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Regulatory

Talk of the SEC’s Proposals

• SEC Proposes Amendments to Expand Responsible Retailization of Private Markets — (U.S. Securities and Exchange Commission)

• Performance Interval: Statement on Proposals to Facilitate Retail Investor Access to Private Investments — (U.S. Securities and Exchange Commission)

• Statement on Proposed Amendments to Adviser Performance-Based Compensation, Interval Fund Modernization, and Multiple Share Class Rules for Closed-End Funds and BDCs — (U.S. Securities and Exchange Commission)

• SEC accredited investor exam could expand private-market access — (CNBC)

• The U.S. just made it much easier for retail investors to access private markets — (CNBC)

• SEC opens ‘responsible retailisation’ era — (Private Debt Investor)

• Wall Street Regulator Moves to Expand Access to Private Funds — (Bloomberg)

• Private Equity Has a Problem. Uncle Sam Says Your Wallet Can Fix It. — (The Wall Street Journal)

Other

• NAIC defends regulatory model following TWG probes — (Private Debt Investor)

• Most For, One Against Petition for the SEC to Increase Reg CF Funding Limit to $20 Million — (Crowdfund Insider)

• NAA Insights: What Multifamily Should Watch as ROAD to Housing Takes Effect — (CRE Daily)

Macro

Macro Trends

• Mega Deals Are Distorting CRE’s Comeback — (CRE Daily)

• CRE Heads Into 2027 With Capital to Spend, But Not Everywhere — (CRE Daily)

• Commercial Real Estate Recovery: Where the Opportunities Are — (America's Commercial Real Estate Show Podcast)

• DWS's Todd Henderson on Real Estate as the AI Immunity Trade — (No Cap Podcast)

• Ares Blows Past Target to Raise $4.2 Billion for Secondaries Fund — (The Promote)

• US-Canada Fractured Trade Relationship Upends Supply Chains for Developers — (GlobeSt)

Construction Costs

• Construction Costs Push More CRE Projects to the Sidelines — (CRE Daily)

• U.S. Construction Spending Jumps 0.9% to $2.2T in August — (CRE Daily)

Rates & Lending

Rates

• Lenders Warn Commercial Real Estate’s ‘Day Of Reckoning’ Is Close At Hand — (Bisnow)

• 10-Year Treasury Yield at 5.3% Puts CRE Lenders on Alert — (CRE Daily)

• 10-Year Treasury Yields and Commercial Real Estate — (Commercial Observer)

• Key US Data This Week Seen Bolstering Case for October Rate Hike — (Bloomberg)

• Fed’s Barr Says More Hikes Likely Needed as Growth Picks Up — (Bloomberg)

• Bonds Are on the Cusp of Sending a Distress Signal on Economy — (Bloomberg)

• Why Mortgage Rates Continue to Climb Higher — (Bloomberg)

• As Mortgage Rates Hit 7%, the Lock-In Effect Gets Stronger — (Bloomberg)

• Investors Flee Mortgage-Backed Securities As Interest Rates Eat At Returns — (Bisnow)

Lending

• Dallas Fed: Banks Report Slower CRE Loan Growth — (CRE Daily)

• Loan-to-Value Ratios Climb as CRE Lender Competition Heats Up — (CRE Daily)

• Life Insurers Writing Riskier Loans To CRE, Setting Off Alarm Bells — (Bisnow)

• Construction Costs Reshape CRE Development Financing — (CRE Daily)

Debt Stress

• CMBS Delinquency Rate Rose 17 Basis Points in September 2026 — (The CRE Rundown / Trepp)

• Multifamily CMBS Delinquency Rate Leads Overall Rate Higher in September — (Yield PRO)

• Office CMBS Special Servicing Reaches Record High 15.7% — (CRE Daily)

• Hilton and Marriott Flag Over 40% of Securitized Lodging Balance, and Hilton’s Delinquency Rate is Higher — (The CRE Rundown / Trepp)

• Limited-Service Hotels Lead CMBS Lodging Stress — (CRE Daily)

• CMBS Loan Performance Trends: September 2026 — (KBRA)

• What Conduit CMBS Sources and Uses Reveal About the Refinancing Recovery — (The CRE Rundown / Trepp)

• Cash-Out Refinancings Reach 55.1% of Conduit CMBS Loans — (CRE Daily)

• Receiverships Point to CRE Distress Before Sales Do — (CRE Daily)

• The Payoff Problem: Rising Yields, $4.7B in Hard Maturities, & AI’s $4.2T Revenue Gap — (The TreppWire Podcast)

Private Credit

• Why NYSNA is focusing on ‘satellite’ exposures — (Private Debt Investor)

• Alaska Permanent writes down value of 46 alternatives funds — (Private Debt Investor)

• Redemption pressures in US private credit reach inflection — (Private Debt Investor)

• Blackstone’s Marshall sees new evolution in corporate financings — (Private Debt Investor)

• Opportunistic credit is moving up the priority list — (Private Debt Investor)

• A4 & the Flight to Collateral — (Thesis Driven)

• Stockdale Found A Gap In The Debt Market. Then It Seized An Opportunity — (Bisnow)

Multifamily

General Market

• There is No Such Thing as “Class B/C” Apartments — (Jay Parsons Newsletter)

• Multifamily National Report (September 2026) — (Yardi Matrix)

• Berkshire’s Bet on US Housing Grows With Lennar Buying Binge — (CRE Daily)

• How United Apartment Group plans to hit 50,000 units under management — (Multifamily Dive)

• Ep. 1,305: The Real Reason Multifamily Owners Are Selling (Luke McCann, NAI Global) — (Lifetime Cash Flow Through Real Estate Investing Podcast)

• Chicago Beats Tertiary Markets for Small Multifamily Investors ft. Cody Ray, and John Warren — (The Best Ever CRE Show Podcast)

• What’s Working with Spencer Patton — (Real Estate Espresso Podcast)

• The PRIME Weekly: 3,600 rentals. That’s the whole metro. — (REI Prime)

• Affordable Housing with Nathaniel Kiger — (Real Estate Espresso Podcast)

• Continuum of Care Changes Put $1.8B in Rent Payments at Risk — (CRE Daily)

• EP#104: Michael Novogradac | LIHTC Is Under Fire. Is It Still Needed? — (The Rent Roll Podcast)

Supply

• The Apartment Pipeline Is More Concentrated Than Metro Data Suggests — (CRE Daily)

• Multifamily Construction Outlook Brightens on Financing — (CRE Daily)

• BTR and SFR Operators Compete With Homeownership for Renters — (CRE Daily)

Rent

• Multifamily Rent Growth Broadens Across Major U.S. Metros — (CRE Daily)

• Apartment Concessions Ease Across Major U.S. Markets — (CRE Daily)

• National Rent Dips 0.1% in September as Vacancy Falls to 7% — (CRE Daily)

• Middle-Income Renters See Sharp Rise in Payment Stress — (CRE Daily)

