Insights

Our Insights are a glimpse into the industry evidence, convictions, and lessons upon which we base our real estate development strategies.

  • Revitalization in Opportunity Zones

    Putting a hotel back in service that had been abandoned for 50 years.

  • Housing is Critical Infrastructure

    A wave of policy change creates investment opportunity in Middle Housing.


  • The Feedback Loop of Healthy Sustainable Development

    Growing a community the right way leads to a robust cycle

  • Levees and Levies in Foster City

    A master planned community takes on the rising seas

  • Will Climate Change Leave Any Regions Unscathed?

    Screening for long term resilience amidst increasing risk and incoherent policy.

  • Lessons in Expansion from Texas Hill Country

    Recent floods remind us of the dangers of risky growth

  • Citadel's New Home in South Florida

    A billionaire plants roots at the edge of danger in Miami

  • Increasing Stranded Asset Risk, Valuation, and Climate

    Increasing tail risks from climate change are emerging for real estate investors

  • Increasing Density Legislation

    Description: Increasing Density Legislation

  • Reasons for Long Term Investing in Real Estate

    Reasons for Long Term Investing in Real Estate

    Appreciation and tax efficiency have powerful long term effects.

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