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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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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 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…
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Rental Market Shifts in Favor of Landlords Amid Economic Changes
Recent analyses indicate a significant shift in the rental housing market, suggesting a trend that increasingly favors landlords. This development is influenced by various economic factors, including high mortgage rates and the rising unaffordability of homeownership, which have extended rental periods and bolstered demand for rental properties. In particular, regions with limited new housing supply,…