• Chicago Rental Market Becomes Nation’s Most Competitive — (CRE Daily)

• Miami Developers Walk a Tightrope Between Filling Apartments and Keeping Them Full — (Bisnow)

• NYC Rent Freeze Takes Effect as Court Fight Clouds Lease Renewals — (CRE Daily)

• RealPage wins pause on New York’s algorithmic rent-setting ban — (Multifamily Dive)

Sales

• Multifamily Fundamentals Improve as Apartment Values Lag — (CRE Daily)

• Multifamily Bid-Ask Gap Hinges on Rent Growth Outlook — (CRE Daily)

Office

• AI Office Demand Rises 27% Year-Over-Year — (Connect CRE)

• Los Angeles Office Market Splits Sharply by Submarket — (CRE Daily)

• Half of LA Office Sales in Last 12 Months at a Loss — (Bisnow)

• Long Island Office Vacancy Falls Below 12% for First Time Since Q2 2020 — (CRE Daily)

• Google Relocation Leads D.C.’s Office Market in Q3 — (Commercial Observer)

• Count on Me: Decoding the Federal Government’s Real Estate Portfolio (Ep. 41) — (The Weekly Take Podcast)

• European Coworking Firm Enters U.S. With 32K-SF Lease in Downtown L.A.:

  InfinitSpace plans to open 30 U.S. locations over the next two years — (Commercial Observer)

Industrial

• Industrial Construction Pipeline Grows 32% to 447M Square Feet — (CRE Daily)

• Stonelake raises $1bn for opportunistic US industrial fund — (PERE)

• Oklahoma City Tops CoStar’s Big-Box Industrial Ranking Again — (CRE Daily)

• Tampa, Columbus Lead U.S. Small-Bay Industrial Ranking — (CRE Daily)

• Phoenix Industrial Vacancy Falls for 5th Straight Quarter — (CRE Daily)

• New Jersey Industrial Market Update — (CRE Daily)

Retail

• Retail Sales Jump 6% in August, Boosting CRE Property Demand — (CRE Daily)

• Higher Consumer Spending Masks Pressure on Retail Demand — (CRE Daily)

• Retail Foot Traffic Splits as August Sales Rise 5.3% — (CRE Daily)

• 2026 Retail Net Lease Sales Volume and Cap Rates — (CRE Daily)

• Edens Raises $850M To Fund Retail Purchases, Developments — (Bisnow)

Data Centers

• Data Center Campuses Balloon as AI Drives Land — (CRE Daily)

• Lawmakers Are Canceling Data Center Tax Breaks. Developers Are Learning To Adapt — (Bisnow)

• CBRE to Data Center Strivers: Backstop or Bust — (The Promote)

• Expect more data centre finance deals, but also headwinds — (Private Debt Investor)

• Bain: Data Center Spree’s Payoff Hinges On $4.2T In AI Revenue That Doesn’t Exist Yet — (Bisnow)

• Nvidia Looks To Insurers To Shoulder Losses For Riskier AI Data Center Tenants — (Bisnow)

Student Housing

• Student Housing Preleasing Hits 93% as Rent Growth Slows — (CRE Daily)

• Student Housing Developers Getting More Selective on Where to Build — (Bisnow)

Senior Housing & Medical Care

• Senior housing occupancy nears record high as majority of markets surpass 90% — (IREI)

• BGO acquires 11-property ambulatory surgery center portfolio across nine U.S. markets — (IREI)

• NHP Eyes $1.1B Exit From MOB Sector — (CRE Daily)

Self-Storage

• SmartStop Plans $140M Self-Storage Expansion — (CRE Daily)

Hospitality

• Hotel Rates Reach Record Numbers, Signaling Broad Industry Recovery — (CRE Daily)

• The Hotel Industry’s Hot Summer Cooled Down in August — (CRE Daily)

• Hilton: 2027 Is the Year of Giving Up on Travel Perfection — (CRE Daily)

LPs

Investing

• The Seven Virtues of Great Investors: How to Master the Markets by Mastering Yourself — (Jason Zweig; pre-order, January 2027 release)

• Exponential Wealth: Centuries of Stock and Bond Returns — (CFA Institute, Morningstar)

• How to Budget for Deferred Maintenance Properly — (Global Investors: Investing in U.S. Real Estate Podcast)

• Ep. 1,304: She Went From Zero Deals to Self Storage + Multifamily + Industrial — (Lifetime Cash Flow Through Real Estate Investing Podcast)

• Should You Borrow Money to Invest (#335) — (Passive Income MD Podcast)

• Veteran passive investor, Jeremy Roll, shares the false assumptions many investors make, including those he made himself. — (Net Zero is a Win)

• Copying the 1% won’t make you the 1%. — (Net Zero is a Win)

• Why Entrepreneurs Making $1M+ Still Have No Passive Income — (Wealth Without Wall Street Podcast)

• Stop Chatting With AI. Start Delegating to It. — (Vyzer Weekly Podcast)

• Sold Homes for Others, Now Owns Nearly 1,000 Apartment Units — (The Wealth Clock Podcast)

• Live Your BEST Life Now: The Truth About Financial Success — (The Mailbox Money Show Podcast)

• The Millionaire Trap: Why Chasing More Money Won’t Make You Happy — (The Mailbox Money Show Podcast)

• Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust — (The Long View Podcast)

• Jai Jacob: From Jazz Guitar to Wall Street’s Front Lines — (The Blunt Dollar Podcast)

• How Direct Index Supercharges the Financial Advisor — (Talking Wealth Podcast)

• He Built a $300M+ Company. Here’s How He Thinks About His Own Wealth — (Invest Like a Billionaire Podcast)

• What Happens to Your Wealth If You Disappear Tomorrow? — (Financial Freedom with Real Estate Investing Podcast)

• What Happens When AI Underwrites a $10M+ Real Estate Deal? — (Financial Freedom with Real Estate Investing Podcast)

• LP Roundtable: Self-Lending Funds, Capital Calls, Securitization, and Fund Risk — (PassivePockets Podcast)

REITs & Semi-Liquid Vehicles

• Nonlisted REIT sector holds steady as performance gap with listed peers widens — (Real Assets Adviser)

• The 10.84% Yield REIT ETF That Pays Monthly Like a Rental Property, Without the Tenants — (24/7 Wall St)

Taxes

• Nathan Sosa - Year End Tax Strategies (Ep. 274) — (Real Estate Investor Podcast)

• The Tax Mistake That Can Trap Your Real Estate Losses - E1207 — (Cash Flow Connections - Real Estate Podcast)

• Property Tax Out of Bounds — (Real Estate Espresso Podcast)

Products & Services

• Invest Clearly Pro launched to facilitate investor interactions. — (Invest Clearly)

GPs

• ‘You have to pay your people’: Fund cost scrutiny squeezes managers — (PERE)

• Keep Calm and [No] Carry On — (The Promote Podcast)

• Unlock Your Full Potential in Commercial Real Estate (FastTrack training program) — (CRE Analyst)

