CRE Analyst
Original research and candid analysis on commercial real estate, capital markets, and the AI shift reshaping the economy.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | 4 months ago | Last Issue | 3 days ago |
| Active | |||||
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creanalyst.substack.comLatest Issues
"This AI thing better work."
The biggest bet in history runs through data centers. A bottom-up tour of the ten cracks, how they domino, and the tape holding it together.
Easy money: buy dirt for $51M → sell to hyperscaler for $700M
IOS Primer: A $200 Billion Parking Lot
Everything you need to know about IOS, told through the crane yard eviction that created it, the $1.2 billion check that crowned it, and the fund bucking CRE's fundraising blues.
Frank ran a crane company and got evicted. The favor that fi...
You're probably a zoo bear
Bad news: the Fed softened the hunt out of you. Good news: you can get it back.
Wild bears hunt. Zoo bears get fed. Same animal, different conditioning.
Inside the sale of Kayne Anderson Real Estate
Funds, managed accounts, pitch decks, and Whole Foods. Buried signals for every other real estate investment manager.
Al Rabil started Kayne Anderson Real Estate from scratch in 2007 and built it into an emerging juggernaut. He and David S...
Burn the tokens. Your rich uncle is paying.
Your rich uncle Sam (Altman)
Let’s say you’ve always wanted an MBA...
Well, maybe you don’t really want one, but you’ve always been drawn by the idea of acquiring specialized knowledge that might give you more credibility and maybe cre...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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The writers behind this newsletter.
CRE Analyst is a research and education platform followed by 100k+ readers. We break down the deals, markets, and frameworks that define the industry, led by practitioners with decades (and billions) of investing experience. creanalyst.com
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