Macro The Coming K-12 Crunch K-12 enrollment is falling rapidly. As cities grapple with school closures and property tax revolts, what does this mean for real estate? Brad Hargreaves Sep 29, 2026
Macro Los Angeles, 2036 A city built around cars and entertainment could be remade over the next decade by forces now transforming both Daniel Kronovet Sep 24, 2026
Affordable Housing When Housing Disappears Because It’s Too Cheap In struggling urban markets, the path to preserving affordable apartments may begin with creating more expensive ones Robby Mulcahy Sep 22, 2026
Macro / Demographics The State of the US Housing Market in Ten Charts Supply, prices, rate lock-in, and migration — ten charts on the US housing market and what each trendline means for operators making decisions right now. Aziz Sunderji Feb 10, 2026
Homebuilding & For-Sale Housing / Demographics The Future of Homeownership How long can fierce competition and rising prices last? Aziz Sunderji May 7, 2024
