Equip One

09/24/2026

Family offices (the investment arms of ultra-wealthy families) are adding more private equity and real estate to their portfolios, according to the latest Citi Wealth survey. 🧑‍🧑‍🧒‍🧒🧐

They’re not chasing fixer-uppers. They’re buying large, stabilized, cash-flowing assets for long-term holds, inflation protection and tax advantages—and they have massive capital to deploy. 🏢🏦

Does your portfolio include anything these buyers are actively looking to acquire? 🤷🏻‍♂️

If not—and you want to explore opportunities that align with that demand—reach out. Let’s talk. 📱

Inflation displaced tariffs as family offices' top investment concern in 2026, per a new Citi Wealth survey.

09/17/2026

One thing they don't teach in the Fire Academy, macroeconomics…how do we react when interest rates move. 🤔 📈

It seems like everything in your portfolio is moving in lock step. It makes even the most steady hands think... Am I going to see my 400 account take a big hit, just before I retire? 🤢

For first responders and veterans, planning for chaos is nothing new.

We spent careers building systems, developing contingencies, and making sure that when things got unpredictable, we had something dependable to fall back on. 😎

I think about investing much the same way.

There is a certain peace of mind in watching a real estate development take shape—dirt moving, infrastructure going in, buildings coming out of the ground—while your investment’s preferred return continues to accrue each month, according to the terms of the deal. 🏗️

Especially when the public markets are reminding us how quickly correlation and volatility can show up when things get uncertain.

Hard assets aren’t immune to risk, and they aren’t a substitute for a diversified portfolio. For myself and Equip One investors, having a portion of long-term capital invested in assets that are tangible, understandable, and driven by a different set of economic forces creates another layer of security in the system.

Think of it like an incident command structure for your capital. 👨🏼‍🚒

You don’t build the system because you know exactly what the next emergency will look like. You build it so you have options when it arrives.

For those of us approaching or already in retirement, that kind of resilience (along with tax benefits) can be just as important as chasing the next couple percentage points of return.

If you’re a first responder or veteran thinking about diversification beyond the public markets, I’m always happy to compare notes. 📲

09/03/2026

Last Call!!

We have space for one or two LP investors on our current project before we close it and JV swallows that slice of profits. 🤔

If you want to take a look at targeted: 🎯

2.5x Returns 💰
7% Preferred 💵
Mid 20% IRR’s 📈

In a:

Tax advantaged investment 👨🏼‍🎓
Backed by hard assets 🏢
Insured 🫱🏽‍🫲🏼
Un-correlated to the paper markets 📊

It’s time to pick up the phone 📱

When this project is ready to sell, private equity funds will have a massive wave of new capital from 401(k) investors, chasing this exact class of assets. 🏃🏽‍♂️

Now the legal stuff… Accredited investors only, not an offer to sell securities. Private placement as defined by SEC law. 👮🏻

08/19/2026

I really like this group called Tiger 21. They are a peer advisory group that don’t just sit around, smoke ci**rs and chat about their last trip to Mykonos.

Many of their members are first generation wealth that have earned by the sweat of their brow.

They cultivate each other to become better stewards of their family legacy assets, for lasting impact.

So question… where are the new wealthy putting their money? Direct ownership of real estate or are they letting private equity do the work for them?

Michael Sonnenfeldt, Tiger 21 founder, joins 'Power Lunch' to discuss where the one percent of the one percent are investing.

08/14/2026

One of the most famous stories in business… Andrew Carnegie

In various iterations, his tombstone reads…

“Here lies a man who knew how to get around him men who were cleverer than himself”

The point is simple. You don’t need to be the smartest person in the room (and I’m certainly not.) You just need to be smart enough to get around smarter people.

If you’ve been following the page for a while and want to explore investing in real estate with smarter people, call me and I will make some introductions to the same people I know and trust.

08/12/2026

Always impressive to watch how quickly a team of high reliability professionals can execute on a well designed plan … Copper Creek could reasonably have its first residents by…. Care to drop a guess?

07/14/2026

Work progressing at the Reserve at Copper Creek for 🎉🚒🚓🚑🎖🫡

07/13/2026

"In investing, timid and cavalier are sins of equal measure."
Tim Seymour

Responders, you rush in when everyone is rushing out... 🚒💨

Your confidence to act quickly in high risk, time compressed moments is a product of training that happens before the bell rings... 🏋️‍♀️👨🏾‍🏫

Question... Do you have the confidence to move that quickly when it comes to your investment capital? 🤔😵‍💫

A strong investment opportunity can vanish in hours if it is well structured, leaving you on the sidelines. 🤷🏻‍♂️

Take a few minutes to hear how quickly Jodi Satkunam and Level Up Investments recent deal subscribed, learn why investors were so confident to rush in and how you can train your investment confidence, just like you train your confidence to handle a rapidly evolving incident... 🎓

for

06/23/2026

Copper Creek Investors! We have lumber in the air!

06/14/2026

Our friends at Aspen demonstrated again, the spirit of the Buffett mantra … Be bold when everyone is fearful and fearful when everyone is bold

The Aspen Private Credit fund continued to deliver resilient and predictable income for investors in Q1.

*Q1 2026 net returns:
Class A — 10.28%
Class B — 12.82%

Structured with downside protection. Every deal is a new acquisition — not a rescue of someone else's 2021 mistake. And with banks still stepping back from commercial real estate, the opportunity to step in as the lender remains strong.

Watch the full Q1 update to hear why real estate-backed private credit continues to be one of the top income-producing investments of 2026. The full webinar is now available on our website.

Watch the full Q1 performance walkthrough here: https://vist.ly/56hpt

*𝑇ℎ𝑒𝑠𝑒 𝑟𝑒𝑡𝑢𝑟𝑛𝑠 𝑎𝑟𝑒 𝑛𝑜𝑡 𝑎𝑢𝑑𝑖𝑡𝑒𝑑 𝑎𝑛𝑑 𝑝𝑎𝑠𝑡 𝑝𝑒𝑟𝑓𝑜𝑟𝑚𝑎𝑛𝑐𝑒 𝑖𝑠 𝑛𝑜𝑡 𝑖𝑛𝑑𝑖𝑐𝑎𝑡𝑖𝑣𝑒 𝑜𝑓 𝑓𝑢𝑡𝑢𝑟𝑒 𝑟𝑒𝑠𝑢𝑙𝑡𝑠. 𝑇ℎ𝑖𝑠 𝑖𝑠 𝑛𝑜𝑡 𝑎𝑛 𝑜𝑓𝑓𝑒𝑟 𝑜𝑟 𝑠𝑜𝑙𝑖𝑐𝑖𝑡𝑎𝑡𝑖𝑜𝑛 𝑜𝑓 𝑎 𝑠𝑒𝑐𝑢𝑟𝑖𝑡𝑦.