

How build-to-rent communities are changing the US housing market For generations, Americans have celebrated the benefits of owning a single family home. More than just a place to live, homeownership offered us: An appreciating investment with tax...
Build to rent is changing the American dream

Because it’s Real
Silicon Valley Bank was at the right place, at the right time. We’re talking one-in-a-million here. SVB was founded in 1983 in Santa Clara, California, to provide financial services to technology and VC-backed companies. I can’t imagine a better location, market...
Because it’s Real

Where the money is going in US politics and why
Presidential campaign donations are subject to diminishing marginal returns Donations are rightly regarded as an important factor in a presidential election. They’re how campaigns hire staff, run get-out-the-vote operations, and, crucially, spend billions of...
Where the money is going in US politics and why

Offices haven’t hit bottom, yet
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 construction is in the doldrums It’s the slow-moving trainwreck that everyone saw coming,...
Offices haven’t hit bottom, yet

The choice is Biden or Harris
Let’s splash some cold water on the non-Trump options for 2024. In the wake of the most catastrophic debate performance I have witnessed in my lifetime, it would be safe to say that Democratic Party elites and the chattering class are freaking the f**k out...
The choice is Biden or Harris