Serious investment thinking that doesn’t take itself too seriously.
Because there's no housing shortage, among other reasons. the brand new apartments with the biggest discounts all time high of new apartment supply new units staying on the...
Random Walk stumbles into a culture war, but only for a moment. The New York Times spreads hateful dismisinformation about esteemed Private Capital manager, Jared Kushner...
CRE hitting bottom? a good time to travel some office landlords are doing pretty great love that used home smell resi markets with a bit of softness Is commercial real estate...
There's no shortage of money, and no surplus of people . . . if anything, there's a shortage of good productive things to invest in, and it's unclear what rates have to do with...
Latest foray into 'AI: Bubble or Not?' and it's mostly assuring Cisco the warning parable, a recap Nvidia is actually pretty cheap, when you think about it Capex spending is just...
Rents-not-rising, but some markets are (a lot) better than others, a tale of four regions, good and bad news from CMBS, Bye-bye biotech, hello loneliness (reprise) Rents are not...