Blog

Failed Developments: The Archetype of Opportunity

As a corollary to Masonā€™s thoughts on the causes of failed developments, I wanted to discuss the opportunities created from them. Having done business in over a dozen states, failed developments that are secondary or tertiary to primary markets consistently show up as my favorite places to do business. Let

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Our Thoughts and Updates: March 2024

Our Thoughts and Updates From Dan: Irony I was reading a news article about distress (moreso the lack thereof compared to expectations) in the office space. There was a line that made me think about an overarching concept that’s important to understand which was, “America’s office firesale has barely begun”.

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GUPDates Issues #1, February 2024

Introduction Hello everyone! This is the first of what will be a monthly newsletter that we will be sharing with you all where we will be detailing what we’re doing, seeing, and buying in our businesses across the country. Over the years, we’re both enjoyed reading memos and newsletters from

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Business as usual

Iā€™ve had a number of conversations recently that prompted me to write a quick excerpt on how Iā€™m approaching the current market. One in particular stood out to me when someone asked ā€œIs land investing even feasible in the current market?ā€. This seems to be the question on many peoplesā€™ minds regarding

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Simple, Not Easy

This isn’t what you want to hear Throughout my teenage years, I lifted weights religiously and competed in a number of bodybuilding competitions. The goal of competitive bodybuilding was to grow your muscles as large as you could while simultaneously carrying as little body fat as possible. The sport required

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The Efficient Market Hypothesis

The Efficient Market Hypothesis (EMH) is a controversial theory within the world of economics and investing. First established in the 1960s, the theory has been hotly debated for decades among investors and economists alike with evidence to support both sides of the argument. The recent increase in the influence of

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