Cap Stacks is a daily pre-market briefing for institutional commercial real estate professionals, covering Treasury yields, credit spreads, and large CRE deal flow. Each issue pairs a short headline argument with market data and a few sourced notes on what the rates and credit moves mean for financing.
Website: https://capstacks.ca/
Plain-spoken commentary on commercial real estate, covering distressed debt, regional market dynamics and how technology shifts affect tenants. Each issue pairs current data and sources with a clear investment viewpoint.
An LP-focused newsletter that analyzes private credit, private equity and commercial real estate, often using original data pulled from BDC filings. Readers get data-driven analysis of signals like PIK interest, valuation practices and CMBS delinquencies, plus a weekly roundup of sector news.
A hospitality-industry newsletter that analyses hotel deals, distressed debt, labour disputes and macro data for owners and executives. It pairs a weekly preview with deep-dive explainers that draw on trade press and filings.
Practical guidance for office tenants on negotiating Denver commercial leases, covering clauses such as operating expense pass-throughs, rent commencement and security deposits. It ties legal and regulatory developments to specific lease language and includes worked cost illustrations.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
