformance

Income Growth Moves Apartment Rents WAY More Than Supply Changes

Jul 16, 2025

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9 min read

Income Growth Moves Apartment Rents WAY More Than Supply Changes

AI Market-Picking Drives Better Risk-Adjusted Returns

Jul 2, 2025

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8 min read

AI Market-Picking Drives Better Risk-Adjusted Returns

Articles

ESG Drives Returns But Durability Is A Question

Sep 17, 2025

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9 min read

ESG Drives Returns But Durability Is A Question

High Tenants, Low Tolerance: Retail Rent Drops After Dispensary Openings

Sep 10, 2025

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8 min read

High Tenants, Low Tolerance: Retail Rent Drops After Dispensary Openings

Are Algorithms Really Driving Up Multifamily Rents, or Just Driving Headlines?

Sep 3, 2025

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9 min read

Are Algorithms Really Driving Up Multifamily Rents, or Just Driving Headlines?

Appraisals Are Broken. Machine Learning Can Fix Them.

Aug 27, 2025

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8 min read

Appraisals Are Broken. Machine Learning Can Fix Them.

Depth, Not Breadth: Why Broker-Buyer History Drives Sale Premiums

Aug 20, 2025

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9 min read

Depth, Not Breadth: Why Broker-Buyer History Drives Sale Premiums

Some of Your Tenants Will Pay More Rent, Here's The Cheat Code to Know Which Ones

Aug 13, 2025

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10 min read

Some of Your Tenants Will Pay More Rent, Here's The Cheat Code to Know Which Ones

The Hidden Upside of Tenant Concentration

Aug 6, 2025

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9 min read

The Hidden Upside of Tenant Concentration

Jul 30, 2025

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11 min read

Lease Size as a Hidden Lever for Office Outperformance

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

Jul 23, 2025

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10 min read

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

Jul 16, 2025

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9 min read

Income Growth Moves Apartment Rents WAY More Than Supply Changes

Tenant-Friendly Cities See Landlord-Friendly Rents

Jul 9, 2025

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8 min read

Tenant-Friendly Cities See Landlord-Friendly Rents

Jul 2, 2025

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8 min read

AI Market-Picking Drives Better Risk-Adjusted Returns

A Simple and Accurate Approach to Forecasting Cap Rates

Jun 25, 2025

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9 min read

A Simple and Accurate Approach to Forecasting Cap Rates

Work From Home Is Permanent, So What Now?

Jun 18, 2025

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13 min read

Work From Home Is Permanent, So What Now?

Jun 11, 2025

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9 min read

How To Ensure Your Broker Adds Value

Want Higher Returns in Real Estate? Look Downmarket

Jun 4, 2025

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9 min read

Want Higher Returns in Real Estate? Look Downmarket

What Makes a Market Institutional? The Answer Will Surprise You

May 28, 2025

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8 min read

What Makes a Market Institutional? The Answer Will Surprise You

The Bad Things That Happen When Local Retail Closes

May 21, 2025

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8 min read

The Bad Things That Happen When Local Retail Closes

How Sector Focus Drives Advantage in Real Estate Investing

May 14, 2025

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8 min read

How Sector Focus Drives Advantage in Real Estate Investing

Why Leverage Often Erodes Returns for LPs

May 7, 2025

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8 min read

Why Leverage Often Erodes Returns for LPs

A Hospital’s Reputation Alone Can Boost Nearby Office Rents

Apr 30, 2025

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8 min read

A Hospital’s Reputation Alone Can Boost Nearby Office Rents

Why Vintage Year Dominates the Drivers of Real Estate Fund Performance

Apr 23, 2025

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9 min read

Why Vintage Year Dominates the Drivers of Real Estate Fund Performance

Demographic Signals: Predicting Gentrification in Urban Submarkets

Apr 16, 2025

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9 min read

Demographic Signals: Predicting Gentrification in Urban Submarkets

The Concern About Disasters Moves Pricing More than the Risk of Disasters

Apr 9, 2025

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9 min read

The Concern About Disasters Moves Pricing More than the Risk of Disasters

Why You Don’t Trust AI Real Estate Valuations, But You Will

Apr 2, 2025

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9 min read

Why You Don’t Trust AI Real Estate Valuations, But You Will