Original writing on lease economics, CMBS risk, deal structure, and occupier strategy — built from 18 years of transactions, not theory.
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 GuideEvery 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 StrategyTwo options for eliminating excess space. Very different financial consequences.
Read Article → Feb 2024 CMBS & Landlord RiskNearly $1.5T in CRE debt maturing. 15 things every tenant needs to know.
Read Article → Jun 2023 Deal AnalyticsTwo leases can look identical on paper and be worth completely different amounts of money.
Read Article → Jan 2020 Lease EconomicsThe full spectrum of lease exit strategies — and when each one makes financial sense.
Read Article → Dec 2020 Workplace StrategyThe frameworks for space, utilization, and portfolio flexibility that remain highly relevant today.
Read Article → Apr 2020 Portfolio ManagementHow to stress-test real estate decisions against multiple business outcomes before committing.
Read Article → Apr 2020 Market OutlookWhat COVID-19 revealed about how we use space, what office is actually for, and where landlord exposure sits.
Read Article → Apr 2020 Operations & StrategyLarge footprints, specialized buildouts, workforce concentration — how to think through the decisions.
Read Article → Mar 2020