Global Deep Value Investor
Uncle Mauricio Comes Home – Brazil’s Individual Investor Returns to Real Estate
How global investors can take advantage of this moment in Brazil’s cycle before Brazilian individual investors fully return to the real estate market.
The Pendulum Swings – Brazil´s Economy Starts to Rebound
A snapshot of Brazil´s economic shift, from the depth of the recession to the change in outlook and current economic momentum. Proactive strategies for deep value real estate investors at this time in the cycle.
We visit the small town of Teachey, NC, population 500, and discover that one cannot make a Silk Purse from a Pig’s Ear. We cover why some sellers thought their assets were worth more than their actual market value and how this is changing rapidly based on various pressures. Importantly, we also reveal why this results in large-scale deep value investment opportunities
Who is John Galt?
A philosophical discussion about free enterprise in emerging markets. The story starts in Venezuela and examines the good, the bad, and the ugly of free markets and whether there is any other solution.
Now It Matters
Timing is almost everything. This newsletter specifically covers the high-return investment opportunity in Brazil’s lot subdivision market.
Using Gil Scott-Heron’s poetic genius as an introduction, we discuss how Brazilian society is changing and how this creates investment opportunities.
A journey to La Mancha, Spain provides an analysis of the São Paulo residential housing market post political and financial crisis and new opportunities based on this new environment and market equilibrium.
Thrill is Gone
B.B. King’s “The Thrill is Gone” takes us on a journey to Itta Bena, MS where we gain perspective on the Brazilian currency and potential hedging strategies for USD investors.
Ronald Reagan is not from Rio, but if he were it would be an important fact. This newsletter provides a summary of why politics is important in emerging markets.