DOCUMENTING THE PROCESS ────

Investment Journal.
$1.6M to $10M.
This is my blueprint.

I'm a financial analyst building a portfolio on the side of a full-time job and raising a family. I write about the investments I make, the ones I pass on, and how they perform.

Real Estate. Securities. Business Ventures.

CURRENT STANDING

Updated Q3 2026

INVESTABLE ASSETS, DOCUMENTING FROM $1.6M TO $10M BY 2033

$1.6M

NOW
$2M $3M $5M $7M $8M $10M

WHAT MAKES THIS DIFFERENT ────

FINANCIAL CANDOR

The decisions, the outcomes, and the lessons. Documented so you can learn from both the wins and the misses.

PRINCIPLED LOGIC, APPLIED SIMPLY

The thinking behind every deal, explained so the math does the convincing. Not the jargon.

COMMITMENTS INCLUDED

A W2, a family, and capital that took years to build. Every decision on this site was made inside those realities. Not around them.

LATEST FROM THE JOURNEY ────

Blog
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Quarterly Update
Quarterly Update: Q3 2026
Quarterly Update

Total investable assets reached $1.62M, up $20K this quarter. No new acquisitions, one capex event, and a quiet quarter still worth publishing.

Read more →
Quarterly Update
Deal Analysis: Passed
Pass 1: I Had The Numbers. Not The Confidence.
Deal Analysis: Passed

By the time this deal came across my desk, I had already made the pivot. I had the underwriting instinct. I did not have the local team. This is what happens when the math checks out and the confidence to execute it does not.

Read more →
Deal Analysis: Passed
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Deal Analysis: Closed
Deal 1: The 1% Rule, $27K Down, $146K Equity.
Deal Analysis: Closed

$27K committed, $146K in equity six years later, but cash flow was razor thin and appreciation did the real work.

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Deal Analysis: Closed
Personal Insights
I’m Cooked If I Don’t Change.
Personal Insights

To get from $1.6M to $10M in 7 years I need a 30% CAGR. That sounds easier than 37.5%. It is not. The strategy that got me to $1.6M was built for $93K years. It was not built for $2.3M years.

Read more →
Personal Insights

POINT OF MORE RETURNS ────

Two friends. Different playbook, same goal.

I buy real estate. My co-host buys small businesses. Every episode we bring what we actually did since we last recorded, including the deals that fell apart.

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AMAZON MUSIC

EP 33 - Level up your asset class

Scaling is about competence not courage. What matters are your numbers, systems and capabilities.

EP 32 - The dirty secret nobody tells first-time buyers

The number that doesn't show up on any listing — in real estate and business acquisitions.

SUBSCRIBE ────