Insights
Insights for PE-backed platforms.
On buy-and-build operations, acquisition workflows, and the systems that make them repeatable.
September 4, 2026
Announcing Our NYC Data Map
Our data map of NYC's boroughs, built on research tracking 100 loans maturing in the next 12 months and representing $885M in total debt.
August 25, 2026
The Emerging Markets of Industrial Outdoor Storage in Data Center Valley
As data centers become riskier assets due to political strife, massive upfront costs, and volatility around future compute models, focus has shifted toward industrial outdoor storage (IOS). We mapped over 2,211 IOS sites across Northern Virginia to provide a definitive market report on ownership distribution and location proximity.
August 24, 2026
AI Off-Market Deal Sourcing System
A seven-skill Claude skill pack that turns vague mandates into buy boxes, decodes public distress signals, traces LLCs to real decision-makers, and reports like an institution. Free public records only.
August 24, 2026
Announcing Atlas: Off-Market Deal Sourcing
Atlas is our off-market deal-sourcing database — over 300M parcels with property history, distress signals, and asset types.
August 17, 2026
Key Signals from $885M NYC Multifamily Loans Maturing in the Next 12 Months
212 NYC multifamily loans ($885M) mature by August 2027: 1 in 9 buildings already distressed, Bronx pressure doubled since 2023, $1.17B already past its stated date.
