Brick campus buildings and palm trees at the University of Southern California

Research library / 25 articles

Research Library

This is the full collection of my work on Los Angeles real estate, hotels, triple-net leases, public companies, semiconductors, retail, and interest rates.

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02 ARTICLESREAL ESTATE

Real EstateLease analysis

How tenant credit and lease terms affect a triple-net property

A triple-net lease can make ownership look simple because the tenant may pay taxes, insurance, and much of the maintenance. The owner is still depending on one contract, one rent check, and a building that might be expensive to reuse when the tenant leaves.

6 min readRead the article ↗

Real EstateRollover analysis

What happens to a net-lease property's value when only five years remain?

A tenant can pay every rent bill on time while the property quietly becomes harder to finance and sell. As the lease approaches expiration, buyers know less about the next tenant, the next rent, and the amount of construction that may be required.

5 min readRead the article ↗