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Dive into a collection of past posts and rediscover timeless content.

A Zoning Vote Is Not a Building.

A Zoning Vote Is Not a Building.

One demonstrable connection between policy, financing, infrastructure, and housing delivery.

Oct 1, 2026

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4 min read

The Math Can Be Right—and the Real Estate Analysis Still Wrong.

The Math Can Be Right—and the Real Estate Analysis Still Wrong.

A firsthand, documented lesson in what verification actually catches.

Sep 30, 2026

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5 min read

Your Mortgage Rate Is Fixed. Your Housing Costs Aren't.

Your Mortgage Rate Is Fixed. Your Housing Costs Aren't.

Why sub-4% mortgage holders are now a protected class — and what it means for property values, deal flow, and market sorting

Sep 29, 2026

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4 min read

AI Isn't Firing Young Workers. It's Just Not Letting Them In.

AI Isn't Firing Young Workers. It's Just Not Letting Them In.

The jobs report looks fine. The first rung of the ladder is what's disappearing.

Sep 24, 2026

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4 min read

Three Fed Officials Asked for a Rate Hike in July. In September, All 12 Voted for One. We Read It Wrong.

Three Fed Officials Asked for a Rate Hike in July. In September, All 12 Voted for One. We Read It Wrong.

The Fed raised rates to 3.75%–4.00% on Sept 16, unanimously. Our Aug 19 call scored as a hit on the wording and a miss on the reasoning.

Sep 23, 2026

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4 min read

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