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...
Blog
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...
Texas Is Racing Toward the Data Center Crown, But Virginia Still Wears It, And That Comes With a Price
Fueled by AI demand and a regulatory environment that, frankly, looks like a developer’s wish list, Texas is rapidly becoming the go-to destination for the next generation of...
Affordable Housing Isn’t Free, Someone Always Pays the Price
New York City is once again at the center of America’s housing affordability debate, and the timing is almost cinematic.This month, Zohran Mamdani was sworn in as New York’s new...
California Is Riding the AI Wave, but the Housing Market Knows How This Ends
California’s AI windfall is showing up in two very visible places for residents: the housing market and the state’s balance sheet.On the surface, that sounds like a win....
2026: Ten Predictions for a Very Long Year
Every January I do this exercise, I stare into the crystal ball and try to make sense of where the currents are actually flowing, not where people say they’re flowing. 2026 feels...
2026: A Recovery Worth Positioning For
I don’t start a new year looking for fireworks. I look for signals. Capital moves early, sentiment follows, and real estate — especially on the development side — rewards those...








