10-12-24 Pretty cool to be a former Wall Street guy, and now a night club and record label owner in China, and an advisor on tariffs and economic strategy on the world stage. What have I been doing?

10-12-24  T-Mobile is a great company, filled with people creating the future. 

8-26-24  Sorry to see Conn’s go.  They were a great client, and had past leaders who remain admired friends of mine.  We did great sites, both retail and warehouse, and had fun doing them.

08-21-24  – Survive  Until ’25: Foreclosed CRE, mostly office, but increasingly also including MDU, reached $20.5B in the second quarter. Some cognoscenti see this as a sign of potential bottom. I’m not so sure.

7-25-24  – Wow, a super article on AI as ‘Corporate Ozempic.’ At LCP we are up to our kneecaps in creating and vetting ‘Vertical AI’ tools focused on specific CRE workflows.

Detroit’s a great city. We shouldn’t give up hope on any of our cities, just change leadership and do the work:

With insurance costs and business models in flux, betting on insurance proceeds for margin is not without risk. CVS Made a Big Bet on Medicare. It’s Looking Risky.