Wall Street
McNellis: F*** Real Estate?
Publisher’s Note What began over a decade ago as a series of candid, sharp-witted articles written for The Registry has grown into one of the...
March’s Jobs Report and the Art of Misdirection
Behind the rosy March employment headline, a quiet exodus: nearly 400,000 Americans gave up on the job market in a single month. By...
Amazon’s Empty Chairs
By Billy the Broker (I just want to stay anonymous) To put the size of Amazon’s office downsizing in perspective, one of its...
AI Fears Hammer Commercial Brokerage Stocks in Multi-Day Sell-Off
Analysts at Keefe, Bruyette & Woods argue the market rout overstates the immediate threat artificial intelligence poses to labor-intensive real estate advisory work,...
The $200 Billion Question: Where Does Your Tariff Tax Go?
By Billy the Broker (I just want to stay anonymous) The Trump administration is crowing about collecting $200 billion in tariff revenues this year. Customs...
McNellis on CMBS: “Commercial Mortgage BS”
By John McNellis This essay is taken from John’s forthcoming 3rd edition of Making it in Real Estate. I was leaning against the bar...
Blackstone Surges Past Expectations as Real Estate Shows Signs of Life
Private equity giant posts 50 percent earnings jump on record inflows, signaling potential end to property market doldrums Blackstone Inc. delivered a resounding...
Office Occupancy Reaches New Peak as Hybrid Work Battle Continues
Tuesday remains the new Monday as office attendance hits 65.3 percent across major metros, but resistance to return-to-office mandates continues to mount Office...
Amazon’s Office Mandate Backfires in Hunt for AI Talent
The e-commerce giant’s hardline stance on remote work is creating unexpected headwinds in the battle for AI talent Amazon Web Services may dominate...
Tariffs Begin Showing Impact on U.S. Inflation Data as Markets React to Rising Trade Tensions
Economic data is starting to reflect the inflationary pressure from tariffs as President Trump pushes for higher duties on European Union imports, sparking...
DR Horton & Pulte Weather Volatile Demand with Record Incentives as Affordability Crisis Reshapes Market
Major homebuilders report mixed results as industry grapples with volatile demand and rising incentives The U.S. housing market continues to face significant headwinds...
San Francisco Office Recovery Shows Steady Progress Despite Lagging National Trend
San Francisco’s office buildings recorded their strongest year-over-year growth in June 2025, with an 11.3 percent increase in foot traffic compared to the...
