Category: real-estate

  • Technology Has Been Eating the World, but It Is About to Exponentially Consume It

    Technology Has Been Eating the World, but It Is About to Exponentially Consume It

    In our previous article, we discussed why your investment assets must achieve a 12% annual return to maintain purchasing power. Here, we explore the asset classes that have consistently surpassed this benchmark and propose a thesis around why they will continue to outperform this benchmark through to 2030. Recap: The GDP Problem Recall the formula…

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  • Calendar Year 2024: Annual Portfolio Review

    Calendar Year 2024: Annual Portfolio Review

    As we start 2025, we are pleased to report another year of strong performance across our diversified portfolio. With an annual return of 22.26% for the 2024 calendar year, our Internal Rate of Return (IRR) now sits at 17.31% per year since we began tracking it in January 2022, reflecting the continued resilience and strategic…

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  • Good Debt, Bad Debt, and Crazy Leverage

    Good Debt, Bad Debt, and Crazy Leverage

    My journey with debt has been a fascinating one, teaching me how it can either fuel wealth or lead to financial stress. When used recklessly, debt can have dire consequences—especially when it isn’t tied to income-producing assets or when leveraged trades go awry. However, when applied strategically and safely, debt can serve as a powerful…

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  • Was It Skill or Just Luck?

    Was It Skill or Just Luck?

    I genuinely believe much of my success comes down to luck rather than intelligence. I grew up as a white male in a working-class family in a top Western country in the 80s. My parents, both school teachers, valued education and encouraged me to explore academics, sports, and culture. I had access to a free…

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