What we're thinking about.
Notes on markets, real estate, and technology, plus a look behind the scenes at how we invest.
Q1 market update: housing legislation
The House passed the 21st Century ROAD to Housing Act with broad bipartisan support. Here is what it limits, what it encourages, and why our acquire and restore model fits the part it protects.
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Q3 2025 market update: mortgage rates, buyer behavior, and rental demand
Rates have settled into a more stable range, but affordability remains strained. Here is how that is shifting demand toward rentals and reshaping the housing market.
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How tariffs affect the real estate market
New tariffs on steel, aluminum, and lumber are raising the cost of new construction. Here is why our focus on redeveloping existing homes limits the impact.
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Investing in intelligence: AI and the future of efficiency
Artificial intelligence is reshaping how businesses operate. Here is how we use it to find opportunities faster and sharpen decisions without compromising security.
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Why single family remains a strong fund strategy in 2025
Stable demand, steady appreciation, and real cash flow keep single-family homes one of the most dependable assets we hold. Here is why 2025 looks compelling.
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