News & Insights

Perspectives, platform news and the projects behind them.

Recent news and insights from 2026. Ask us for earlier updates from our archive.

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Investment Strategy

In senior care, the deal structure now carries the return

Healthcare

Sector Analysis

Land banking has put a monthly price on slow lot sales

Master-Planned Communities

A 7.28% mortgage will fill apartments before it raises rents

Residential

Investment Strategy

Buy master-planned community land now, and build it later

Master-Planned Communities

Office credit is still reporting on loans written for a different market

Offices

Sector Analysis

The cost of building a new tower now sets the price of Manhattan’s best offices

Offices

Sector Analysis

New SBA rules will price small hotels on what they have earned

Hospitality

Investment Strategy

With the 10-year at 5.3%, office returns now depend on leasing

Offices

Above 90% occupancy, senior housing’s next signal will come from rents

Healthcare

Sector Analysis

Falling apartment starts hand the next cycle to existing owners

Residential

Sector Analysis

Pharma onshoring will build plants, and empty labs will stay empty

Life Sciences

Retail property is strong because so little has been built

Retail

Hotel revenue and hotel profit are about to grow at different speeds

Hospitality

New-home sales are concentrating in proven master-planned communities

Master-Planned Communities

Investment Strategy

At 5.3% rates, hotel capital should pay for nights already sold

Hospitality

Sector Analysis

The same store closure now helps strip centers and hurts malls

Retail

Investment Strategy

In open-air retail, the structure of the deal decides the return

Retail

Investment Strategy

At a 5.3% Treasury, industrial returns live in the rent roll

Industrial

Warehouse demand is now driven by the timing of imports

Industrial

Investment Strategy

In rental housing, fix the debt and buy what is already built

Residential

Sector Analysis

Power is becoming the variable that sets industrial value

Industrial

Life sciences capital has returned, and it needs less lab per dollar

Life Sciences

Sector Analysis

Medicare’s outpatient rules are shifting value toward the surgery center

Healthcare

Investment Strategy

Buy the best labs in pieces, and the rest at their next-best use

Life Sciences

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