Kevin Olson

For me, Q4 is always a time of reflection, adjustment and preparation. I’ve spent a significant amount of time looking back on numbers for 2023 and the 1st half of 2024, trying to glean insight into what is working, what has stopped working and where my energy should be spent headed into next year.  In […]

As a corollary to Mason’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 me explain with an example. 

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”. I have been reading headlines

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 some of our favorite investors