Hard Assets - Inflation Hedge

PJ-Flying Marketing Gurus and Japanese Ramen Chefs

Are You Paying for Marketing or Investing?

May 29 • Hard Assets - Inflation Hedge

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You're Been Terminated by the R3000 - $CLPR

Forced selling of Clipper Realty Trust by the Russell 3000 Index

May 28 • Hard Assets - Inflation Hedge

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Keeping an Edge

Maintaining an edge over the market and keeping knives sharp

May 19 • Hard Assets - Inflation Hedge

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Navigating the Straight of High Rates

Hedging Against High Rates from Iran War

May 15 • Hard Assets - Inflation Hedge

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An Attitude Adjustment - Rexford

Buying SoCal Warehouses at 60% to 76% of NAV

May 12 • Hard Assets - Inflation Hedge

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6.8% Passive Income

Preferred shares of Rexford backed by 50 million sqft of warehouses in Southern California with large margin of safety

May 6 • Hard Assets - Inflation Hedge

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April 2026

Sunbelt MF REIT Inflection and Quick SOH Thought

NXRT Earnings TakeAway

Apr 29 • Hard Assets - Inflation Hedge

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Today's REIT Purchases

Sharing thoughts on today's news and what we bought recently

Apr 17 • Hard Assets - Inflation Hedge

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March 2026

The Cost of Being Public and it's Tradeoffs

Hard Asset Memo #10 May 15th 2024

Mar 12

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Storage Wars - Decoding NSA's Unusual Options Volume of 8,000 Contracts

Originally shared on Jan 14th, 2026

Mar 4 • Hard Assets - Inflation Hedge

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January 2026

Alexander's ($ALX) Transformational Debt Restructuring at 731 Lex Ave

Originally written on Jan 2nd 2026

Jan 15 • Hard Assets - Inflation Hedge

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Schrodinger's Premium

Hard Asset Memo #9 May 15th 2024

Jan 3 • Hard Assets - Inflation Hedge

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