4473 calls, 95 meetings. Fell short of my input goals (5k calls and 100+ meetings), which resulted in falling short of my output goals. The real question is how do you get more future weighted income off the same level of effort? Which 10 relationships if deepened this year

Golfing in Baha Mar and paired with a Fortune 500 CEO. What are the odds? People would pay big money for this.

A 23-year old cold called me at 745a in late 2023. He had spent the last year at a local boutique multifamily shop and wanted to make a move. I often get emails or LinkedIn messages with interest like this, but this was the first time someone cold called me on my work line. In

Brokers: Would you rather do 30 transactions at $2M average deal size. Or 10 transactions at $25M average deal size?

2026 Predictions 1) Bitcoin, currently at $90k, will end the year higher. 2) The 10-year U.S. Treasury yield, currently 4.15%, will end the year +/- 25bps. 3) Nov CPI was 2.7%, it will end the year higher. 4) The Fed Funds Rate will end the year lower than 3%. 5) The stock

195 yards, Par 3. 5-Iron into the wind. Several inches from the cup. I controlled distance and line near perfect from almost 200 yards. But for an amateur, it doesn’t matter because it didn’t go into the hole. Inches is the cruelest distance in golf.

“The spreadsheet is always wrong. Invest in stories. Who’s the sponsor? What’s the market?”

I have a client with two boys in their 30s who have families, they live on the same land in different houses, they get the families together for a cookout and pickleball weekly, and they have two real estate businesses together (equity and lending), and their office is built on

I believe there will be many late 22/23 sunbelt purchases with 5-year fixed agency that will have challenges refinancing. The values have deteriorated and if the job market weakens further, will not qualify for agency financing. Enter agency-to-bridge.

Everyone wants to “buy the bottom”. Bottoms only become clear in hindsight. If you wait for rent growth to return, occupancy to stabilize, and equity to loosen up, you’re stepping into a crowded room. Brokers will be bringing the deals to the Buyers who have been executing in the

I love that CRE brokerage firms rip RealPage or CoStar data and just cite “X Company Research”.

"Once each company is released from capital restraint by their IPOs, I expect growth to accelerate naturally."

With portfolio YTD performance of 15%, do you take your cash and pay off an auto loan at 6%?

I had Grok run the numbers on MMF vs STRC. Bottom line STRC wins by ~3x the money-market short and long term. 1st column is 6mos, 2nd is 2-years. Do you think it’s worth the credit risk for 4% vs 10.75%?

Floating > Fixed

Convo today with a guy in the industry I keep at an arms distance. Guy: What’s going on in ReTwit lately? I haven’t opened up X since they banished the LP Whisperer. Me: I’m not too sure. I wouldn’t really consider myself part of the community. Guy: BS, you’re probably going

I’ve been on the road a lot the last 3 months. My wife is feeling it and asked me to slow down until NMHC. I planned to be gone Monday morning thru Wednesday this week at IMN SFR. I changed my flight to make it a 24 hr trip which forced me to be much more efficient with my time.

I listened to a podcast where the main theme was designing a life around what brings you the most joy. I thought about various other jobs and I came to the conclusion that I wouldn’t rather do anything but CRE brokerage. It’s meritocracy based where it rewards

If you look at my posts from a few years ago, I would’ve never guessed a soft landing. Now, earnings are stabilizing, policy is loosening, and nominal growth is holding.

I’m thankful for real vs GPT generated content.