The Jesse Sells

02/13/2026

Most portfolios were built for a world that no longer exists.

Cheap capital hid weak fundamentals for over a decade.
Now the tide is out.

This week at IGC, we explain why rising rates are separating durable assets from financial engineering and why we focus on workforce housing and mission-critical software designed to perform when money has a real cost.

If you’re serious about protecting capital, this matters.

🔗 Link in post https://impactgrowthcapital.beehiiv.com/p/impact-growth-capital-newsletter-e234
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02/11/2026

We underwrote like the labor market was weaker than the headlines said.

Turns out we were right.

900,000 jobs? Gone.
Deficits? Exploding.
Cheap debt? Not coming back.

If your deal only works when rates fall… it never worked.

This is how we’re adjusting before the market fully reprices.
Read the full analysis https://impactgrowthcapital.beehiiv.com/p/impact-growth-capital-newsletter-8946

If you’re serious about capital, you should be on this list.
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The Labor Mirage and the Fiscal Anchor: Why Real Estate Underwriting Just Got Harder

02/10/2026

Gold fell 21% in 3 days.
The economy didn’t break.

Leverage did.

Big difference and it’s what institutional investors were really watching while everyone else followed the headlines.

👉 Read the full breakdown here: https://impactgrowthcapital.beehiiv.com/p/impact-growth-capital-newsletter-cbd4

02/04/2026

A change in Fed leadership can shift market expectations long before policy actually moves.

Kevin Warsh’s nomination highlights how liquidity, credit conditions, and real asset pricing are shaped not just by rates — but by how markets anticipate the Fed’s direction.

Understanding these transitions helps investors position portfolios for resilience, not predictions.

📩 Subscribe to the IGC newsletter for weekly insights on the forces shaping capital markets and real assets.

👉https://impactgrowthcapital.beehiiv.com/

01/29/2026

Most investors are still positioned for inflation.
Very few are positioned for political pressure on monetary policy.

When central bank independence gets questioned, diversification alone doesn’t protect portfolios structure does.

I’m seeing forced sellers, wider dispersion between disciplined and undisciplined operators, and real opportunity for capital that’s patient and selective.

We broke this down in this week’s Impact Growth Capital brief including how we’re structuring for policy-driven volatility.

If you care about where private market opportunities are forming right now, it’s worth the read.

📖 Read the full breakdown here →

A Pivotal Moment for Central Bank Independence

01/22/2026

Japan just sent a signal most Americans will miss.

They own $1.2T of U.S. debt.
Their bond yields just hit multi-decade highs.

When Japanese yields rise, they buy fewer U.S. Treasuries.
Fewer buyers → higher yields → higher mortgage rates.

This week, the 10-Year Treasury is moving up.
Mortgage rates follow.

Most people won’t connect the dots.
You just did.

👉 Read the full breakdown in our newsletter. https://impactgrowthcapital.beehiiv.com/p/impact-growth-capital-newsletter-7f389c20589e16a9

01/15/2026

$2.25T in corporate credit is changing how rates behave.

Not panic—just capital flows.

Full breakdown in this week’s IGC newsletter 👇

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Corporate Credit Is Testing the Treasury Market

01/06/2026

Most organizations don’t fail because they aren’t doing meaningful work.

They struggle because the system wasn’t built for clarity or speed.
We’ve been exploring a different approachone that’s more structured, more transparent, and more aligned with how organizations actually operate.

Still testing. Still refining.

01/05/2026

We’ve been sitting with this question for a while.
Talking to nonprofits. Listening to founders. Reviewing the process from the inside out.
It turns out, the problem isn’t motivation.
It’s complexity.

12/22/2025

Sharing this for anyone tracking where real estate fundamentals are actually holding up 👇

While luxury multifamily struggled with oversupply in 2025, workforce and senior housing quietly proved their resilience. With new construction slowing and demand accelerating, 2026 may offer a rare window for essential housing investments.

This breakdown from Impact Growth Capital covers:
• The coming “supply cliff”
• Why need-based housing is outperforming
• Where institutional capital is shifting

👉 Worth the read. Subscribe to stay informed. impactgrowthcapital.beehiiv.com/subscribe



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