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Macro Regime Letter | Q4 2025
Markets don’t move in smooth cycles.They operate within regimes.Real yields remain structurally elevated.Inflation is sticky.Liquidity is abundant, but…
 • John Pugh
Acting When Institutions Can’t
Why operator-led platforms and entrepreneurial investors capture the best middle-market opportunities
 • John Pugh
The New Operating Playbook: Lillian Chen on AI-Enhanced Underwriting and Analyst Capacity
AI is reshaping how real estate teams underwrite deals and make decisions. In this episode, Proptimal founder Lillian Chen breaks down what the next…
 • John Pugh
46:05
AI Finds Patterns. Humans Find Meaning.
Modern Capital Strategies Issue #1 - Don’t outsource your thinking.AI can find patterns, only you can decide what they mean. Here’s how serious…
 • John Pugh
Building Value in Any Market: A Conversation with Rahul Gupta
Why value-add retail, strategic diversification, and a builder’s mindset are driving durable returns in uncertain markets.
 • John Pugh
39:17
The New Age of Private Capital
Family offices are quietly redefining real estate capital — blending flexibility, structure, and purpose in a market that rewards alignment over scale.
 • Mikayla Burnes and John Pugh
Let Them Eat LLMs: The Digital Versailles of Big Tech’s AI Empire
Big Tech’s AI banquet has begun. Trillions spent, little ROI, and a new set of winners emerging. Let Them Eat LLMs explores where the real returns will…
 • John Pugh
The Lineup
The Lineup
The LineUp is a curated media and insights platform for capital allocators and real estate entrepreneurs operating in private markets. We spotlight strategies, relationships, and structures driving real estate's middle market.
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