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August 2026 Newsletter

The Confidence of a Predator, the Preparation of Prey When hiking in Alaska this summer, I wore a bear bell and carried bear spray. After all, I am tromping through the bear’s living room and know exactly where that puts me on the predator-prey spectrum. That got me thinking about the rooms we walk into […]

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July 2026 Newsletter

Finding Joy Amid the Shifting Herd Welcome to deep summer!  Artificial intelligence continues to dominate conversations across commercial real estate, and many of the most interesting discussions are transitioning from the technology to the leadership of the change it brings. Leaders are wrestling with the critical question: How do we help our teams navigate this […]

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June 2026 Newsletter

Your Data Problem is Not a Data Problem Summer is here! I hope that everyone is enjoying the blooms! I greatly enjoyed my time at Realcomm this year where so many of our conversations centered around data. In the context of AI tools, of course, but the data discussions are where it got real. The […]

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May 2026 Newsletter

Voluntary Physical Risk Standards for Appraisals Are So 2020 Happy Spring! Or summer as I sit here writing this newsletter enjoying 98 degrees and sunshine. I recently read an article that spiked my blood pressure, so I decided to use that as inspiration for this month’s newsletter. The topic? Physical climate risk in real estate […]

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April 2026 Newsletter

Dear Future CRE Asset Manager: Widen Your Lens on Risk This month, we are focusing on risk. Not about avoiding it, but understanding it, and identifying where it is being mispriced. In today’s market, it is easy to get pulled into short-term signals while missing the longer-term risks that are already visible. Energy accessibility, affordability, […]