Real Estate: State of the Market 2026
We took a deep dive into the real estate market.
Credit conditions, capital flows, and supply pipelines are all shifting at once. The report examines where capital is moving, where distress is building, and which sectors may be positioned for the next phase of the cycle.
Download the State of the Real Estate Market 2026 Report.
Oil Prices: The Portfolio Pass-Through
The transmission questions coming Q3
LPs want to understand how oil affects portfolio margins, which borrowers face refinancing during energy cost spikes, and how managers model correlated stress. Preparation separates analytical managers from reactive ones when these conversations arrive.
Read how managers are preparing for these questions.
Space Race: The Real Prize
Two deals just redrew the space economy's map
Amazon and SpaceX spent $31.2 billion acquiring spectrum, orbital slots, and customer relationships that take a decade to build independently. The shift has implications for telecom, defense, and satellite exposures that most portfolios carry without recognizing them.
Read the complete breakdown.
