Insights

Field notes on acquisitions, financing, construction, and operations.

Deal Mechanics

Anatomy of a Value-Add Deal

A value-add deal from acquisition through stabilization, including the math, surprises, and metrics at each phase.

March 6, 2026·8 min read
Read Article
Philosophy

Why Boring Assets Win

The operating case for workforce housing, essential retail, and suburban apartments over a full market cycle.

December 15, 2025·5 min read
Read Article