All 132 real estate strategies.Every room answered.
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every post in the capital rooms
We're bidding interior renovations on a three-property, 1,100-unit portfolio an institutional buyer just took down as value-add. The scope sheet is standard: LVP, quartz caps over…
This is the allocation I've been circling since summer and I have to decide before year end because one of the funds closes. The fund: value-add multifamily, Sun Belt and lower mi…
Modeling exit on an aggregation and I can't get the room's consensus and my own math to agree. The consensus is portfolio premium. A buyer paying $90M for 14 stabilized parks with…
First note I ever bought and I want to write down what happened while it's still embarrassing. Performing first lien. UPB 54,300, coupon 9%, payment 497, 31 months of on-time paym…
Got told two contradictory things in the same week. One person said buying notes is just buying an asset, no license needed, anyone can do it. Another said if the loan is on a hou…
I've got two active deals in other property types and I'm looking at storage for the first time, and every summary I read says the frozen housing market is suppressing storage dem…
Someone I trust forwarded me a deck for a self-storage fund. Minimum is $50k, which is most of what I have set aside, so I want to understand it before I do anything. The fees I c…
Looking at a commercial mortgage REIT, floating rate senior loans, mostly multifamily and office. Loans risk rated 4 and 5 are about 12% of carrying value. Total CECL allowance si…
I've been sitting with the interest rate sensitivity disclosure on an agency mortgage REIT and I think it's telling me something the summary doesn't. The table gives estimated cha…
$9,400 total, my first attempt at this. The county had a list of certificates left over from earlier sales that you can buy directly at the stated rate, no auction, no bidding aga…
Six months in and the thing I still can't settle is whether the tax wrapper is worth what it takes away. Inside the IRA the compounding is clean, especially on interest, and passi…
I work mostly on the debt side, so when someone hands me a deal the first question I ask is what happens if it goes badly rather than what happens if it goes well. Track record is…
Closed out last month at 1.03x on $55k over four years and I've spent a while working out where the money went, because the property did fine. Deal was a portfolio of small rural…
The recovery case rests on absorption overtaking deliveries and staying there long enough for rents to firm. Everyone models the pipeline contraction. Almost nobody models the res…
Every unit I've bought taught me something new to worry about, and this one I can't find a straight answer on. I'm looking at moving some cash into crowdfunded deals instead of bu…
Been building the first deal budget for months and I finally ran the crowdfunding version side by side against the small rental version, because at some point I have to pick a lan…
Small one, but it cost me real money and nobody warned me. Put $6k into a crowdfunded equity deal, first year went fine, distributions totaled about $310. Happy enough with that f…
I'm nowhere near doing this, I just wanted to see the GP economics from the inside instead of reading about promotes in the abstract. So I built a fake deal and paid myself in the…
I've got a small position in a pooled fund, about 2k, and it pays out quarterly. Last payment was $41. When I signed up there was a checkbox for automatic reinvestment and I ticke…
$150k into a six-park value-add deal, 890 lots, three states. I read every page of the LP agreement and the PPM, twice, and marked it up. I still lost most of my position, and the…