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 geography problem — because that’s what it is from where I sit.AI job growth in the...
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 Studies just dropped its America’s Rental Housing 2026 report, and if you read past the...
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 Scott and Elizabeth Warren agree on anything, you notice. When they co-sponsor the most...
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 offices. Fleeing companies. A city in irreversible decline. It’s a clean narrative. It’s also...
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 lead the entire United States in corporate real estate investment for thirteen straight...
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 talking points, the fiscal doom narrative that’s been on loop in the national business...
