The data points to some surprising cities — and a few you’d expectA lot has shifted in the multifamily investment landscape over the past few years. Cap rates have climbed....
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The Great Disemboweling: A Developer’s View from Ground Zero
I write this not just with sadness, but with the conflicted perspective of someone who’s built both buildings and software, who’s raised capital and deployed it, who’s been both...
January 30 Was a Warning Shot
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The AI Data Center Is Leaving Earth
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National Multifamily Is Running Into a Demand Wall
For most of the past decade, US multifamily demand could be explained by one simple assumption: population growth would take care of it.That assumption is now breaking down.The...
Eddie Bauer, and the Long Fade of a Once-Essential Brand
I was wearing an Eddie Bauer ski jacket last week.It’s still a good jacket. Warm, functional, familiar. The kind of piece you don’t think much about until you hear the news that...
When People Believe Their Own Eyes
Outrage over the killing of Alex Pretti didn’t stay confined to the usual political corners. It jumped the fence. Athletes and influencers, people who normally avoid anything...
Build-to-Rent Just Got a Political Tailwind
President Trump’s latest housing order is being framed as a crackdown on Wall Street buying up single-family homes, and in spirit, that’s exactly what it is. But buried inside...
Davos 2026: The Signals Beneath the Soundbites
What this year’s World Economic Forum actually told us about capital, power, AI, housing, and the next decade of real asset investing.I’ve been to enough global conferences to...








