Insights from CRE Analyst

Long-form articles and research into critical CRE trends and topics

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Insights from CRE Analyst

Long-form articles and research into critical CRE trends and topics

 

Subscribe to CRE Insights
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Recent Insights Posts

Lehman’s $22B Archstone Deal: The Bet That Broke a Bank

Investment memo: The deal that killed Lehman Brothers... "One of the company's ...
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AI Boom or Bubble? Market Bets vs. Real Returns

Nothing to see here... 1. AI stocks now represent 43% of S&P 500 market ...
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New York vs. Texas: The Battle for Finance Jobs

“You say goodbye, and I say hello” New Yorkers: “Wall Street still runs through ...
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Apollo’s $1.5B Bridge Deal: Track Record or Growth Play?

Case study: Does track record matter? Apollo grew its real estate AUM from $77B ...
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 Periodically, we publish long-form articles and research into critical CRE trends and topics. For example, you can check out our predictions for 2023.

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By CRE Analyst

June 25, 2025

Is Infrastructure Investment Outshining Real Estate?

Is Infrastructure Investment Outshining Real Estate?

Real estate vs. infrastructure: Are big-ticket infrastructure investments pulling dollars away from traditional real estate sectors?

Brookfield delivered this primer to a pension fund last year, which sheds light on the investment opportunities emerging at the intersection of real estate and infrastructure.
 
Guess the Billionaire: From Civil Rights to Global Buyout Titan

Guess the Billionaire: From Civil Rights to Global Buyout Titan

Guess the Billionaire: From Civil Rights to Global Buyout Titan

By CRE Analyst

June 23, 2025

Want to Launch a Real Estate Fund? Meet the Gatekeepers First

Want to Launch a Real Estate Fund? Meet the Gatekeepers First

Want to Launch a Real Estate Fund? Meet the Gatekeepers First

By CRE Analyst

June 19, 2025

Bull vs. Bear: Is Real Estate Positioned for a Recovery?

Bull vs. Bear: Is Real Estate Positioned for a Recovery?

Bull vs. Bear: Is Real Estate Positioned for a Recovery?

By CRE Analyst

June 19, 2025

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