Resources
Ibis Capital Insights
Quarterly briefs, articles, and market commentary on lower middle-market real assets, for RIAs, family offices, and select institutions.
Quarterly Brief · Q4 2026
A Focus on Healthcare and Industrial Real Assets
Market observations, sector focus, pipeline, and portfolio positioning for the quarter.
October 2026 · 7 pages · PDF
All resources
Oct 2026
Panelist: Attracting Anchor and Early-Stage Investors
At Uncorrelated AltsOps, Kevin Van Hoesen joined panelists and shared an emerging manager’s perspective for attracting anchor, seed, and early-stage investor capital.
AltsOps 26View →
Oct 2026
Bonus Depreciation as a Real Estate Portfolio Strategy
How permanent bonus depreciation reaches fund investors, and how family offices can put it to work.
6 min readRead →
Oct 2026
A Focus on Healthcare and Industrial Real Assets
Market observations, sector focus, pipeline, and portfolio positioning for the quarter.
PDF · 7 pagesView brief →
Aug 2026
Quoted: A $5.1T Corner of CRE Is Struggling to Find Capital
Research shows middle-market CRE is underserved by institutional capital, with Kevin Van Hoesen explaining why deals below $25M can be opportunistic.
BisnowRead →
Jul 2026
The Case for Medical Office, and Why It Stops at $15M
Featured sector: medical office, plus the quarter's market observations and pipeline.
PDF · 4 pagesView brief →
May 2026
The Real Asset Strategy You Can’t Buy Off a Shelf
Why smaller insurers’ alts programs miss the $3M–$7M real asset deals that diversify the balance sheet.
4 min readRead →
Apr 2026
What IOS Operators See Below $10M That Institutional Capital Does Not
Featured sector: industrial outdoor storage, plus the quarter's market observations and pipeline.
PDF · 4 pagesView brief →
Apr 2026
Beyond Fixed Income: A Field Guide to Alternatives for Insurers
Core concepts, FHLB spread strategies, risk frameworks, and illustrative case studies across real asset sectors.
PDF · 30 pagesView guide →