JKAM Investments

Name: JKAM Investments
Address: 1020 Ashford Avenue, Suite 313, San Juan, 00907, PR
Telephone: +18663778010

Casa
Puerto Rico
San Juan
JKAM Investments

JKAM Investments actively invests in real estate and alternative
investments sourced from select ope

JKAM Investments actively invests in real estate and alternative investments sourced from select operating partners with strong experience. We also manage a passive investment fund for accredited investors to allow them to invest alongside us into off market deal flow. We have 20 years of industry experience managing nationwide portfolios of debt and distressed property. Our relationships with vet

ted operating partners tens of thousands of units encompassing hundreds of millions of dollars of real estate and debt holdings. They have a strong track record of successful property management and returns to investors including strong opportunistic returns post financial crisis where we sourced significant distressed deal flow.

12/06/2026

𝟯 𝗶𝗻 𝟱 young adults have moved back in with their parents.

Wall Street reads this as a failure to launch.

𝘛𝘩𝘦 𝘥𝘢𝘵𝘢 𝘳𝘦𝘢𝘥𝘴 𝘭𝘪𝘬𝘦 𝘢 𝘥𝘦𝘮𝘢𝘯𝘥 𝘱𝘪𝘱𝘦𝘭𝘪𝘯𝘦.

A new SpareFoot survey of nearly 1,000 Gen Z adults and young millennials found:

𝟱𝟴% moved back home at least once
𝟭𝟱% did so multiple times
𝟰𝟱% cite unaffordable housing as the trigger
𝟯𝟰% moved home specifically to save for a down payment

The stigma is gone. 𝟳𝟱% call living with family a smart financial strategy, not a setback.

What this means for investors:

1. Household formation is delayed, not destroyed. Every adult child in a childhood bedroom is a renter or buyer waiting on affordability. Demand is compressing, not disappearing.

2. Geography shows where pressure builds. New Jersey (𝟰𝟰%), Connecticut (𝟰𝟭%), California (𝟯𝟵%), Maryland (𝟯𝟵%), and Florida (𝟯𝟳%) lead the nation in 18 to 34 year olds living at home. Pent-up rental demand runs deepest in those markets.

3. A long-term renter class is forming. 𝟯𝟬% of young adults without a home say they never expect to buy one. They will rent for decades. Workforce housing and well-located multifamily benefit.

4. Floor plans follow the trend. Agents report rising demand for private entrances, guest suites, and multigenerational layouts. Product design is now an underwriting variable.

Affordability did not kill demand. Affordability put demand in a holding pattern.

The investors positioned ahead of the release will own the next cycle.

𝘈𝘳𝘦 𝘺𝘰𝘶 𝘶𝘯𝘥𝘦𝘳𝘸𝘳𝘪𝘵𝘪𝘯𝘨 𝘩𝘰𝘶𝘴𝘦𝘩𝘰𝘭𝘥 𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘢𝘴 𝘢 𝘤𝘶𝘳𝘳𝘦𝘯𝘵 𝘯𝘶𝘮𝘣𝘦𝘳 𝘰𝘳 𝘢 𝘱𝘪𝘱𝘦𝘭𝘪𝘯𝘦?

11/06/2026

𝗬𝗼𝘂 𝗻𝗲𝗲𝗱 $𝟴𝟵𝟴,𝟬𝟬𝟬 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲.

At least according to a new Investopedia analysis of 2024 federal data.

The math:

• The average single retiree 65+ spends $59,600 a year
• Social Security covers $23,700
• The gap: $35,900 a year
• Multiply by 25 (the 4% rule) and you land at $898K

Now look at the state breakdown:

• 𝗡𝗼𝗿𝘁𝗵 𝗗𝗮𝗸𝗼𝘁𝗮: $𝟲𝟰𝟰𝗞
• 𝗡𝗲𝘄 𝗝𝗲𝗿𝘀𝗲𝘆, 𝗛𝗮𝘄𝗮𝗶𝗶, 𝗖𝗮𝗹𝗶𝗳𝗼𝗿𝗻𝗶𝗮, 𝗗.𝗖.: 𝗼𝘃𝗲𝗿 $𝟭𝗠

Same retiree. Same lifestyle. A $400K spread.

