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.

Data-driven posts on US real estate and the wider housing economy, covering apartment markets, mortgage-backed securities, interest rates and construction indicators. Much of each issue quotes industry reports and economists such as NMHC, the AIA and Tom Lawler, with charts and brief commentary.