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News from Whitestone Capital

CPI Rent Data vs. Multifamily Reality: Why Official Inflation Figures Mislead Institutional Investors

Official CPI data shows 3.3% rent growth – institutional multifamily owners are seeing a very different reality. How the divergence between housing cost inflation and operational market performance distorts valuations, interest rate policy, and financing models.
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Refinancing Risk in Multifamily Underwriting: Return Driver or Structural Liability?

Not every refinancing assumption is a return driver — some are a structural liability. Learn how to identify when a cash-out refinance shifts your investment profile from operational performance to capital market dependency, and why robust underwriting must work without it.
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Risk, Mandate and €1.1 Billion: The Berlin Pension Fund Case

Start-ups, luxury resorts and development projects: how Berlin’s pension fund exposed €1.1 billion to entrepreneurial risk.
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Family Office Real Estate 2026: Capital Is Available — Security Is Not

Capital has not disappeared from real estate—but it has become far more selective. In 2026, Family Offices invest less on narrative and more on structure, governance, and downside resilience.
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The 0.7% Illusion: Trump’s Wall Street Ban vs. Housing Market Reality

Donald Trump’s proposal to ban institutional investors from the housing market is making headlines. But do the numbers support the rhetoric? A data-driven analysis of the 0.7% reality and the true causes of the U.S. affordability crisis.
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