The carry trade is dead, and capital is moving to whoever can manufacture cash flow. Takeaways from a day with more than 250 investors and operators in emerging real estate.
Private wealth has passed the institutional market, and most sponsors have no idea how to reach it. A workshop on raising from family offices and RIAs.
New York City real estate, worked from the data rather than the narrative. Thesis Driven reports on population and migration measurement, rent stabilization and the regulated stock, development pipeline and rezonings, office conversions, neighborhood change and ground-floor retail, and the supply constraints that make the city behave differently from every other US market.
How a generation of superstar chefs and obsessed diners remade urban neighborhoods, inflated rents, and priced themselves out of the streets they made desirable.
A data-driven approach to unit mix, layouts, amenities, and marketing helped one Gowanus Wharf project lease faster and at higher rents in a crowded market
