Media
Where EM Capital thinks out loud
Newsletters and press coverage from our work in residential real estate. Built for allocators who want the thinking, not the pitch.
THE ALLOCATION MEMO
Built for the allocator's desk
Dan's weekly read on capital flows, allocation strategy, and the residential alpha thesis
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 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
The Exit Window: $3 Trillion Heads for the Door
$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
Your Gross IRR Is Not Your Return
We modeled a real Reg A Tier 2 SFR fund. ...more
Capital Allocation
July 01, 2026•8 min read
AGAINST THE TAPE
Stress-testing the consensus
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
DIGITAL MEDIA
Press & mentions
DIGITAL MEDIA
Appearances
Daniel Erb on data-driven SFR investing & institutional strategy
Key innovations in real estate, when to build vs. buy PropTech, and how technology is shaping capital allocation
Closing the Underwriting Gap for RIAs, Family Offices, and Sponsors Raising Capital
Send One Live Decision
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.
Elite Broker Blogs
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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
The $700 Billion Assumption
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
Jamie Dimon saw a cockroach and wiped $500B off alt managers in one afternoon. ...more
Contrarian Analysis
July 02, 2026•8 min read
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
The Exit Window: $3 Trillion Heads for the Door
$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
Your Gross IRR Is Not Your Return
We modeled a real Reg A Tier 2 SFR fund. ...more
Capital Allocation
July 01, 2026•8 min read
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