Notes from Starboard
Research8 min read
Priced to Clear: Which owners will actually sell, and where the deal clears
When the marketed pipe thins, the deals are behind doors. Two decades of closed US transactions show which owners are likely to sell, and where the deals that trade actually clear.
Research6 min read
Extend and pREITend: $351B of REIT debt is coming due. We'll tell you who's selling before the broker does.
REITs carry $351B of dated debt, and more of it falls due inside three years than at any point in thirteen years. We rebuilt the wall from the filings, built the model that flags who sells next, and ended with names to call.
Product6 min read
Introducing Starboard Deal Sourcing: Your buy box, run against every property on record, surfacing sellers before the deals exist
The buy box that filters your inbound deals can now find deals for you.
Research7 min read
Meditations on Moneyball: What Gets You on Base in CRE?
Commercial real estate is having its Moneyball moment. The data has been there for decades. What's been missing is the discipline to use it.
Product5 min read
Knowledge is Power: A Context Engine Built for Commercial Real Estate
AI tools can read deals. Conviction requires your firm's context.