Insights

Data centers are expected to be 80% preleased while life sciences vacancy stays above 22%. John Jezzini looks at CBRE and Trepp data to show why commercial real estate investment in 2026 depends on sector, supply, and capital structure.

A category-by-category breakdown of the top AI investing tools in 2026 — deal sourcing, due diligence, portfolio management, and market analysis — and how disciplined investors fit them into a broader capital allocation framework.

Airports offer an unexpected lesson in capital allocation: more investment doesn't always create more value. John Jezzini explores how identifying bottlenecks, understanding demand, and putting capital where it can have the greatest impact can shape better investment decisions.

Are you really using AI to its full potential? John Jezzini shares five Claude tips investors can use to challenge assumptions, test scenarios, organize research, and build smarter workflows.

Excitement can attract attention, but it doesn't create value. John Jezzini explores why investors should look beyond hype and focus on fundamentals, price, risk, and long-term value creation.