Seven Peak Capital

06/18/2026

The US stock market is the most expensive it’s been in nearly a century.

Here’s the number nobody wants to look at.

Warren Buffett once called it “the best single measure of where valuations stand”: total US stock market value ÷ the size of the economy.

Right now it’s flashing red.

The reading sits near 230% — meaning stocks are worth roughly 2.3x the entire US economy.

For context:

→ Buffett once called 75–90% “reasonable,” and over 120% overvalued
→ The dot-com bubble peaked around 140% on this measure
→ We’re now ~65% above the long-term trend — about 2 standard deviations above normal

By this metric, the market has rarely — if ever — been this expensive.

Now the honest caveats, because I’m not a doomer:

→ US companies earn far more revenue overseas than they did decades ago, which inflates the ratio
→ It’s a useless short-term timing tool — markets can stay expensive for years
→ “Overvalued” has never meant “crash tomorrow”

And then the question none of us can actually answer:

Are we in the early innings of an AI productivity wave that rewrites what these companies are worth?

Maybe. The capital pouring into AI is staggering. If even half of it lands, today’s “expensive” might look cheap in ten years.

Or maybe it’s 1999 with better marketing.

I wish I knew. I don’t. And neither does anyone posting confident predictions on your feed.

Here’s what I do know: at these levels, you’re paying a premium for every future dollar of earnings. “Just buy the index and chill” was a great plan at 100%.

It’s a very different bet at 230%.

I’m not telling you to sell. I own equities and I’ll keep owning them.

I’m telling you that betting your entire future on one version of it — when even the optimists are guessing — is a choice, not a strategy.

So I hold the index.
I hold real estate.
I hold private credit.
I hold cash-flowing hard assets.

Not because I’ve called the winner. Because I’ve admitted I can’t.

The wealthiest people I know aren’t the best forecasters. They’re the best hedged.

If AI keeps booming — are you positioned to benefit? And if it doesn’t — are you positioned to survive it?

06/17/2026

The wealthiest investors in the world don’t invest like you.

And the gap isn’t subtle.

TIGER 21 is an invitation-only group of 1,450+ members.

Minimum to join: $20M in investable assets.

Collectively, they manage over $165 billion.

Every year, each member stands in front of their peers and “defends” their entire portfolio. Assets. Liabilities. Every dollar.

So we get a rare, honest look at how real money is actually positioned.

Here’s where it sits today:

Private equity → ~28%
Real estate → ~28%
Public equities → ~24%

More than half their wealth is in private assets.

Now look at the average investor.

The typical portfolio is the mirror image — almost everything in public stocks and bonds. Private real estate and private equity? Often a rounding error. Frequently zero.

Same markets.

Opposite playbook.

The ultra-wealthy aren’t chasing the next hot ticker. They’re buying control, cash flow, and access — assets the public market never offers them.

They treat private real estate as a foundation, not a side bet.

That’s not because they’re smarter.

It’s because they understand one thing most people never get told:

Public markets are where you store wealth.

Private markets are where you build it.

The average investor was never given the door.

The wealthy walked through it decades ago.

If your portfolio looks nothing like theirs — is that a choice you made, or a door no one showed you?

05/13/2026

$33,736.13 wired to investors this week 💸

Seven Peak Income Fund I deploys capital into first-position loans secured by real estate.

The structure:

✔️ 10% annual preferred return

✔️ 50/50 profit split above the pref

✔️ Targeting 14–15% annualized returns

✔️ Quarterly distributions

✔️ Liquidity options after 12 months

Most real estate equity deals lock your capital up for 5 to 7 years.

Our LPs get strong cash flow now — backed by first-lien collateral — with flexibility most syndications can’t offer.

Institutional-grade returns.

Without institutional-grade lockups.

Comment “CALL” or DM me to learn more.

—
Reg D, Rule 506(c). Accredited investors only. Not an offer to sell securities. Past performance does not guarantee future results.

01/19/2026

🚨 New Offering Now Live | Preserve at Copper Springs 🚨

We’re excited to launch our latest multifamily investment opportunity in one of Houston’s strongest-performing submarkets.

Why this deal stands out 👇
• ~15 minutes from the new Apple + NVIDIA AI supercomputer campus, expected to create ~3,000 jobs
• #1 submarket in Houston for supply absorption with zero new multifamily construction within 3 miles
• Anchored by one of Texas’ top school districts
• Houston continues to lead the nation in population and employment growth, while new supply sits at a 15+ year low

Our edge:
Our partner LSCRE has already executed this exact business plan next door at Preserve at Copperleaf - delivering 8% annualized cash flow paid monthly and outperforming projections through a proven, vertically integrated playbook.

Capital stack & downside protection:
• Fixed-rate financing
• ~65% LTV
• ~71% break-even occupancy
• Built for durable, stable monthly cash flow

This is the type of deal we prioritize for investors seeking income-focused real estate with strong fundamentals and conservative structure.

🔗 Link in bio to review the deal
📩 DM me “COPPER” for the full overview

—

506(c) Disclaimer:
This offering is made pursuant to Rule 506(c) of Regulation D and is available only to verified accredited investors. This post is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. All investments involve risk, including loss of principal.

01/01/2026

Grateful for the relationships, trust, and shared long-term mindset that continue to shape our work.

Wishing you a healthy, disciplined, and prosperous 2026.

— Seven Peak Capital

12/30/2025

Transparency has always been important to us - not as a talking point, but as a responsibility.

We’re grateful for the trust our investors place in us and for feedback like this.

Clear communication, disciplined diligence, and consistent reporting are things we take seriously and work to improve every day.

Long-term capital partnerships are built on trust, and we don’t take that lightly.

If you’re interested in learning more about our investment offerings or how we work with investors, feel free to reach out.

— Seven Peak Capital

12/03/2025

12/03/2025

We closed Azur Apartments in Waco back in January.

- 208 units.
- Fire-damaged building.
- Deferred maintenance.
- Occupancy below stabilization.

Most operators would’ve walked.

We saw an opportunity.

Here’s what we’ve done in 9 months:

→ Occupancy up to 95.2%.
→ Rents averaging $1.54/sf (above pro forma).
→ Renovations are nearly complete (exterior, clubhouse, pool, landscaping).
→ Fire-damaged building wrapping up in Q4.

And we’ve already distributed $30,342.13 back to investors.

In year one.

This is what ex*****on looks like.

Steady progress and a team committed to following through.

If you’re a high-income professional interested in passive real estate with operators who take that approach…

DM “Invest” and I’ll share the details.

11/27/2025

Happy Thanksgiving from Seven Peak Capital 🦃

Grateful for the community we’re building, the trust you place in us, and the chance to help more people create freedom through real estate.

Wishing you and your families a day filled with rest, gratitude, and great food!

11/26/2025

🚨 New Episode is LIVE! 🎙️

In this episode of the Peak Profits Podcast, we sit down with Sam Wegert — a former martial arts instructor turned real estate entrepreneur — to dive into the rising world of co-living 🏠💼

Sam breaks down:
✅ What co-living actually is (and why it’s booming)
✅ How to find and fund the right properties
✅ Systems that keep operations running smoothly
✅ The exact steps to build passive income through shared housing

This one’s packed with value for aspiring and seasoned investors alike. Don’t miss it!

🎧 Available now. Link in bio.