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Recent Newsletters

capital-is-fowing-back-to-hotels
March 5, 2026
5 min read

🏨 Why capital is flowing back into U.S. hotels

Plus: CRE goes digital, safety codes ease, billion-dollar highways, and much more.
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why-your-investor-pipeline-is-probably-broken
March 1, 2026

💰 Why your investor pipeline is probably broken

Plus: Where money is flowing, institutional vs. capital, the changing face of AI, and much more.
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private-clubs-are-the-hot-new-mall-anchors
February 26, 2026

🤵 Private clubs are the hot new mall anchors

Plus: ICE lifts industrial, banks get ‘dumb,’ SF rents go wild, and much more.
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top-trending-cities-ahead-of-the-2026-rental-season
February 22, 2026

📍 Top trending cities ahead of the 2026 rental season

Plus: SCOTUS speaks, Trump targets investors, demand shifts upmarket, and much more.
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44-cities-just-shifted-toward-renters
February 19, 2026

📊 44 cities just shifted toward renters

Plus: Affordability spikes, delinquencies soar (again), Texas does data, and much more.
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why-renters-are-ditching-affordability
February 15, 2026

💸 Why renters are ditching affordability

Plus: AI sparks panic, renewals rise, the MHP window closes, and much more.
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the-quietest-conversion-boom-in-cre
February 12, 2026

📦 The quietest conversion boom in CRE

Plus: Trump’s ban stalls, a housing bill passes, farms fold, and much more.
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which-13-400-stores-are-opening-and-closing-in-2026
February 8, 2026

🛒 Which 13,400 stores are opening and closing in 2026

Plus: Crypto winter vs. CRE, opportunity zones shrink, big markets defy the slowdown, and much more.
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uber-founder-makes-a-big-multifamily-bet
February 5, 2026

🎲 Uber founder makes a big multifamily bet

Plus: ICE deals get canceled, fraud declines (sort of), cinemas are back, and much more.
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ice-is-coming-for-multifamily-tenants
February 1, 2026

🧊 ICE is coming for multifamily tenants

Plus: Trump names his man, supply cools, big multifamily dominates, and much more.
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January 29, 2026

💼 What's driving co-working's unlikely comeback?

Plus: HUD’s ultimatum, hotels’ very bad year, the top buyers of 2025, and much more.
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January 25, 2026

🦸‍♂️ Has the office sector found its saviors?

Plus: Insurers take heat, MOBs face tailwinds, niches thrive, and much more.
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January 22, 2026

🧲 20 small-market hotspots drawing top talent

Plus: Trump vs. institutional money, SCOTUS vs. tariffs, Amazon’s next move, and much more.
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January 18, 2026

🏕️ Why REITs are betting big on this niche

Plus: Hilton's big bet, moving season changes, homeowners flee insurance, and much more.
Read more
how-one-trend-changed-the-renter-retention-playbook
December 21, 2025

🎨 How one trend changed the renter retention playbook

Read more

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