The Friday weekly
One email a week. No filler.
Every Friday at 7 a.m. CT. One IOS deal we'd underwrite or pass on. One lender rate-card move. One operator question we got asked twice this week, with the answer.
Recent issues
The $3M IOS deal in Phoenix we'd pass on, and why the cap rate is lying
May 24, 2026
Two lenders cut LTV by 5 points last week. The market read on what comes next
May 17, 2026
Operator question: when does it make sense to take a 13% bridge?
May 10, 2026
Truck-parking platform consolidation: a sponsor's perspective
May 3, 2026