Archive - Lewis Enterprises

The Price of Air

Blackstone's AIR Communities Acquisition and the Limitations of Cap Rate Analysis

Apr 12 •

Generative Demand

The Distribution of Artificial Intelligence in The New Industrial State

Apr 7 •

March 2024

Thesis Driven | Appraisal's Crunch Time

With volatile prices and fewer transactions, appraisal is more difficult - and more important - than ever. What does this mean for real estate…

Mar 19 •

Jaws Mustang 🔓

Barry Sternlicht is Buying Some Hotels from Barry Sternlicht, Subject to Approval By Barry Sternlicht

Mar 17 •

Lending in the Sponsor Age

Notes from the Grant's Private Credit Conference

Mar 8 •

February 2024

Killing Shannon's Demon

By Masking Volatility Private Equity Actually Hurts Its Growth

Feb 28 •

REITs' Fading ESG Financing Boon

Green Bonds Give Balance Sheets an Undeserved Lift

Feb 22 •

Making Sense of NAVs

First Industrial (FR), Rexford Industrial (REXR) and Developing the Investor's View of Valuations

Feb 13 •

Inside the Private Equity Options Factory

GP Stakes Investing and Financialization of Private Capital

Feb 2 •

January 2024

Something's Gotta Give

Cushman & Wakefield Slouches Towards a Takeout

Jan 24 •

A Factor Investing Renaissance and the Asset Heavy Passthrough Problem

Jan 7 •

December 2023

UPDATE: Hudson Pacific Deleveraging

Right but for the wrong reasons! In “Lights, Camera, Action” I wrote: The current valuation likely takes equity issuance off the table. But I do…

Dec 28, 2023 •

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