The metros winning the AI workforce race aren’t just tech stories. They’re real estate stories.Everyone wants to talk about AI as a technology trend. I want to talk about it as a...
Blog
The Rental Market Is “Cooling.” Don’t Let That Word Fool You.
The headlines will tell you the rental market is normalizing. Rents are down. Vacancies are up. Supply is coming online. Breathe easy.Don’t.Harvard’s Joint Center for Housing...
Congress Just Passed the Biggest Housing Bill in 36 Years. Don’t Pop the Champagne Yet.
The 21st Century ROAD to Housing Act sailed through the Senate 89-10. Here’s what it actually means — and why the real test is just beginning.Let me be direct with you: when Tim...
San Francisco Just Filed One of the Boldest Urban Development Applications in the Country. The Doom-Loop Crowd Has No Answer For It.
The media narrative about San Francisco keeps colliding with reality. Here’s the latest collision.There’s a story the financial press loves to tell about San Francisco. Empty...
The Chicago Doom Loop Is a Media Fantasy. The Data Says Otherwise.
Let me ask you something.If a city was genuinely dying — if the “doom loop” was real, if the corporate exodus was as catastrophic as the headlines suggested — would that city...
The Chicago Fire Stadium Isn’t Just a Sports Story — It’s a $750 Million Signal to Every Real Estate Investor Paying Attention
I’ll say it plainly: I’m bullish on Chicago. Have been for a while, and I’m getting more bullish, not less.Yes, I’ve heard the naysayers. The crime headlines, the population loss...
The Market Is Splitting. Most Investors Are Looking at the Wrong Half.
The January CCRSI data from CoStar is out and it’s telling a story the mainstream CRE press is largely getting wrong.Here’s what the numbers actually say: small-market,...
America Killed Khamenei. Now Comes the Hard Part.
The U.S.-Israel strikes on Iran removed one of the world’s most dangerous leaders. What happens next is far less certain.On Saturday, the United States and Israel launched...
The Media Has Been Wrong About San Francisco, New York, and Every Other “Dying” City — Again
The Wall Street Journal just published another breathless piece about how the wealthy are fleeing America’s great cities and “the stickiness is gone.” They’ve been saying this...







