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 | 34 | Founded | 5 months ago | Last Issue | 7 days ago |
| Active | |||||
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creanalyst.substack.comLatest Issues
The state of CRE in 14 charts
From distress and maturity walls to data centers and leasing brokers. Where the market actually stands as of August 2026.
Our team finds hundreds of interesting charts, articles, and podcasts every week. We’ve built a system that culls our...
You’re Not Behind on AI. Yet.
There are no "old pros" of AI in CRE, so here's an on ramp instead of a course. Step-by-step setup, three real use cases, one lease. A guide designed for real estate executives.
Zero: The number of real estate professionals with 5 years of...
Inside The Norges AI Playbook
Ten use cases, one confession, and what CRE should copy.
The largest LP in the world, Norway's $2 trillion oil fund, recently told the world how they use AI. A phone ringing at 3 am in Oslo. A five-person team with one hour to answer Goldm...
"Durable income": The most damning phrase in real estate
If you’ve been a real estate decision-maker for a while, you’ve made mistakes.
But as an industry, we don’t like looking at those mistakes.
Nothing to see here.
But sometimes it’s worth diving into those mistakes.
Not to rub salt in...
"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
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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