by InDev Capital | Sep 10, 2016 | Commercial Real Estate, Global Deep Value Investor Section, Investment Strategies
The Bear, The Bull and Human Psyche. “Everything I have experienced suggests that, at core, economic conditions and markets are grounded in the human psyche. That is, confidence or the lack thereof, profoundly affects markets and economies, and confidence in...
by InDev Capital | Aug 18, 2016 | Global Deep Value Investor Section, Political Economy
The objective of this newsletter is to provide a perspective for global real estate investors about Brazil real estate investment opportunities after what appears to be a likely impeachment and an official change in the political spectrum in Brazil. Based on the...
by InDev Capital | Jun 15, 2016 | Global Deep Value Investor Section, Investment Strategies
I have been traveling a lot lately (Spain, Johannesburg, South Africa etc) and read as much as possible on long flights. I recently came across this quote from Warren Buffet: “Long ago, Ben Graham taught me that price is what you pay, value is what you get. Whether...
by InDev Capital | Apr 20, 2016 | Commercial Real Estate, Global Deep Value Investor Section, Investment Strategies
Opportunity Some of the best investment strategies often rely on thinking differently or uncovering value that other investors do not see. Often this ability to understand and capture value early leads to selling to the “latecomer” investors at a premium when the...
by InDev Capital | Mar 22, 2016 | Global Deep Value Investor Section
A Guide to Create Value through Residential Developer Distress The objective of this document is to provide institutional real estate investors a framework to invest in the distressed real estate market in Brazil and achieve high risk-adjusted returns at this...
by InDev Capital | Dec 14, 2015 | Global Deep Value Investor Section, Investment Strategies
“Where’s the Beef?” In 1984, there was this fantastic commercial (click on the image below) that really caught the US national attention. It very much reminds one of smart real estate investors as they look at Brazil currently and ask, “Where is the...