• Raise Capital Legally with Kim Lisa Taylor — (Next Level Income Show)

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Macro Trends & Interest Rates

• As Mortgage Rates Hit 7%, the Lock-In Effect Gets Stronger — (Bloomberg)

• The Hidden Opportunity for Everyday Investors in Rising Bond Yields — (Bloomberg)

• History Shows Financial Calamities Occur When Rates Rise Rapidly Like This: ‘Something Always Breaks’ — (CNBC)

• The Numbers Need Context: 5%+ Treasury Yields, AI Roadblocks, and Hotel Distress — (The TreppWire Podcast)

• What to Make of the September Rate Hike — (PPR Capital Management)

AI & Data Centers

• AI’s $10.3T Bet Is Reshaping CRE — (CRE Daily)

• Data Center Real Estate: Cap Rates, Costs, and Demand — (America’s Commercial Real Estate Show Podcast)

• Data Dump: Even After $700M Deal, Data Center Development Could Soon Slow in Illinois — (The Real Deal)

Multifamily

• The Correction Will Get Even More Severe | Sept. 2026 Housing Market Update — (BiggerPockets Podcast)

• Apartment Landlords Face a $1.8T Debt Reckoning — (CRE Daily)

• Vivmark Boosted August Sales, but Apartment Prices Fell 4.7% YOY — (Multifamily Dive)

• RealPage, States Tussle Over Federal Rent Price-Fixing Settlement — (Multifamily Dive)

• FBI Investigates Multifamily Syndicator Lurin Capital — (CRE Daily)

• LP Deal Review: Red River Development’s 206-Home Waco BTR Project — (PassivePockets Podcast)

Office

• US Office Real Estate Crisis Shifts to CMBS Investor Losses — (Bloomberg)

• Office Distress Comes for Investors — (CRE Daily)

• Brookfield’s $10B YES! & RXR’s OPM Masterclass — (The Promote Podcast)

• The Office-to-Resi Conversion Boom Is Just Getting Started, with Joey Chilelli, Vanbarton Group — (The TreppWire Podcast)

• Leading Workplaces in the Age of AI — (The Weekly Take Podcast)

Industrial

• Small Bay, Big Potential: Commercial Real Estate’s Most Resilient Asset Class — (No Cap Podcast)

Self Storage

• Occupancy Has Broadly Declined Across Securitized Self-Storage Properties, but Refinancing Risk Remains Concentrated — (Trepp)

• Three Loans Account for 98% of Self-Storage’s Estimated Refinancing Shortfall Through 2028 — (Trepp)

• 12 Sponsors Back Half of Securitized Self-Storage Debt, While Refinancing Risk Is Even More Concentrated — (Trepp)

Student Housing

• Student Housing’s Hidden Credit Risk: Low Defaults Mask $1.25 Billion in Sub-1.0x DSCR Loans — (Trepp)

• Securitized Student Housing’s Refinance Test: Maturity Risk Builds in 2029 & 2030 — (Trepp)

Private Credit

• NAV Loans: Follow the Leverage — (Accredited Investor Insights)

• Private Credit Has an Information Problem — (Private Debt Investor)

• Blackstone’s Marshall Sees New Evolution in Corporate Financings — (Private Debt Investor)

• Insurers’ Borrowing From the FHLB Jumped 14% in H1, Topping $200bn — (Private Debt Investor)

• Opportunistic Credit Is Moving Up the Priority List — (Private Debt Investor)

• New York Forum 2026: A ‘Stable but Cautious’ Market — (Private Debt Investor)

• Inside Performing Second Mortgages: Junior Liens, Private Credit, and Cash Flow, with Shawn Muneio — (PassivePockets Podcast)

SEC / Regulatory

• Securities and Exchange Commission to Adjust Accredited Investor Definition at Open Meeting — (Crowdfund Insider)

• Lawmakers Demand Probe Into Fraudulent 401(k) Comments — (WealthManagement.com)

LPs

• RREEF Property Trust Liquidation: What Happens When the Money Stops Coming In — (Accredited Investor Insights)

• 50 Posts + 30 Weeks = 4 Lessons — (Net Zero is a Win)

• 1.06% Gets You the Loan. It Doesn’t Get You the Deal. — (REI Prime)

• Why Maxing Out Your 401(k) Hurts High Income Earners Most — (Wealth Without Wall Street Podcast)

• How He Replaced His W-2 Income With Real Estate — (Lifetime Cash Flow Through Real Estate Investing Podcast)

• The AI Rally Has Done a Number on the Diversified Portfolio — (Bloomberg)

• Shall We Repeal the Laws of Economics – Part III — (Oaktree Capital Management)

• Active Fixed Income Perspectives — Monthly Pulse: September 2026 — (Vanguard)

GPs

• The Hidden Problem with Crowdfunding Real Estate Deals — (The Best Ever CRE Show Podcast)

• This AI Agent Analyzes Apartment Deals in Seconds — (Financial Freedom with Real Estate Investing Podcast)

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Interest Rates

• The Fed Hikes Rates, Extending CRE’s Higher-for-Longer Era — (CRE Daily)

• US Mortgage Rates Rise for Fourth Straight Week, Approaching 7% — (Bloomberg)

• 10-Year Treasury Yield Climbs to Highest Level Since 2007, Testing Whether CRE Can Live With 5% — (CNBC, via Bisnow First Draft)

• Nobody’s Coming to Save Mortgage Rates: BofA Sees Mortgages Stuck in the 6.5%–7% Range — (The Mortgage Scoop)

Lending & Mortgages

• Freddie Mac Announces $474 Million Non-Performing Loan Sale — (Barchart)

• Return to Lender: Week of Sept. 17, 2026 — (Connect CRE)

• CMBS Special Servicing Rate Climbs in August 2026, Led by Several Large Maturity Defaults — (Trepp)

Opportunity Zones

• Developers Compete for Opportunity Zone 2.0 Designations — (CRE Daily)

• Qualified Opportunity Zones 2.0: Tax Deferral and Active-to-Passive Investing ft. Alicia Miller — (The PassivePockets Podcast)

Private Credit

• Infra and RE Debt Fundraising Struggle in H1 2026 — (Private Debt Investor)

• Hines and Rialto Capital Close $1.1B US Office Credit Fund — (CRE Daily)

• Brightshore Capital Launches $250M Real Estate Debt Platform — (CRE Daily)

• A Lender Is a Business: Why We DD the Team, Not Just the Loans — (PropertyLlama / Chris Lopez)

• A Deep Dive Into How Debt Funds Are Structured: Kevin Amolsch on Credit Boxes and Leverage — (PassivePockets)

Multifamily

• New Residential Construction, August 2026 — U.S. Census Bureau

  • Multifamily Pullback Drags U.S. Housing Starts Near Pandemic-Era Lows — (CRE Daily)

  • Multifamily Starts Plummeted Nearly 16% in August — (Multifamily Dive)

• DFW Multifamily Distress Creates Opening for Investors as Development Slows — (Bisnow)

