You Don’t Need to Predict an AI Crash to Have an AI ProblemNew Blog Post
Published on: 03/09/2026
Don’t Need to Predict an AI Crash to Have an AI Problem
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A $10.5 Billion Deal in an Underweight Sector
Published on: 02/09/2026
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.
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Data Centers: The Poorest Risk-Adjusted Bet in Real Estate Right Now
Published on: 17/08/2026
Data Centers: The Poorest Risk-Adjusted Bet in Real Estate Right Now
AI Will Split Private Markets in Two
Published on: 14/07/2026
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?
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