Operator Insights and Strategy

Operator Insights and Strategy

On JVs, Diversification, and What’s Next

Feb 21, 2026

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4 min read

On JVs, Diversification, and What’s Next

Notes on Discipline and Selective Expansion

Dan Dima-ala

Deal Notes

+2

OMBA Property Group Letters

Nov 11, 2025

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3 min read

OMBA Property Group Letters

Portfolio KPIs, operator insights, deal notes

Dan Dima-ala