Related and Published Articles
Newsletters
Brazil, Is the light at the end of the tunnel a Clear Path or an Oncoming Train?
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
Brazil Build to Suit / Sale and Leaseback Real Estate – Is There an Easy Button?
Industrial Real Estate, perhaps the largest scale value investment opportunity currently, has two components: Sale-LeaseBack and BTS. This newsletter covers the BTS market and why it is an opportunity.
São Paulo Commercial Floor Investment Strategy: An Opportunity Missed by Most Investors
Brazil’s lack of long-term debt capital for stabilized assets creates unique challenges and opportunities. One of these niche opportunities is the commercial floor investment thesis.
Brazil Distressed Real Estate / Time to Sharpen the Pencils!
An analysis of São Paulo’s residential market and the distressed residential investment opportunity.
Brazil Distressed Real Estate! Where’s the Beef? Perhaps Not Where You Think…
Where is the Beef?
Supply ↓ Demand ↑ How Zoning Unlocks Value in Sao Paulo
A detailed analysis of how São Paulo’s new zoning master plan affects the value of real estate through a detailed analysis of the zoning code.
The Upside of a Downside II
On a relative basis, there are a limited number of international hotels in Brazil. Why and is this an opportunity?
The Upside of a Downside
Brazil’s economy goes from rock star to falling rock. Does this create opportunity?
