I wrote a piece on anti-fragility in real estate Robust Real Estate open.substack.com/pub/clintmyers…

Last 2 books I read. A common theme: the importance of good writing, especially short memos and cables Robert Moses was THE best law writer and lots of military folks advanced this way. Dean Rusk for example consistently progressed due to his clear memos

Need to think more about this piece. Aaron Holm thought of you "...the two ways to make money with new things are either software or complex, vertically integrated monopolies." notboring.co/p/vertical-int…

I updated my dashboard on market risk. Suggests that things are moderating a bit, but it is still an above average risk environment. Market Risk Update - September 2024 open.substack.com/pub/clintmyers…

Anybody know if Spotify changed podcast feeds to just keeping pods from the last week? Might just be me

I have always found it interesting that in real estate the norm is to underwrite 3% long-term rent growth. This (longish) piece is my crack at thinking a little differently about it Real Estate Competitive Positioning open.substack.com/pub/clintmyers…

I borrowed lots of thinking from Clayton Christensen's Innovator's Dilemma in an attempt to relate it to real estate Real Estate Innovation, the Dilemma open.substack.com/pub/clintmyers…

Day 2: Trosky DR Baseball Adventure! Post game bus ride home from San Pedro. Did we win or lose? You would never know with the DR players & coaches because they embrace being together & the joy of playing the game as the highest priority, even over winning. (Note: we lost).

Interesting WSJ piece. I wrote a while back about why there could be a shortage of office space (just like there is for retail today): clintmyers.substack.com/p/the-officesh… A looming shortage of top-shelf workspace for some business districts wsj.com/real-estate/co… via The Wall Street Journal

Trump’s trade policy isn’t even protectionism, at this point. It’s … like, paralysism. What are we protecting with this “the tariffs are on! they’re off! on! off!” approach? Not manufacturing. Certainly not farming. Uncertainty raises the value of delay. So we’re just

“Uncertainty raises the value of delay”

I’m not celebrating Liberation day next year

Worth a bookmark

"...from 18 to 21, some of us are required to live in dormitories. Then, from 21 to sometime after 65 years of age, it is illegal... Then, sometime after 65 years of age, many return to dormitory housing units ..." by Kevin Erdmann open.substack.com/pub/kevinerdma…

The Pickled Onion proposed building 8 homes over a new restaurant. The project died when they were told they'd need to provide 18 parking spots for the restaurant... “There’s been a restaurant there for 70 years... we’ve never been required to have parking." 📍Beverly, MA