Elite Broker Blogs

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You Don’t Need to Predict an AI Crash to Have an AI ProblemNew Blog Post

You Don’t Need to Predict an AI Crash to Have an AI ProblemNew Blog Post

Don’t Need to Predict an AI Crash to Have an AI Problem ...more

AI

September 03, 2026•14 min read

A $10.5 Billion Deal in an Underweight Sector

A $10.5 Billion Deal in an Underweight Sector

In May, EM Capital’s published Q2 model placed self-storage in Underweight: a 5.33% entry cap, a 6.8% forward unlevered return, a 9.5% hurdle, and negative 2.7 percentage points of Cap-Rate Alpha. ...more

Capital Allocation ,AI &Asset

September 02, 2026•8 min read

Data Centers: The Poorest Risk-Adjusted Bet in Real Estate Right Now

Data Centers: The Poorest Risk-Adjusted Bet in Real Estate Right Now

Data Centers: The Poorest Risk-Adjusted Bet in Real Estate Right Now ...more

AI

August 17, 2026•7 min read

AI Will Split Private Markets in Two

AI Will Split Private Markets in Two

Alternative AUM is headed from $16.7 trillion to a projected $30 trillion by 2030. The number of people who can actually underwrite all of it? ...more

AI

July 14, 2026•12 min read

AI should scale judgment, not administration

AI should scale judgment, not administration

AI in alternatives mostly means speed. Faster summaries, faster memos, faster emails. None of it touches the decision that determines returns: what deserves the dollar in the first place. ...more

AI

July 02, 2026•11 min read

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