What We’re Reading
Does Real Estate Development Add Value?
This article analyzes UK developments and redevelopments since 2001 using the standing investment market equivalent (SIME) metric to assess excess…
Bond Yields Emerge as the Biggest Driver of CRE Valuations
Bond yields are reshaping commercial real estate values, driving sharper swings in property returns than GDP or inflation.
How Convenience Culture is Reshaping Retail Investment Strategies
As millennials’ lives evolve, so do their shopping habits. The cohort already makes up the largest share of today’s population, and they…
Blurred Lines
Thinking about the "spectrum" of the built world
The Art & War of Placemaking and Real Estate Development
A firsthand account of making real estate magic happen in Silicon Valley by real estate development veteran Steve Edwards
The Buffett Indicator for Real Estate
In 2001, Warren Buffett described the ratio of total U.S. stock market capitalization to GDP as 'probably the best single…
The Capital Stack Walk Back
More GPs are choosing to raise from family offices and HNWIs rather than institutions. But do they know how?
Atlanta’s Growth Streak Has Come to an End
‘Welcome South, Brother’ is turning into goodbye, as many residents look to smaller, more affordable metro areas