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 expansion cycle in history. More than 47,000 megawatts of capacity is now under construction...
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 work directly in development and investment, you know the market almost never moves in...
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...
