Research and
Original analysis on commercial real estate capital markets, digital infrastructure, and the evolving capital stack, written by the VS Capital Group team.

The AI Gold Rush Is Quietly Reshaping Commercial Real Estate
While the public focuses on chatbots, institutional investors are racing toward something far more valuable: power, infrastructure, and the physical real estate behind artificial intelligence.

What Investors, Developers, and Lenders Need to Know About Office-to-Residential Conversions
Office-to-residential conversions have emerged as one of the most discussed trends in commercial real estate. The opportunity is real, but so are the challenges.

The Silent Reset of the Capital Stack in Commercial Real Estate
The most important shift in commercial real estate right now is not office distress, interest rates, or transaction volume. It is the quiet reset of the capital stack.
Get the next briefing
Monthly perspective on commercial real estate capital markets, infrastructure, and the evolving capital stack, written by the VS Capital Group team.

