Serious investment thinking that doesn’t take itself too seriously.
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...
Powell says "enough" and there are some interesting questions about what happens next, but I can think of at least one camp that's very, very happy. Rates go down, and then what?...
The zeitgeist feels gloomy, but there is cheer from commercial real estate: the bottom is near (maybe)
Signs of slowdown, and some scepticism that AI capex will generate enough returns anytime soon A change to the zeitgeist, and it’s definitely gloomyhealthcare makes all the jobs,...
Distressed Office sales are the most common saleschecking in on vacancy and absorption ratesthe fabric of American life, forever changed (by longer distance living)not all...