A Discount to NAV Still Needs Underwriting
Published on: 23/09/2026
A Discount to NAV Still Needs Underwriting
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The CPI Print Will Not Set Your Cap Rate
Published on: 10/09/2026
The federal funds rate has fallen 175 basis points since September 2024. The 10-year Treasury has risen 112 basis points over the same period. If lower rates were supposed to compress cap rates, the math already broke that theory.
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New Four funds. Three allocations. One client constraint. Post
Published on: 07/09/2026
Why the balanced case gives JLL 50%, EQT 30%, Cottonwood 20%, and FS 0%
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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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