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Recent Newsletters

why-empty-schools-beat-empty-offices

🍎 Why empty schools beat empty offices

Plus: ROAD passes, concessions creep, malls heat up, absorption wins, and much more.

the-office-conversion-pipeline-just-exploded

🚀 The office conversion pipeline just exploded

Plus: The war on hidden fees, apartment construction disappears, the Midwest makes a comeback, and much more.

sun-belt-underwriting-micro-market-strategy

☀️ How micro-market math is reshaping Sun Belt underwriting

Plus: A Super Bowl champ launches a fund, rents slip, capital rebounds, multifamily prices tick up, and much more.

is-the-multifamily-standoff-finally-over

🔑 Is the multifamily standoff finally over?

Plus: Landlords get probed, cold storage has a problem, multifamily and MOB starts tick up, and much more.

where-ai-growth-is-reshaping-cre-demand

📍 Where AI growth is reshaping CRE demand

Plus: Rental fees evolve, migration slumps, FIFA checks out, and much more.

how-botox-and-boxing-are-saving-retail

💉 How Botox and boxing are saving retail

Plus: Fannie and Freddie free-fall, renters are on the move, a big lesson from a bad exit, and much more.

what-we-learned-from-the-latest-rent-rolls

🧑‍🏫 What we learned from the latest rent rolls

Plus: The Fed holds, fundraising rebounds, rent control hits the ballot, and much more.

top-10-emerging-multifamily-markets-2026

📈 How NASA and defense towns fuel emerging multifamily markets

Plus: A billion-dollar merger, bid intensity narrows, malls are so back, and much more.

why-some-markets-are-running-out-of-renters

🗺️ Why some markets are running out of renters

Plus: Underwriting gets sloppy, utility costs fall, Exxon relocates, and much more.

sun-belt-concessions-are-masking-real-rents

⛅ Sun Belt concessions are masking real rents

Plus: Evictions get easier, rents recover, small markets win, and much more.

capital-is-fowing-back-to-hotels

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

Plus: CRE goes digital, safety codes ease, billion-dollar highways, and much more.

why-your-investor-pipeline-is-probably-broken

💰 Why your investor pipeline is probably broken

Plus: Where money is flowing, institutional vs. capital, the changing face of AI, and much more.

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.

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.

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.

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.

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.

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.

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.

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.

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.

January 25, 2026

🦸‍♂️ Has the office sector found its saviors?

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

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.

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.

how-one-trend-changed-the-renter-retention-playbook

December 21, 2025

🎨 How one trend changed the renter retention playbook

operators-are-losing-on-concessions-heres-how

💸 Operators are losing on concessions. Here's how.

Plus: Trump threatens more tariffs, landlords sue, fundraising falls, coworking migrates, and much more.

how-insurance-renewals-really-get-negotiated

🧯 How insurance renewals really get negotiated

Plus: Voters take on property taxes, conversions take a hit, low-rise multifamily wins, a data center conundrum, and much more.

how-most-host-cities-lost-the-world-cup

⚽ How most host cities lost the World Cup

Plus: Multifamily has a huge Q2, warehouses are so back, retail rents plateau, industrial money flees the Sun Belt, and much more.

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