Cross-asset market intelligence
Independent intelligence for RIAs and family offices -
built from the demand side, not from the people with something to sell.
Client market views
Cross-asset intelligence
Cap rate alpha
Bubble detector
Resi-Alpha
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Don’t Need to Predict an AI Crash to Have an AI Problem ...more
AI
September 03, 2026•14 min read

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 ...more
AI
August 17, 2026•7 min read

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 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
