We attended the LiveRamp RampUp! 2016 conference in San Francisco. The conference had ~1,800 attendees including Facebook, Google, Adobe, Pubmatic, Turn, Yahoo, Tivo, Rakuten, Citigroup, Macy’s, and others

If we had to pick one conference to attend each year, the UCI HC Forecast Conference would be it

We’ve put together a quick post-mortem of how our coverage of companies performed in 4Q15, relative to expectations

Yesterday, we hosted a meeting with Similar Web in San Francisco to discuss key trends in the mobile app sector

We are wrapping up 4Q15 multifamily earnings with this report, including several price target changes and one rating change -- ESS goes to Buy from Neutral

Valuation is perhaps the most difficult and delicate art practiced by analysts and investors

When we launched REIT coverage at MSUSA in July 2014, we were asked how we plan to differentiate ourselves

We’re in a bubble for private companies, and the bubble is in trouble. MSUSA’s Technology & REITs teams collaborated to come up with insights about today’s technology market

Following the year 2015 when more than 30 US REITs produced total return at the extremes we looked back over a 20-year history to investigate how REITs tend to perform in successive years