Perspective

Perspective

Observations on markets, businesses, capital, and the ideas shaping investment opportunities.

Themes

  • Real Estate
  • Capital Markets
  • Private Investments
  • Emerging Industries
  • Investment Perspectives

This section is reserved for original writing: notes from the practical side of owning and operating real assets, observations on public and private markets, and the questions that recur when an opportunity is examined closely.

Pieces will be published as they are written. They will reflect the firm's own experience and views, and are not investment advice.

Forthcoming

First Pieces in Preparation

The first articles are being written. If a particular theme is of interest, a conversation is always welcome in the meantime.

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Subjects in preparation

  1. 01The practical realities of operating U.S. residential real estate
  2. 02What makes a real estate acquisition attractive
  3. 03Asset pricing and the cost of capital
  4. 04How investment theses change across market cycles
  5. 05Evaluating early-stage businesses
  6. 06Public versus private market opportunities
  7. 07The relationship between risk, price, and execution