• Construction Robots Cut Rework and Layout Time, but Gains Are Too Narrow to Close a 1.2 Million Home Shortage — (CNBC)

• Airbnb Commits $250 Million to Below-Market Gap Financing for Stalled Multifamily Projects — (WSJ)

• Multifamily Lenders Look Beyond the Sun Belt to Indianapolis, Kansas City and Omaha — (GlobeSt)

• HUD Wants to Make It Easier to Bring Private Capital Into Public Housing — (Bisnow)

• JBG Smith and Mid-America Apartment Communities Settle RealPage Rent-Fixing Allegations for Millions — (CoStar via CRE Daily)

Built to Rent

• BTR Construction Fell in Q2 — (Bisnow)

• BTR Pipeline in the South Is 3 Times Larger Than the Next Closest Region — (Bisnow)

• BTR Activity Remained Elevated Amid Policy Uncertainty — (Bisnow)

• NexMetro Launches Fund for Income-Producing Avilla Build-to-Rent Neighborhoods — (Bisnow)

Assisted Care

• CareTrust REIT Acquires $400M Southwest Skilled Nursing Portfolio — (CRE Daily)

Retail

• NYC Lawmakers Consider Mandating Retail Lease Extensions — (Bisnow via CRE Daily)

• Malls Were Left for Dead. Now They Are the Top Performer in Commercial Real Estate — (WSJ)

• Starbucks Spending $1B to Turn Cafés Into Community Lounges — (Bisnow)

Office

• Office Recovery Looks Different Beneath the Headline — (Altus Group)

• NYC’s Flatiron Building Welcomes Buyers After Office-to-Residential Conversion — (Bloomberg)

• D.C.-Area SCIF Office Inventory Surges 430% in Five Years on Defense Demand — (CRE Daily)

• At Least Nine Defense Companies Have Opened or Announced South Florida Offices — (Bisnow via CRE Daily)

Industrial

• The Industrial Hard Maturity Mirage: $40.86 Billion Has Extension Capacity Beyond 2028 — (Trepp)

• Amazon & FedEx Lead Industrial CMBS Exposure as FedEx Faces Greater Lease Rollover Risk — (Trepp)

• $12.73B of Industrial CMBS Faces Lease Rollover Risk — (CRE Daily)

• Ares and PSP Investments Establish Joint Venture to Invest Up to $2.4 Billion in U.S. Logistics Real Estate — (BusinessWire, via The Promote)

• Amazon Reportedly Planning to Expand Same-Day Industrial Fulfillment Network From 85 to 1,000+ Locations by 2031 — (Bisnow via CRE Daily)

• How Prologis Conquered the World — (Bisnow)

Data Centers

• Data Center Real Estate: Cap Rates, Costs, and Demand ft. Ermengarde Jabir (Moody’s) — (America’s Commercial Real Estate Show Podcast)

• Data Center Demand Has Made IOS an Institutional Capital Playground [Institutional] — (Bisnow)

• Blue Owl Reportedly Planning Data Center REIT — (Bisnow)

Self-Storage

• Independent Self-Storage Operators Outpace REITs on Pricing — (CRE Daily)

• U.S. REITs Outperform Stocks as Fundamentals Strengthen — (CRE Daily)

• Property Tax Rates Vary Ninefold Across the 100 Largest US Metros — and the Rate on the Listing Isn’t What an Investor Will Pay — (REI Prime)

• They Raised Millions and Quit Their Jobs! — (Cash Flow Connections Podcast)

• Can ICE Impact Your Construction Project? — (The Real Estate Espresso Podcast)

• Middle Housing with Jared Jones — (The Real Estate Espresso Podcast)

• After the Fires with Bronson Hill — (The Real Estate Espresso Podcast)

• Beyond the Property Management Report ft. Darshit Shah — (The Real Estate Investor Podcast, Break of Day Capital)

• Do It Again: Real Estate’s Return to Old-School Value Creation ft. Ken Rosen — (The Weekly Take Podcast, CBRE)

• The State of Multifamily: Why We’re Buying Now — (Invest Like a Billionaire Podcast)

• Key Performance Metrics Every Operator Must Track — (Global Investors: Investing in U.S. Real Estate Podcast)

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Marketplace

• Return to Lender: weekly CRE distress roundup — deeds-in-lieu, loan sales, foreclosure auctions and receiverships across SF, St. Louis, Baltimore, Denver, New Braunfels and Santa Monica — (Connect CRE)

• SEC Charges Pacific Private Money Group LLC (PPMG) with fraud that raised more than $80 million from approximately 190 mostly retail investors, many of whom were retired senior citizens. — (SEC)

• Why CRE investors should not count on a return to low rates — (GlobeSt)

• CRE faces higher rates as 2026 uncertainty deepens — (CRE Daily)

• JPMorgan’s $750B bet on the housing market (”American Dream Initiative”) — (BiggerPockets podcast)

Private Credit

• From Par to Pennies: The Problem With Private Credit Marks — (Accredited Investor Insights)

• Private credit loses its edge in the battle for PE borrowers — (PitchBook)

• Cliffwater, Blackstone cap redemptions from semi-liquid funds despite double-digit tender requests — (Private Credit Daily Digest, PEI)

• BCRED holds third-quarter repurchases at a 5% cap as investor requests hit $4.3B — (CRE Daily)

• Washington state trustees’ private credit concerns mount as pension consultants urge patience — (PEI)

• Blue Owl Technology Finance raises $800M in debt, including a $150M private placement — (PR Newswire)

Data Centers

• How a five-year community revolt toppled a $100 billion data center near a Civil War battlefield — (Bloomberg)

• House weighs shielding consumers from data-center-driven utility rate hikes; Microsoft may triple data-center capacity — (CoStar News)

• San Francisco declares a “rent emergency” as AI-driven hiring spikes local rents — (CoStar News)

• Data-center supplier Prysmian to spend $1B on Charlotte-area factory expansion to meet cable demand — (Connect CRE)

• Colorado data-center development stalls on power and tax constraints, sending developers elsewhere — (Bisnow)

• Blue Owl plans to seed a new publicly traded data-center REIT with ~$6.5B of assets — (Bisnow)

• AI cloud firm Nebius raises $5.75B in debt to fuel data center expansion — (24/7 Wall Street)

Multifamily

• Bank multifamily delinquencies dip even as credit losses rise — (CRE Daily)

• Multifamily migration trends: population growth alone doesn’t predict revenue growth — (Trepp)

• US multifamily rents rise for the first time in years as Sun Belt pressure eases — (CRE Daily)

• Top renter markets have an occupancy problem: new-supply-heavy Sun Belt metros lead rankings but show soft occupancy (McKinney, Huntsville, San Marcos) — (Best Ever CRE)

• Apartment construction times ease but stay elevated — (CRE Daily)

• Apartment cap rates rose 10 bps YoY to 5.6%, sales fell 16% YoY to $12.4B — (Best Ever CRE / MSCI)

