Yield
Why a cap rate without operating detail is only half a sentence
Cap rates are tidy on one line, but they lose credibility fast when service charges, repairs, and management drag are left out of view.
March 2026 · Amelia Trent · Investment Research Editor
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Debt
Mortgage stress assumptions that still matter when rates stop moving
Even in a calmer rate market, underwriting can weaken if investors stop testing debt service against higher coupons and real carrying costs.
March 2026 · Nathan Ivers · Debt Markets Analyst
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Valuation
When a tidy refurbishment lifts rent but not investment value
A sharper finish can justify modest rent growth without meaningfully changing what a disciplined buyer should pay for the asset.
March 2026 · Clara Wren · Residential Valuation Strategist
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