June 3, 2026 3 min read
I Love Platform Deals, You Should Too - The Real Estate Philosopher’s Assessment
I saw this article, Platforms take the spotlight in real estate's push for operational alpha, in Private Equity Real Estate just a few days ago. It got me reminiscing and reminding myself that my heart is, and has been for a long time, in Platform Deals. My reminiscences took me back to an article I wrote a bit ago, entitled, Platforms – The Flavor of the Month in Real Estate Investing. I knew I had written about it in the past but when I checked, I saw that that article was almost ten years ago. So platforms aren’t the flavor of the month – they are the flavor of the decade it seems.
Read MoreJanuary 21, 2026 4 min read
Smart People Do Some Dumb Things
I will start with an all-too-common scenario: I’m really smart, and I work hard in high school. I bust my butt and get straight A’s. I mean it is high school after all. This gets me into a top college. So, I go to that college but I have to work even harder now since my competition – the other kids – also crushed it in high school. By simple math, my competition is a lot harder, i.e. the best of the best from high school. But I am the Energizer Bunny, so I keep on going. I get straight A’s again. What happens next?
Read MoreOctober 15, 2025 5 min read
Where to be Overpaid for Risk
My belief is that real estate investing – and logically all investing – can be broken down to just four words: Being Overpaid for Risk I know I have said this many times before in a bunch of articles; however, it is a theme I do believe in, so I will continue with it.
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