The driver is housing. 27% of retiree spending goes to housing. Annual costs run $7,000 in West Virginia and over $19,000 in California.

𝘛𝘩𝘪𝘴 𝘪𝘴𝘯'𝘵 𝘢 𝘳𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵 𝘴𝘵𝘰𝘳𝘺. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘢 𝘩𝘰𝘶𝘴𝘪𝘯𝘨 𝘴𝘵𝘰𝘳𝘺.

And the 4% rule misses the bigger point.

The rule assumes you spend down a pile and hope the pile outlives you.

Income-producing assets flip the equation. Stop asking how big your pile needs to be. Start asking how much income your assets generate.

A portfolio of private credit and cash-flowing real estate yielding 8% covers the same $35,900 gap with roughly 𝗵𝗮𝗹𝗳 𝘁𝗵𝗲 𝗰𝗮𝗽𝗶𝘁𝗮𝗹. The principal stays intact.

No drawdown. No spreadsheet anxiety at 80.

The headline number pushes people to save harder. The smarter move is making capital work harder.

𝘈𝘳𝘦 𝘺𝘰𝘶 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘱𝘪𝘭𝘦 𝘵𝘰 𝘴𝘱𝘦𝘯𝘥 𝘥𝘰𝘸𝘯, 𝘰𝘳 𝘢𝘴𝘴𝘦𝘵𝘴 𝘱𝘢𝘺𝘪𝘯𝘨 𝘺𝘰𝘂 𝘧𝘰𝘳 𝘭𝘪𝘧𝘦?

10/06/2026

𝗘𝗹𝗼𝗻 𝘀𝗮𝗶𝗱 𝗔𝗜 𝘄𝗼𝘂𝗹𝗱 𝗲𝗹𝗶𝗺𝗶𝗻𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗷𝗼𝗯.

He was wrong. And a 160-year-old coal mine is the proof.

At VivaTech 2024, Musk told the world: "In a benign scenario, probably none of us will have a job."

No need to work. Robots handle everything. Universal high income replaces your paycheck.

Sounds logical. Sounds inevitable.

𝗜𝘁 𝗮𝗹𝘀𝗼 𝘀𝗼𝘂𝗻𝗱𝘀 𝗲𝘅𝗮𝗰𝘁𝗹𝘆 𝘄𝗵𝗮𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝘀𝗮𝗶𝗱 𝗮𝗯𝗼𝘂𝘁 𝗿𝗮𝗱𝗶𝗼𝗹𝗼𝗴𝗶𝘀𝘁𝘀 𝗮 𝗱𝗲𝗰𝗮𝗱𝗲 𝗮𝗴𝗼.

AI was supposed to replace radiologists completely. Instead:
Medical imaging costs dropped 70% Demand for scans exploded Radiologist employment grew 17% Radiologist salaries hit $500K+

This is the Jevons Paradox.

When a task gets cheaper, people buy more of it, not less.

Apollo's chief economist 𝗧𝗼𝗿𝘀𝘁𝗲𝗻 𝗦𝗹𝗼𝗸 ran the numbers across finance, legal, and consulting. The ADP payroll data through May 2026 shows zero evidence of net job destruction from AI. Zero.

The sectors most exposed to AI automation? They saw the strongest job growth in 2025.

𝗛𝗲𝗿𝗲 𝗶𝘀 𝘄𝗵𝗮𝘁 𝘁𝗵𝗮𝘁 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀:

AI is not shrinking the workforce that fills your apartments, occupies your office space, or services your commercial tenants. It is making those workers more productive and increasing demand for what they do.

More productivity means stronger income growth. Stronger income growth means better rent coverage. Better rent coverage means more durable cash flow.

The investors panicking about AI wiping out employment are misreading the data.

History does not reward the fearful. It rewards the people who read it correctly.

𝘐𝘴 𝘵𝘩𝘦 𝘑𝘦𝘷𝘰𝘯𝘴 𝘗𝘢𝘳𝘢𝘥𝘰𝘹 𝘤𝘩𝘢𝘯𝘨𝘪𝘯𝘨 𝘩𝘰𝘸 𝘺𝘰𝘶 𝘵𝘩𝘪𝘯𝘬 𝘢𝘣𝘰𝘶𝘵 𝘈𝘐 𝘳𝘪𝘴𝘬 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰?

