by G. Brian Davis | Last updated Apr 24, 2026 | Spark Blog |
The Short Version: Data centers now capture 35% of all real estate fundraising. Five years ago? 15%. Microsoft can’t find enough power for AI. That scarcity is driving a $450B infrastructure build. Hyperscalers sign 10-20 year leases at 90%+ renewal rates. Try...
by G. Brian Davis | Last updated Apr 23, 2026 | Spark Blog |
The Short Version: Morgan Stanley called 2026 “an inflection point.” Translation: Wall Street already bought, they’re just telling you now. Properties trading 20-25% below peak while retail investors wait for “confirmation.” Institutional...
by G. Brian Davis | Last updated Apr 20, 2026 | Spark Blog |
The Short Version: Bitcoin lost 50% while one land fund paid 16%—for the 12th quarter straight. “Digital gold” crashed when chaos hit. Actual gold rallied to $6,000/oz. $100K in Bitcoin became $50K. In real estate? $16K/year in cash, every quarter. The...
by G. Brian Davis | Last updated Apr 17, 2026 | Spark Blog |
The Short Version: Most investors calculate cash flow as “rent minus mortgage” — this ignores 50% of actual expenses (vacancy, repairs, CapEx, property management, maintenance) The 50% Rule: expect ~50% of rent to go toward non-mortgage expenses over time...
by G. Brian Davis | Last updated Apr 15, 2026 | Spark Blog |
The Short Version: The Shiller CAPE ratio just hit 40… the same level it reached right before the dot-com crash wiped out trillions in market value A 145-year academic study found stocks and real estate return almost identical gains, but real estate does it with...
by G. Brian Davis | Last updated Apr 13, 2026 | Spark Blog |
The Short Version: Robert Kiyosaki isn’t warning about a 2026 crash to scare you… he’s explaining exactly what he’s buying instead (and it’s not gold or cash) The S&P 500 Shiller CAPE ratio just hit levels last seen during the dot-com...