Insights
What we are learning about founders, markets, and buildings.
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What we look for in a first meeting
Thirty minutes is not much time. Here is how we use it, and what makes us ask for a second call.
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How we underwrite a multifamily deal
We start by assuming rents stay flat and costs go up. If the deal still works, we keep going.
Lessons from a portfolio company’s hard year
Revenue stalled, a key hire left, and the runway shrank. What the founders did next is why we would back them again.
What we learned from a 96-unit renovation
Renovating while residents stay in place takes patience. Here is what we would do the same, and differently.
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