Operating Partners
How We Vet Operating Partners: A Sponsor Framework
The framework we use to evaluate multifamily sponsors — track record, asset management, alignment, and reporting — before a dollar moves.
· 6 min read
Insights
Perspectives from the firm
How we think about multifamily co-investment, sponsor selection, and the market forces shaping the next cycle — written for investors, not algorithms.
All insights
Maturity Wall
The Multifamily Maturity Wall, Explained (2025–2029)
Why a wall of maturing multifamily debt resets the market through 2029 — the data, the mechanics, and what disciplined buyers should watch.
· 9 min read
Sidecars
What Is a Multifamily Sidecar Investment? A Guide for LPs
A plain-English guide to multifamily sidecar co-investments: how they work, the economics, why GPs offer them, and what LPs should diligence.
· 8 min read
The Thesis
Start with the argument that organizes everything we publish
The Multifamily Tsunami: three forces converging into a disciplined entry window.