09/06/2026

Harsh mortgage truth:

Purchase lending in Q1 2026 just hit its lowest level since 2014.

581,261 loans closed. That is a 19% drop from the prior quarter.

And 99% of metro areas saw purchase volume fall.

Most investors are watching this and waiting for rates to drop.

That is the wrong move.

Here is what the data actually says:

- Fort Wayne, IN saw purchase originations jump 123% year-over-year
- Indianapolis, IN surged 92.5%
- Total loan volume still hit $577.7B, up 15% from a year ago

The headline number looks broken. The opportunity underneath it is not.

Rate-locked borrowers are stuck. That creates compressed inventory.

Compressed inventory favors operators with off-market access and private capital relationships.

You do not need the market to be open for everyone. You need it to be open for you.

That gap between headline fear and ground-level data is exactly where deal flow lives.

Which markets are you watching right now despite the macro noise?

08/06/2026

𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗹𝗲𝗻𝗱𝗶𝗻𝗴 𝗷𝘂𝗺𝗽𝗲𝗱 𝟰𝟬% 𝗶𝗻 𝟮𝟬𝟮𝟱.

Most people are treating this like a headline.

It is not.

It is a signal.

The Mortgage Bankers Association tracked 𝗧𝗼𝘁𝗮𝗹 𝗖𝗥𝗘 𝗯𝗼𝗿𝗿𝗼𝘄𝗶𝗻𝗴 𝗵𝗶𝘁 $𝟳𝟬𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in 2025, up from $505B in 2024 and $429B in 2023.

That is not a blip. That is a trend confirming a structural shift.

Here is what the numbers are actually telling you:

𝟭. 𝗠𝘂𝗹𝘁𝗶𝗳𝗮𝗺𝗶𝗹𝘆 𝗶𝘀 𝘀𝘁𝗶𝗹𝗹 𝗿𝘂𝗻𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝘀𝗵𝗼𝘄.
$413 billion in total multifamily lending last year alone.
95% of that in first-lien position.
This is not speculative activity. This is institutional capital deploying into core-quality assets.

𝟮. 𝗟𝗲𝗻𝗱𝗲𝗿𝘀 𝗮𝗿𝗲 𝗯𝗮𝗰𝗸.
Depositories, life companies, debt funds, and mortgage bankers all expanded origination activity.
Capital that sat on the sidelines during 2022 and 2023 is being redeployed.
The cost of waiting got too high.

𝟯. 𝗧𝗵𝗲 𝗿𝗮𝘁𝗲 𝗲𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁 𝗱𝗶𝗱 𝗻𝗼𝘁 𝗸𝗶𝗹𝗹 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁.
It filtered it.
Borrowers who could not underwrite at higher rates got washed out.
What replaced them are sponsors with real equity, real experience, and real assets.

This is what a healthier market looks like.

Refinancing pressure and valuation gaps are still real problems for assets originated in 2021 and 2022.
But new originations are being structured with the rate environment priced in from day one.

For private lenders and credit investors, this is the setup you have been waiting for.
Volume is back. But the field is now smaller, better capitalized, and underwriting to current reality.

𝘐𝘧 𝘺𝘰𝘶 𝘢𝘳𝘦 𝘴𝘵𝘪𝘭𝘭 𝘴𝘪𝘵𝘵𝘪𝘯𝘨 𝘰𝘶𝘵 𝘸𝘢𝘪𝘵𝘪𝘯𝘨 𝘧𝘰𝘳 𝘳𝘢𝘵𝘦𝘴 𝘵𝘰 𝘥𝘳𝘰𝘱, 𝘸𝘩𝘢𝘵 𝘸𝘰𝘶𝘭𝘥 𝘪𝘵 𝘵𝘢𝘬𝘦 𝘵𝘰 𝘤𝘩𝘢𝘯𝘨𝘦 𝘺𝘰𝘶𝘳 𝘮𝘪𝘯𝘥?