• More than 2,600 landlords now seeking federal compensation over pandemic-era eviction-moratorium losses, ~$1B settlement in negotiation — (The Real Deal / CRE Daily)

• Only 4M affordable rentals serve 11M extremely low-income households while higher-income units sit vacant in markets like Austin, Denver, Portland — (CRE Daily)

• HUD loosens Section 18 rules to draw private capital into public housing repairs and redevelopment — (CRE Daily)

• Multifamily’s $8.1B marriage: what the IRT–Centerspace scale play means for value-add and capital-market access — (CRE Daily)

Office

• Lower Manhattan is thriving 25 years after the Sept. 11 attacks — (The Wall Street Journal)

• The 1.5-million-square-foot hole in the center of San Francisco’s comeback — (The Wall Street Journal)

• Office operating expenses outgrew revenues every year from 2021 to 2025 — (CRE Daily / Trepp)

• Premium offices pull ahead as owners rethink workplaces — (CRE Daily)

• CBRE’s 2026 benchmark: peak office occupancy now exceeds pre-pandemic levels — (CRE Daily)

• BXP acquires two Waltham, MA office buildings for $30M following rezoning that could enable multifamily conversion — (Connect CRE)

Industrial

• Hold the Line: What Wins in Industrial’s New Cycle — (The Weekly Take, CBRE)

• Small Bay, Big Potential: why small-bay industrial is CRE’s most resilient asset class right now — (No Cap, CRE Daily’s podcast)

• US industrial occupancies rise as bulk move-ins jump 25% and net absorption climbs 82% — (CRE Daily)

• Data-center construction fuels institutional demand for industrial outdoor storage — (CRE Daily)

• Lone Star and partners pay over $1.1B for a 2.2M-SF Silicon Valley R&D portfolio, betting on AI and robotics tenant demand — (CRE Daily / Bisnow)

• J.P. Morgan closes $1.1B net lease fund, doubling its target — (CRE Daily)

• CBRE Investment Management buys Cerberus’ $1.6B Tenet net-lease platform — (CRE Daily)

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Retail

• Malls were left for dead. Now they are the top performer in commercial real estate. — (The Wall Street Journal)

• Open-air centers lead August mall traffic with 6.6% YoY growth; indoor malls post their best 2026 gain at 5.0% — (Placer.ai, via CRE Daily)

• Luxury retail leasing drops 46% YoY to 123K SF in H1 2026 even as brands shift toward experiential formats — (Bisnow)

Self Storage

• Self-storage sector stabilizing rather than fully recovering; 93% occupancy, NOI growth returning in 2027 — (Colliers, via CRE Daily)

• Wider Doors for Private Markets: SEC access proposals, longer PE holding periods, sponsor-reputation pricing, and CRE volume trends — (Accredited Investor Insights)

• Former $10B REIT manager on how to vet private real estate deals — (Invest Like a Billionaire podcast, feat. Aleksey Chernobelskiy)

• LP > REPS — (Net Zero is a Win)

• How NOI replaced appreciation as the return driver: income accounted for 84% of NCREIF ODCE returns across the full cycle versus 43% in the prior cycle — (Best Ever CRE podcast)

• Would you know a good private lending deal if you saw one? — (The Best Ever CRE Show / Property Llama webinar)

• Like, Know, Trust is Enough — (Net Zero is a Win)

• So much distress, where are the bargains? Four things one $500MM+ CRE portfolio manager is seeing right now — (Wellings Capital via InvestClearly)

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Contents

• Trending

• Top Stories

• The Skeptic’s Corner

• Weekly Roundup

• Quote of the Week

Trending

Mueller and Others Show Growth Across All Asset Types.

The Q2 Mueller Market Report showed positive signs all around, as did the headlines…

• Beyond the Rent: The economic signals multifamily leaders should watch this fall. - Multifamily Dive

• Retail Leads as CRE Recovery Diverges Across Sectors, Markets. - Connect CRE

• Hotel sales make leap in first half of the year. - The Real Deal

• US Manufacturing Boom Favors 167 High-Conviction Hubs. - CRE Daily

Top Stories

The Impacts of the World Cup.

Now that the games are over, the actual economic impacts are being reported.

• 7 World Cup Lessons for Retail, Dining, and Real Estate. - The Anchor

• Hotel executives champion events impact on 2026 performance while monitoring global headwinds. - CoStar

• Goodbye FIFA, hello conventions: US hotels pivot from group play to group demand as fall nears. - Hospitality Net

• Not all events created equal in terms of hotel demand, guest spend. - CoStar

Regulatory changes in multifamily.

Regulatory changes are one of the largest threats to real estate performance. What you need to know for multifamily.

• The Changing Regulatory Landscape. - The Real Estate Espresso podcast

• Renters Want Fee Transparency on Ancillary Services. - CRE Daily

• Notable multifamily policy and legal moves from this summer. - Multifamily Dive

• Proposed FTC Rule on Unfair or Deceptive Rental Housing Fee Practices. - Federal Register.

How ‘bout them debt and interest rates?

So much chatter about the Fed, Fannie, and the day of reckoning for maturing CRE loans.

• The Maturity Wall Is Getting Taller. - CRED iQ

• Shakeup At Fannie Mae. - The Real Estate Espresso podcast

• Steepening Yield Curve Tests the Nerve of Real Estate Investors. - GlobeSt

• Let’s Do the “Mini” Twist. - Connect CRE

• CRE Distress Spreads Across Four Major Property Types. - CRE Daily

• Billions in Performing Office Loans Near a Refinancing Reckoning. - Globe St

• Economists See Stubborn Inflation Keeping CRE Rates Elevated. - CRE Daily

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The Skeptic’s Corner

Weekly Roundup

Market Place

• Surge in July construction starts reflected megaproject volatility. - Construction Dive

• Consumer Squeeze Could Test Retail and Hotels. - GlobeSt

• Investors Anchor Big Capital Into Marinas, Betting On Shallow Supply. - BisNow

• First class flight: As air travel surges, airports spread out, spiff up to welcome more passengers. - CoStar

• The Mormon Church Is Quietly Expanding Its Real Estate Empire Across the US. - Bloomberg

Multifamily

• Rise48 Preps Investors for Pain. - The Promote

• Multifamily Recovery Broadens Beyond Class A Assets. - CRE Daily

• Expensive Markets, Concentrated Portfolios, and the Case for Owning Housing. - BAM Capital

• Multifamily NOI Growth Weakened in 2025 Even as Expense Growth Cooled. - Trepp

• Florida Multifamily Insurance Costs Reverse Course After Years of Outsized Growth. - Trepp

• Prices fell in 197 markets. Rents didn’t. - REI Prime

• Landlord Rental Performance Report: August 2026. - Chandan Economics

• Rent Concessions Dip As Fewer Apartments Come Online. - BisNow

• Multifamily new supply set to bottom out in 2027. - Multifamily Dive

• Apartment Vacancy Drops as Demand Absorbs Construction Wave. - Globe St.

