The Ticket-Size Gap: Where Real Estate Capital Is Really Moving
The ticket-size gap, platform capital and where the money is really moving in European real estate and private credit.
Election Fog, Credit Stress and the New Geography of Capital
Markets don’t collapse because of one event. Election uncertainty, credit stress and the new geography of real estate capital.
Back to Equity: Why the Hard Work in Real Estate Starts Now
After years of returns driven by cheap debt, real estate is going back to equity. Why the hard work starts now.
Back to Equity: The Next Cycle of Conviction Capital
Yield compression no longer carries returns. Why the next real estate cycle belongs to conviction capital.
The Great Capital Migration: The Price of Change
Capital is migrating across markets and asset classes. Paul Oberschneider on the great capital migration and the price of change.
On the Ground in Spain: Real Estate Beyond the Spreadsheet
Taking the Hilltop team to Spain: why seeing a market on the ground matters more than modelling it from a spreadsheet.
Platform Builders: The Next Wave of Capital Allocators
Why the smartest money in real estate is shifting to platform builders, the next wave of capital allocators.
The South Rises: Why Capital and Talent Are Heading South
Why capital and talent are heading for southern Europe and the sun, and what it means for real estate investment.
Capital, Transitions, The Good Life: The First View From The Top
The first issue of View From The Top, Paul Oberschneider’s weekly letter on capital, real estate and the transitions shaping both.