What 35 years of stubbornly keeping old boxes of cards teaches you about investing

February 2023

Compounding Dividend Strategy

December 2022

Expanding Evergreen's Investment Platform in 2023 to Non-Accredited Investors

August 2022

With yesterday’s 8.5% CPI print, we might be past peak inflation. We called high inflation when the Fed claimed it was transitory and predicted CPI…

July 2022

Q2 Income Fund Letter

June 2022

Kobe Bryant died due to pilot error stemming from spatial disorientation. This happens when pilots cannot interpret altitude, typically due to weather…

April 2022

Housing is the most important asset class by a country mile. It’s so valuable that its health and 2nd order wealth effects impacts every other asset…

March 2022

Sometimes it pays to lead, sometimes you just need to feed the beast. A tried and true investment strategy is to find what private equity (“PE”) wants…

January 2022

9.4% average yield in 2021 | Apartment + SFR Rent Projections

November 2021

Appraisal PropTech | NNN Industry Warning Sign

October 2021

Real Estate Research

September 2021

Plus Germans Hate Landlords | Carried Interest Loophole