The Skeptical Investor: Nashville’s Real Estate Investment Newsletter

Cranes up, jobs up, inflation cooling, and a record tourism year.

1. For two years the story was a for-sale glut and a buyer's market. This week the most reliable real-time data flipped negative, and almost nobody noticed. Here's why it matters more than the...

The new Fed Chair walked into the White House on Friday and promised lower inflation and stronger growth. The bond market is still pricing zero cuts in 2026. Both can’t be true.

Inflation is priced in, labor will drive interest rates from here.

Warsh Takes the Chair & Concessions Take the Rent.

Keep your eye on the Sun Belt, its early innings.

Energy prices are elevated, but rents are starting to turn, builders are pulling back, and demand for housing is picking up again.

Jobs, spending, rents, and the $1.5T CRE debt wall — what's actually happening under the noise.

Make your rental a comfy home for your residents + boost profits.

We are witnessing the start of a US manufacturing renaissance.

Trucking is signaling a historic level of construction and manufacturing on the horizon.

The Federal Reserve needs to get its head in the game. Labor > Inflation.

Affordability is a side effect/feature of a pro-housing development environment, executed over time.

Global oil prices are spiking as investors worry about the global flow of oil from the Middle East.

The market is a squeaky wheel, ignore the noise.

Remember, all real estate is local.

It's the World Watt War.

What's next for the Fed? In Kevin we trust?

Migration for us investors is extremely important. And the top 5 list may surprise you.

Is it time to take your properties off grid?

We need a Manhattan Project for Housing.

We need a Manhattan Project for Housing.

2026 is going to be a banger, be skeptical of the pessimism

Objects in the Mirror May be Closer than they Appear...

If you believe it, you owe it to yourself to pursue it.

You get what you negotiate, not what you deserve.

Multifamily Real Estate Soft? Not so fast.

Plus, how is the consumer doing this holiday?

Why keep your low interest rate and just hot swap the underlying asset? Well its complicated.

MBS divestment prioritizes portfolio normalization to the detriment of housing market support.

Be careful of leverage. It can be both friend or foe.

And what about the multifamily space?

Debt creates wealth. Low taxation is a wealth multiplier. Why real estate? This is why.

How can we best operate without federal economic data? Good news, there are alternative data sources out there.

Buckle Up. Opportunity awaits for investors who are ready.

Doubts are starting to emerge.

The consumer is the economy.

Think of the Fed as a captain on a ship; they can control the boat (Fed Funds Rate) but not the Ocean (the Market).

And are rents up or down? The data is mixed.

Evidence is mounting of a softening labor market, pushing the Fed to cut rates

What the hell is happening to Government data?

The Fed just changed its tone, again.

Lots of headline news this week, let's filter the noise.

And where did we get 2% inflation target anyhoo?

Major labor market data revisions are unacceptable. We must fix it.

Real Estate is a true store of value. Even interest rates can't stop that.

This is a normal housing market cycle. For now.

A big announcement you don't want to miss. And yes yes I write on the markets too today :).

Interest rates have been coming down. Are you paying attention investors?

Because what you’re hoping to accomplish, I’ve already done it. But beware.

And, what does a potential Middle East war look like?

We are officially entering the era of a Shadow Federal Reserve President

Don't wait to act, act so then you can wait.

It just takes a little savvy, and maybe some sweat.

Growth vs Cash Flow. Let's fight it out!

Economic indicators are flashing red-hot rodeo bullish. But what if that changes?

Is US GDP slowing? What is a "shadow" Fed Chair? Can real estate prices go down?

“What you learn from history is the market goes down...and it goes down a lot...”

Real estate is your base for abundance. Remember your why.

The market is feeling froggish. Careful not to leap.

The tenant-class doesn't care about the stock market.

Volatility is price discovery, bringinggs opportunity for investors. Embrace it.

Ignore vapid rhetoric devoid of rigor. Not to fear. Opportunity is near.

How did we get into this funk?

Consumer and market sentiment is turning sour, but is it all really that bad?

Growth vs Cash Flow. Let's fight it out!

Three reasons why we can get to 5% interest rates in 2025.

The time to act may be upon us.

The Administration is moving rapidly to cut spending, but will it matter?

Spending cuts are painful but necessary for our economic future

The economics of luxury and affordability: All housing is beneficial for every level of income earner.

Think the LA fires don't affect you? Think again.

Interest rates have scared off all the HGTV posers, less competition for real estate.

If you haven’t had to fight through adversity, you’re probably not doing very much.

2025 will be the start of a new bull market akin to the industrial revolution!

2025 will be full of opportunity. Just remember to protect your downside.

The setup for a bullish Spring real estate season is palpable.

Pikers try to time the market. Winners invest.

Anyone can create wealth through real estate. This is the way.

Do you have a plan when you feel the heat around the corner?

Do you have a plan when you feel the heat around the corner?

Construction slowing, rates spiraling, supply peaking. We are home handcuffed.

A group thinks with the heart, an individual thinks with the brain.

It is not the critic who counts, but the doer of deeds.

The Future is Bright! And something amazing just happened...

Bond Market Dad has Stopped the Car and is Turning it Around.

Cash is not pent up, but two much larger piles of funds are seriously bursting.

The Ocean is murky, and the Bond Market is the Captain of the Ship