March 20, 2024    5 min read

Creating Economic Upside in an Uncertain Real Estate World

I just read a book called The Uncertainty Solution, by John Jennings of the St. Louis Trust Company – and I also heard him speak live. I like people who use math and analytics to, well, analyze things, and Jennings does that exceptionally well. In short, his thesis is – overall – this: - Many more things are uncertain than we realize. - We should cultivate an awareness of when things are uncertain and build this awareness into our investment decision-making.

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February 20, 2024    5 min read

PB&J = Bridge Lending and Private Equity

Everyone – and I do mean pretty much everyone – likes peanut butter and jelly (unless, of course, they’re allergic to peanuts). There is something about the way these two foods go together that is just pleasing. My sense is that bridge lending and private equity – at least right now – go together as easily as PB&J.

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February 7, 2024    5 min read

Remote Work Will End With a Thud – Offices Will Thrive Again

I recognize that at least so far I have been wronger than wrong about office, i.e. in predicting an imminent recovery – I have been far too soon and I have to own that. However, I do believe that those who invest in it today – at the discounted prices increasingly coming on the market – will be over-rewarded for the risk.

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