From David’s Desk – May 2026
Opening Thoughts After more than four decades navigating markets, one of the more persistent lessons I’ve learned is that price and value do not always move in [...]
Alternative Quarterly Commentary – Q1 2026
Real estate, private equity, Hedge funds, Exits, Geographic exposure
From David’s Desk – February 2026
Opening Thoughts As we move further into 2026, the rhythm of the year is beginning to take shape. Markets remain unsettled, narratives continue to shift, and yet [...]
From David’s Desk – January 2026
Opening Thoughts As we begin a new year, I wanted to introduce a new way of communicating about the firm. From David’s Desk is intended to be a [...]
Alternative Quarterly Commentary – Q4, 2025
Real estate, private equity, Hedge funds, emerging markets, IPOs, Industrial real estate, Land banking, Alternative debt fund
Alternative Quarterly Commentary – Q3, 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
Alternative Quarterly Commentary – Q2 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
Alternative Quarterly Commentary – Q4 2024
Election, interest rates, private companies, private real estate, exits in private equity, hedge funds, alternative assets
Alternative Quarterly Commentary – Q3 2024
Elections, private real estate, exits in private equity, hedge funds, alternative assets