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Friday Letter

Lenders, take heed of the data center backlash

By Daniel Cunningham

•

20 Aug 2026

Opinion

Office lending has a fresh lease on life in San Francisco

3 min read

•

06 Aug 2026

What’s eating private real estate lenders? It’s not just rates

2 min read

•

30 Jul 2026

Real estate credit should read the warning signs

2 min read

•

23 Jul 2026

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