Steuart AI
Cross-asset market intelligence
Most real estate AI
follows the story.
Steuart starts
with the cycle.
Independent intelligence for RIAs and family offices -
built from the demand side, not from the people with something to sell.
Every investment
comes with a story.
"The research, the analysis, the outlook, it flows from the people with something to sell. By the time it reaches you, it's been polished."
The question nobody asks out loud: what does the independent view look like?
The Steuart intelligence stack
Client market views
Cross-asset intelligence
Cap rate alpha
Bubble detector
Resi-Alpha
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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