Creative Capital: How Property Deals Get Done When Lenders Say No
Aligned incentives and creative capital structures: how real estate deals still get done when the conventional capital stack says no.
Why the Worst Property Market in 40 Years May Be the Best Time to Build
The worst property market in four decades may be the best time to build. Paul Oberschneider on building through the downturn.
Where Is the Edge? Technology, Data and Real Estate Arbitrage
Technology and data are erasing the old arbitrage in real estate. Where the remaining edge lies for investors, developers and lenders.
The Broken Middle: Why Rate Cuts Won’t Fix UK Housing
Why interest rate cuts won’t fix a UK housing system shaped in 1947, and who actually pays the price for the broken middle.
The 78-Year Mistake: Why the UK Housing Crisis Is Different
Why the UK housing crisis is unlike any other, rooted in decisions made 78 years ago, and what that means for capital and developers.
The Platform: Why It Matters More Than Deals in Private Credit
Why the platform, not the individual deal, is what matters most in private credit, and the version of the business worth building.
The UK Housing Gap No Institution Can Reach
Housing, capital and the opportunity no institution can reach: why the UK housing gap has to be filled, and who can fill it.
The Squeezed Middle: Why the UK Housing Gap Exists and How to Fix It
Who the UK’s squeezed middle are, why the housing gap exists, and what it actually takes to fix it.
After the Cycle: Real Estate Beyond the Speculative Era
We are no longer in a speculative cycle. What that means for real estate investors, developers and lenders in the years ahead.
The Turning Market: Where Disciplined Capital Goes Next
Where disciplined capital goes when the real estate cycle shifts, and how to position for the turning market.