Insights & Analysis

Expert commentary on trends shaping the industry.

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While Everyone Watched the Sun Belt Oversupply Collapse, the Smartest Multifamily Money Quietly Moved to Dayton: The Case for Class B and C as the Only Risk-Adjusted Trade Left in 2026

Investment Strategies · 6 min read

Private Credit's Dirty Secret: The Loan Covenants Rewriting Who Actually Controls Distressed CRE When Deals Go Sideways

Investment Strategies · 6 min read

Active Adult Rentals Just Crossed the Institutional Threshold — and Most Multifamily Investors Still Think It's a Niche Play

Investment Strategies · 6 min read

The $1.5 Trillion CRE Debt Bomb: Who Wins and Who Gets Crushed When the Clock Runs Out in 2026

Investment Strategies · 6 min read

BlackRock Tokenized It. Now What? Why the $1.4 Trillion Real Estate Token Market Still Has a Liquidity Problem Nobody Wants to Talk About

Investment Strategies · 6 min read

BlackRock Tokenized It. Now What? Why the $1.4 Trillion Real Estate Token Market Still Has a Liquidity Problem Nobody Wants to Talk About

Investment Strategies · 6 min read

BlackRock Tokenized It. Now What? Why the $1.4 Trillion Real Estate Token Market Still Has a Liquidity Problem Nobody Wants to Talk About

Investment Strategies · 6 min read

BlackRock Tokenized It. Now What? Why the $1.4 Trillion Real Estate Token Market Still Has a Liquidity Problem Nobody Wants to Talk About

Investment Strategies · 6 min read

Banks Held 38% of CRE Lending — Then They Walked Away. Private Credit's Takeover Is Repricing Risk Across the Entire Capital Stack

Investment Strategies · 6 min read

Banks Held 38% of CRE Lending — Then They Walked Away. Private Credit's Takeover Is Repricing Risk Across the Entire Capital Stack

Investment Strategies · 6 min read

The Office Recovery Is Real—But Only for Trophy Assets. Here's Why Commodity Office Space Is Still Collapsing

Investment Strategies · 6 min read

The Office Recovery Is Real—But Only for Trophy Assets. Here's Why Commodity Office Space Is Still Collapsing

Investment Strategies · 6 min read

Build-to-Rent Built Its Entire Business Model on Policy Assumptions That Just Became a Coin Flip

Investment Strategies · 6 min read

Data Centers Are Now Bigger Than Malls: How AI Rewrote the Rules of Institutional Real Estate

Investment Strategies · 6 min read