How to Spot the Next Hot Neighborhood Before It’s Priced In
November 3, 2026.
By the time a neighborhood shows up on a “best places to live” list, the opportunity is often already reflected in the property prices. The coffee shops are open, the rents have moved, and land prices reflect the new reality. Experienced developers try to act years earlier, when a neighborhood still looks ordinary to most people but the signals underneath it have started to change. The signals themselves aren’t secret. The key is knowing which ones come first, which ones matter most, and how to read them together.
Mark’s Power Play: The Hike Landed. Now the Wall Arrives.
October 27, 2026.
Last month, I observed that liquidity was returning to the market, but conviction remained constrained. The Fed’s next move was still an open question. It no longer is.
What the Midterm Elections Mean for Commercial Real Estate
October 6, 2026.
With the 2026 midterm elections approaching, there will be plenty of attention on which party controls Congress. For commercial real estate investors, lenders and owners, however, the more important question is what the election could actually change.
Mark’s Power Play: Capital Is Back at the Table. Conviction Still Has to Earn Its Seat.
September 29, 2026.
For much of the last two years, commercial real estate capital markets were defined by scarcity. That dynamic has shifted. Banks are again competing for stabilized deals, life companies are expanding allocations, and transaction volume reached $233.6 billion in the first half of 2026, up nearly 15% year-over-year.
Summer Street in Action: Understanding the Drivers Behind a Significant Office Repricing
September 15, 2026.
A lender originated a loan five years ago on a large Class A office building in a Mid-Atlantic market. At the time, the property was valued at approximately $250 per square foot.