06 — Insights
Writing from the team on private credit, real estate, and how deals actually get done. Each piece will get its own page and its own link.
National gross returns on flipped homes are at their lowest point since 2008. Fix and flip investing looks simple from the outside, buy a distressed property, renovate it, sell it for more than you paid. But the investors still generating consistent profits are not doing anything exotic.
While the macroeconomic conversation has been dominated by recent Fed rate moves, the secondary shockwave hitting commercial real estate is just beginning to make landfall.
On September 16, 2026, the Federal Reserve raised its benchmark rate by a quarter point, from 3.75% to 4%. Mortgage and commercial borrowing costs moved higher with it.
