Asset Classes
Every asset class carries its own demand mechanics and its own reviewing authority. We analyze each one to the evidence that governs it (the comparable set, the capture and penetration rates, the attach rates) and to the program regime, agency, or credit committee that will judge the file. What follows is our coverage: the studies published to date, and the full set of asset classes we prepare.
Standing analytical desks we maintain and refresh. Each is a working read on where its asset class stands and how a study of it fails review, not a brochure.
Development cost read from public filings, the agency, HUD and bank terms in force in 2026, and the absorption tests that decide whether a lease-up survives review.
View study →Senior-housing supply and demand read against the going-concern lending reality that governs how these operating assets are underwritten.
View study →An availability and completions monitor with the tenancy forensics that separate durable centers from fragile rent rolls.
View study →An outdoor-hospitality supply read with the ramp-up forensics behind seasonal, per-site revenue projections.
View study →Storage supply and demand by metro, with the lease-up forensics that size absorption on newly delivered facilities.
View study →The complete set of asset classes we prepare, each analyzed to its own demand mechanics, from STR comp sets and capture coefficients to penetration rates and membership attach rates, and to the program regime that will review it.
A methodology briefing walks through the demand mechanics for your asset class, the deliverable your capital source requires, and the review standard your file will be judged against.
Request a methodology briefing