The Journal FILE № MSIR-WEB-07 · INDEX
Memos from the field.
Underwriting doctrine, renovation math, and submarket notes — written by the people running the deals, on the weeks the deals allow.
Status · in editing
First memos from the field are in editing.
The deal list
The journal is occasional. The list is the work.
Posts come when there's something worth saying. Deals come when they clear the model — one email per deal, first qualified reply gets it.