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What You’re Really Betting On

What You’re Really Betting On

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Summary: What you’re really betting on isn’t the property — it’s the operator, the structure, the business plan, and the market. Naming and managing those calculated risks up front is how you move without guarantees.


Highlights:

  • Operator first: track record, responsible assumptions, communication under stress, conservative decision defaults
  • Structure matters: leverage cuts both ways; fixed vs. floating debt; real cap rates and conservative exit cap forecasts; maturity that doesn’t force a sale; performance-aligned waterfalls; sensible capital stack
  • Business plan reality: in-place cash flow vs. story; realistic levers (renovations, rent, expenses, ops); margin of safety; source of early distributions vs. projections
  • Market tailwinds: jobs, wages, migration, supply, employer diversity; timing vs. new supply; absorption-aware rent growth
  • Reframe: reduce risk by naming your bets — not by chasing certainty

Links:
• Website: FlowersCapital.com


Disclaimer: Disclaimer: This content is for educational purposes only and not investment, legal, or tax advice. Private real estate investments involve risk, including loss of principal and illiquidity. Offers, if any, are made only via official offering documents and to qualified investors. Consult your own advisors.


Publishing cadence: New episodes Monday–Friday at 6:00 AM ET. Short episodes most days; a weekly longer conversation on Tuesdays.

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