Substacks recommended by Unreal Assets Staff | Unreal Assets Daily CRE Update

Recommended by Unreal Assets Staff

This publication is a partnership between Capital Flows and SpearPoint Management LLC. The publication focuses on generating alpha in single-name equities and identifying asymmetrical trades between macro regimes and earnings catalysts.

Commercial Real Estate Breakdowns

By Gary

My personal Substack

Limited Partner (LP) Investing Lessons

By Aleksey

I advise Limited Partners on existing and future investments. Here I share their hard earned lessons, so you don't have to learn them the hard way yourself.

Excellent source for an inside look at commercial real estate finance and investing.

- Unreal Assets Staff

One Soil Farm

Farm updates on markets, events, and opportunities from Meredith at One Soil Farm!

I love CSAs!

- Unreal Assets Staff

Under The Radars

Value, Event-Driven, and Arbitrage Investment Opportunities

Capital Flows

Capital Flows is where the full spectrum of macro flows through the economy and financial markets is broken down, leveraging the informational edge to execute home run trades across rates, FX, and risk assets that achieve exceptional returns.

A fantastic chronicle of market movements in a crazy economic zeitgeist.

- Unreal Assets Staff

Farm CPA Report

with Paul Neiffer

It's a sad fact that the overwhelming majority of Americans are disconnected from the land, and lack a real understanding of where their food comes from. This newsletter helps outsiders (like me) understand that world better.

- Unreal Assets Staff

AI Brews

By Mariam

Weekly AI roundup for founders and builders.

Keeping up with AI is essential for anyone who wants to be employed in 10 years- or retired.

- Unreal Assets Staff

Warden Capital

By Hawkins Entrekin

Musings on public and private commercial real estate markets.

John Rubino's Substack

Survive and Thrive in the Coming Crisis

Great insights on recent market moves. Definitely on my list.

- Unreal Assets Staff

Thesis Driven

By Brad Hargreaves

Exploring the trends driving the future of real estate

Serving Real Estate Investors

By James Orr

Tools and tips for serving real estate investors for agents, lenders and others.

Real Estate Financial Planner™

By James Orr

Math-based real estate investing modeling, planning, classes and podcast.

Progress and Poverty

By Joseph Addington

Exploring the implications of Georgism in the modern world

Smashelito's ES/SPX Newsletter

Daily and Weekly trading plans for E-mini S&P 500 Futures (ES) that include accurate levels and market context. The plans are presented in a clear and concise format with visually appealing charts using my concepts of Smashlevels & Smashmodel Extremes.

CalculatedRisk Newsletter

By CalculatedRisk Real Estate News

Real Estate Data and Analysis

PropTech Future

By Glenn Felson

From Co-Working to Co-Living, iBuying to Marketplaces, Tenant Engagement Apps to Data Strategies… if it connects Real Estate with Technology, we cover it here.

Construction Physics

By Brian Potter

Essays about buildings, infrastructure, and industrial technology.

Reinventing Real Estate

By Joel Anderson

A newsletter about how neighborhoods and cities get built. Much of what worked for development in the past won't work going forward, and most of what will work going forward doesn't yet exist. This newsletter exists to invent those new practices.

Vertical

By Matt Knight

"Fundings, VCs, News, Podcasts, Data, and (brief) analysis on the technology changing our built world"