The guides
The stuff I wish someone handed me in year one.
Plain-English fundamentals of net lease and retail investing. No jargon for its own sake, no upsell treadmill. Just how this actually works.
How I actually read a deal
Why a cap rate alone lies, and the five things I actually adjust for before I trust a number.
Read it →Hold or sell? The question nobody owns.
The yield-on-equity framework I walk owners through: what pushes toward a sale, and the honest reasons to hold.
Read it →The 1031, in plain English
What a 1031 exchange actually does, the two deadlines that don't move, and the three things that trip people up.
Read it →Prefer to learn from real deals?
The teardowns take these fundamentals and show them going right and wrong on actual deals, details changed.
Read the deal teardowns →