The editorial reference layer your AI team learns from — the market read behind the platform stack.
The single home for the editorial reference layer. Longer-form analytical
Reports on capital markets, asset classes, cap-rate spreads, and
migration flows — plus short practitioner Briefs that answer
one recurring CRE finance question each. A market read, not a marketing deck.
Methodology, Sources & FootnotesAll data sources named. Public data, regulatory filings, and direct market participation where noted. No proprietary feed implied.
02 / All Reports
All reports by category
10 reports · in release priority order
Capital Markets
2
Capital Markets BriefMonthly read on the credit cycle — origination volume, distressed inventory, lender appetite by asset class. Companion piece to the Lender Edition.
Lender Cut-Sheet CompendiumAggregated active cut sheets from major debt funds, life cos, and bridge shops — refreshed quarterly. Companion to the Lender Edition.
Litigation & Fraud WatchNotable CRE finance litigation, fraud cases, and lender-broker disputes — with summaries and risk takeaways. For underwriters and credit committees.
Short field references · 10–16 pages · 2 free · 8 paid
FreeShipping first
Property Analysis with Claude
A practical guide to using Claude for CRE underwriting tasks: rent roll review, lease abstraction, market comp summarization, and document Q&A.
Who it’s for CRE professionals who want to use Claude for rent roll review, lease abstraction, and document Q&A
What it answers Prompt patterns that work for CRE underwriting tasks, with real examples
FreeShipping first
Property Analysis with ChatGPT
Companion guide for ChatGPT — prompt patterns that work, where it fails on CRE-specific tasks, and which workflows to keep with which model.
Who it’s for CRE professionals already using ChatGPT who want to know where it works and where it fails on CRE tasks
What it answers Which workflows to keep with ChatGPT vs. where to switch models entirely
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Each brief is a 10–16 pp PDF. Source-attributed. Field-tested.
Updated when statute or market practice changes. No subscription required –
each brief is a one-time purchase.
04 / Practitioner References
Practitioner references
8 briefs · in priority order
PDF~14pp
Shipping at launch
Loan Document Insights
A practitioner read on the loan agreement, promissory note, and ancillary documents — what every clause actually means and what to negotiate.
Who this is for
Sponsor, borrower, or advisor reviewing loan documents before signing
What this answers
What every clause actually means and which ones to push back on
When to use it
Before executing a loan agreement or promissory note on any CRE deal
PDF~12pp
Shipping at launch
Lender Draw Process
Construction-loan draw mechanics end to end: lien waivers, inspections, retention, stored materials, and the timing realities of each draw cycle.
Who this is for
Developer, GC liaison, or construction loan borrower managing draw timing
At construction loan closing and before any draw cycle begins
PDF~12pp
Ships post-launch
Title & Survey Reference
What a clean title commitment looks like, the survey exceptions lenders care about, and the cure paths for common encumbrances.
Who this is for
Buyer, lender, or counsel reviewing title commitment and survey on acquisition
What this answers
What a clean title commitment looks like and what exceptions lenders will reject
When to use it
During due diligence, before proceeding past title commitment review
PDF~10pp
Ships post-launch
Revocable vs Irrevocable Trusts
When sponsors hold property through trusts — how it affects lender comfort, estate planning, transferability, and the documents lenders ask for.
Who this is for
Sponsor or estate-planning attorney structuring a CRE asset inside a trust
What this answers
How lenders respond to trust-held title and what documents they require
When to use it
Before transferring property into a trust or when a lender flags trust ownership
PDF~14pp
Ships post-launch
Hotel Franchise Hierarchy
The 2026 hotel franchise landscape for CRE-financed projects — six dominant franchisors, six STR chain scales, soft-brand collections, PIP economics, and the franchise-document terms that govern lender protections.
Who this is for
Acquirer, lender, or broker evaluating a franchised hotel asset
What this answers
Six franchise tiers, soft-brand economics, PIP scope, and lender protection terms
When to use it
At initial underwriting and before LOI on a branded hotel acquisition or refi
PDF~10pp
Ships post-launch
Historic Tax Credit Overview
How federal and state HTC programs work in practice — qualifying rehab spend, certification process, syndication economics, common pitfalls.
Who this is for
Developer or tax-credit syndicator on a qualifying historic rehab project
What this answers
Federal and state HTC mechanics, certification path, and syndication economics
When to use it
Before scoping a historic rehab and when evaluating HTC as a capital source
PDF~10pp
Ships post-launch
C-PACE Practitioner Reference
Commercial Property Assessed Clean Energy financing — statutory mechanics, lien priority, state-by-state availability, senior-lender consent dynamics, and the deal profiles where C-PACE works.
Who this is for
Developer or lender evaluating C-PACE as a capital-stack layer
What this answers
Lien priority, state availability, senior-lender consent, and deal profiles where it works
When to use it
When exploring energy-efficiency capital or when a borrower proposes C-PACE
PDF~14pp
Ships post-launch
Fair Housing Compliance
Federal and state fair-housing law for owners and operators — protected classes, the unsettled federal disparate-impact posture, screening-vendor liability, and the high-enforcement states where the plaintiffs’ bar is most active.
Who this is for
Owner, operator, or asset manager responsible for residential leasing compliance
What this answers
Protected classes, the shifting federal disparate-impact posture, and screening-vendor liability
When to use it
When setting screening criteria or operating in a high-enforcement state
05 / Structure
What every brief contains
Standard structure · all paid references
Brief structure · all paid references~12 pages
Page 1
One-Page Executive AnswerThe definitive answer to the question, compressed to a single page. Suitable for quick reference mid-deal.
Pages 2–4
Practical MechanicsWhat’s actually involved: process steps, timelines, parties, documentation. How it works in the field, not in theory.
Pages 5–7
Negotiation Points / Counterparty DynamicsWhat is negotiable, who holds leverage at each step, and the specific language or terms to push back on.
Pages 8–10
Common Mistakes / PitfallsWhat practitioners get wrong, what lenders and counsel look for, and where deals stall or die on this issue.
Page 11
Closing ChecklistEvery action item, document, and sign-off the topic requires before a deal can close.