Research on U.S. real estate.
On distress signals, maturing debt, emerging asset classes, and the data behind off-market deals.
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.
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.
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.
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.