Market NoteMay 2026
Sun Belt cap rates compressed 40bps in Q1 — what's next.
Why we're rotating capital from headline cities into secondary markets like Chattanooga and Pensacola.
Read full piece →Long-form thinking from our acquisitions, underwriting and operations desks — published when we have something useful to say, not on a content calendar.
Why we're rotating capital from headline cities into secondary markets like Chattanooga and Pensacola.
Read full piece →A reproducible system for Airbnb operators who want to break into the top 5% of listings.
Read full piece →Our acquisitions desk shares the worksheet we use on every multifamily deal over 20 units.
Read full piece →Rule of thumb, deal size, and the CPAs we trust to model the actual benefit.
Read full piece →Our annual letter to investors, condensed into a 10-minute read.
Read full piece →The honest math on building an internal turn crew across 1,200 doors.
Read full piece →— THE LETTER