As 2025 draws to a close, it is worth stepping back from the daily noise and assessing the first year of Trump’s second term with some distance. This is precisely why I value...

Why the Tariff Debate Got the Economy WrongPredictions ranged from economic collapse to a manufacturing boom. The reality landed somewhere far more instructive.For years, tariffs...

The construction industry is heading into 2026 with more volatility, more constraints, and more structural pressure than most analysts care to admit. JLL’s latest outlook,...

Why the Coming 50% Surge in Global Capacity Will Reshape Real Estate, Power Markets, and Institutional InvestmentGlobal data center development is entering its most aggressive...

The past year didn’t give us the clean narrative everyone wanted. Since 2020, the real estate industry has tried to frame each year as the beginning or end of a cycle. But if you...

Luxury real estate surges, commercial fundamentals strengthen, and the “NYC is dead” narrative collapses under real dataFor years, national media outlets have been eager to write...

For the last decade, I’ve been building across multiple asset classes—multifamily, workforce housing, data-center adjacency, modular platforms, hospitality, mixed-use, and now...

There are moments in a market cycle where two headlines collide and make me stop, sit back, and think about the bigger picture. Last week was one of those moments.On one hand, we...

Why that matters for real estate, rent premiums, and the next phase of multifamily performanceThe U.S. economy is still moving forward. Manufacturing and services remain...