by InDev Capital | Aug 2, 2019 | Global Deep Value Investor Section, Investment Strategies, Political Economy, Political Economy, Uncategorised, Uniquely Brazil
There is a famous saying that Brazil is not for amateurs. As an American who has lived in Brazil for nearly 10 years, I can vouch that this statement is fully accurate. When people ask me for my opinion on various subject matters concerning Brazil, I often...
by InDev Capital | Feb 22, 2018 | Global Deep Value Investor Section, place 3, place 4, Political Economy, Uncategorised
There’s No Free Lunch, Particularly If It’s Not Yours As most readers have now realized, although I am a native of The Great State of North Carolina, I live, quite happily actually, in the megalopolis of São Paulo, Brazil. Recently for New Year’s Eve weekend,...
by InDev Capital | Feb 8, 2018 | Global Deep Value Investor Section, Investment Strategies
“Forever Young?” Not Really – Brazil´s Population Ages What does a classic 80s rock song have to do with opportunistic senior housing real estate in Brazil? Forever Young is a wonderful concept. When I see the fun my two-year-old daughter has...
by InDev Capital | Jan 16, 2018 | Global Deep Value Investor Section, Resi Restart Finance Whitepaper
. Introduction As with most real estate cycles, at one point in time things appear to be perfect. This usually corresponds to a low interest rate environment, strong demand, available land, credit, and suppliers that can execute. Often during these boom times, the...
by InDev Capital | Dec 20, 2017 | Global Deep Value Investor Section, Political Economy, Uncategorised
Emerging markets can be considered volatile (negative perception) or opportunistic (positive perception) at certain times of the cycle. It is clearly important to understand the underlying big themes that are driving the market’s behavior and perceived reduction of...
by InDev Capital | Dec 8, 2017 | Global Deep Value Investor Section, place 4, Political Economy
The higher you lift a pendulum in one direction, the more power the pendulum has to swing in the other direction. As an investor evaluates his or her global real estate investment opportunities, it may be valuable to determine where various markets reside on that...
