RESEARCH AND INSIGHTS

Capital Markets Research
for Real Estate Investors.

Not a general blog. Structured frameworks, macro deep dives and research reports for capital allocators, built with the same methods we use on client mandates.

This Is Not a Newsletter. This Is an Intelligence System.

The Gyanasarathi Research Vault publishes macro reports, real estate cap rate and capital flow analysis, and research on AI in finance for capital allocators. Downloads include a WACC model, a due diligence checklist and infrastructure templates with LP/GP waterfalls. Each piece uses the methods Gyanasarathi applies on live client mandates.

Modeling Frameworks

Macro Research

Real Estate Analysis

AI in Finance

DOWNLOADABLE FRAMEWORKS

Modeling Frameworks Used on Live Mandates

Templates for valuation, diligence and reporting.

XLSX

WACC and Capital Structure Model

Excel model for WACC, capital stack analysis and debt-to-equity sizing.

Download Framework

XLSX

40-Point Due Diligence Checklist

A standard checklist for M&A, equity placement and real estate due diligence.

Download Framework

XLSX

Energy and Infrastructure Valuation Templates

Templates for long-duration energy and infrastructure assets, with phased LP/GP waterfall distributions.

Download Framework

XLSX

Asset Management KPI Dashboard

Pre-built KPI dashboards with yield, occupancy and budget-versus-actual tracking for asset managers.

Download Framework

XLSX

Portfolio Stress-Test Framework

Scenario and probability tools that stress-test a portfolio and size its downside risk.

Download Framework

Macro and Real Estate Research

Views on capital flows, interest rates and cap rates, written for capital allocators.

Global Economics

Global Capital Flow Analysis: Structural Shifts in Q1 2026

Fixed Income Outlook: Navigating Yield Compression in Sustained High-Rate Environments

Monetary Policy

Monetary Policy Impact on Real Estate Cap Rates & Valuations

Equity Strategy

Behavioral Patterns in Defensive Sector Rotation

LP Capital Flows: Institutional Allocation Shifts Across Markets

Macro Economics

Capital Constraints & Financing Gaps in European Real Estate

At the Crossroads of
AI & Finance

Practical research on where AI changes financial analysis, and where it does not.

How Generative AI Is Reshaping Investment Banking Deterministic Automation in M&A Due Diligence Using AI Agents to Speed Up Financial Research Large Language Models in Practical Financial Modeling The Future Belongs to AI-Augmented Analysts

LATEST RESEARCH

Featured Insights

AI Strategy

From Descriptive Dashboards to Autonomous Decision Engines

Dashboards report what happened; AI agents recommend what to do next. What changes when analysis becomes autonomous, and what must stay human.

Macro Economics

Capital Constraints & Financing Gaps in European Real Estate

Maps widening structural financing gaps across European property markets and identifies strategies best positioned to capitalize on this dislocation.

Fintech

API Architecture for High-Speed Trading & Zero-Trust Streams

As trading speeds rise, institutional APIs are moving to zero-trust streaming to secure a growing attack surface.

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Real Estate and AI Research

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