This is The Debrief - a post-game analysis for LPs. Breaking down the plan, the reality, the result, and key takeaways of real deals to better understand risk and invest accordingly.
I started The Debrief to help myself and others sharpen their analysis skills.
Over the past three months, The Debrief has delivered one thing: a retrospective analysis. Each deal is unique, but every review provided valuable lessons and surprising insights.
The Debrief is the only source for comprehensive analysis from acquisition to disposition.
Keep the insights coming: submit a deal for consideration.
How it works:
I only review exited, syndicated real estate deals.
All identifying information is anonymized.
I don’t accept raw documents; I only accept de-identified fact sheets. My AI-powered guide makes this manageable.
All materials are kept confidential and deleted post-analysis.
I don’t post unless the investor is 100% satisfied with the content.
Coming Next
Heuristics is delivering a six-part series on pro forma projections and how seemingly inconsequential changes can dramatically impact investor returns.
No. 2: Rents Always Go Up
No. 3: Costs Are Predictable
No. 4: Real Estate Always Appreciates
No. 5: Stress Is Singular
No. 6: Stress Testing With AI
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