When markets get shaky, advisors don’t just manage portfolios. They manage a surge of client emails, questions, and last-minute meetings. BELAY’s free Financial Advisor’s Delegation Guide shows how better delegation protects responsiveness, reduces bottlenecks, and helps your firm stay client-facing when pressure and volume rise fast across the entire firm.

Get the Guide!

{{first_name}}

And I should’ve stayed “in my lane”.

But then about 10 years ago, I got the “Airbnb bug” and learned I could ern 2X or 3X what I’d net from regular rentals if I furnished them and threw ‘em up on Airbnb.com.

Then, I got tired of managing them.

Then, I hired a few different managers.

Then…(this is getting exhausting already I know) I was impatient watching rental managers fumble managing our short term rentals…

...so my friend Isaac Moore and I built our own (still alive today, we called it Buy More Time…and it’s still around today).

I started buying hotels and converting them into multifamily.

Three different verticals.

Three different operating models.

Three different capital stacks.

And here's the part most people miss.

I was never the smartest person in any of those niches. Not even close.

I just got really good at finding people who were...

...and partnered with them.

And I wasn’t perfect. I stumbled across and selected partners who had different motives…(but it was rare).

And the wild part?

The capital almost always showed up. As long as my partner was a real subject matter expert who had gone full-cycle on the kind of deals I was raising for, the money found us.

That was years ago. With nothing remotely close to the tools we have today.

Which brings me to what I really want to tell you.

I just published the longest post I've ever written.

It's about why niches don't matter anymore in real estate private equity...well, that’s kinda true.

Because they still do. They matter more than ever, actually. The operational expertise to actually run a self-storage portfolio or a flex industrial park or a hotel conversion is real, but…it's not getting easier.

What changed is whether you have to be the niche expert.

You just need to know how to find an expert, evaluate them, and structure a deal around them at a speed that wasn't possible before AI.

Most fund and asset managers haven't figured that out yet.

But the data says they're about to find out the hard way. The top 10 real estate funds raised 40% of all the capital last year. The top 15 managers control 45% of all assets.

Single-sector specialists are getting absorbed in M&A waves they can't really fight.

The trajectory is brutal if you only run one playbook.

In the letter, I walk through:

-The exact data showing where capital is consolidating right now (and what it means for specialists)

-The four-step formula I used to pivot across three verticals without becoming a niche operator myself

-A real-world workflow for evaluating an asset class you've never touched in a single business day

-Why I think AI plus a subject matter expert is the ultimate model for the next decade of real estate

It's the most honest thing I've written about how I actually built what I’m building today.

Read it here.

If even one part of it changes how you think about your own next move, I'll consider it a win.

Have an amazing weekend,

P.S. If you're a manager wrestling with how to actually build cross-sector capability into your team, hit reply. I've been having more of these conversations every week and I'd love to compare notes.

P.S.S. I’m active on LinkedIn. Let’s connect.

P.S.S.S. I’m new to YouTube. Check out my channel.

Imagine it's 2031. Markets have been chaotic for years. Your coworkers are stressed. You're not. Because five years ago, you did something boring. You opened YieldClub, turned on Autopilot, and your yield started converting into Bitcoin every day. Quietly. Automatically. YieldClub earns up to 12% APY and routes your yield into Bitcoin automatically. No lockups, no guesswork.

Start Stacking BTC

F6 Partners is an alternative real estate asset manager that I’m currently advising, specifically assisting in the buildout of their Investor Relations department to raise another $100M for Student Housing, and so far they are on a roll.

Learn more about F6 Partners →

I build LP investor relations infrastructure (lead list building, pitch development, data room, family office strategy, nurture systems, and accountability structures) so your raise actually closes.

Three things I do that most placement firms don't:

If you're raising for a real estate deal or a fund in the next 90 days, reply to this email or visit this page and fill out the form and let’s see how my team and I can help you.

This message, including any hypothetical scenarios described, is provided for informational and illustrative purposes only and does not constitute professional advice. These scenarios are hypothetical and are not indicative of any specific outcome or past performance. Results will vary based on individual efforts and external factors. We make no promises or guarantees regarding your success or income level.

Please note that individual successes are influenced by personal abilities, market conditions, and other external factors. We assume no responsibility for decisions made or actions taken based on the content of this email. Always consult with qualified professionals before making significant business decisions.