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Is the U.S. Housing Market Is Being Engineered to Be a Permanent Rental Class?
In recent years, a significant shift has emerged in the U.S. housing market, characterized by a decline in homeownership and a rise in rental properties. This transformation is influenced by various factors, including the increasing involvement of institutional investors in the residential real estate sector. Institutional Investment in Single-Family Rentals Historically, single-family homes were predominantly…
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Why Trailer Parks Are a Better Investment Than Skyscrapers
In the quest for lucrative real estate investments, many gravitate toward towering urban skyscrapers, envisioning substantial returns amidst city skylines. However, a less conspicuous yet highly profitable sector warrants attention: manufactured housing communities, commonly known as trailer parks. These communities present compelling investment opportunities that often surpass traditional urban real estate ventures. Affordability and Demand…
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The Land Grab Nobody is Talking about
Land is inherently valuable because well…nobody is making more of it. In recent years, a discreet yet significant trend has emerged among the ultra-wealthy: the acquisition of essential resources such as water rights, farmland, and lithium mines. This strategic move extends beyond traditional real estate investments, aiming to secure control over assets fundamental to human…
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The Fed Is Lying About Inflation—Here’s What’s Really Happening
Official inflation statistics, such as the Consumer Price Index (CPI), suggest that inflation is under control. However, alternative measures indicate that actual inflation rates may be significantly higher. This discrepancy has profound implications for real estate prices, capital markets, and lending conditions. Official Inflation Measures vs. Alternative Models The Bureau of Labor Statistics (BLS) reports…
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Why Does It Feel Like No One Is Buying Right Now?
Don’t hit me over the head, but I am about to state the obvious: It looks like real estate investors are not buying right now, and for good reason. The market is frozen in a way that we haven’t seen in decades, and the factors driving this stagnation are piling up. Let’s break down exactly…
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The $500 Billion AI Infrastructure Initiative: Transforming America’s Tech Landscape or Too Little Too Late?
In a bold move to assert technological dominance, President Donald Trump announced the Stargate Project, a private-sector initiative aiming to invest up to $500 billion in artificial intelligence (AI) infrastructure across the United States. This ambitious endeavor, unveiled on January 21, 2025, brings together industry titans such as OpenAI, SoftBank, and Oracle, with plans to…
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The Case for Affordable Housing
I’m not about to tell you anything you don’t already know or have read. Affordable housing has become one of the hottest topics in Real Estate circles lately. It’s not just a social priority—it’s one of the most resilient, long-term investment opportunities out there. Regardless of market cycles, downturns, or interest rate hikes, demand never…
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Is It Time to Buy Distressed CRE?
The commercial real estate (CRE) landscape is experiencing significant stress, with distressed properties becoming increasingly prevalent. This trend is particularly evident in the commercial mortgage-backed securities (CMBS) market, where delinquency rates have been on the rise. Understanding the current state of distressed real estate, drawing correlations to past market cycles, and analyzing strategic investor responses…
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Are Family Offices Ditching Funds again?
For decades, family offices have played by the same rulebook: park capital in private equity funds, let someone else manage the deals, and wait for the check to come in the mail. But that model is starting to crack—again. More and more family offices are taking back control and going direct—deploying capital into real estate,…
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Is Private Credit Replacing Core Equity? Same Returns, Less Risk.
In recent years, the private credit market has experienced explosive growth, emerging as a compelling alternative to traditional bank lending. As of 2024, the global private credit market is estimated at approximately $1.5 trillion, with projections suggesting it could reach $2.8 trillion by 2028. morganstanley.com Understanding Private Credit Private credit involves non-bank institutions providing loans…
