Brendan Wallace - Thesis Driven

A4 & the Flight to Collateral

Small-balance residential bridge loans are a bright spot for private credit

Paul Stanton Oct 1, 2026

Macro

K-12 enrollment is falling rapidly. As cities grapple with school closures and property tax revolts, what does this mean for real estate?

Brad Hargreaves Sep 29, 2026

Macro

A city built around cars and entertainment could be remade over the next decade by forces now transforming both

Daniel Kronovet Sep 24, 2026

1 article

Eight hard-won lessons from a decade working with 110+ of the largest global real estate owners and operators

Brendan Wallace Jul 25, 2024