First time seeing? Sign up here September 9, 2025 | Read Online Morning, I’ve made my Hollywood debut, starring (ok, cameoing) in Netflix’s new docudrama 'Titans, The Rise of Wall Street.' So going forward: -> I don’t get out of bed for less than seven figures. -> If you want to do lunch, have your people call my people. -> Autographs will be signed only if accompanied by term sheets. In all seriousness, it was fun to contribute a small piece to a show about finance history. And it's an...
8 days ago • 5 min read
First time seeing? Sign up here August 20, 2025 | Read Online Morning, The upcoming small group private capital raising training is now fully subscribed so I am taking a poll to see if anyone would like to join a second group. Here's more info. Let me know if you'd like to join us. Best,Adam Learn more *** [Podcast] Guest: Guest: Mark Hamrick, Washington Bureau Chief, Senior Economic Analyst, Bankrate.comThe Signal Beneath the Noise Serious operators obsess over the next print, but my...
29 days ago • 5 min read
First time seeing? Sign up here August 5, 2025 | Read Online Morning, For over 30 years I have been raising capital (over $500MM) for real estate. For the last 10 years I have been advising some of the top sponsors in the industry, providing strategic guidance and building best-of-class marketing systems so they can raise more capital and scale faster. For the first time in three years, and likely for the last time, I’m revealing my entire system, including the ‘black belt’ tactics we’ve used...
about 1 month ago • 5 min read
First time seeing? Sign up here July 22, 2025 | Read Online Morning, Before I get into this week’s update, a quick reminder: I’m hosting a live training on July 30 at noon Pacific on How to Raise Capital in Uncertain Markets. We’ll cover advanced strategies you can use immediately, especially with more maturity defaults headed our way and the passing of the tax bill creating new incentives. Register here. Let me know if you have any questions. Best,Adam Register now *** [Podcast] Guest:...
about 2 months ago • 5 min read
First time seeing? Sign up here July 15, 2025 | Read Online Morning, Before we get into today’s update (a deep dive into CRE insurance), I want to invite you to a special session I’m hosting on July 30 at noon Pacific: How to Raise Capital in Uncertain Markets. You’ll walk away with actionable tools to boost your capital-raising now - just in time to take advantage of looming debt maturities and new tax incentives. For more info and to register, click here. Please let me know if you have any...
2 months ago • 5 min read
First time seeing? Sign up here July 2, 2025 | Read Online [Podcast] Chris Nebenzahl, Housing Economist, John Burns Research and ConsultingA Data-Centric View on U.S. Housing Locked-In America: The Housing Market’s Great StallThe U.S. housing market isn’t just tight, it’s inert. As Chris Nebenzahl, Housing Economist at John Burns Research and Consulting, puts it, America is experiencing a “lock-in effect” where millions of homeowners, beneficiaries of sub-3% mortgages from a prior era, have...
3 months ago • 5 min read
First time seeing? Sign up here June 25, 2025 | Read Online [Podcast] Barry Ritholtz, Ritholtz Wealth ManagementNavigating Risk, Noise, and Uncertainty In my conversation with Barry Ritholtz, chairman of Ritholtz Wealth Management and host of Bloomberg’s “Masters in Business” podcast, we explored market and real estate cycles, caution, and capital allocation in today’s increasingly unpredictable economic environment. Below are the most actionable and provocative takeaways for real estate...
3 months ago • 5 min read
First time seeing? Sign up here June 17, 2025 | Read Online Morning, I don’t normally do this but my friend and client, George Bravante of Bravante Farm Capital, is hosting a live investor call with an update on four ranches I’ve worked on and invested in alongside him. The call will be tomorrow, Wednesday, June 18, at noon Pacific and you are invited to join us. One topic that may interest you: the impact of deportations on California farmland. Register for the call here. George will take...
3 months ago • 6 min read
First time seeing? Sign up here June 10, 2025 | Read Online [Podcast] The Real Estate Cycle: A Warning for 2026Insights from Economist and Author, Phil Anderson, on the Coming Real Estate Market Crash In my conversation with renowned economist Phil Anderson, you will gain unprecedented insight into the mechanics of real estate cycles and why we are right on the precipice of the next major real estate market crash. Anderson, author of "The Secret Life of Real Estate and Banking," presents a...
3 months ago • 7 min read