Insights & Opinions

Ideas that cut through the noise. Practical, evidence-based. Read less. Decide more.

Revolut’s lost hour on 20 October is a due-diligence question
20 Oct 2026 • 3 min read

Revolut’s lost hour on 20 October is a due-diligence question

Google Cloud's London region began failing at 07:08 UK time on 20 October 2026. Revolut's services went down roughly an…
Marc Clapasson
In European special situations, the deal supplier is a maturity date
12 Oct 2026 • 5 min read

In European special situations, the deal supplier is a maturity date

Special-situations deals in European commercial real estate rarely start with a lender deciding to sell. They surface when a loan…
Marc Clapasson
28 Sep 2026 • 4 min read

Reminding yourself to check does not make you check

I gave myself a rule to open the agent's sources, and the rule decayed on the same run of unchallenged…
Marc Clapasson
24 Sep 2026 • 7 min read

The 90% vote reaches the Swiss economy through lending data, and that data does not exist yet

The Council of States voted 29–16 to make UBS back its foreign units with 90% hard CET1 capital, double today's…
Marc Clapasson
How a deal clears the screen and still fails the refinance
21 Sep 2026 • 6 min read

How a deal clears the screen and still fails the refinance

$875bn of US commercial and multifamily mortgage debt – 17% of what's outstanding – matures in 2026, and that number…
Marc Clapasson
How a source-and-vintage stamp replaces the vacancy cutoff
20 Sep 2026 • 6 min read

How a source-and-vintage stamp replaces the vacancy cutoff

My yield-side red-flag list was built to stop treating "office" as a verdict and start reading the cash flow underneath…
Marc Clapasson
16 Sep 2026 • 7 min read

The AI Summary’s Silent Omission Is an Old Blind Spot Running Faster

Data-room tools now promise to read a deal's paperwork in minutes and hand back a clean, source-cited brief. The Vals…
Marc Clapasson
Parliament fixed the F-35 price again. It was never fixed to begin with.
16 Sep 2026 • 5 min read

Parliament fixed the F-35 price again. It was never fixed to begin with.

On 15 September the National Council approved another CHF 394 million for the F-35. The oversight report that landed a…
Marc Clapasson
15 Sep 2026 • 4 min read

A fast match does not guarantee a fast close

An AI-matched deal that reached a first meeting in days and then stalled for months before its real outcome, a…
Marc Clapasson
14 Sep 2026 • 6 min read

Partners Group gives redemption choice only on one side of the Atlantic

Partners Group's Global Value SICAV deferred 38% of its Q2 2026 redemption requests – then let those investors decide whether…
Marc Clapasson

Focused conversations that lead somewhere

Working on a real project? Send a short, specific summary and I’ll reply with next steps.

Get in touch
Articles published12
“Rebuilding private markets and real estate deal-making from first principles—with AI at the core.”