Blaxton Capital Insights

If you are a late‑career landlord or small commercial owner, you are staring at the same puzzle we are: higher‑for‑longer interest rates, an AI wave that may reshape who has a stable job, and local markets that no longer behave like the last cycle. Blaxton Capital Insights is where we turn that noise into a practical playbook built around one simple idea: every decision starts with the 10‑year Treasury as our ruler.

The articles below are organized as pillars that fit together:

  • The 10‑Year vs Everything – why we compare every deal to the 10‑year Treasury and how that changes what belongs in a portfolio in an AI‑heavy world.
  • Macro Trends and Interest Rates – the national backdrop: how growth, inflation, and a “higher for longer, then easing” rate path shape cap rates, refinancing risk, and spreads.
  • Local Conditions: Boston & New England – how those national currents feel on the ground in our backyard: which neighborhoods and asset types still clear the 10‑year test, and which deserve an exit plan.
  • AI, Jobs, and Housing – what happens to rents, vacancies, and tenant risk when software starts doing work that used to belong to your renters and small‑business tenants.
  • Government‑Backed Income – where vouchers, subsidies, and quasi‑public leases can act as part of your personal bond ladder, and where politics make the risk/return trade less attractive.
  • NNN & Net Lease Playbook – how to use net‑lease properties as a core income tool without confusing tenant logos with good deals.
  • 1031 & Exit Planning – the choreography of getting from a hands‑on, high‑friction portfolio to a simpler, income‑focused glide path that you can actually live with.

You do not need to read everything at once. Start with the question that feels most urgent—rates and refinancing, AI risk, government‑backed income, NNN selection, or how to unwind your current holdings—and use the tag filters to pull together the pieces that match your situation. When you are ready to talk through your own portfolio, we will use the same 10‑year ruler and the same pillars to map out a concrete next step.