05/06/2026

Most real estate investors still think solar is a feel-good expense.

𝗧𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 𝘀𝗮𝘆 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁.

The U.S. commercial real estate sector just crossed 𝟭.𝟬𝟴𝟲 𝗚𝗪 of installed on-site solar across 2,157 projects. That is not a pilot program. That is a capital strategy.

Here is what the data from Black Bear Energy's 2025 Real Estate Solar Leaderboards tells us:

- 𝗣𝗿𝗼𝗹𝗼𝗴𝗶𝘀 leads with 𝟯𝟭𝟬.𝟵 𝗠𝗪 across 272 industrial sites
- 𝗣𝘂𝗯𝗹𝗶𝗰 𝗦𝘁𝗼𝗿𝗮𝗴𝗲 deployed 𝟭,𝟭𝟮𝟬 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 totaling 111 MW in three years
- 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝘀𝗼𝗹𝗮𝗿 now accounts for 𝟮𝟯𝟯.𝟴 𝗠𝗪, over 21% of all tracked capacity

The shift in how operators think about rooftops is real.

Large industrial warehouses used to sit idle on the energy front. Now they are feeding power back to local grids, collecting roof rent, and stacking returns that have nothing to do with tenant occupancy.

𝗧𝗵𝗶𝘀 𝗶𝘀 𝘄𝗵𝗮𝘁 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲𝗱 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗼𝗽𝗲𝗿𝗮𝘁𝗼𝗿𝘀 𝗱𝗼:

- They find income streams the asset was already positioned to deliver
- They structure deals around predictable cash flow, not trends
- They scale what works before the rest of the market catches on

Half of the solar deployed across the sector is concentrated in just five companies. That means most owners have not moved yet.

𝑻𝒉𝒆 𝒒𝒖𝒆𝒔𝒕𝒊𝒐𝒏 𝒊𝒔 𝒏𝒐𝒕 𝒘𝒉𝒆𝒕𝒉𝒆𝒓 𝒔𝒐𝒍𝒂𝒓 𝒑𝒆𝒏𝒄𝒊𝒍𝒔 𝒐𝒖𝒕 𝒐𝒏 𝒚𝒐𝒖𝒓 𝒂𝒔𝒔𝒆𝒕𝒔. 𝑰𝒕 𝒊𝒔 𝒘𝒉𝒆𝒕𝒉𝒆𝒓 𝒚𝒐𝒖 𝒂𝒓𝒆 𝒍𝒆𝒂𝒗𝒊𝒏𝒈 𝒓𝒆𝒕𝒖𝒓𝒏𝒔 𝒐𝒏 𝒕𝒉𝒆 𝒕𝒂𝒃𝒍𝒆 𝒃𝒚 𝒏𝒐𝒕 𝒍𝒐𝒐𝒌𝒊𝒏𝒈.

Are you underwriting rooftop energy potential when you evaluate a CRE acquisition?

04/06/2026

𝗖𝗼𝗻𝗴𝗿𝗲𝘀𝘀 𝗶𝘀 𝗮𝗯𝗼𝘂𝘁 𝘁𝗼 𝗿𝗲𝘀𝗵𝗮𝗽𝗲 𝘄𝗵𝗼 𝗴𝗲𝘁𝘀 𝘁𝗼 𝗼𝘄𝗻 𝘀𝗶𝗻𝗴𝗹𝗲-𝗳𝗮𝗺𝗶𝗹𝘆 𝗵𝗼𝗺𝗲𝘀 𝗶𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮.

The House just passed the housing affordability bill 𝟯𝟵𝟲-𝟭𝟯.

𝘛𝘩𝘢𝘵 𝘯𝘶𝘮𝘣𝘦𝘳 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘵𝘺𝘱𝘰. Bipartisan. Overwhelming.

Here is what it does:

- Investors who own 𝟯𝟱𝟬 or more single-family homes are 𝗯𝗹𝗼𝗰𝗸𝗲𝗱 from buying more
- But they can still 𝗯𝘂𝗶𝗹𝗱 more
- The forced-sell requirement from the Senate version is 𝗴𝗼𝗻𝗲

That last point matters. The Senate originally wanted large investors to sell any homes they built beyond the cap within 𝟳 𝘆𝗲𝗮𝗿𝘀. The House stripped it out.

