Expect a data deluge that could reshape Fed expectations—especially with rate cut odds for December dropping from 90% to 60%.Despite the GDP hit, investors are refocusing on a resilient economy: earnings are solid, the Fed is sounding dovish, and trade tensions have cooled.

It makes the worrying case that every human civilization in history has experienced a four-generation cycle, culminating in an existential crisis that reshapes society and kicks off the next cycle.Part of that has to do with building strong institutions in the midst and wake of the crisis, and those institutions gradually decaying over the next four generations.The last of those crises in our civilization – the one-two punch of the Great Depression and World War II – happened four generations ago.

Quote from @Dan Ward: Just looking to hear thoughts on fractional real estate.Great topic — fractional real estate is one of those trends that’s reshaping how people enter the market.From a tax and strategy standpoint, I see both sides:It’s a great way to diversify and access higher-value assets with lower capital.But you trade off control, tax benefits (like depreciation or 1031 exchanges), and decision-making flexibility — since most fractional structures are treated like securities or syndications.If your goal is passive exposure, it can be smart.

“Flood of Covert LLCs” and market manipulationSource: Cleveland Scene, “Holton-Wise, a Flood of Covert LLCs and Out-of-State Investors Have Radically Changed the Local Housing Market,” Jan 26 2022Who said it: Reporter Sam Allard (lead investigative piece).Quote: “The Holton-Wise model uses hundreds of LLCs to buy up low-income housing, obscuring ownership and complicating city oversight.”Context: Feature article linking rapid Cleveland neighborhood gentrification to opaque LLC ownership.URL: clevescene.com/news/holton-wise-a-flood-of-covert-llcs-and-out-of-state-investors-have-radically-changed-the-local-housing-market-is-there-anything-cleveland-ca-38150669Source: Case Western Reserve University News (Feb 9 2022)Who said it: CWRU Urban Policy faculty quoting the Scene article.Quote: “Investors like Holton-Wise are reshaping Cleveland’s neighborhoods through mass LLC ownership.”URL: case.edu/news/investor-llcs-reshape-cleveland-housing-market-2022-02-093.

That’s how we reshape what real estate stands for.Wishing you flow and freedom as you plan your next steps — and if you ever want to share how the European strategy unfolds, I’d love to learn from your experience.

In a world where tech platforms, iBuyers, and big institutional players are reshaping real estate, the lines between realtor services and property management are blurring.

Columbus, Ohio, is quietly emerging as one of the strongest examples of this trend.Why Columbus Stands Out for Investors:Affordability with Strong Returns – Home prices remain accessible compared to national averages, while median rents have shown consistent growth, creating favorable rent-to-price ratios.Population and Job Growth – With Ohio State University, a robust healthcare system, and major employers expanding—most notably Intel’s $20B investment—Columbus is attracting new residents at one of the fastest rates in the Midwest.Revitalization and Development – Significant city and private investments are reshaping downtown and surrounding neighborhoods, fueling appreciation and long-term demand.Investor-Friendly Climate – Ohio remains comparatively landlord-friendly, allowing owners to better protect cash flow and streamline operations.Strategic Location – Columbus sits within a day’s drive of 50% of the U.S. population, strengthening its role as a logistics and business hub.The Takeaway: Columbus is no longer just a “stable” Midwest market—it is evolving into a growth-oriented environment where investors can combine cash flow with appreciation potential.

The convergence creates a narrow window for outsized returns—but only for those who move fast.Three powerful forces are reshaping American real estate, and their intersection over the next 18 months will determine winners and losers for the decade ahead.Opportunity Zones Get SeriousOpportunity Zone 2.0 isn't just policy reform—it's a complete geographic realignment.

Quote from @Isaiah Hall: From AI-powered ad targeting to video content creation and even underwriting tools, artificial intelligence is moving fast, and it’s already reshaping how we find, market, and analyze deals.Meta says ad campaigns will soon be fully AI-driven — writing the copy, choosing the audience, even setting the spend.

HB 2721 could really reshape the infill landscape in Arizona’s urban cores.For investors, this opens the door to value plays in areas that previously had limited MF potential.