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Apple

In PWD coverage since August 20, 2026 · 10 stories

PWD coverage

passive

The value label hides a 1,100-basis-point rules decision

Advisors screening value funds on category names or sector weights are looking past the only variable that separated a 21% year from an 11% one; holdings overlap missed it too.

sectors · Sep 11Meta's sublease stack sets the Seattle office rent comp

The Close · Aug 31Altruist's $4.6 billion cash sale resets the exit math for startup custodians

sectors · Aug 28Data center construction pipeline points capital to power and land

Deals & PE · Aug 27Waterton's Belltown purchase is a rent-growth trade

Deals & PE · Aug 27Rockpoint and Holland bet on 2029 San Jose rents at today's prices

digital · Aug 26OpenAI's data center chief exits as $750B buildout churns

tokenization · Aug 25Bitwise puts Coinbase tokenized stocks into self-custodied portfolios

Allocators · Aug 25Retail venture funds sell access, and the volatility comes with it

digital · Aug 20Eight Globalstar satellites reach orbit as Amazon deal looms

Apple

The value label hides a 1,100-basis-point rules decision

The Morning Brief