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🏙️ we have seen this movie

Sep 20, 2026

🏙️ we have seen this movie

It ran from 1978 to 1981. Here is how the landlords in it came out.

Sep 13, 2026

🏙️ from "no deals" to deals galore

What Cole's slide at the Value Add Network event showed me about acquisition math.

Sep 6, 2026

🏙️ what I learned running my first investor webinar

I showed capital partners two deals before I had decided whether to buy them.

Aug 30, 2026

🏙️ my 1Password setup

Vaults split by function, not by person. Ten minutes a day back.

Aug 23, 2026

🏙️ the fix for analysis paralysis takes 15 minutes

The clarity does not come from their answer. It comes from saying it out loud.

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Each Sunday, you’ll get 5-minute reads packed with the value-add strategies I used to build a 9 figure CRE portfolio-plus key news and Fed updates to keep you sharp.

archive

🏙️ the fix for analysis paralysis takes 15 minutes

Aug 23, 2026

🏙️ the fix for analysis paralysis takes 15 minutes

The clarity does not come from their answer. It comes from saying it out loud.

🏙️ How I stopped retraining AI every week

Aug 16, 2026

🏙️ How I stopped retraining AI every week

Four folders on my Mac, and not one of them ever starts over.

🏙️ doubling value without capex

Aug 9, 2026

🏙️ doubling value without capex

No renovation. We answered the questions everyone else walked away from.

🏙️ inside the deal

Aug 2, 2026

🏙️ inside the deal

A live look at the retail center we're buying right now - and how the value gets made

🏙️ we build a house and give it away

Jul 26, 2026

🏙️ we build a house and give it away

The best 4 days of my year · You're invited

🏙️  the checklist I run on every deal

Jul 19, 2026

🏙️ the checklist I run on every deal

I wrote it two years ago. It still clears every acquisition we make.

🏙️ rate reversal

Jul 12, 2026

🏙️ rate reversal

The Fed just flipped the script on where rates go next.

🏙️ 21,559 firms disagree

Jul 5, 2026

🏙️ 21,559 firms disagree

The data says AI is hiring more people, not fewer. Here's what I found.

🏙️ a dream on paper

Jun 28, 2026

🏙️ a dream on paper

Most of negotiating happens in a realm no playbook covers. Here's mine.

🏙️ close your eyes before you send it

Jun 21, 2026

🏙️ close your eyes before you send it

Most of negotiating happens in a realm no playbook covers. Here's mine.

🏙️ superposition

Jun 14, 2026

🏙️ superposition

This week's Deep Dive is from my partner Rafik Moore. I think you need to read it.

🏙️ shallow bay

Jun 7, 2026

🏙️ shallow bay

BKM and Kayne Anderson just paid $1.8 billion for 275 buildings. Here's the signal.

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Each Sunday, you’ll get 5-minute reads packed with the value-add strategies I used to build a 9 figure CRE portfolio, plus key news and Fed updates to keep you sharp.