Global Deep Value Investor
For Investors interested in emerging market real estate working with local sponsors currently executing high risk adjusted return strategies:
What if Ronald Reagan was from Rio? Why Politics Matters in Emerging Market Real Estate Investing
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.
The Advantage of a Disadvantage and Other Deep Value Thoughts at 3:30am
Written at 3:30 am with a strong espresso, this newsletter goes into depth about why foreign capital investors may have a distinct advantage at investing in deep value real estate opportunities in Brazil.
“Cousin Caio” and The Execution of A Deep Value Real Estate Investment Strategy
This newsletter discusses the best friend that you may have never met. We discuss the actions and psychology of Brazil’s deep value real estate investor and how international investors can participate.
Where is Uncle Mauricio? And Why This Matters for Deep-Value Investors
This newsletter covers how much of Brazilian wealth remains “At the Beach” and out of the real estate market based on high yields from fixed-income products in Brazil.
Secret Santa Gift from A New Best Friend, Michel Temer, President of Brazil!
Secret Santa is a great tradition! This newsletter covers Michel Temer’s Secret Santa Gift of 2016: a constitutional amendment which limits government spending and assists Brazil’s forward yield curve . Happy Holidays!
Flying Pigs and Brazil Sale Leaseback Real Estate Investment, Is There a Connection?
Flying Pigs are not common, nor are they no-brainer investment opportunities. Quality Sale-Leaseback assets in Brazil may be one of those investment strategies.
Brazil Commercial Real Estate – Post Impeachment
Value investors’ starting gun in Brazil could be defined as President Dilma’s Impeachment date. This newsletter covers why this is the case.
Brazil, Is the light at the end of the tunnel a Clear Path or an Oncoming Train?
The objective of this newsletter is to provide a perspective for global real estate investors about Brazil real estate investment opportunities after what appears to be a likely impeachment
Brazil Build to Suit / Sale and Leaseback Real Estate – Is There an Easy Button?
Industrial Real Estate, perhaps the largest scale value investment opportunity currently, has two components: Sale-LeaseBack and BTS. This newsletter covers the BTS market and why it is an opportunity.