May 8, 2026
Why I'm rebuilding from scratch
Three years in, a portfolio is a living thing — and sometimes the kindest move is to tear it down.
Read on Beehiiv →The Letters
The Letters.
Operator notes from the road.
Roughly 600 words. Every Thursday. From wherever I am that week.
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What's inside
Real numbers from the portfolio. Lessons from the landlords I've negotiated with this week. The market I'm scoping next. Tactics that worked, and the ones that didn't.
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Who it's for
Operators with 1–50 units, expats considering international markets, and the curious. Not for people looking for get-rich-quick promises — those exist elsewhere.
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The cadence
Every Thursday morning. Sometimes shorter when I'm between flights. Always honest. Always specific. Always under 1000 words.
Recent Letters
May 1, 2026
The first KL unit, signed
After four trips, six dead leads, and one near-miss, the first Kuala Lumpur lease landed this week.
Read on Beehiiv →April 24, 2026
What 5 markets taught me about one
The cleanest insight from operating across borders isn't expansion — it's how it changes the way you see your home market.
Read on Beehiiv →Subscribe. Read it Thursday.
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