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- I've underwritten enough apartment deals to know that the $300-per-unit reserve number on …
- Dog park on the property. No dog bite coverage.
- If You Ever Had a Security Measure and Removed It, Read This
- Blue Apron's revenue grew 10x in two years. Forbes cover. Nearly $2 billion valuation. The…
- We study the winners and reverse-engineer why they won. We skip the thousands who did simi…
- You Couldn't Invest in PE Before. That Might Have Been Protecting You.
- Munger talked about two superpowers. Incentives was the famous one. Everybody quotes it. S…
- Somewhere in America right now, a landlord is paying a contractor to demolish a perfectly …
- $27 Billion in Off-Balance-Sheet Exposure Lives in a Footnote. Footnotes Never Cause Probl…
- SpaceX was quoted $120,000 for a single actuator. They built it for $5,000. I started wond…
- Personal Injury Lawyers Can’t Call You, Visit You, or Knock on Your Door. That’s Exactly W…
- The Idiot Index Is Brilliant. Following It Blindly Makes You the Idiot.
- What LEGO’s Turnaround and Elon’s Factory Disaster Have in Common:These 5 Steps
- Steps 3 and 4 of Elon’s Algorithm, Applied to LEGO’s Turnaround. With the Questions You Sh…
- Rent Control Just Found a New Target. Economists Are Laughing.
- Elon's Rule: Every Requirement Needs a Name. Not a Department. A Name.
- What are you currently optimizing that should not exist?
- What Does Elon Musk’s Operating System Have to Do with LEGO Bricks?
- Spreadsheet underwriting is supposedly dead. AI killed it. Except I keep looking at these …
- Can You Tokenize a Building? Yes. Can You Tokenize Property Management? The Answer Cost In…
- 100 Money-Losing Locations Burn More Cash Than 440 Profitable Ones Generate.
- The hardest business skill is two letters long!
- 𝗔 $𝟯𝟱,𝟬𝟬𝟬 𝗗𝗿𝗼𝗻𝗲 𝗧𝗵𝗮𝘁 𝗥𝗲𝗽𝗹𝗮𝗰𝗲𝘀 𝗬𝗼𝘂𝗿 𝗕𝗼𝗼𝗺 𝗟𝗶𝗳𝘁 𝗕𝘂𝗱𝗴𝗲𝘁 𝗔𝗰𝗿𝗼𝘀𝘀 𝗘𝘃𝗲𝗿𝘆 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗬𝗼𝘂 𝗢𝘄𝗻
- If Your Competitor Had 25 Digital Employees Running 24/7 and You Had None, How Long Before…
- The Callback Is Killing Your Turn Budget. Not the Timeline.
- When was the last time anyone counted what’s in your maintenance shop? Not a rough idea. A…
- Greystar Got Sued for Hiding Fees. Now They’re the Transparency Leader.
- The Hire Is Almost a Side Effect. The Real Value Is Everything Else the Challenge Produces
- 𝗪𝗵𝗲𝗻’𝘀 𝘁𝗵𝗲 𝗟𝗮𝘀𝘁 𝗧𝗶𝗺𝗲 𝗬𝗼𝘂𝗿 𝗥𝗲𝘀𝗶𝗱𝗲𝗻𝘁 𝗔𝗽𝗽 𝗗𝗶𝗱 𝗦𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗧𝗵𝗮𝘁 𝗠𝗮𝗱𝗲 𝗬𝗼𝘂 𝗦𝗮𝘆 “𝗧𝗵𝗮𝘁’𝘀 𝗖𝗼𝗼𝗹”?
- Your property management software is a filing cabinet with a URL.
- I know. Another AI post. 😨 Bear with me.
- Someone reached out to me on LinkedIn wanting mentorship on commercial real estate deals. …
- Two billion-dollar real estate firms just announced plans to tokenize their portfolios and…
- Black Boxes All the Way Down
- A philosopher named George Santayana once described a fanatic as someone who redoubles the…
- SpaceX wants to go public at 94x revenue. Facebook listed at 11x and people thought that w…
- FedEx Spends $31 Billion a Year on People. They Say AI Won’t Replace a Single One.
- Passive Investing Isn't the Problem. Picking the Wrong Jockey Is
- Charlie Munger said the most dangerous outcomes happen when multiple psychological forces …
- 𝟮𝟬 𝗨𝗻𝗶𝘁𝘀 𝗟𝗲𝗮𝘀𝗲𝗱. 𝗢𝗻𝗲 𝗜𝗻𝗰𝗲𝗻𝘁𝗶𝘃𝗲 𝗖𝗵𝗮𝗻𝗴𝗲.
- 𝗧𝗵𝗶𝘀 𝗣𝗿𝗼𝗯𝗹𝗲𝗺 𝗜𝘀 𝟭𝟬𝟬 𝗬𝗲𝗮𝗿𝘀 𝗢𝗹𝗱. 𝗔𝗜 𝗝𝘂𝘀𝘁 𝗠𝗮𝗱𝗲 𝗜𝘁 𝗙𝗮𝘀𝘁𝗲𝗿.
- How One Graphic From a $20 Book Diagnoses the Real Reason Founders Stall Out.
- Blood Donors Said They'd Give 3.2 Times a Year. They Actually Gave 41% Less. Now, Imagine …
- Before PE: Founder Obsessed with the Customer. After PE: Manager Obsessed with the Multipl…
- Wendy’s Isn’t Just Hiring a CTO. They’re Building a Content Machine Disguised as a Job Pos…
- Texas Roadhouse Replaced Consultants With Ownership. Every Manager Puts Up $25K. The Resul…
- One of Charlie Munger’s Favorite Management Lessons Came From a Memo Policy.
- Big Doors Swing on Small Hinges. The Army Just Found Theirs
- There’s a new risk in your underwriting assumptions. Many just don’t know it yet.
- The Toast You’ll Never Hear at a Real Estate Closing