

Rising populism threatens to end institutional SFR as we know it. What happens next and who are the likely winners and losers? Single-family rentals have been one of the fastest-growing real estate sectors of the past decade. But political pressure is putting the...
Populism and the end of institutional SFR

How far can space-as-a-service go?Premium
A few weeks ago, I was arranging a meeting with of his time between London, Dubai and Riyadh, this international man of built environment mystery isn’t well suited to a desk-for-hire in one city or another’s stock of flexi office space. Instead, he is one of a...
How far can space-as-a-service go?
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To fight wokeness, vote Harris
The left’s worst ideas flourish under Trump Today’s post is from Jeff Maurer. Jeff was Senior Writer for Last Week Tonight with John Oliver and currently writes the political comedy Substack I Might Be Wrong. Trump wants the election to be about wokeness. He...
To fight wokeness, vote Harris

Commercial Real estate: a case for optimism
The zeitgeist feels gloomy, but there is cheer from commercial real estate: the bottom is near (maybe) foreclosures rising . . . and that’s goodending a losing streakif you’re in a hole, stop diggingit’s good to be primefeeling industrious is the Bay Area Commercial...
Commercial Real estate: a case for optimism

The calm before the storm
The S&P500 realized volatility is below 10%. Credit spreads are super tight, and aside from some short-lived European political drama markets keep marching higher.Yet, I think macro volatility is coming back. First of all: we are suppressing economic cycles,...
The calm before the storm