Loss
28 unit new build in a designated tract, opened partly leased in early 2024. I quoted the management contract off the operator's pro forma, which had stabilization at month six, 1…
Win
The option got signed Tuesday and it has two purchase prices in it, which is the part I'm still slightly amazed the seller went for. Setup. I sold my share of a small service busi…
Win
Not a deal, so tell me if this doesn't count. I finished the piece of work I'd been putting off for a year, which was building an actual list instead of reacting to whatever a bro…
Loss
Ground up, 41 units, designated tract, funded through a single asset qualified opportunity fund with four investors including me. We used the working capital safe harbor because t…
Win
Small win, real numbers. Corner building in a designated tract, retail down, two apartments up, vacant three years. Paid 148k. Allocation put 39k to land and 109k to the building,…
Loss
Sold a block of stock in 2022, rolled 240k into an operator's project inside a designated tract, ground up 34 units over retail in a mid size southern market. I do a lot of due di…
Loss
Sold a piece of equipment and a small parcel in 2024 and had about 96k of gain. Plan was simple in my head. Buy a beat up two story in a designated tract, do most of the work myse…
Win
I've been trying to figure out where I fit on the service side, and what I've landed on for now is document coordination for small operators. This is the first engagement where I…