Direct dispatches, underwriting post-mortems, and quantitative hedging notes from the Flourish partners. No fluff. Just real numbers and hard-learned lessons.
Sep 2026
Nobody knows if rates will drop 25 or 50 basis points. Here is the exact option overlay math we use to harvest cash regardless.
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.
Jul 2026
Founders often sign multiple post-money SAFEs without calculating stacking dilution. Here is how angel investors protect their stake.
Jul 2026
Market corrections trigger emotional sell-offs. Here is the mechanical three-step checklist we use to monetize sudden volatility spikes.
Jun 2026
Traditional 60/40 portfolios broke when rates surged. How systematic options overlays generate steady 6% yields without bond duration risk.
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.
May 2026
Fancy slide decks mean little. How a founder answers tough questions over a single weekend tells you everything.
Apr 2026
Most investors buy crash puts after the market drops 10%. We buy them when volatility is asleep and fund them entirely with harvested call income.
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
A 30% loss takes a 43% gain just to break even. A 50% loss takes a 100% gain. Here is how mechanical collars protect compounding.
Mar 2026
Underwriting deals with optimistic exit cap rates is spreadsheet gambling. Why we always add 50 basis points to our exit model.
Mar 2026
Power-law returns are ruthless. If you only write five angel checks, odds are high you will miss the outlier entirely.
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.
Jan 2026
Angel investments fail often. But standard tax rules cap capital losses at $3,000. Here is how Section 1244 lets you write off up to $100,000 as ordinary loss.
Jan 2026
The annual liquidity and debt audit we run every January to make sure a sudden market dislocation never forces an asset sale.
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Investment Committee Desk · Flourish Management