Briefings that translate field intelligence into actionable theses.

Monthaven distills learnings from active mandates, operator relationships, and market research into concise downloads for clients. Insights feed back into active service engagements and the mandate cadence.

Featured downloads

Insights across our core strategies.

Brief

Sunbelt Multifamily Guardrails

Underwriting frameworks, rent growth pacing, and expense controls tailored to resilient markets.

Download

Playbook

Last-Mile Industrial Playbook

Site selection checklists, tenant calibration, and renewal tactics that reinforce sticky cash flows.

Download

Case Study

Confidential: Mixed-Use Repositioning

Capital plan, merchandising refresh, and leasing sequence that stabilized NOI ahead of schedule.

Read

LOI PDF Creator

Quarterly intel calls

Clients receive curated market readouts, KPI benchmarking, and portfolio watchlists. Calls focus on opportunities aligned with signed mandates and typically inform upcoming deal submissions.

Data rooms

When mandates move to diligence, we staff data room management, upload checklists, and real-time notifications on new materials—coordinated with the transaction advisory stage and client communications.