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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.