Archive - Jamie Wolf

Copenhagen Cloudburst Cuts: Long-Term Climate Risk Impact

If Copenhagen’s flood defenses can be scaled back, who’s safe? · Brief 51 · Story & Future Thinking

11 hrs ago • Jamie Wolf

Japan Overtime Cap: Construction Risks & Retrofit Impact

When Labor Is a Retrofit’s Bottleneck, a Shrinking Crew Drains the Moat Brief 50 · Strategy & Underwriting

Oct 28 • Jamie Wolf

Vegas 3M Population Forecast Delayed: Long-Term Macro Risks

How Vegas’ frugality created a water cushion plus room for growth. Brief 49 · Market Intelligence

Oct 26 • Jamie Wolf

Extreme Heat and European Hotels: Is Demand Really Moving North?

Price in the South, Capital in the North · Brief 48 · Story & Future Thinking

Oct 22 • Jamie Wolf

Multifamily Hail Insurance: Pricing & Carrier Trends

Price the Retention Before You Bank the Premium Brief 47 · Strategy & Underwriting

Oct 21 • Jamie Wolf

NNN Lease Grocery Cooling: Who Keeps the PG&E Savings?

Climate Tech That Actually Impacts NOI · Brief 46 · Market Intelligence

Oct 19 • Jamie Wolf

Property Cat Bonds: Inside the $65.6B Market

Who Carries the Catastrophe, and What It Costs · Brief 45 · Story & Future Thinking

Oct 15 • Jamie Wolf

Natural Hazards Rules for Developers: What New Zealand’s 2026 Policy Costs

The Hazards Rule Costs Concrete, Not Paperwork · Brief 44 · Strategy & Underwriting

Oct 14 • Jamie Wolf

Kvek v. Cushman: 401k Climate Risk & Consistency

ESG: Signal or Substance? · Brief 43 · Market Intelligence

Oct 13 • Jamie Wolf

Corpus Christi Drought Downgrades: When Water Moves a City’s Credit Rating

Reading Water Risk in the Credit Rating · Brief 42 · Story & Future Thinking

Oct 8 • Jamie Wolf

France’s CatNat Surcharge: A Market Risk Signal

Reading Insurance Premiums Like Market Data · Brief 41 · Strategy & Underwriting

Oct 7 • Jamie Wolf

Climate Risk & Office Values: Insights from 24K Euro Deals

The Buyers Stayed and Paid Less · Brief 40 · Market Intelligence

Oct 5 • Jamie Wolf

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