Serious investment thinking that doesn’t take itself too seriously.
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...
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)