The Real Estate Haystack
Actionable ideas and news for institutional real estate investors.
Subscribe below.
Featured
Jul 30, 2025
•
11 min read
Lease Size as a Hidden Lever for Office Outperformance
Jul 16, 2025
•
9 min read
Income Growth Moves Apartment Rents WAY More Than Supply Changes
Jul 2, 2025
•
8 min read
AI Market-Picking Drives Better Risk-Adjusted Returns
Articles
Sep 24, 2025
•
9 min read
What NAV REITs Reveal About Risk, Perception, and Return
Sep 17, 2025
•
9 min read
ESG Drives Returns But Durability Is A Question
Sep 10, 2025
•
8 min read
High Tenants, Low Tolerance: Retail Rent Drops After Dispensary Openings
Sep 3, 2025
•
9 min read
Are Algorithms Really Driving Up Multifamily Rents, or Just Driving Headlines?
Aug 27, 2025
•
8 min read
Appraisals Are Broken. Machine Learning Can Fix Them.
Aug 20, 2025
•
9 min read
Depth, Not Breadth: Why Broker-Buyer History Drives Sale Premiums
Aug 13, 2025
•
10 min read
Some of Your Tenants Will Pay More Rent, Here's The Cheat Code to Know Which Ones
Aug 6, 2025
•
9 min read
The Hidden Upside of Tenant Concentration
Jul 30, 2025
•
11 min read
Lease Size as a Hidden Lever for Office Outperformance
Jul 23, 2025
•
10 min read
Machine Learning Meets REIT Forecasting: How Much Edge Can We Actually Get?
Jul 16, 2025
•
9 min read
Income Growth Moves Apartment Rents WAY More Than Supply Changes
Jul 9, 2025
•
8 min read
Tenant-Friendly Cities See Landlord-Friendly Rents
Jul 2, 2025
•
8 min read
AI Market-Picking Drives Better Risk-Adjusted Returns
Jun 25, 2025
•
9 min read
A Simple and Accurate Approach to Forecasting Cap Rates
Jun 18, 2025
•
13 min read
Work From Home Is Permanent, So What Now?
Jun 11, 2025
•
9 min read
How To Ensure Your Broker Adds Value
Jun 4, 2025
•
9 min read
Want Higher Returns in Real Estate? Look Downmarket
May 28, 2025
•
8 min read
What Makes a Market Institutional? The Answer Will Surprise You
May 21, 2025
•
8 min read
The Bad Things That Happen When Local Retail Closes
May 14, 2025
•
8 min read
How Sector Focus Drives Advantage in Real Estate Investing
May 7, 2025
•
8 min read
Why Leverage Often Erodes Returns for LPs
Apr 30, 2025
•
8 min read
A Hospital’s Reputation Alone Can Boost Nearby Office Rents
Apr 23, 2025
•
9 min read
Why Vintage Year Dominates the Drivers of Real Estate Fund Performance
Apr 16, 2025
•
9 min read
Demographic Signals: Predicting Gentrification in Urban Submarkets
Apr 9, 2025
•
9 min read