Texas CRE Capital Allocation 2026
How should capital allocate across Texas in 2026 without treating the state as one generic Sun Belt growth trade?
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Sun Belt CRE Allocation 2026
This reviewed framework should be read through Analyses Hub, Sun Belt Geography Hub, National Industrial Capital Allocation 2026, National Multifamily Capital Allocation 2026, Nat…
National Multifamily Capital Allocation 2026
Given the 2026 market cycle, where and how should institutional capital allocate to multifamily nationally?
National Office Capital Allocation 2026
Where and how should institutional capital allocate to office real estate in 2026?
National Industrial Capital Allocation 2026
Where and how should institutional capital allocate to industrial and logistics real estate in 2026?
National Retail Capital Allocation 2026
How should institutional capital allocate to retail nationally in 2026, and which sub-sectors and geographies warrant conviction versus selectivity?
BOVs as Percent of Loan Balance by Vintage and Asset Class
What do broker opinions of value (BOVs) and adjacent valuation marks imply about collateral value as a percentage of loan balance, by loan vintage, time period, and asset class?
Spokane-Spokane Valley CRE Capital Allocation 2026
How should capital read Spokane-Spokane Valley in 2026: as a small but useful Inland Northwest income market, a logistics / healthcare / university corridor trade, or a place wher…
Seattle CRE Capital Allocation 2026
Where should CRE capital allocate within the Seattle/Puget Sound metro in 2026, and how should the Seattle vs. Eastside bifurcation shape position sizing and asset-class selection?
San Francisco CRE Capital Allocation 2026
How should capital read San Francisco in 2026: as an AI-led gateway office recovery, a distressed CBD basis-reset market, or a broader Bay Area allocation where life sciences, mul…
Salt Lake City CRE Capital Allocation 2026
How should capital read Salt Lake City in 2026: as a broad Mountain West growth market, a west-side logistics and healthcare market, or a high-income metro where only selected ass…
Provo-Orem-Lehi CRE Capital Allocation 2026
How should capital allocate to Provo-Orem-Lehi in 2026 without treating Utah County as either a generic Salt Lake City extension or an unconstrained Silicon Slopes growth trade?
Philadelphia CRE Capital Allocation 2026
How should capital read Philadelphia in 2026: as a Northeast gateway discount, a life-sciences arbitrage market, a logistics platform, or a highly selective allocation where subma…
Omaha-Council Bluffs CRE Capital Allocation 2026
How should capital read Omaha-Council Bluffs in 2026: as a generic lower-basis Midwest market, an insurance / healthcare anchor market, a river-airport-interstate logistics node,…
Northern Virginia and Washington DC CRE Capital Allocation 2026
How should capital read Northern Virginia and Washington DC in 2026: as one federal-adjacent gateway market, a NoVA digital-infrastructure market, a DC office reset, or a boundary…
Minneapolis-St. Paul-Bloomington CRE Capital Allocation 2026
How should capital read Minneapolis-St. Paul-Bloomington in 2026: as a broad Twin Cities income market, a distressed office recovery trade, a Midwest logistics market, a medtech /…
Milwaukee-Waukesha CRE Capital Allocation 2026
How should capital read Milwaukee-Waukesha in 2026: as a generic Great Lakes industrial market, a distressed office recovery market, a defensive income market, or a corridor-selec…
McAllen-Edinburg-Mission CRE Capital Allocation 2026
McAllen-Edinburg-Mission should be underwritten as a strict Hidalgo County border-services and logistics market, not as a generic Rio Grande Valley growth trade. The cleanest inst…