Published Thinking
Insights.
A selective journal on tax-lien and tax-deed diligence, distressed real estate, capital discipline, and responsible execution.
6 insights
August 18, 2026
Local rules, national discipline
A nationwide mandate does not create a uniform market. It makes jurisdiction-level diligence more important.
Read Insight ↗August 5, 2026
Tax-lien underwriting beyond the stated rate
The statutory rate may attract attention, but the quality of the underlying rights and the path to resolution determine the real work.
Read Insight ↗July 23, 2026
Tax deeds: title, possession, and the work after the sale
Winning a tax-deed auction may begin an ownership process; it does not necessarily complete one.
Read Insight ↗July 9, 2026
Secondary-market tax certificates: verify the chain
A certificate acquired after auction requires diligence on both the original lien and every step in its transfer.
Read Insight ↗June 24, 2026
A practical triage framework for distressed real estate
Distress is a condition, not a thesis. The work is to identify which problems are measurable, solvable, and appropriately compensated.
Read Insight ↗June 10, 2026
Proprietary capital and the discipline of selectivity
Investing only the firm’s own capital creates flexibility, but it also places the full responsibility for each decision inside the firm.
Read Insight ↗