The Real Estate Haystack

Actionable ideas and news for institutional real estate investors.
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Featured

What Really Determines Whether a Project Gets Built

Jan 7, 2026

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10 min read

What Really Determines Whether a Project Gets Built

Alpha in Plain Sight: What REIT Bonds Are Really Pricing In

Nov 19, 2025

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9 min read

Alpha in Plain Sight: What REIT Bonds Are Really Pricing In

Diversification Will Help Your Pricing, But it Doesn’t Mean You Can Sell

Dec 17, 2025

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9 min read

Diversification Will Help Your Pricing, But it Doesn’t Mean You Can Sell

Articles

$150B Went Into Opportunity Zones, What Worked Best?

Jan 14, 2026

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9 min read

$150B Went Into Opportunity Zones, What Worked Best?

Jan 7, 2026

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10 min read

What Really Determines Whether a Project Gets Built

Dec 17, 2025

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9 min read

Diversification Will Help Your Pricing, But it Doesn’t Mean You Can Sell

The New Rulebook of Urban Recovery in America

Dec 10, 2025

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9 min read

The New Rulebook of Urban Recovery in America

Blockchain and Real Estate: Why The Least Disruptive Ideas Are The Best Ones

Dec 5, 2025

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9 min read

Blockchain and Real Estate: Why The Least Disruptive Ideas Are The Best Ones

Nov 19, 2025

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9 min read

Alpha in Plain Sight: What REIT Bonds Are Really Pricing In

The Decoupling of Cost and Value in Real Estate

Nov 12, 2025

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10 min read

The Decoupling of Cost and Value in Real Estate

GP Return Manipulation: How It Happens, Why LPs Might Like It

Nov 5, 2025

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10 min read

GP Return Manipulation: How It Happens, Why LPs Might Like It

Real Estate’s Inflation Story: Stable Truths and Volatile Exceptions

Oct 29, 2025

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10 min read

Real Estate’s Inflation Story: Stable Truths and Volatile Exceptions

AI’s Real Estate Problem: What Are Data Centers Really Worth?

Oct 22, 2025

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10 min read

AI’s Real Estate Problem: What Are Data Centers Really Worth?

The New Geography of Value: CRE’s WFH Winners and Losers

Oct 15, 2025

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10 min read

The New Geography of Value: CRE’s WFH Winners and Losers

These Niche Asset Classes Perform Best And Could Become Institutional

Oct 8, 2025

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9 min read

These Niche Asset Classes Perform Best And Could Become Institutional

What’s A View Worth? Quantifying Visual Amenities’ Value in Real Estate

Oct 1, 2025

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9 min read

What’s A View Worth? Quantifying Visual Amenities’ Value in Real Estate

What NAV REITs Reveal About Risk, Perception, and Return

Sep 24, 2025

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9 min read

What NAV REITs Reveal About Risk, Perception, and Return

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

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

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?

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

Tenant-Friendly Cities See Landlord-Friendly Rents

Jul 9, 2025

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8 min read

Tenant-Friendly Cities See Landlord-Friendly Rents