DOCUMENTING THE PROCESS ────

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

I'm a financial analyst building a portfolio while working 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

$1.6M

Updated Q3 2026

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

NOW
$2M $4M $6M $8M $10M

WHAT MAKES THIS DIFFERENT ────

MY PROGRESS

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

MY APPROACH

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

BEYOND INVESTING

My family comes first. Balancing that with a W2 and investing in dynamic markets is the challenge I accept and enjoy. That is what drives me.

LATEST FROM THE JOURNEY ────

Blog
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Deal Analysis: Passed
Pass 2: I Walked. Nine Months Later, They Cut the Price $20K.
Deal Analysis: Passed

I offered $48K on a $55K distressed house, with one condition: the utilities had to be on for an inspection. We never reached an agreement, and the agent went silent. I walked. Nine months later, the seller cut the price by $20,000 to $35K. Here is the deal, why I passed, and what the silence told me.

Read more →
Deal Analysis: Passed
Topical / News
Real Estate Influencers Are Leaving. Here Is My Response.
Topical / News

I listen to a lot of podcasts. I also follow real estate on social media and on YouTube.

Lately my feeds have shown a strong trend. The message is how bad real estate is.

That is alarming to me because I over index on real estate in my portfolio. So I leaned in to learn more.

I wanted to know if I am missing any signals.

I also wanted to know if I am more exposed than I think I am.

Read more →
Topical / News
Deal Analysis: Closed
Deal 2: Long Distance by Faith, Not by Sight.
Deal Analysis: Closed

By 2021 I was getting more confident.

Deal 1 was closed. The model was built. I had been saving to replenish cash and prepare for the next move.

I did not have a fully defined buy box yet. But I knew the strategy. Buy and hold.

The problem was my market.

Read more →
Deal Analysis: Closed
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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

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.

SPOTIFY

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YOUTUBE

AMAZON MUSIC

EP 34 - Stop spending flip money on a hold

You just closed on a rental property or a small business, and your capital is limited. Where the first dollar goes decides whether you build equity, waste money, or hurt your return.

EP 33 - Level up your asset class

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

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