As Seen in Fortune: Why the Midwest Is Winning the Next Real Estate Cycle
For the last decade, institutional capital poured into the Sun Belt boom. But that story held up—until it didn’t. Today, those same markets are facing the harsh reality of oversupply, skyrocketing insurance bills, and falling rents. Meanwhile, steady Midwest markets kept right on performing. The secret is officially out. In a new commentary for Fortune, […]
Insights by Ivan | Echoes of 1946: What the Last Great Debt Era Tells Us About the Decade Ahead
History doesn’t repeat itself, but it rhymes — and right now it’s rhyming loudly with the mid-to-late 1940s. In 1946, the United States emerged from World War II with federal debt at 106% of GDP, the highest in its history. This year, for the first time since that era, debt held by the public crossed […]