Navigating Valuation Risk in a Complex Loan Portfolio
March 17, 2026. An institutional investment manager was evaluating the acquisition of a $500 million loan pool secured by approximately 50 multifamily and mixed-use properties, originally originated by a major New York–based financial institution. To support its due diligence, Summer Street Advisors was engaged to conduct an appraisal review of the underlying collateral.
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.
Evaluating a Distressed Debt Portfolio
February 18, 2026. A private debt fund originated a large volume of loans during the 2021–2022 market peak. As market conditions shifted, the fund’s capital providers placed the fund into wind-down. The original investment and asset-management teams were dismissed, and a third-party servicer was brought in to dispose of assets.
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.