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STACKED: It's Not Inflation. It's Oil. Why Hiking Into an Oil Shock Backfires.

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Jul 2, 2026

STACKED: It's Not Inflation. It's Oil. Why Hiking Into an Oil Shock Backfires.

Twenty Years of Data Says the Non-Core Risk Ladder Is Broken

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Jun 18, 2026

Twenty Years of Data Says the Non-Core Risk Ladder Is Broken

Your Tenants Are Telling You What to Do Next

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Jun 5, 2026

Your Tenants Are Telling You What to Do Next

Your MSA Selection Has a Blind Spot. The Risk Factor Nobody Puts in the Underwriting

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May 28, 2026

Your MSA Selection Has a Blind Spot. The Risk Factor Nobody Puts in the Underwriting

Co-Working Is Now 165 Million Square Feet. Operators Aren't All the Same.

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May 20, 2026

Co-Working Is Now 165 Million Square Feet. Operators Aren't All the Same.

STACKED: Warsh Said He'll Be Independent. Linneman Says That's Not the Interesting Part.

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May 15, 2026

STACKED: Warsh Said He'll Be Independent. Linneman Says That's Not the Interesting Part.

What Drives Performance May Not Be What Drives Capital

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May 6, 2026

What Drives Performance May Not Be What Drives Capital

STACKED: The Yield Curve Is Not An Oracle (But Everyone Keeps Asking It Questions)

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May 1, 2026

STACKED: The Yield Curve Is Not An Oracle (But Everyone Keeps Asking It Questions)

What A Grocery Anchor Is Actually Worth To Its Neighbors

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Apr 29, 2026

What A Grocery Anchor Is Actually Worth To Its Neighbors