What Hamilton Lane's $1.9B raise reveals about infrastructure investing
New Fed Leadership: What the Warsh Nomination Means for Capital Markets
The Municipal Debt Surge: What Capital Crowding Signals for Private Markets
A Pivotal Moment for Central Bank Independence
The Davos Consensus: It’s a "Rupture”
Japan's bond market just had its worst day since Trump's "Liberation Day" tariffs.
The Japan Signal: What This Week's Bond Market Shock Means for US Real Estate
Corporate Credit Is Testing the Treasury Market
CRE’s $250B Opportunity: How 29% Risk Buffer Changes Everything.
Case Study: The Power of the "Triple Stack"
New Deal: Historic Preservation + 30% Target IRR (506c)
From Correction to Clarity: How I See CRE Heading into 2026
