Direct dispatches, underwriting post-mortems, and quantitative hedging notes from the Flourish partners. No fluff. Just real numbers and hard-learned lessons.
Sep 2026
Broker pro-formas in Phoenix and Tampa left out massive insurance increases. Here is what happened when we ran realistic 50% expense numbers.
Aug 2026
Why we scope sewer lines before checking rent rolls on any 1980s apartment complex.
Jun 2026
Luxury high-rises suffer high concessions during downturns. Residential and commercial real estate stays 95% full. Here is the rent-to-income math.
Apr 2026
A great cap rate in a single-industry town is a trap. Here is how we stress-test local employment diversity.
Mar 2026
Underwriting deals with optimistic exit cap rates is spreadsheet gambling. Why we always add 50 basis points to our exit model.
Feb 2026
Spending $20,000 per unit for an extra $75 in monthly rent is a 22-year payback mistake. Where smart capital actually goes.
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Investment Committee Desk · Flourish Management