Editorial

Notesfromthemarket.

Location dossiers, regulation explainers, and developer updates — the working notes our senior consultants share with their clients.

Investment insights

The market, briefly.

12 Jun 20256 min read

A first-pass read on FBR exemptions, withholding on transfers, and what NRP investors should be doing this quarter.

28 Jun 20254 min read

Three station-side societies are about to revalue. A short note on which corridors we are watching most closely.

23 Jun 20255 min read

A first-principles read on how RUDA-approved societies should appear in any serious five-year portfolio.

04 Jul 20255 min read

Three signals from this month’s federal note that point toward steadier mid-cap plot prices into Q2 2026.