Quick update: The Eternal Edge is moving to Tuesdays. Better timing, better engagement, same depth. This week's newsletter is live: The $936B Question and Two Types of Operators in 2026. I break down: - Why capital shifted from equity to private debt ($1.7T → $3T)
- The two paths CRE operators are taking right now
- What Capital Readiness actually means for the maturity wall
- The three-path framework for navigating 2026
Read it here: the-eternal-edge.eternalcos.com/posts/the-$936B-question Going forward, expect The Eternal Edge every Tuesday morning. — Damon |