CodenameduchessDevelop or Buy Your Portfolio?I recently had a discussion with a fellow real estate investor who is focused on new development in NYC. Given how low yields are in NYC…Aug 31, 2018Aug 31, 2018
CodenameduchessHow to Buy a HotelIn my former life in private equity I focused on buying hotels. I worked on deals that ranged the entire spectrum from beachfront resorts…Aug 17, 2018Aug 17, 2018
CodenameduchessREITs vs. Private REVerdad Capital put out an article this week discussing the relative performance of public REITs vs. private real estate over the past…Aug 11, 2018Aug 11, 2018
CodenameduchessThe Value of Cash FlowWhen people are talking about making investments, both in public markets and private markets, I’ve anecdotally found that there is an…Aug 1, 2018Aug 1, 2018
CodenameduchessThe Death of MallsPatrick O’Shaughnessy had Modest Proposal, a well-known anonymous investor who shares investing insights via twitter, on his excellent…Jul 21, 2018Jul 21, 2018
CodenameduchessNever ChangeI recently re-read Morgan Housel’s outstanding piece entitled “Betting on Things That Never Change”. The article quotes Jeff Bezos who…Jul 6, 2018Jul 6, 2018
CodenameduchessBig MistakesMichael Batnick, the director of research at Ritholtz Wealth Management and the proprietor of “The Irrelevant Investor” blog, had his first…Jun 10, 2018Jun 10, 2018
CodenameduchessWhy Real Estate?When you’re interviewing for your first job in real estate, the one question you are guaranteed to get is “why real estate?”. A lot of…Jun 3, 2018Jun 3, 2018
CodenameduchessFinding Your Niche: Spectre Equities Year in ReviewThe world is a truly incredible place filled with endless possibilities. It’s one of the things that makes life worth living, but it causes…May 31, 2018May 31, 2018
CodenameduchessinDataDrivenInvestorDo the MathThe Berkshire Hathaway annual meeting was this past weekend, and throngs of investors descended on Omaha, NE to hear the legendary Warren…May 9, 2018May 9, 2018
