10/08/2026
Back in action. ✈️
I'm writing this from a completely empty wing of YVR, walking laps to get my steps in before a red-eye back to Austin.
You haven't heard from me in about a week, and that was on purpose. I went home to Vancouver Island to spend time with my family and kept it low-key. It reminded me why we do this. Done right, real estate buys you time with the people who matter, for me, our clients, and our capital partners.
The last 30 days in Austin were preparation: getting set up, networking, figuring out who's who in commercial real estate, and building relationships with brokers and capital partners.
The next 30 days are about ex*****on.
Here's what's on deck:
🏢 Distressed commercial properties, including bank-owned, trustee-owned, auctions, and owners who need out
🔑 Three straight debt takeovers on the table right now
🚶 Many building tours and walkthroughs starting next week
Why distress? A lot of owners bought five years ago, when buildings were full and money was cheap. Now their debt is renewing at much higher rates, rents have come down, vacancies are up, and many buildings have been mismanaged. Several things are out of joint at once. That's a dislocated market.
Banks can't carry non-performing debt for long. They have to solve it, even if that means taking a loss. What they need is buyers with a clear plan and capital ready to deploy.
Here's how we underwrite: we assume nothing improves. Rates stay high, rents stay flat, and vacancy holds at 15–20% in C and D class. If the deal works in that world, it's a deal. If the market turns, that's the icing on the cake.
Everyone's saying the sky is falling. That's exactly when the opportunities show up for people who know how to solve the problem.
Want in? You don't need capital to get involved. You can find deals, help raise capital, or work deals alongside us. And if you have capital but not the time, we have experienced GPs who can put it to work. Matthew Evan Teifke II and I are building this out together in our Skool community. Reach out, follow along, or come join us.
https://www.skool.com/ultimaterealestatelifestyle/about?ref=627add4f581545b7a0eddb60e4f8487f
Big month ahead. Let's go. 🚀