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