Blog
Anatomy of a Breakout — Why We Passed on Tesla's +5.5% Move (And How We Plan the Put Fade)
A quantitative look at TSLA's pre-Cybercab surge, why systematic rules barred long calls, and how to plan a fade into overhead supply.
Multifamily Feasibility Runs on Absorption and Developer's Cap Rate
Two pro forma inputs decide whether a multifamily project actually pencils — how fast it leases up, and whether the developer's cap rate beats the market by enough to justify the construction risk.
Real Estate Development Only Works If the Rules Let It
A practical look at land residual pricing, entitlements, CEQA, zoning, and why real estate development is as much about approvals and constraints as it is about design. 👋
Real Estate Development Starts with the Site
A simple look at site acquisition, due diligence, title, market analysis, and why controlling the land is where real estate development really begins. 👋
Real Estate Development Starts Long Before Construction
A practical look at real estate development, market cycles, risk, partnerships, and the teams that turn an idea into a real project. 👋