Market Intelligence

Research and perspective.

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

Featured/Debt Maturities/Dec 2025

The $875 Billion Debt Wall Facing U.S. Commercial Real Estate

A massive refinancing wave is about to hit commercial real estate, and most people are looking at the wrong risk.

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Digital Infrastructure/Nov 2025

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.

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Adaptive Reuse/Nov 2025

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.

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Capital Markets/Oct 2025

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.

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The Language of Finance

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Monthly perspective on commercial real estate capital markets, infrastructure, and the evolving capital stack, written by the VS Capital Group team.