A Message from Captain Obvious — “A very slow-witted individual who states the most obvious thing”
Sometimes, something is so obvious that it fails to be noticed. In this newsletter, we explore why investing in Brazil Farm Finance makes sense due to the importance of agriculture in Brazil, dollar-based transactions (no currency risk), and partnering with the right team to execute.
No S#*! Sherlock – Solar Energy in Brazil
You don’t need to be a detective to know that Brazil is a sunny place! In this newsletter, we examine the factors that make solar energy in Brazil an opportunistic investment strategy for global investors at this time in Brazil’s economic cycle.
Brazil’s Economy – Stuck or The Next Chapter?
Six months into Bolsonaro’s presidency, are things looking up in Brazil? This newsletter examines the current economic and political moment in Brazil and points out where opportunities lie for opportunistic global investors.
Opportunistic Real Estate in Brazil: Senior Housing
The current Opportunistic Real Estate Investment opportunity in Senior Housing in Brazil resulting from Brazil’s shifting demographics, its rapidly aging population, and changes in work/life patterns.
“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
“Now It Matters” – Importance of Timing and Deep Value Investments
Timing is almost everything. This newsletter specifically covers the high-return investment opportunity in Brazil’s lot subdivision market.
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.
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 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.
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.
