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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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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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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…
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Are Family Offices Running Away From Real Estate?
Family offices have traditionally relied on real estate as a cornerstone investment due to its stability, inflation resistance, and long-term wealth preservation benefits. However, after nearly two decades of working closely with a family, I’ve observed a significant evolution in investment strategies. While single-tenant net lease, multifamily, office, and retail assets once dominated portfolios, there’s…
