Notes from the practice

Field reports.

Original research and operating discipline from inside the deal flow. Market intelligence, business diligence, capital strategy — written the way we'd brief a client.

Market IntelligenceLead piece

The 2026 Housing Market: Why Liquidity Matters More Than Inventory

A working consultant's read of where capital actually moves in the 2026 housing market — and where it doesn't.

May 14, 2026 · 8 min read

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How We Work

The First Take: What 24 Hours of Honest Direction Actually Looks Like

What 24 hours of honest direction actually looks like — the anatomy of a First Take.

July 9, 2026 · 5 min

Capital Access

How to Read a Lender's Term Sheet (And Spot What's Missing)

How to read a lender's term sheet — and spot what's missing before you sign.

July 2, 2026 · 5 min

Capital Access

SBA 504 in 2026: The Cheapest Long-Term Money in Commercial Real Estate

SBA 504 in 2026: the cheapest long-term money in commercial real estate, used right.

June 25, 2026 · 5 min

Capital Access

DSCR Loans in 2026: When the Math Still Works

DSCR loans in 2026: when the math still works, what to underwrite, and where the deals pencil.

June 18, 2026 · 5 min

Business Intelligence

Relationship Suite: Why the Right Introduction Still Beats the Best Cold Email

Why the right introduction still beats the best cold email — converting a network into access.

June 11, 2026 · 4 min

Business Intelligence

Contract Suite: How to Win Government Bids and Grants You Should Be Winning

How to win the government bids and grants you should be winning — the Contract Suite playbook.

June 4, 2026 · 5 min

Business Intelligence

Position Suite: When You Know You Have Something, But Don't Know How to Sell It

When you know you have something but don't know how to sell it — vetting influence and monetization paths.

May 28, 2026 · 4 min

Business Intelligence

Vision Suite: How to Qualify a Business Idea Before You Spend the Money

How to qualify a business idea before you spend the money — the diligence pattern behind the Vision Suite.

May 21, 2026 · 4 min