What I’m Reading | Branson Edwards

10-3-25 This article is a great read in support of LCP's investment thesis regarding GardenStyle Apartment Complexes, 5G Fixed Wireless, the vulnerability of traditional ISPs and the counterintuitive notion that smaller, focused, super professional MSPs can actually...

8-15-25 LCP has close industry friends engaged in the development of large industrial site which will co-locate AI Data Centers, directly linked power plants, and large industrial facilities.  See this fascinating article exploring the re-use of shuttered coal plants...

03-25-25 A compliation of 60 of Trump’s 30 second observations on business from the end of “The Apprentice”. He’s not wrong on these. 

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: