A Little Off The Top

Latest From the Blog

Real deals. Real numbers. The mistakes I paid for in cash.

Most real estate content is written by people who have read about real estate.

This is not that. Everything on this page comes off a deal I own, a deal I consulted on, or a mistake that cost me money I would rather have kept. Twenty six years. Condos, townhomes, single family, apartment buildings, infill development, new construction, new subdivisions.

Some weeks it is a financing structure broken down to the dollar. Some weeks it is a market I think everybody is reading wrong. Some weeks it is something I got badly wrong in 2004 and still think about.

New post most weeks. No hype. No theory. If a claim shows up here without a number attached to it, I have not done my job.

Everything is below, newest first. Dig in.

What Were They Saying in 2021?

What Were They Saying in 2021?

The crystal ball is broken. For everyone, mine included. So the real skill was never the real estate forecast... it's what you do with all of them. Let me tell you who's actually talking, because it should change how you hear this. I'm not a pundit. I'm an investor...

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Nobody’s Calling Unit 1402

Nobody’s Calling Unit 1402

Part 2 of 2. They cut a deal for the developer. They'll cushion the bank. But the couple who did everything right and bought the unit? Nobody is dialing their number. Last piece I told you everybody grabbed the blame thrower and aimed it at the developer. I made the...

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