First time seeing? Sign up here March 18, 2025 | Read Online Here's what I've got for you this week. The IRR is a SCAMAnd so sayeth the first 'viral' LinkedIn post I made last week that you can view here. Bottom line; the IRR has its place, but the equity multiple aligns interests better. More below. BV Capital - SponsoredIn their latest offering, BV Capital are developing a 248-unit, Class A, ground up multifamily property in the Dallas-Fort Worth metro. Learn more here - and below. Podcast...
9 days ago • 4 min read
First time seeing? Sign up here March 18, 2025 | Read Online Here's what I've got for you this week. Stop looking at interest rates and consider the DollarTrump’s push for a weaker dollar to boost manufacturing clashes with the need for a strong dollar to attract capital and finance U.S. debt, creating uncertainty and volatility for CRE investors. Cores Real Estate - SponsoredOne of our clients just launched a small opportunistic deal in North Carolina that is already over 80% subscribed....
16 days ago • 6 min read
First time seeing? Sign up here March 11, 2025 | Read Online Here's what I've got for you this week. While you were distracted...This week we'll see budget negotiations unfold (again) only this time it'll be a battle between who controls Federal purse strings. The result of the negotiations will have profound impact on CRE. Cores Real Estate - SponsoredOne of our clients is launching a small opportunistic deal in North Carolina in a live webinar this Thursday, March 13 at 5pm PT. More detail...
23 days ago • 4 min read
First time seeing? Sign up here March 4, 2025 | Read Online Here's what I've got for you this week. Cash is boring - until it isn't.With economic uncertainty rising, I’m leaning toward cash - not as a retreat, but as a strategic move to stay flexible and ready for whatever comes next. Cores Real Estate - SponsoredOne of our clients is acquiring a small opportunistic deal in North Carolina for about 20% less than the prior owner paid just two years ago. More detail here and below. Podcast...
30 days ago • 5 min read
First time seeing? Sign up here February 25, 2025 | Read Online Here's what I've got for you this week. Systemic Risk?Trust is the foundation of any transactional relationship. If that breaks down on a national level, what are the implications for real estate (worst case scenario). Podcast Episode 706: From Aerospace to Real EstateFormer aerospace engineer, Philippe Schulligen, is my podcast guest this week. Philippe discusses how he transitioned into raising capital for sponsors as a capital...
about 1 month ago • 5 min read
First time seeing? Sign up here February 19, 2025 | Read Online Here's what I've got for you this week. The Unintended Consequences of General SolicitationThe 2012 JOBS Act legalization of advertising and marketing for sponsors has created an unintended consequence for investors that I discuss below. Podcast Episode 705: From Wakeboarding to Real EstateMy podcast guest this week is Austin Hair, a former professional wakeboarder turned real estate investor, who discusses his transition from...
about 1 month ago • 4 min read
First time seeing? Sign up here February 11, 2025 | Read Online Here's what I've got for you this week. Why this time is different.Still pulling punches but getting closer to revealing my true sense of what is going on in the market (it's not easy to do). Let me know your thoughts about the commentary below. Podcast Episode 704: A Day in the Life of a Capital AllocatorThis week you'll meet Nick Stromwall a capital allocator who candidly addresses common myths about the industry. LinkedIn...
about 2 months ago • 7 min read
First time seeing? Sign up here February 4, 2025 | Read Online Here's what I've got for you this week. Real Estate Investing Without the Hype - Part IIIntroduction to two platforms fundamentally changing the real estate capital formation landscape; challenges and opportunities. Podcast Episode 7.3: The Allocator, a new way to finance CREMeet Bobby Sharma, a capital allocator and co-founder of Connected Capital, who discusses the allocator model. This week's white-paperThis week's white paper,...
about 2 months ago • 8 min read
First time seeing? Sign up here January 28, 2025 | Read Online Here's what I've got for you this week. Real Estate Investing Without the Hype - Part IA new world of capital raisers has emerged in recent years and over the next few weeks in a series of commentaries, I'll be covering the background to this new sector of the industry, the challenges it presents, and the opportunities it brings you. Podcast Episode 7.2: The Allocator, a new way to finance CREMeet Jeff Greenberg of the Synergetic...
2 months ago • 6 min read