Private Credit, Explained: Why Wall Street Is Suddenly Nervous
April 7, 2026. Private credit used to be one of finance’s quieter success stories. It lived mostly outside the glare of public markets, in funds that lent directly to companies rather than buying broadly traded bonds.
America Isn’t Overbuilt – It’s Misbuilt: Rethinking Commercial Real Estate
March 10, 2026. For years, the prevailing narrative in commercial real estate has been simple: America is overbuilt. Too many offices. Too many strip malls. Too much supply chasing too little demand.
Hospitality’s Uneven Recovery: The Leisure – Business Travel Split
March 3, 2026. On the surface, hotel demand is back. Planes are full. Beaches are booked. Room rates in resort markets remain stubbornly high. But beneath the topline numbers is a growing divide that’s reshaping portfolios, brand strategies, and capital allocation decisions across hospitality.
The Reinvention of Retail
February 3, 2026. Fifteen years ago, the American retail landscape looked a lot different than it does today. Shopping centers were built around traditional department store anchors (JCPenney, Sears, Macy’s, Bradley’s) and surrounded by a predictable mix of Payless Shoes, RadioShack, and other value chains that hadn’t evolved much since the 1970s.
CRE 2026 Outlook
January 13, 2026. At Summer Street Advisors’ most recent CRE Leaders Circle at the Cornell Club in New York City, we saw a mood of cautious optimism