Insights
Market commentary, strategic frameworks, and hard-won perspective from the Phillbitt Solutions team.
Featured
When sentiment turns negative and transaction volume drops, most investors retreat. We think that's exactly the wrong move — and here's the data-backed case for why the next 18 months may represent the best entry window in a decade.
InvestmentInvestors fixate on cap rates as the primary valuation signal. But in today's market, the more important question is what's driving the compression — and whether it's durable.
DevelopmentGround-up development projections routinely underestimate three categories of cost. We break down where the surprises come from — and how to model for them before you break ground.
FinanceThe playbook that worked in a 3% rate environment doesn't translate directly to today's market. Here's how sophisticated borrowers are rethinking their capital stacks right now.
OperationsMost real estate operators review financials quarterly but never step back to audit the systems underneath them. This framework helps you find the operational drag before it compounds.
Market StrategyThe narrative around secondary market growth is real, but it masks enormous variation. We look at which markets have structural tailwinds and which are riding a temporary wave.
InvestmentAfter advising on hundreds of transactions, we've identified five due diligence failures that show up with remarkable consistency. Knowing them in advance is the simplest form of risk management.
Our insights are shaped by the questions our clients bring us. If there's a market challenge or strategic question you're wrestling with, we'd like to hear it.