Global Deep Value Investor
For Investors interested in emerging market real estate working with local sponsors currently executing high risk adjusted return strategies:
São Paulo Commercial Floor Investment Strategy: An Opportunity Missed by Most Investors
Brazil’s lack of long-term debt capital for stabilized assets creates unique challenges and opportunities. One of these niche opportunities is the commercial floor investment thesis.
Brazil Distressed Real Estate / Time to Sharpen the Pencils!
An analysis of São Paulo’s residential market and the distressed residential investment opportunity.
Brazil Distressed Real Estate! Where’s the Beef? Perhaps Not Where You Think…
Where is the Beef?
Supply ↓ Demand ↑ How Zoning Unlocks Value in Sao Paulo
A detailed analysis of how São Paulo’s new zoning master plan affects the value of real estate through a detailed analysis of the zoning code.
The Upside of a Downside II
On a relative basis, there are a limited number of international hotels in Brazil. Why and is this an opportunity?
The Upside of a Downside
Brazil’s economy goes from rock star to falling rock. Does this create opportunity?