01 · Disposition
Portfolio Disposition Strategy
Tranche architecture, buyer mapping, broker selection, and execution oversight for institutional portfolios. Principal-time optimized.
Active · $730M · Four-tranche architecture
Cross-border Portfolio Advisory
For family offices and institutional owners of US commercial real estate. Disposition architecture, buyer mapping, and execution oversight for portfolios in the $250M+ range.
Q2 2026 Observations · From the STNL Brief
Read the full brief →10-yr Treasury
4.8%
↑ 32 bps YTD
Net Lease Cap Rates
6.1%
↑ 15 bps YoY
REIT Acquisition Vol.
$8.4B YTD
vs $5.1B Q1 2025
Cross-Border Flows
+18% YoY
Canadian → US
Practice
Three disciplines, engaged principally.
02 · Structure
Cross-Border Structural Analysis
FIRPTA, REIT domestication, CITT exposure, and entity-level tax efficiency for Canadian and foreign owners of US real property.
FIRPTA · CITT · REIT domestication · Entity-level
03 · Intelligence
Market Intelligence
Quarterly briefs on US single-tenant net lease, industrial, and cross-border capital flows. Distributed to family offices, institutional allocators, and cross-border advisors.
Q2 2026 published · Q3 forthcoming · Quarterly cadence
Engagement Model
DataStars engages with principals on the seller-side of institutional commercial real estate dispositions. Engagements begin with portfolio valuation intelligence and scenario planning; proceed through buyer universe mapping and tranche architecture; and include execution oversight through closing.
No juniors. No pitch books. No hand-offs.
At a Glance
$1B+
Portfolios under analysis
12 engagements · since Q3 2024
48 states
Current engagement footprint
Four-tranche disposition · active mandate
STNL · Industrial · Mixed-use · Ground lease
Asset class coverage
Cross-border Canadian institutional
Q2 2026 · Market Intelligence Brief
US Single-Tenant Net Lease Market Intelligence Brief
REIT acquisition pipelines, cap rate dynamics, and cross-border capital flows in the net lease market.
Research Calendar
Quarterly briefs on US commercial real estate, cross-border capital flows, and institutional disposition dynamics.
Q2 2026 · Published
US Single-Tenant Net Lease Market Intelligence Brief
REIT acquisition pipelines, cap rate dynamics, and cross-border capital flows.
Download PDF →Q3 2026 · Forthcoming
US Commercial Real Estate Debt Maturity Wall
$1.5T maturing by year-end. CMBS re-emergence and office distress dynamics.
Notify me →Q3 2026 · Forthcoming
REIT Acquisition Pipeline Tracker
Quarterly update on 2026 acquisition guidance, dry powder, and cap rate targets.
Notify me →Engagement Model
Every DataStars engagement is led by a principal. The people in the first meeting are the people at closing.