May 12, 2025If you’re a developer or investor managing leverage, watching inflation, or planning your next raise—yesterday brought news that could ripple across every balance sheet in the real estate world.In under 24 hours, the U.S. moved toward de-escalating its...
It’s hard to overstate how volatile this year has been for capital markets—and for those of us navigating development, dealmaking, or capital raising in commercial real estate, the last thing we needed was another curveball. Yet, just days ago, we got one: a sweeping...
The Week in Review – May 2025Before the headlines turned to Vatican smoke signals and Bitcoin’s victory lap, a new U.S.–UK “trade deal” made its debut from the Oval. I use that term loosely. Call it a framework, call it a handshake, but don’t call it clarity.The big...
There was a time when Wall Street’s biggest risk factor was something tangible—oil prices, war, a Lehman moment. But this week, the markets got spooked not by a natural disaster or geopolitical conflict, but by something far more elusive: a passing comment about...
The big money is moving quietly, but deliberately.Family offices—those private entities managing the capital of ultra-wealthy families—are ramping up their exposure to commercial real estate in 2025. And not by accident. According to the latest Knight Frank Wealth...
Yesterday, I spent the day at the Milken Institute Global Conference in Los Angeles — the annual collision of finance, tech, and policy that turns the Beverly Hilton into ground zero for dealmaking, bold claims, and off-the-record truths. And while the coffee was...
