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Latest Newsletter
CRE Turns ‘Cheap’ Relative to Stocks for First Time in 20 Years
A rare pricing gap between real estate and stocks could mark an inflection point for investors.
Austin’s Rent Slump Is Ending—And Investors Are Betting on a Rebound
After 10 straight quarters of declines, Austin rents may be poised to rise as new apartment supply drops sharply.
Transamerica Pyramid Set to Trade as Ownership Rift Deepens
With $1B poured into upgrades, institutional owners are recalibrating risk and returns.
Foreclosure Filed Against Manhattan’s Worldwide Plaza
A $940M loan default, a 78% value drop, and a Midtown icon caught in the office reset.
Multifamily Rent Growth Cools to Start 2026
As new supply weighs on high-growth Sun Belt metros, rent performance is shifting toward smaller and less supply-heavy markets.
Veris Residential Goes Private in $3.4B Deal
Another apartment REIT exits the public markets as private capital doubles down on multifamily discounts.

