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Actionable ideas and news for institutional real estate investors.
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Featured

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

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

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

Articles

The Decoupling of Cost and Value in Real Estate

Nov 12, 2025

•

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

•

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

•

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

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

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?

How To Ensure Your Broker Adds Value

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

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