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 New York’s obituary. Political headlines, tax fears, crime narratives, return-to-office...
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 AI-driven infrastructure. I’ve seen cycles, corrections, moments of irrational exuberance,...
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 watched another surge of volatility in the AI-driven tech sector—sharp enough to shake...
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 expansionary, corporate profits are stabilizing, and households continue to spend—even if it’s...
If you develop, invest, or operate in real estate today, you’re navigating one of the most contradictory moments in recent memory. On one hand, Trump’s second term has reintroduced a familiar pro-developer playbook—lower rates, bonus depreciation, Opportunity Zones,...
After more than a month of gridlock, the Senate finally cleared a major hurdle late Sunday toward reopening the federal government. It wasn’t pretty, and it took a bloc of centrist Democrats to get it done — but the 60-40 vote signals a potential end to the...
