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Musk’s TERAFAB Project Puts Austin at Center of AI Chip Race
Latest Newsletter

Musk’s TERAFAB Project Puts Austin at Center of AI Chip Race

Austin could soon anchor a key piece of Musk’s next big manufacturing bet, as plans for a massive chip initiative begin to take shape.
Looser Capital Rules Could Unlock Bank Lending for CRE

Looser Capital Rules Could Unlock Bank Lending for CRE

A potential $175B boost in lending capacity could reshape CRE financing.
NYC Office Conversions Poised to Double After Record 2025

NYC Office Conversions Poised to Double After Record 2025

Nearly 10M SF of office space could become housing as Manhattan’s pipeline expands.
$4.3B Bet on Beverly Hills Megaproject Moves Forward

$4.3B Bet on Beverly Hills Megaproject Moves Forward

J.P. Morgan and Vici back a landmark Beverly Hills project with billions in fresh capital.
Fannie, Freddie Ramp Up MBS Buying as Markets Turn Volatile

Fannie, Freddie Ramp Up MBS Buying as Markets Turn Volatile

A $200B push into mortgage bonds could steady markets—but not for long.
Realty Income Taps Apollo for $1B Retail JV

Realty Income Taps Apollo for $1B Retail JV

A major REIT-private equity partnership could reshape how commercial real estate gets financed.