Thinking
Housing Hallelujah
The pieces to achieve more affordable housing exist but a capital solution that mirrors the affordable housing mandate have not been stitched. The patchwork, as piece, quickly pushing affordability to where those to be served can’t reach it.
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Risky Buildings
The midwest multifamily trade is landing right as the ground beneath it shifts.
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Light and Air
There is a version of prosperity that shows up cleanly in the numbers: square footage, home values, commute-adjusted salaries, the size of the garage. And there is another version that never quite makes it into a listing, a policy brief, or a quarterly report. It lives in whether a person wakes up rested, whether their chest feels tight by four in the afternoon, whether the dwelling they return to at the end of a long day restores or risks further deterioration.
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Acute Care
Healthcare providers are rethinking hospitals, outpatient clinics, ambulatory surgery centers and medical office buildings as an integrated portfolio rather than a collection of stand-alone assets.
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Ready, Set, Clip
Every deal already has a captive audience with an interest in selling it.
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The Unseen
Until the philosophy that holds the disabled resident as lesser is finally, and permanently, undone — value will keep leaking out of every room built to exclude them.
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Know Your Customer
Asset class after asset class, market after market, knowledge of and proximity to the real needs of the customer is the foundation of success — anything less traps capital in an illiquid commodity: that’s Russian roulette.
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Meme Momentum
Meme stocks don’t run on fundamentals. They run on a specific feedback loop underpinned by five transferable components.
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