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319
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Frankie Vozzi
80
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319
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2026 Is Separating Real Investors From “Spreadsheet Investors”

Frankie Vozzi
Posted

I’m noticing a huge gap right now between investors actually closing deals and people endlessly analyzing them.

The market changed.

Now:

  • financing matters more
  • reserves matter more
  • execution matters more

The investors still buying consistently are adapting quickly instead of waiting for “perfect” conditions.

At some point, the numbers stop being theoretical.

Are you actively buying right now or mostly watching the market?