Dive into a collection of past posts and rediscover timeless content.
90,300 units are in the conversion pipeline — up 28% in a year. Here's why that number is both a real turn and far too small to rescue the office tower or fix the shortage.
Jul 7, 2026
•
3 min read
53% of mortgaged homeowners hold a rate below 4%. Moving means doubling their payment — so they don't, and the whole market stays frozen.
Jul 2, 2026
$1.26 trillion comes due into double the interest rate — but it isn't one wall. Trophy office is setting records while commodity office quietly defaults.
Jul 1, 2026
AVMs are quietly replacing the human appraisal on a growing share of loans — faster, cheaper, and with a failure mode nobody's pricing in.
Jun 30, 2026
[STAGED FOR THU 6/25] The 'AI employee' pitch is mostly theater right now. But a small group is pulling away fast — and what they did isn't a secret.
Jun 25, 2026
