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Skip the noise. Follow the signal

Latest Newsletters

Newsletters

The Pro Forma Is Already Wrong

Construction input costs are rising at the fastest pace since 2022 — and tariffs are the engine

Omid Shahbazian

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Jun 16, 2026

Newsletters

The Constraint Isn't Capital Anymore

In data centers, the scarce input has become electrons — and the clock that matters is power-on

Omid Shahbazian

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Jun 15, 2026

Newsletters

The $2 Billion Rent Check Collector

Private equity's biggest housing bet of the week didn't buy a single building.

Omid Shahbazian

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Jun 8, 2026

Newsletters

The Quiet Bid

While the headlines chased megawatts, the cycle's biggest housing checks bought beds and pads.

Omid Shahbazian

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Jun 5, 2026

Newsletters

The Boom That Built Too Much

Omid Shahbazian

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Jun 4, 2026

Newsletters

The Lease That Out-Priced a REIT

Omid Shahbazian

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Jun 3, 2026

Newsletters

The Private Bid Comes Off the Sidelines

Omid Shahbazian

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Jun 2, 2026

Newsletters

The Fed Freezes as the Wall Arrives

Omid Shahbazian

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Jun 1, 2026

Newsletters

The Fed Wrote CRE Into Its Own Paragraph.

Omid Shahbazian

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May 29, 2026

Newsletters

Extend-and-Pretend Wasn't What It Looked Like.

Omid Shahbazian

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May 28, 2026

Newsletters

The Map for Data Centers Just Got Smaller.

Omid Shahbazian

•

May 27, 2026

Newsletters

Build Where Washington Says. Or Lose the Money.

Omid Shahbazian

•

May 26, 2026

Newsletters

Skip the noise. Follow the signal

Latest Newsletters

The Pro Forma Is Already Wrong

The Constraint Isn't Capital Anymore

The $2 Billion Rent Check Collector

The Quiet Bid

The Boom That Built Too Much

The Lease That Out-Priced a REIT

The Private Bid Comes Off the Sidelines

The Fed Freezes as the Wall Arrives

The Fed Wrote CRE Into Its Own Paragraph.

Extend-and-Pretend Wasn't What It Looked Like.

The Map for Data Centers Just Got Smaller.

Build Where Washington Says. Or Lose the Money.

CRE 360 Signal™