Kaufman & Company’s President & CIO on why the platform is running its land pipeline harder than its construction pipeline right now — and what has to change before that flips back.
Oldivai Capital’s COO, a Lean Six Sigma Black Belt, on applying manufacturing-floor discipline to a modular housing schedule — and where most operators still let variance creep back in.
Kaufman & Company’s General Counsel on why the spreadsheet is the easy part, and the planning department is where most deals actually live or die.
Kaufman & Company’s CFO on a structural shift in construction and bridge financing that most sponsors under $50M in annual originations haven’t fully priced in yet.
Oldivai Capital’s CEO, a practicing emergency physician, on the diagnostic discipline he brought from the ER into real estate — and why housing instability shows up in his patients before it shows up in any market report.
Diversification is supposed to be free risk reduction. Kaufman & Company’s CIO argues that past a certain point, it just means owning more deals you understand less well.
Kaufman & Company’s General Counsel on the structural reasons ground leases are reappearing in deals that wouldn’t have considered them five years ago.
Perspectives, deal news, and investor intel — twice a week, no fluff.