• Big Banks Commit Billions to Boost US Housing Supply. - CRE Daily

• The LIHTC Multifamily Expiration Wave Is Here. - Western Wealth Capital

• Zillow: Rent-Buy Divide Widens Across Major US Markets. - CRE Daily

• Capital Returns to Major Metros in Multifamily Recovery. - CRE Daily

Senior Housing

• Senior housing construction falls as need rises. - CoStar

• Investors scramble to buy luxury senior housing near Silicon Valley. - CoStar

• Senior Housing Shortage Could Top 1M Units by 2035. - CRE Daily

• Senior Housing Owners Hold Firm Even as Buyers Pay Up. - CRE Daily

Industrial

• Yardi Matrix Self Storage Supply Forecast – Q3 2026. - Yardi

• The Best Cities for Industrial Investing in 2026. - LoopNet

Office

• 2025 Placer.ai Office Index. - Commercial Property Executive

• Office Relocations Favor Better Buildings Nearby. - GlobeSt

• Office Vacancy Drops But Market Gaps Widen Across US. - CRE Daily

• Medical Office Pulls Ahead as General Office Stalls. - CRE Daily

Retail

• Retail Regains Its Footing as Demand Returns and Supply Stays Soft. - Connect CRE

• Mall Traffic Rises as Shoppers Begin Staying Longer. - Globe St.

Hospitality

• Investors Are Snapping Up Shabby Hotels and Whipping Them Into Shape. - The Wall Street Journal

• U.S. hotel performance for July 2026. - Hospitality Net via CoStar

• The Pricing-Power Divide: Why Luxury Is Leading the US Hotel Recovery. - Hospitality Net

• Casinos Bet On Sports, Spas, And Dining To Win Gen Z. - CRE Daily

• Q3 Traveler Insights: Demand returns as summer peaks. - Hospitality Net

• Tripadvisor 2026 Mid-Year Experiences Trends Report. - Hospitality Net via TripAdvisor

• HVS U.S. Market Pulse: August 2026. - Hospitality Net

• As teleworking rates, office visits stabilize, weekday demand holds steady for hospitality. - CoStar

AI and Data Centers

• Datacenter boom powers blockbuster PE deal count in Q2 2026. - PitchBook

• The Data Center Index. - Sightline by Hamlet

• Data Center Development Fuels Increasing Share of Industrial Demand. Connect CRE

• Virginia weighs who should pay for power grid expansion as data centers multiply. - CoStar

Investor Education

• SEC: 38 Entities Feigned Legitimacy as U.S. Advisers Through False Filings to Lure Retail Investors. - SEC

• A Legendary Investor’s Advice for You and Your Portfolio: Stay Calm. - Bloomberg

• Can passive PE investing enhance portfolio performance? - PitchBook

• AI: a transformative industry and a rewarding investment are not the same thing. - Navigating Wealth podcast

• Vanguard Buys Wealth Management Platform Altruist in $4 Billion Deal. - Wall Street Journal

• Should You Keep, Refi, or Sell Your Rental Property? - Passive Pockets podcast

• What Is a Triple-Net Lease? A Guide for CRE Investors. - LoopNet

• Why Flashy Syndicators Keep Losing Investor Money. - The Best Ever CRE Show podcast

• What Is a Hotel’s Fair Market Share and Why Does It Define Your Competitive Position? - Hospitality Net

• Why Investors Love Self-Storage: The Basic Investment Case. - InvestClearly

GP Corner

• Tribevest launches The Institute for Structured Capital - a GP training and certification program. - Best Ever

• Google Ads, Systemic Nuances, and Owning a Domain ft. Kasim Aslam. - The Best Ever CRE Show podcast

• The Limits of Funds of Funds, Part 2. - The Best Ever CRE Show podcast

• Lessons from Turf to Real Estate Success. - The Best Ever CRE Show podcast

• Lessons Learned From a Decade of Deal Sourcing in the Northeast. - Best Ever CRE

Quote of the Week

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Contents

• Trending

• Top Stories

• The Skeptic’s Corner

• Weekly Roundup

• Quote of the Week

Trending

AI is Impacting Real Estate in Unexpected Ways that go well beyond Data Centers and Prompts.

As data center construction marches on, some communities are booming with construction and welcoming the income while others are mobilizing opposition.

Industry professionals are ramping up their AI skills and disrupting traditional systems, marketing, and testing its limits.

And the AI boom is driving investment in cities and industries beyond data centers.

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Top Stories

Is now the time to buy Commercial? The news was dominated by positive CRE news last week.

• Commercial Property Sales Through Mid-Year Are Up 30%, as Activity Surges Amid Macro Risks. - GreenStreet

• Commercial Real Estate Cycle 2026: Still Early Innings. - America’s Commercial Real Estate Show podcast

• Now Is the Time to Buy in Commercial Real Estate: Morgan Stanley. - Commercial Observer

• From Waco, Texas, to St. George, Utah, smaller commercial markets climb in demand, index says. - CoStar

• Light Industrial Absorption Surpasses Deliveries for the First Time Since 2022. - GlobeSt.

• Why Outdoor Storage Is Becoming a Serious Industrial Play. - GlobeSt

• Top 10 Metros for Industrial Deliveries in H1 2026. - Commercial Property Executive

• Can Office Conversions Deliver Class B? - Real Estate Espresso Podcast

• More Office Markets See Dip in Vacancy, Pipeline Remains Modest, Medical Office Space Trends Toward Growth. - Commercial Cafe

• Medical Outpatient Building Sales Surge in H1 2026. - ConnectCRE

And Retail wasn’t far behind in media interest despite mixed economic health signals.

• Industrial, Retail Drive Small-Cap CRE Sales Recovery in 2026. - CRE Daily

• The Retail Story Everyone Gets Wrong. - The Trepp Wire podcast

• Retail Demand Rebounds as Scarce Supply Preserves Landlord Leverage. - GlobeSt.

• Retail Regains Its Footing as Demand Returns and Supply Stays Soft. - ConnectCRE

• TROPHY SPACE IS GONE, AND THE PIPELINE IS FULL. - BestEver

• How the “Vanity Economy” Is Impacting Retail. - ConnectCRE

• Seeing Is Believing: Why Retail Investors Are Looking to the Southeast. - CBRE

• Retail Landlords Need to Underwrite Their Tenants’ Customer Base, Too. - Commercial Observer

• Mall Traffic Rises as Shoppers Begin Staying Longer. - GlobeSt

Grant Cardone Turns Deposition into Content

The luxury lifestyle that is the Grant Cardone brand now includes protracted legal inquisitions. The Real Deal summarized the 12-hour video. There may or may not be a legal case here, but based on the YouTube comments, the case for unflinching confidence and charisma is strong.

If you want more fodder for the shrewd versus scandalous debate, this article dives deep into a recent Cardone deal.

