Oct 3, 2026
Rate risk is part of every deal. How you manage your loans can increase or reduce it.
Sep 2, 2026
Slow, steady growth, with one real catch: the bond market.
Aug 5, 2026
Lost rent, make-ready, marketing, staffing. The real math behind every move-out.
Jun 26, 2026
I spent half a day training Claude Cowork to fill out my underwriting spreadsheet. Here's exactly how I did it.
May 29, 2026
These neighborhoods aren't for everyone. But without them, homeownership gets further out of reach.
May 1, 2026
I/O debt allows more flexibility today, but requires discipline.
Apr 2, 2026
Here's the exact framework I use to value below-market loans.
Feb 27, 2026
Inside the Hillcrest Place deal: basis, business plan, and long-term debt.
Jan 30, 2026
Rising rates, deal fatigue, and a return to fundamentals have reshaped the market.
