Underwriting in a higher-rate environment
Why conservative assumptions matter most precisely when they are least fashionable.
The case for quality over quantity
Selectivity as a strategy, and why the best portfolios are defined by what they exclude.
Value creation after the close
Where returns are actually made, and why operations outweigh the entry price.
Basis is the first source of return
A disciplined entry price protects principal long before any business plan is executed.
Reading the cycle without predicting it
Positioning for a range of outcomes rather than betting on a single forecast.
What higher rates ask of real estate
The end of costless leverage, and the return of discipline as a competitive edge.
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