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 know that Davos is not about what’s said on stage, it’s about what’s said quietly in hotel...
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 massive, power-hungry data centers. If you just follow the capital, the cranes, and the...
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 mayor on a platform built around one clear promise, deliver more affordable housing in the...
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. AI-fueled gains have kept capital flowing through the tech sector, propping up high-end housing...
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 different. Heavier. More unstable. More consequential.Here’s what I see coming over the...
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 who read the cycle clearly and position ahead of consensus.This Substack is...