So what does this actually mean for investors?

If you are under the 350-unit threshold, nothing changes today. But the direction of policy is clear: 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗹𝗮𝗻𝗱𝗹𝗼𝗿𝗱𝘀 𝗮𝗿𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗿𝗼𝘀𝘀𝗵𝗮𝗶𝗿𝘀.

The bill still needs 𝟲𝟬 𝘃𝗼𝘁𝗲𝘀 in the Senate. This is not settled.

But here is what I keep coming back to: 𝘄𝗵𝗲𝗻 𝟯𝟵𝟲 𝗛𝗼𝘂𝘀𝗲 𝗺𝗲𝗺𝗯𝗲𝗿𝘀 𝗮𝗴𝗿𝗲𝗲 𝗼𝗻 𝗮𝗻𝘆𝘁𝗵𝗶𝗻𝗴, 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 𝘁𝗮𝗸𝗲𝘀 𝗻𝗼𝘁𝗶𝗰𝗲.

Private capital, smaller operators, and non-institutional investors are better positioned in this environment. 𝘚𝘤𝘢𝘭𝘦 𝘸𝘰𝘳𝘬𝘴 𝘢𝘨𝘢𝘪𝘯𝘴𝘵 𝘺𝘰𝘶 𝘸𝘩𝘦𝘯 𝘵𝘩𝘦 𝘴𝘤𝘢𝘭𝘦 𝘪𝘵𝘴𝘦𝘭𝘧 𝘣𝘦𝘤𝘰𝘮𝘦𝘴 𝘵𝘩𝘦 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘰𝘳𝘺 𝘵𝘢𝘳𝘨𝘦𝘵.

The rules of the game are shifting. The investors who adapt early will not be the ones surprised later.

𝘈𝘳𝘦 𝘺𝘰𝘶 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯𝘦𝘥 𝘰𝘯 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘴𝘪𝘥𝘦 𝘰𝘧 𝘵𝘩𝘪𝘴 𝘱𝘰𝘭𝘪𝘤𝘺 𝘵𝘳𝘦𝘯𝘥?

03/06/2026

𝗦𝗲𝗹𝗳 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 𝗶𝘀 𝘀𝗽𝗹𝗶𝘁𝘁𝗶𝗻𝗴 𝗶𝗻𝘁𝗼 𝘁𝘄𝗼 𝘃𝗲𝗿𝘆 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗺𝗮𝗿𝗸𝗲𝘁𝘀.

Yardi Matrix just dropped their May 2026 Self Storage National Report. National advertised rents fell 1.9% year-over-year in April.

But that headline misses what is actually happening on the ground.

Look closer at the data:

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗴𝗲𝘁𝘁𝗶𝗻𝗴 𝗵𝗶𝘁:
- Florida, Las Vegas, Phoenix
- Elevated new supply continues to pressure pricing
- Revenue declines driven by oversupply, not weak demand alone

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗵𝗼𝗹𝗱𝗶𝗻𝗴 𝘀𝘁𝗿𝗼𝗻𝗴:
- Boston, Chicago, Minneapolis
- Limited or declining supply is supporting healthy revenue growth
- In-place rent grew 0.6% in Q1 2026 despite national softness

The story is not "self storage is struggling."

The story is: 𝘀𝘂𝗽𝗽𝗹𝘆 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 𝗶𝘀 𝘁𝗵𝗲 𝗮𝗰𝘁𝘂𝗮𝗹 𝘃𝗮𝗿𝗶𝗮𝗯𝗹𝗲.

This is exactly why market selection matters more than asset class selection.

Two properties. Same asset class. Opposite performance. The difference is the supply picture in their respective zip codes.

Most REITs are signaling further improvement in 2026 as development activity cools. That means the supply-constrained markets that already held firm will likely see continued strength.

Passive investors often ask which asset class to target.

The better question: 𝘄𝗵𝗶𝗰𝗵 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗵𝗮𝘃𝗲 𝘀𝘂𝗽𝗽𝗹𝘆 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗳𝗮𝘃𝗼𝗿?

