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Investor Newsletters

Ryan's monthly letter on Texas real estate, the market, and what I'm learning as an operator.

  • How I use AI every day

    Seven ways AI changed how I run our properties and deals, from websites to seller numbers, where it still needs a human, and 97 more uses.

  • I got engaged in Turkey

    A proposal that went wrong three times, why real estate is never passive, and why Austin's overbuilding is the opportunity right now.

  • I bid on a $10M hotel

    Thirty deals reviewed, a bid on a hotel the bank took back, and why I'm rethinking the five year exit.

  • Clean books beat flattering books

    A record booking quarter, a bad debt cleanup, a phishing attack, and what fixing the booking path taught us about paid ads.