Blog
Essays on autonomous capital allocation.
Investment research · October 2026
CMU Miami and the Wynwood Corridor: Underwriting a Campus Catalyst
Incremental rent and demand effects of Carnegie Mellon's planned Miami campus across the urban core, by submarket and property type, 2026 to 2036.
Essay · June 2026
REDI: The Most Promising Real Estate Data Standard I've Seen, and Why It Deserves Your Attention
On the LP-led Real Estate Data Initiative, why its governance fixes the structural problem that slowed every prior attempt, and what allocators and GPs should do now.
From a talk at Harvard · May 2026
Autonomous Financial Institutions: Why 2026 Is the Inflection Point
On the operating-leverage problem at the GP layer, why institutional real estate becomes computable before other private asset classes, and what new graduates entering institutional capital should bet on.
Published in AFIRE Summit Journal · February 2026
Autonomous Intelligence and the Global CIO: Formalizing Conviction in a Fragmented Market
On how autonomous systems turn conviction into adaptive frameworks that evolve with market conditions.