Resources & Blog
Tips and resources for the proactive commercial real estate investor.
What AI Actually Changed at Our Firm
The firms that will be at a structural disadvantage in three to five years aren’t the ones that fail to use AI for grand transformation. They’re the ones that fail to use it for the unglamorous work of organizing information well, communicating it cleanly, and remembering what was said.
The Rate Cut Story Is Falling Apart. Here’s Why That’s Not the Risk.
The risk to commercial real estate right now isn’t that rates fail to fall. The risk is that a lot of strategies were built around assuming they would — and the strategies built to perform without that assumption are now facing a very different set of questions than the ones being asked in most outlooks.
The AI Reckoning: What It Means for Commercial Real Estate — and Why We’re Positioned for What’s Coming
AI and robotics represent the most significant structural shift in the commercial real estate landscape since the rise of e-commerce. Unlike prior cycles, this one simultaneously threatens the largest CRE sector (office) while creating sustained tailwinds for the physical-world assets that cannot be digitized away.
Our Morning Rotation: A Behind-the-Scenes Look at Our Favorite Podcasts
While we spend our days analyzing market cycles and asset performance, our commutes and workouts are often spent listening to pundits, interesting personalities, and storytellers who remind us that finance is ultimately about human behavior.
Real Estate in 2026: Why We’re Moving Toward a New Value Cycle
There has been a lot of discussion lately about the “maturity wall” and the general stress facing the commercial real estate market. It’s a reality we are all navigating. For the first time in a decade, the industry is dealing with the fact that the cost of capital has fundamentally shifted, and the assumptions made just a few years ago are being tested by today’s environment.
From Outlook to Action: Capturing the 2026 Retail Reset
In our 2026 Commercial Real Estate Outlook, we characterized the current market as a period of “measured hopefulness.” As we move into January, the strategy is shifting from high-level observation to the active pursuit of yield.
2026 Commercial Real Estate Outlook: Optimistic Pressure is Building
As we close out 2025 and look toward the opportunities that 2026 presents, the U.S. commercial real estate (CRE) market finds itself in a state of Recovery, albeit within a persistently challenging macro-environment. We characterize the current condition not as a setback, but as a measured move in industry hopefulness.
Rethinking Resilience: Why the 60/40 Portfolio is Ceding Ground to Alternatives
The investment community is facing a pivotal moment, recognizing that portfolio resilience requires moving beyond outdated models. This observation was reinforced by recent insights from an Axios newsletter detailing the concerns of major institutions like JPMorgan.
Navigating the Debasement Trade: Is Commercial Real Estate included?
Investors are exploring the debasement trade more closely which emphasizes owning assets such as gold and bitcoin that benefit from eroding fiat currencies and inflation.
Fed Balances Inflation and Labor Market Data, Cuts 25 Bps
For real estate investors, especially high-net-worth individuals, this bill introduces enhanced tax incentives, including 100% bonus depreciation and extended Opportunity Zone benefits.
One Big Beautiful Bill – What It Means for Your Real Estate Portfolio
For real estate investors, especially high-net-worth individuals, this bill introduces enhanced tax incentives, including 100% bonus depreciation and extended Opportunity Zone benefits.
Secondary Market Momentum: Industrial Assets as Institutional Goldmines
As institutional investors search for alpha in an increasingly competitive real estate landscape, secondary markets are emerging as strategic destinations for industrial investment.
Navigating Interest Rate Uncertainty: Strategies for Institutional Real Estate Joint Ventures (JVs)
The Federal Reserve’s 2025 policy will balance economic growth and inflation control. Factors influencing policy include tariff-driven inflation…
Trump’s Tariffs in 2025: A Game Changer for Industrial and Shallow Bay Real Estate?
As the U.S. economy adapts to a broad round of tariffs under the Trump administration in 2025, industrial (bulk and shallow bay) real estate are poised for significant changes.
Emerging Trends in Real Estate Investment for Institutional Portfolios
As the first few months of 2025 have shown, the real estate investment landscape for institutional portfolios is undergoing significant transformation.
Tax Season Preparation for Real Estate Investors
Whether you’re an individual filer, a business owner, or managing investments like real estate, proper preparation can help you maximize deductions and stay ahead of key deadlines.
From Challenge to Opportunity: 2025 Commercial Real Estate Outlook
As we move into 2025, investors are entering the new year with cautious optimism. While the last two years have presented challenges, there’s a growing sense…
Why Industrial Outdoor Storage (IOS) Is the Next Big Trend in Commercial Real Estate
The Industrial Outdoor Storage (IOS) asset class has rapidly emerged as a key player in 2024. With a market valuation of $200 billion…
Does Real Estate Deserve a Larger Role in the Ideal Future Portfolio?
Investors should be prepared for equity returns during the next decade that are towards the lower end of their typical performance distribution relative to bonds and inflation.
Understanding Common Real Estate Investment Structures
A Guide for Accredited Investors. Explore some of the most common real estate investment structures and how they work.
Commercial Real Estate: Key Investment Performance Metrics
In this guide, we’ll break down some of the most common terms to know so you can feel confident going into your next investment.
Are Medical Office Buildings A Good Investment?
Here are a few key considerations that highlight why a medical office building could be a solid choice.
Stabilized or Value-Add Investments: Which Strategy Is Right For You?
For real estate investors, distinguishing between the strategies of stabilized and value-add investments can mean the difference between…
Q1 2024 Commercial Real Estate Market Update
While we’re encouraged and cautiously optimistic about 2024, we see economic data implicating some near-term uncertainty as the Fed tries to moderate growth.
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