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The Skeptic’s Corner

Weekly Roundup

Market Place

• Columbia CompStak (CCRI) Rent Index National Update: August 14, 2026. - CompStak

• Early Investors May Gain Most in Evergreen Funds. - Wealth Management

• Inflation Is Down. But Consumers Aren’t Out of the Woods Yet. - ConnectCRE

• A Treasury buyback boost sent long-term yields lower, offering a potential glimmer of relief for CRE financing. - CRE Daily

• Fed Hawks Add To CRE Debt Concerns. - GlobeSt

• CRE Borrowers Shift to Fixed Rates as Borrowing Cost Relief Stalls. - GlobeSt

Multifamily

• Most Multifamily Investors Just Turned Negative on H2 2026 - REI Prime

• S2 rolls out another offering for investors. - The Promote

• Multifamily starts tumbled in July. - Multifamily Dive

• CRE Loan Modifications Shift Toward Multifamily. - CRE Daily

• Multifamily Rents Shift From Stabilization to Reacceleration. - CRE Daily

• 2026 Rent Growth. - Multi-Housing News

• Apartment Vacancy Drops as Demand Absorbs Construction Wave. - GlobeSt

• Why Multifamily Property Values Reset Even as Cash Flow Grew. - Trepp

• Midwest Apartment Markets Face Stability and Soft Growth. - CRE Daily

• Rockefeller Group targets multifamily in the Southeast. - Multifamily Dive

• Camden CEO talks Sun Belt optimism.- Multifamily Dive

• Extreme indoor heat is a housing violation. - Multifamily Dive

Single Family

• ROAD Act Spurs Institutional Shift Toward Build-to-Rent. - CRE Daily

• Once banished to trailer parks, manufactured homes are moving to suburbia. - Washington Post

• Lower mortgage rates could bolster housing activity heading into fall. - CoStar

• Housing market shows ‘surprising’ resilience despite rising inventory. - CoStar

Private Debt

• Hard Money Fund in an Evergreen Wrapper: First Eagle Real Estate Debt Fund - Accredited Investor Insights 🔒

• Is the ‘semiliquid’ label misleading, or just an uncomfortable reality? - PitchBook

• Why Today's Private Credit Headlines Miss the Bigger Story. - Wealth Management

• Rising non-accruals signal growing risk in private credit. - PitchBook

Senior Housing

• Introduction to Multifamily and Senior Housing Investment - Mailbox Money podcast

• Welltower drops $100M on San Jose senior housing complex as silver tsunami washes across Silicon Valley. - The Real Deal

Hospitality

• San Diego leads the way as US hotels post positive numbers. - CoStar

Investor Education

• The Simple Secret to Becoming a Better Investor. - Morningstar podcast

• The Lessons of Howard Marks’ Memos Pt.3 (’11-’15) - The Intellectual Edge

• 8 Financial Tasks That Are Intimidating . . . Until You Do Them Once. - The White Coat Investor

• Fund Distributions – Investor Bulletin. - SEC

• Beyond the 401(k) - Cascade Business News

• Passive Income Isn’t Passive. Here’s What It Actually Is. - PIMD podcast

• The Limits of Funds of Funds, Part 1. - The Best Ever CRE Show podcast

• LP Roundtable: Return of Capital, Reinvesting Distributions, and Sponsor Due Diligence. - Passive Pockets podcast

• 27 Million Clients Walk Into an RIA. - Talking Wealth podcast

• ONE QUESTION: Pat Zingarella | How should LPs use GP reviews in their vetting process? - Net Zero is a Win

• What does it really take to create cash flow in today's real estate market? - The Real Estate Guys podcast

GP News

• The latest in GP Fundraising. - M1 Capital

• The Systems Behind Consistent Capital Raising. - Cashflow Connection

Quote of the Week

The statement is not necessarily false and without context it’s impossible to know if it’s misleading, but it does illustrate that while finance is not terribly complex it is widely misunderstood and can be easily bent to fit a narrative that sounds good in a two-second social media clip.

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Contents

• Trending

• Top Stories

• The Skeptic’s Corner

• Weekly Roundup

• Quote of the Week

Trending

Scott Everett’s S2 Capital is melting down and losing millions in investors’ capital.

Read the timeline of the meteoric rise and subsequent unraveling of S2’s $4.5B portfolio.

And other real estate syndicators’ portfolios are collapsing too…

Top Stories

Big Money Heads to the Sun Belt to Catch the Wave of Foreclosures and Rising Rental Rates

The golden opportunity has arrived: the supply pipeline is near zero, inventory is shrinking, years’ worth of strong rental growth is all but certain, and multi-family foreclosures are escalating. But retail investors in early 2020s vintage deals won’t benefit - their equity will be lost to foreclosures and forced sales while large investors stand ready to take advantage of bargain pricing and rising revenues.

The Winners…

• 1789 Capital plans to invest in Sun Belt markets - The Real Deal

• REITs redirect to the Sun Belt - Multifamily Dive

• Texas Multifamily Supply Dips as Investors Move Ahead of Rents - CRE Daily

• Multifamily rents grew in July, buoyed by Sun Belt: Yardi - Multifamily Dive

• The Data Behind Multifamily - Real Estate Investor Podcast

• New Deal Launched: 37% Discount To Recent Appraisal - Cash Flow Connections

The Losers…

• CRE’s $65B Maturity Wall Is Finally Hitting - CRE Daily

• Multiple factors pushed multifamily CMBS distress up in July - Multifamily Dive

• Tampa real estate firm faces foreclosure on Clearwater apartment complex - Tampa Bay Business Journal

• Pair of Miami Beach apartment buildings could be seized in foreclosure - South Florida Business Journal

• Why Even Great Deals Can Turn Sour - The Best Ever CRE Show

Fraud is on the Rise…

GPs resort to desperate measures to avoid losses, and support for putting PE into retirement plans is unverifiable.

• Fraud takes center stage at Connect CRE’s 2026 Texas Multifamily conference - The Real Deal

• Trump’s 401(k) Proposal Shows Evidence Of Phony Public Support - Bloomberg

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The Skeptic’s Corner

Weekly Roundup

Market Place

• Monarch offloads Golden apartments amid Colorado divestment
  Local firm cited statewide renter protection laws as catalyst for sell-off.
  - The Real Deal

• Power grid uncertainty leaves data center projects in limbo
  Audits are the result of a rare bipartisan anti-data center fervor across Texas. Local governments and activist groups have been attempting to limit the Texas data center gold rush for a year, and recently, the issues have come to a head.
  - The Real Deal

• Economic signs show consumers are not tapped out
  The consumer is not tapped out, but bifurcated. Affluent households continue to support travel, dining, entertainment and luxury real estate, while lower- and middle-income households face thinner savings, high borrowing costs, and rising credit stress.
  - The Real Deal

• Crowd Street Announces Availability of Flexible Credit Income Fund
  Crowd Street announced the launch of T. Rowe Price OHA Flexible Credit Income Fund “OFLEX” on its platform.
  - Crowd Street

