REIMAGINE: The Island Alpha: Manufacturing Equity in 2026
The Island Alpha: Manufacturing Equity in 2026 Why the vintage stock from Harbour Inlet to Lighthouse Point is the last great value play. The Executive Thesis: Greater Fort Lauderdale has seen a historic run-up in property values. But markets are never perfectly efficient. Right now, the greatest o
What's Caught My Eye: News from Around the Region December 2025
What's Caught My Eye: News from Around the Region December 2025 Regional Drivers: Greater Fort Lauderdale: Infrastructure, Hospitality, and the "Mini Monaco" realization. 1. The 17th Street "Power Corridor" is Complete The News: The new Omni Fort Lauderdale Hotel officially opened its doors this mo
The Anatomy of a Spread: Deconstructing the Casamar Delivery
The Anatomy of a Spread: Deconstructing the Casamar Delivery A study on the Pompano Beach "Pre-Construction Arbitrage" trade via my Foundations series. The Executive Thesis: In the luxury market, "Alpha" is often generated not by timing the market, but by arbitraging the timeline. The recent deliver
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