All 132 real estate strategies.Every room answered.
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I've now had coffee with four agents and every one of them said the word "investor-friendly" before I did. Two of them then sent me owner-occupant listings with a cap rate typed a…
I've been pricing two paths to roughly the same 40 site outcome and I don't trust that they're converging. Path one, buy. Small operating parks in the corridor I'm watching trade…
I'm working out a furnishing number for a three bedroom and the quotes I've collected are wildly far apart depending on who I ask. The $8k version is warehouse store and marketpla…
Went through a fund deck last week where the manager made a whole selling point out of the fact that REITs are cautious about holding mezz. The pitch was that the rules explicitly…
Mezzanine debt has been on my mind for a few weeks and I want to test something with people who actually do it. What I understand so far. Mezz sits between the first mortgage and…
Third year running a small note and lending position out of a self-directed account, and I'm back to the structure question because a borrower needed a partial release on a Friday…
I've been building this thing sideways for a year and I'm now at the point where the next six months picks one shape. Current mix is nine solos paying $380 to $520 a month for a l…
I follow small markets where houses trade in the low six figures and half the commercial stock is a single story block building on a state highway. When the One Big Beautiful Bill…
Reading a sponsor's reserve policy and it says three months of debt service plus the lender's FF&E escrow at 4% of gross. That struck me as thin, so I went looking for what thick…
I'm building out management services and the fee structure question keeps coming back at me from both sides of the table. In this size range, five to twenty, the two common shapes…
Third flip in a row where the media schedule and the punch list have argued with each other and the punch list lost. My pattern has been to book the shoot for Thursday morning so…
Two funds I've been reading take opposite positions on the same page of their material and both call it risk management. The first has around 140 loans across eleven states and sa…
Working out which strategy fits me and this one has stalled my thinking for a week. The pitch for rural land on terms is that you get a markup plus interest, so a one-time flip tu…
I'm building a written allocation for the first time and I've hit a question I can't reason my way out of. If I count the REIT sleeve as real estate, then between the sleeve and t…
Someone reached out about doing property data collection for hybrid reports. I go out, measure, photograph to a standard, upload it, and a licensed appraiser I never meet writes t…
I got decks from two storage sponsors within a week of each other and they're aiming at the same defensive story from opposite ends. The first one develops. They buy dirt in marke…
Working through a five-year hold on a repositioning, upper-midscale, 160 keys, secondary market with one anchor demand driver. The sponsor's base case has RevPAR growing every yea…
Finishing a full gut on a three bed in an older neighborhood and I'm arguing with myself about spending $500 before it goes on the market. The case for ordering one: my comps are…
Working two versions of the same deal and I can't decide which one I'd actually sign. $540k fourplex, three 2/1s and one 1/1, market rents on the three I'd be renting come to abou…
Read through the Nareit framing that the gap between REIT valuations and broader equities is as wide as it's been outside the financial crisis and the early pandemic, plus a REIT…