Alternative Investments

Most sponsors are using AI to write emails. The best ones are using it to run their entire capital raising process. If you’re still prompting ChatGPT for outreach copy, you’re missing the real opportunity. Over the pa…

Every cycle has an asset class that everyone declares dead... right before the smart money buys it. In 2017, it was retail. In 2026, it's office. Remember 2016-2019? Everyone declared retail dead. Amazon was going to ki…

I pitched a family office a deal last week that, five years ago, would have had them writing a check on the spot... "opportunistic upside; core-plus risk; hard asset collateral"... they passed. They're looking at Space…

Self-storage is a boring, commoditized asset. Until you look at ski & leisure towns. Second homes... boats... ski gear. Contractors building $3,000/SF homes. Massive demand, and almost no institutional supply. The res…

Nobody in industrial real estate can agree on what to call the hottest emerging segment in the market. Co-warehousing. Micro bay. Shared bay. Small warehouses. Garage workspaces. Light industrial flex. Same product... …

What do Aspen, Nantucket, and Crested Butte have in common with 1960s rural Arkansas? Sam Walton could tell you. Or anyone who's tried to rent a storage unit in a ski town. Walton built the largest fortune in America …

There's a simple test for whether a real estate investment will make you money: try describing it at a dinner party. If eyes glaze over, you're onto something. I ranked the five most boring (and best-performing) asset …

$80 million for a small movie theater to watch sports. That's the pitch. And investors just valued it at $1 billion. The company is called Cosm. It creates the feeling that you're courtside at an NBA game or inside th…

We spent 3 months mapping every niche industrial sub-asset class in America. The report covers 20+ categories across a $500B+ addressable market. Here's what we found. The biggest alpha in industrial isn't in big-box l…

Data centers on Earth are running out of power and water. Elon Musk's solution: build a factory on the Moon, manufacture AI satellites, and catapult them into orbit. This sounds insane. It might not be. Three months ago…