Views on markets, real estate and life. Honestly I'm mostly doing it so I won't have so many notebooks
Week of September 13 notes
A few thoughts on stuff
Housing starts are increasing at a pretty quick pace. The below tweet from Taleb has stuck with me….
The venture capital market (like many markets) has been going bananas this year. Where has it grown the most? Austin and Miami have gotten most of the attention but the cities with the most growth fly more under the radar. Philadelphia has enjoyed the most growth in VC spending over the last 30 months, followed by other small and mid-sized cities.
I’m interested in the 15 minute neighborhood concept. It seems like this is how most of us really want to live, and remote work allows it. I want to spend time to calculate the positive impact on health, happiness and the environment
My take: flexible housing and STRs is an underdeveloped market, early in its phase of institutionalization ripe with inefficiencies. Markets like Savannah and Nashville appear to continue to offer something like an “arbitrage” for investors to step into existing rental properties
My take: has anybody ever really had a useful conversation at the water cooler? My last company had 4,000 employees and I hardly ever saw any of them. But they did a good job of coordinating periodic gatherings where the the relevant people could get together.
My take: Tokenized real estate seems really exciting and logical. But how to participate. One way is to dive right in like Fluidity and Harbor and be the innovators and guinea pigs. Better instead to sit back and let the big issues to worked through. Another way to play is to consider the second order effects. If blockchain and tokenization will increase the liquidity, they will increase the price. So invest now, in the types of properties that will be tokenized in the future.
I found the below image somewhere and it really resonated with e
ContrariLand 
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