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Latest Newsletter
AI’s Data Center Boom Is Becoming America’s Biggest Infrastructure Bet
The $10.3T AI infrastructure build-out is creating massive opportunities across the economy, while introducing new financial, energy, and development risks.
NYC’s Expiring Property Tax Breaks Are Creating a Cost Cliff for Thousands of Buildings
Up to 4,800 city buildings lose their breaks by 2030, and the hit already shows in sale prices.
Inflation Protection in CRE Comes Down to Lease Rollover
The strongest inflation hedges aren’t necessarily where you’d expect them.
Eli Lilly breaks ground on $6.5B Houston manufacturing facility
Lilly’s massive manufacturing investment follows Bristol Myers Squibb’s $2.3B commitment.
Office Pain Moves From Vacancies to Losses
High rates and maturing debt are finally forcing office landlords and lenders to confront years of lost value.
New York’s Housing Balancing Act
New York’s mayor is pairing rent controls with a major push for new development.

