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Sep 6, 2026
And a Thought on One-Way and Two-Way Door Decisions
May 26, 2026
How we kept capital moving, and how we're deploying AI without losing the team
Feb 21, 2026
Notes on Discipline and Selective Expansion
Nov 28, 2025
New Besma Apartment and Baltan 2.0
Nov 11, 2025
Portfolio KPIs, operator insights, deal notes