Are you underwriting supply conditions before you underwrite returns?

02/06/2026

𝗧𝗵𝗲 𝗗𝘂𝘁𝘁𝗼𝗻𝘀 𝘄𝗼𝘂𝗹𝗱 𝗵𝗮𝘁𝗲 𝘄𝗵𝗮𝘁'𝘀 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗶𝗻 𝗡𝗼𝗿𝘁𝗵 𝗧𝗲𝘅𝗮𝘀.

Fort Worth's 𝟳𝟲𝟭𝟳𝟳 ZIP code just ranked #7 among the fastest-growing new neighborhoods in America.

Thirty years ago?

Pasture land.

Ranches.

Open space.

Today?

• Over 𝟱𝟬,𝟬𝟬𝟬 residents
• 𝟮𝟳,𝟬𝟬𝟬 acres of master-planned development
• Major employers like Amazon and Charles Schwab
• One of the fastest-growing ZIP codes in the country

If you've watched Yellowstone, you know the central conflict wasn't cattle.

𝗜𝘁 𝘄𝗮𝘀 𝗹𝗮𝗻𝗱.

The battle between preserving it and developing it.

In North Texas, development is winning.

And there's a lesson for real estate investors.

Most people see growth after the apartments are built.

After the warehouses open.

After the companies move in.

The best investors spot the ingredients before the headlines arrive:

• Population growth
• Job creation
• Infrastructure investment
• Business-friendly policies

AllianceTexas didn't become an economic powerhouse overnight.

𝗜𝘁 𝘄𝗮𝘀 𝗽𝗹𝗮𝗻𝗻𝗲𝗱.

Roads were built.

Utilities were expanded.

Businesses were recruited.

Then residents followed.

John Dutton understood something many investors forget:

𝗟𝗮𝗻𝗱 𝗶𝘀 𝘃𝗮𝗹𝘂𝗮𝗯𝗹𝗲.

𝗟𝗮𝗻𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗽𝗮𝘁𝗵 𝗼𝗳 𝗴𝗿𝗼𝘄𝘁𝗵 𝗶𝘀 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹.

The question isn't where people live today.

𝗜𝘁'𝘀 𝘄𝗵𝗲𝗿𝗲 𝘁𝗵𝗲𝘆'𝗹𝗹 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗹𝗶𝘃𝗲 𝟭𝟬 𝘆𝗲𝗮𝗿𝘀 𝗳𝗿𝗼𝗺 𝗻𝗼𝘄.

What market do you think is the next North Texas?

01/06/2026

AI is not waiting for your industry to get comfortable.

Anthropic published a chart showing two areas:

→ 𝗧𝗵𝗲 𝗯𝗹𝘂𝗲 𝗮𝗿𝗲𝗮: every task AI 𝗰𝗼𝘂𝗹𝗱 do right now
→ 𝗧𝗵𝗲 𝗿𝗲𝗱 𝗮𝗿𝗲𝗮: what people are 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 using it for

The gap between blue and red is enormous.

Roles inside that gap: legal, finance, office admin, architecture and engineering.

Sound familiar?

𝗛𝗲𝗿𝗲 𝗶𝘀 𝘄𝗵𝗮𝘁 𝘁𝗵𝗶𝘀 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀:

→ Due diligence and underwriting will get faster and cheaper
→ The deal sponsors who adopt AI tools will out-execute those who don't
→ Fewer intermediaries means compressed fees across the capital stack
→ Construction and architecture exposure will shift as those roles automate

I am not saying your broker, attorney, or property manager disappears tomorrow.

But the Microsoft AI chief just put an 18-month timeline on white-collar automation.

That is not a distant threat. That is your next two lease cycles.

𝗪𝗵𝗮𝘁 𝗜 𝗮𝗺 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴:

→ Which CRE platforms embed AI into deal flow first
→ Which markets rely most on white-collar employment as a demand driver
→ How lender underwriting models adapt when job security data gets murky

I don't know exactly how this plays out.

But I am not going to pretend the gap between blue and red doesn't exist.

Are you factoring AI displacement into your market thesis right now?

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