Goals & your thesis
Writing the one-page twenty-year thesis, setting stage gates, and knowing which game you are playing at any moment.
1 pieces, ordered by horizon
Y1How to write a real estate investment thesis (the one-page plan that runs 20 years)Before the first deal: a one-page thesis that names your target, your strategy sequence, and your rules — so every future decision argues with the page instead of your mood.Template5mMore in Mindset
Long-game thinkingWhy twenty years is the only edge nobody is competing for, and how to hold a position that long in a this-quarter world.First principlesThe five ways a property pays you — cashflow, appreciation, amortization, tax, leverage — and how every strategy is a different mix of them.Investor psychologyFear at the closing table, greed at the top of the cycle, boredom in the middle years. The behavioral failure modes and their defenses.Market cycles & riskRates, cycles, leverage discipline and reserves — surviving the three crashes you will invest through.Education & networkMentors, partners, lenders and your first team. The people-compounding that precedes the money-compounding.