First time seeing? Sign up here February 4, 2026 | Read Online I have been conducting extensive AI research and am starting to roll out the results to clients (let me know if you'd like us to help you gain an unfair advantage with AI too), and today I am going to introduce you to a tool that is revolutionizing how the CRE industry is functioning. Most conversations about AI in commercial real estate focus on marginal gains at the edges - faster emails, document summaries, or chat-based Q&A....
about 2 months ago • 3 min read
First time seeing? Sign up here January 29, 2026 | Read Online ChatGPT is amazing – but it is barely scratching the surface of what’s truly revolutionizing the commercial real estate industry today. And trying to figure out which AI companies are making the difference (they are not the ones you think) plus trying to figure out how to use them can be overwhelming. But I’ve done the work for you. Over the last few months, I’ve been researching AI companies that are bringing profound, measurable...
about 2 months ago • 7 min read
First time seeing? Sign up here January 20, 2025 | Read Online Despite writing, posting, and speaking publicly for years, someone who’s followed me for almost two years told me last week that he didn’t know what services we provide at GowerCrowd. (Gasp.)So, as you know, and probably to my detriment, I don't say this often enough, here's what we do at GowerCrowd: -> Who I Work WithI work with seasoned, best-in-class CRE professionals who:• Have real, multi-cycle operating track records• Raise...
2 months ago • 7 min read
First time seeing? Sign up here January 13, 2026 | Read Online Morning, Last week, I showed you exactly how AI decides which sponsors get cited and which ones never show up. That wasn’t theory. That was the playbook. Here’s the reality though: Knowing how this works and actually implementing it are two very different things. Doing it properly means: Choosing the right investor-facing questions Structuring answers the way AI can actually use Quantifying experience instead of describing it...
2 months ago • 4 min read
First time seeing? Sign up here December 19, 2025 | Read Online Guest: Mark Zandi, Chief Economist at Moody's Analytics Affordability Is Now Structural, Not Cyclical My second holiday special guest this week, and last podcast for 2025, is Mark Zandi, Chief Economist at Moody’s Analytics. Zandi’s core point in our conversation, is that the affordability squeeze being experienced in America today, feels “long in the making” and, crucially, newly reactivated by policy choices that are pushing...
3 months ago • 6 min read
First time seeing? Sign up here December 16, 2025 | Read Online Guest: Kenneth Rogoff, Professor of Economics at Harvard University Dollar Dominance, Debt, and the Risks We Ignore Welcome to the penultimate newsletter of the year and in it I am delighted to introduce you to the first of two special holiday podcasts, this one with renowned Harvard Professor, Ken Rogoff. Prof. Rogoff does not frame today’s economic risks as speculative or alarmist. He frames them as familiar. The danger, he...
3 months ago • 6 min read
First time seeing? Sign up here December 10, 2025 | Read Online Morning, Last week’s newsletter laid out ten reasons why commercial real estate is entering one of the most attractive buying windows since 2009, driven by repricing, forced-sale dynamics, and the quiet re-opening of credit markets. Today, I expand on that thesis with a deeper look at four additional macro forces shaping the opportunity ahead. Each of these forces, monetary, regulatory, fiscal, and relative-value, is meaningful...
3 months ago • 11 min read
First time seeing? Sign up here December 2, 2025 | Read Online Morning, The past three years have reshaped the commercial real estate landscape more profoundly than any period since the Global Financial Crisis. Interest rates rose rapidly, liquidity tightened, operating costs surged, and a new generation of sponsors discovered that rising tides do not lift all boats equally. The result is a market many describe as frozen or distressed. But the data tells a more nuanced story. Beneath the...
4 months ago • 13 min read
First time seeing? Sign up here November 25, 2025 | Read Online Morning, Last week’s newsletter focused on what many investors lived through over the last three years and why so many now evaluate sponsors through a far more skeptical, experience-driven lens. The short version: investors aren’t fleeing real estate. They’re fleeing weak operators. The capital is still there, but the tolerance for undisciplined underwriting, thin communication, and amateur behavior has evaporated. This week, I...
4 months ago • 10 min read