The Daily Blueprint publishes daily research on U.S. commercial real estate for the people who underwrite, transact, lease, and manage the asset class. The product is one analytical note per weekday morning — one analytical question, one chart or table, named sources, and disclosed methodology.
The daily briefing is open access. Analytical tools — workbooks, trackers, and underwriting frameworks — are available separately, with methodology disclosed inside each file.
Acquisitions and capital-markets professionals at private equity, REIT, and operating platforms. Asset managers, leasing teams, and lenders working in U.S. office, industrial, retail, multifamily, and hospitality.
The briefing is written for working CRE professionals — not retail investors, not finance generalists, not real-estate-adjacent commentators.
Subscribers include acquisitions and asset-management professionals at private equity, REIT, and operating platforms.
By the Daily Blueprint research desk. The research desk is responsible for sourcing, analysis, drafting, and citation.
For research questions and corrections, see Contact.
Most briefings begin with a single analytical question — typically prompted by a release of transaction data, a leasing print, a capital-markets event, or a structural shift visible across multiple data sources. The desk identifies the relevant sources, builds the underlying calculation, drafts the note, and reviews for citation completeness before publishing. Issues that fail the citation review are held; the desk does not publish editorial commentary without data underneath.
Data sources. Public-market filings (10-K, 10-Q, 8-K) from public REITs, mortgage REITs, and CRE-exposed lenders. Cap rate and transaction-volume benchmarks from licensed third-party providers, including major transaction-based and appraisal-based CRE indices. Federal Reserve H.8 and senior loan officer survey, BLS, Census, and similar primary statistical releases. Property-level public records — deed transfers, mortgage filings, assessor records. Primary reporting from named operators, lenders, and brokers, with corroboration when attribution is declined. Provider licensing constrains naming individual data vendors on this page; the specific provider for any series referenced in a briefing is named in that issue.
Citation discipline. Every quantitative claim ties to a named source. Estimates are flagged as estimates. Forward-looking statements are flagged as forward-looking, and are presented as commentary, not forecasts. Composite indices published by the desk include the constituent series, weights, and rebalancing rules in the issue that introduces them.
Update cadence. Daily briefings publish every U.S. weekday morning, U.S. Eastern. The Cap Rate Tracker is refreshed quarterly with the prior quarter’s print; the update date is stamped inside the workbook. Material changes to the research process are dated.
Independence. Reader-supported. No sponsorship, no paid placement, no affiliate arrangements with data providers, brokers, or operators referenced in coverage.
Delivered weekday mornings, U.S. Eastern. Includes the Cap Rate Tracker.