• What’s Going On??? Fireside Chat with Neal Bawa
  Neal Bawa takes us into the realm of macroeconomic resets, explaining the concept of a debt jubilee. How countries could wipe out trillions in debt, and what that means for assets, currencies, and investors globally. He discusses the potential impact of AI-driven productivity surges on debt reduction, and whether this black swan could pave the way for a new financial order.
  - The Best Ever CRE Show

• BTR Developer Targets 20% IRRs Building Rental Homes in Secondary Markets
  Ryan and Steven Watts of Red River Development break down the build-to-rent market, why Red River focuses on secondary markets, and how recent housing legislation could reshape the future of single-family rental investing.
  - Passive Pockets

Investor Education

• What to Ask When Your Adviser Pushes Private Funds.
  The questions you need to ask before joining Wall Street’s $2 trillion party.
  - Jason Zweig, The Wall Street Journal

• Can AI Replace Financial Advisors?
  What happens when financial advice meets AI? Featuring Laura Cornely, CEO & Co-Founder of Count. Laura shares how Count is using technology to help people manage and invest through personalised financial strategies. Laura also explains why human connection could become even more valuable in an increasingly AI-driven world
  - Nothing Ventured

• ONE QUESTION: Justin Linscott
  What Tax Issues Actually Matter for Retail LPs in Real Estate Syndications?
  - Net Zero is a Win

• Closing & Servicing Bridge Loans
  The nitty gritty details of lending. This post is part of the Guide to Bridge Lending series.
  - LRL Financial

• The Cost of a Total Loss Is More Than Money
  The three parts of loss: personal, interpersonal, and financial - and how to move on.
  - InvestClearly Insights

• The $20 Billion Storage Empire Built on Orange Doors: B. Wayne Hughes
  How B. Wayne Hughes drove past a fully rented self storage warehouse in Texas in the early 1970s and turned that single image into one of the most overlooked real estate fortunes in American history, then did it again in his seventies with a second billion dollar company built around single family rental homes.
  - The Wealth Clock

• He Walked Away From Blackstone, Then Built a $100B Real Estate Empire: The Barry Sternlicht Story
  How Barry Sternlicht, the son of a Jewish Holocaust survivor, turned a career setback at 29 into Starwood Capital Group, personally invented W Hotels, the first true lifestyle hotel brand, and built and sold an entire hotel empire, all before building something even larger in its place.
  - The Wealth Clock

Quote of the Week

In case you don’t remember 2022, the Fed signaled rate increases in January, and the first increase came in March. The US was experiencing the largest and fastest inflation rate in 40 years. But Mr. Everett didn’t seem to be aware of any of these shifts in market fundamentals…suckers indeed….

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RECOMMENDED BOOKS

Scroll down to read my summary and top three takeaways.

• A Random Walk Down Wall Street

• Mastering the Market Cycle

• The Psychology of Money

• The Little Book of Common Sense Investing

• The Bogleheads Guide to Investing

• The Bogleheads Guide to Retirement Planning

• The New Retirementality

A Random Walk Down Wall Street

Mastering the Market Cycle

The Psychology of Money

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The Little Book of Common Sense Investing

The Bogleheads Guide to Investing

The Bogleheads Guide to Retirement Planning

The New Retirementality

DON’T WASTE YOUR TIME

• Practicing Financial Planning

Practicing Financial Planning

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• Adam Bergman Talks

• America’s Commercial Real Estate Show

• Beyond Multifamily

• BiggerPockets

• Cash Flow Connections – Real Estate Podcast (Hunter Thompson)

• Financial Freedom with Real Estate Investing (Michael Blank)

• Global Investors: Investing in U.S. Real Estate (Charles Carillo)

• Ignite LP (Brian Bell / Team Ignite Ventures)

• Invest Like a Billionaire

• investology

• Lifetime Cash Flow Through Real Estate Investing

• Monetary Matters with Jack Farley

• Navigating Wealth (Long Angle)

• Next Level CRE

• Nothing Ventured (Aarish Shah)

• Other People’s Money (Max Wiethe)

• Passive Income MD (Peter Kim)

• PassivePockets: The Passive Real Estate Investing Show (Jim Pfeifer / Chris Lopez)

• Real Estate Espresso Podcast (Victor Menasce)

• Real Estate Investor Podcast (Gary Lipsky / Break of Day Capital)

• Reed Goossens – Passive Real Estate Investing Podcast

• Talking Wealth

• The Best Ever CRE Show (Joe Fairless)

• The Blunt Dollar (Ignacio Ramirez)

• The Long View (Morningstar)

• The Mailbox Money Show (Bronson Hill)

• The Next-Level Income Show

• The Passive Income Playbook (Pascal Wagner)

• The Promote Podcast (Hiten Samtani & Will Krasne / ten31)

• The Rational Reminder

• The Real Estate Guys

• The Real Estate Market Watch (Dr. Adam Gower)

• The TreppWire Podcast

• The Wealth Clock Podcast (Steven Weinstock)

• The Weekly Take (CBRE)

• Vyzer Weekly

• Wealth Without Wall Street (Russ Morgan & Joey Muré)

Education

Commercial Real Estate Explained (LoopNet)

Comprehensive overview by asset types and understanding key financial metrics.

Accredited Investor Insights

Technical deep dives into syndication financials made palatable.

Limited Partner (LP) Investing Lessons

Encyclopedic overview of due diligence lessons for LPs.

Passive Pockets

Extensive collection of podcasts, articles, and investor education videos.

Schwab Online Learning Series

Covers portfolio theory and all types of asset classes (including PE). Great as a foundational series, or a refresh.

Investor Forums

Passive Pockets

Private LP forums covering GP and deal reviews, red flags, and all LP-related topics.

AI-Powered Due Diligence Tools

Passive Advantage

AI-powered and comprehensive; source data and methodology are accessible and easy to verify.

Limited Partner (LP) Investing Lessons

Simple, quick, and easy. Generates a nice summary of the investment and list of possible red flags and follow-up questions. Does not provide deep metric analytics, but does provide a comparative list that is useful for benchmarking.

Vyzer IC

AI-powered, comprehensive; source data and methodology are not as readily transparent.

Investment Tracking Tools

Vyzer

AI-assisted to better understand and track the complexities of syndicated investments.

GP & Deal Directories

Limited Partner (LP) Investing Lessons

Free online matching tool to easily find and be notified of deals that suit the investor’s criteria. Also includes GP profiles, track records, and tracking tools.

Passive Pockets

Online directory and ongoing deal review series.

Invest Clearly

Online, verified LP reviews.

Background Checks

Accurint (by LexisNexis)

Public records search to help verify identities, conduct investigations and detect fraud.

TLOxp (TransUnion)

Intelligence from public, proprietary and alternative data source.

Vyzer GP Check

Background information based on Vyzer performance records, regulatory filings, and market intelligence.

Business Screen

Investigator-run background checks. Every report includes a ten-year lookback, criminal and civil records, bankruptcies, liens, sanctions screening, reputation checks, and more.