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Forbes Press

This Real Estate Trend Is Surging — How To Invest Without Millions

“Fractional real estate investing is best suited for financially stable investors.”

Yahoo Finance Press

The 4-Hour Landlord: How Tech Is Changing Real Estate Investing

NPR · Planet Money Appearance

Private Equity and the Corporate Landlord

“An opportunity worth a career.”

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Capital allocation, housing markets, and technology.

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Latest issue · September 23, 2026

A Discount to NAV Still Needs Underwriting

A price below NAV is not a margin of safety until you have underwritten what the NAV is actually worth.

Read the latest · 13 min →

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Independent views, published in the open.

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Capital Allocation

A Discount to NAV Still Needs Underwriting

A price below NAV is not a margin of safety until you have underwritten what the NAV is actually worth.

September 23, 2026 · 13 min read

Capital Allocation

A Performing Loan Can Still Fail the Refinance Test

Current on payments today says little about whether the loan clears at maturity.

September 23, 2026 · 9 min read

Contrarian Analysis

The CPI Print Will Not Set Your Cap Rate

The fed funds rate is down 175 bps since September 2024. The 10-year is up 112 bps.

September 10, 2026 · 11 min read

AI Will Split Private Markets in Two

Alternative AUM is headed toward a projected $30 trillion by 2030. The number of people who can underwrite it has not moved.

12 min read

The $700 Billion Assumption

Big tech will spend close to $700 billion on AI infrastructure in 2026. It rests on one assumption almost no one underwrites.

7 min read

Contrarian Analysis

Jamie Dimon Saw A Cockroach

One comment, $500B wiped off alt managers. What it says about how the market prices credit risk.

8 min read

Appearances

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Daniel Erb on data-driven SFR investing & institutional strategy

Closing the underwriting gap for RIAs, family offices, and sponsors raising capital.

IvyFon · NYC

IvyFon NYC Event

Daniel Erb speaking at IvyFon's New York event.

PERE North America · 2024

Speaking at PERE North America

Daniel Erb on the speaker program at PERE North America, 2024.

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Elite Broker Blogs

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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

September 03, 2026•14 min read

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