Sublime
An inspiration engine for ideas
Dror Poleg • Dror’s Substack | Substack
Opportunity is very often embedded in the imbalance between supply and demand. It could be rising demand against flat or diminishing supply, or flat demand against shrinking supply. When there’s an imbalance, I look at where the two lines will intersect and then determine whether it is cheaper to buy or to build. Usually the answer is in acquisiti
... See moreSam Zell • Am I Being Too Subtle?: Straight Talk From a Business Rebel
Alex Hartz • Embedded Lending
PTM’s investment thesis is identifying neighborhoods where the population is growing and housing is in short supply. We then strive to build accessible rental housing that is attainable for at least 65 percent of the population living within a 1-mile radius. This is a strategy that transcends OZs and makes investing in the current economic landscap
... See moreUS Environmental Protection Agency,2 US Department of Housing and Urban Development,3 National Association of Realtors,4 Smart Growth America,5 Reconnecting America,6 Center for Neighborhood Technology,7 Center for Transit-Oriented Development,8
Arthur C. Nelson • Reshaping Metropolitan America: Development Trends and Opportunities to 2030 (Metropolitan Planning + Design)
focus on industries with attractive economic characteristics, selectively use leverage to buy occasional large properties, improve operations, pay down debt, and repeat.
William Thorndike • The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
try to understand, still based on economic modeling, under what conditions agglomeration economies create differentiated land uses within the city.
Luis M. A. Bettencourt • Introduction to Urban Science: Evidence and Theory of Cities as Complex Systems
In a world of scarce resources, globalization without new technology is unsustainable.