When Comparing 1-4 Offerings
Receive a normalized comparison to determine whether to proceed, diligence further, or avoid.
When an offering requires further conviction
Rebuilt assumptions, fee and economics diagnosis, downside sensitivity, leverage and liquidity review, and a risk-adjusted view.
2-3 serious options under active consideration
Side-by-side underwriting, with economics, fee structure, liquidity, exit path, key risks, and decision rationale clearly documented.
For ongoing alternatives research support
A permanent intelligence layer across the alternatives sleeve, powered by Steuart AI: biweekly working meetings, quarterly monitoring reports, on-demand underwriting and comparison support, active real estate pipeline development, and Resi-Alpha analytics access
Comparing 1-4 offerings?
⬇
Start with a Decision Snapshot
Delivery: 1-3 Business Days
Have one live deal or fund?
⬇
Start with an Underwriting Memo
Delivery: 3-5 Business Days
Down to a few serious options?
⬇
Start with a Comparison Memo
Start with an Comparison Memo
Delivery: 7-10 Business Days
Need ongoing alt intelligence?
⬇
Start with the Alternative Intelligence Suite
Implementation: 4 Weeks

Dan's weekly read on capital flows, allocation strategy, and the residential alpha thesis. For RIAs and Family Offices.
Our standing exercise in arguing the other side of market consensus, not because we believe it, but because we don't trust a thesis we haven't stress-tested.
The fastest way to see how we work is to send us something real. One deal, one fund, one comparison, and we'll get back to you with a decision-ready work product.

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

Microsoft, Alphabet Inc., Amazon, and Meta will spend close to $700 billion on AI infrastructure in 2026, according to CNBC. That is up more than 60% from 2025, which was already a record. ...more
AI
July 09, 2026•7 min read

Jamie Dimon saw a cockroach and wiped $500B off alt managers in one afternoon. ...more
Contrarian Analysis
July 02, 2026•8 min read

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

$3,000,000,000,000 is about to hit public markets in 90 days. SpaceX, OpenAI, Anthropic. The 3 most valuable private companies ever built. All racing for the exit at the same time. ...more
Capital Allocation
July 01, 2026•9 min read

We modeled a real Reg A Tier 2 SFR fund. ...more
Capital Allocation
July 01, 2026•8 min read
