CAC Perspectives
i.
Essay·Structure & Strategy
Own the Building, Not the Fund: The Case for Direct Real Estate Through Layered SPVs
Most investors choose a market and a target return, then skip the question that actually decides whether they capture it: what do you own? A stock, a blind pool, or the asset itself.
ii.
Essay·Lebanon
Lebanon's Post-War Reconstruction: Where Crisis Meets Opportunity
A $11 billion reconstruction need, a collapsed banking system, and a diaspora waiting to invest. The conditions for a new model of private-sector-led reconstruction have never been clearer.
iii.
Essay·Greece
Athens: The Case for Capital Reallocation in an Age of Regional Uncertainty
As conflict reshapes the Eastern Mediterranean, Greece's capital offers something rare: institutional stability, EU membership, and real estate fundamentals that haven't yet priced in the structural shift underway.