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Latest Newsletter
Texas Job Growth Returns — With Serious Caveats
The Dallas Fed upgraded its Texas jobs forecast, then immediately explained why it might not hold.
Best State for Renters? Not Where You Think.
For three consecutive years, the best rental market in America has been in the Upper Midwest.
NYC’s Finance and Tech Workforce Just Hit an All-Time High
For every skilled worker NYC loses to Florida, it gains 70 back. The talent drain narrative was never really the story.
One Decade of Underbuilding. Ten Million Missing Homes.
The White House puts the housing shortage at 10 million units. That’s nearly 3x what Freddie Mac estimated.
Liability Insurance Is Becoming Landlords’ Most Expensive Problem
Landlords are being sued more than ever, and the insurance market is making them pay for it twice.
Distressed Office Sales Top $5B as Discounts Reset the Market
After years of bid-ask paralysis, distressed office trades are moving again, and the discounts are doing the ugly work of establishing a new floor.

