Investment

Retail Vacancy Is At 15yr Low… That’s Good For MOBs

Investment January 19, 2023/Investment Shopping Centers are full of businesses again.   The retail vacancy rate has fallen to 5.7%, which is the lowest it’s…

MOB Investors Worry Less About Inflation

Investment January 12, 2023/Investment The good news… Inflation is down a bit over the last few months.   The bad news… it’s still remarkably high….

Challenges Bring Next Investment Opportunities

Investment November 30, 2022/Investment Business news has been turbulent recently.    Crypto busts, layoffs, inflation, corporate earnings – it has been a rough year for…

Kryptonite for Decision-Making

Investment November 10, 2022/Investment Few things are more important in business, and in life, than good judgment.    Believe it or not… Judgment is a…

Predictions, Demographics… and Money

Investment October 7, 2022/Investment Many people find demographics boring – just another kind of statistics. I’m not going to bore you with math or charts,…

Getting To The Point

Investment September 29, 2022/Investment To paraphrase Mark Twain, sorry for writing such a long letter, I would have written a shorter one, but I didn’t…

Case Study: Lease Renewal… Win-Win

Investment September 21, 2022/Investment Fear of vacancy runs deep for many commercial property owners.   A looming lease termination date means uncertainty, and often difficult…

Will Energy Disruptions Impact You?

Investment August 19, 2022/Investment Energy is getting more expensive and more complicated.   So much of what fuels our economy is cheap, reliable energy… and…

What Is A Real Estate Bear Market

Investment June 27, 2022/Investment We’re officially in a bear market now and a recession seems likely. A lot of people have been asking me what…

Copycat Strategies Have An Expiration Date

Investment June 24, 2022/Investment If you have ever seen a bicycle race, you probably noticed the strange phenomenon known as the peloton. Most of the…

Are You Investing Or Gambling?

Investment June 17, 2022/Investment The current stock market sell-off has many investors asking themselves: Where will the bottom be?   At first glance, placing a…

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The Cure for High Prices

Investment December 17, 2021/Investment Warren Buffet once said price is what you pay, value is what you get. As prices rise in real estate and…

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Technology is Accelerating Big Real Estate Trends

Investment December 17, 2021/Investment Location, location, and location. This cliche is as valid today as it was years ago. But over time, the value of…

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Self Delusion Doesn’t Pay

Investment December 17, 2021/Investment People are not born great investors, business leaders, or even musicians. It’s a process of continuous learning, and honing of natural…

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A Truly Impressive American Recovery

Investment December 17, 2021/Investment The pandemic is giving the United States a big stress test, and I think we’re passing, maybe even with flying colors….

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Case Study: Creating Value In Lease Renewal

Investment December 17, 2021/Investment When a lease termination date approaches, many commercial real estate property owners will sell, rather than risk vacancy or face difficult…

Recent events have offered strong reminders of how fragile economic ecosystems can be. The pandemic has badly hurt a lot of businesses, not to mention the people who have gotten …

The Suez Blockage Is Another Reminder

Investment December 17, 2021/Investment Recent events have offered strong reminders of how fragile economic ecosystems can be. The pandemic has badly hurt a lot of…

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Investors Must Think for Themselves

Investment December 17, 2021/Investment These days, legions of investors hang on the every word of celebrity CEOs and business gurus. But no matter how brilliant…

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When the Music Stopped for GameStop

Investment December 17, 2021/Investment The recent GameStop episode on Wall Street serves as a powerful reminder of the difference between investing and gambling. Gamblers sometimes…

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Combating Bias In Investment Decisions

Investment December 17, 2021/Investment The great Warren Buffet once said that you don’t need a super high IQ to be a great investor. What you…

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Draw the Right Lessons to Win Long Term

Investment December 17, 2021/Investment As a professional investor, people constantly ask for my take on the markets or particular investment moves. I can’t evaluate everybody’s…

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Are You Investing Enough for Retirement?

Investment December 17, 2021/Investment Some people intend to work until they die. Everybody else had better be preparing for retirement. Unfortunately, many American households aren’t…

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Look Past the Doom and Gloom

Investment December 17, 2021/Investment There’s an old saying that economists have predicted nine of the last five recessions. Downturns are inevitable, but when it comes…

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Vaccine Investments Will Have Significant RoI for America

Investment December 16, 2021/Investment There has been a lot of debate recently about how much money should be spent upfront investing in vaccine options to…

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Short Sellers Only Profit From Others’ Pain?

Investment December 16, 2021/Investment   In a time when people are suffering, there’s something uncomfortable about people who win when the markets lose. But even…