Every so often someone explains a corner of the CMBS market so cleanly that I just want to pass it...
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April 17, 2026
April 15, 2026
The debt market has a transparency problem and most investors aren't even aware they're working with incomplete data. The delinquency...
April 14, 2026
If you look at any one variable affecting real estate deals right now, most of it still holds together. That's...
April 8, 2026
Today’s foreclosure trends are developing under pressure from multiple directions: higher interest rates, affordability constraints, policy interventions, and borrower fatigue.
April 7, 2026
If you look at any one variable affecting real estate deals right now, most of it still holds together. That's...
April 1, 2026
Climate risk in real estate markets is starting to show up in ways most people aren’t fully accounting for yet....





