HomeKnowledge Base

Published analysis.
Real deals. No fluff.

Original writing on lease economics, CMBS risk, deal structure, and occupier strategy — built from 18 years of transactions, not theory.

Negotiation Strategy
Who Owns the Building Changes Everything at the Negotiating Table

A REIT, a private equity fund, a foreign sovereign wealth vehicle, and a local family operator all own buildings — and they want completely different things from a deal. A practitioner's guide to ownership types, landlord metrics, and how to match your business objectives to theirs.

Read Article → Apr 2025
Reference Guide
Commercial Real Estate Terminology: The Complete Definitions Guide

Every term that matters — cap rates, NER, absorption, load factors, lease structures, building classifications, and labor market metrics. Searchable, plain-English definitions for every stage of a transaction.

Read Article → Apr 2025
Disposition Strategy
Tenant Buyout vs Subleasing — P&L, Balance Sheet, and EBITDA Implications

Two options for eliminating excess space. Very different financial consequences.

Read Article → Feb 2024
CMBS & Landlord Risk
Bracing for Impact: A Tenant's Guide to Landlord Default

Nearly $1.5T in CRE debt maturing. 15 things every tenant needs to know.

Read Article → Jun 2023
Deal Analytics
Simplifying Net Present Value in Commercial Real Estate

Two leases can look identical on paper and be worth completely different amounts of money.

Read Article → Jan 2020
Lease Economics
Office Lease Buyouts, Subleasing, Restructures, and Termination Options

The full spectrum of lease exit strategies — and when each one makes financial sense.

Read Article → Dec 2020
Workplace Strategy
Considerations in a COVID-World as a Tenant

The frameworks for space, utilization, and portfolio flexibility that remain highly relevant today.

Read Article → Apr 2020
Portfolio Management
Real Estate Scenario Planning: A Framework for Uncertain Times

How to stress-test real estate decisions against multiple business outcomes before committing.

Read Article → Apr 2020
Market Outlook
A Few Observations from "The Great Pause"

What COVID-19 revealed about how we use space, what office is actually for, and where landlord exposure sits.

Read Article → Apr 2020
Operations & Strategy
Contact Center Real Estate Strategy During COVID-19 and Going Remote

Large footprints, specialized buildouts, workforce concentration — how to think through the decisions.

Read Article → Mar 2020