Global Deep Value Investor

For Investors interested in emerging market real estate working with local sponsors currently executing high risk adjusted return strategies:

Resi Restart Finance Outline

As with most real estate cycles, at one point in time things appear to be perfect. This usually corresponds to a low interest rate environment, strong demand, available land, credit, and suppliers that can execute. Often during these boom times, the…

Uncle Mauricio Comes Home – Brazil’s Individual Investor Returns to Real Estate

Emerging markets can be considered volatile (negative perception) or opportunistic (positive perception) at certain times of the cycle. It is clearly important to understand the underlying big themes that are driving the market’s behavior and perceived reduction of

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.

“You Cannot Make A Silk Purse from a Pig’s Ear”: Lessons from Teachey, North Carolina

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