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Week 4: Now / Next / Later

Mar 15, 2026

Week 4: Now / Next / Later

Now Stabilizing

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Week 3 — What the Board Is Telling Us

Mar 11, 2026

Week 3 — What the Board Is Telling Us

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Week 3: Now / Next / Later

Mar 8, 2026

Week 3: Now / Next / Later

Continued evolution

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Week 2 update: Why the board changed

Mar 4, 2026

Week 2 update: Why the board changed

It's better

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Week 2 - Now / Next / Later

Mar 1, 2026

Week 2 - Now / Next / Later

A reworked philosophy

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Week 1 Update: Columbus vs Indianapolis

Feb 22, 2026

Week 1 Update: Columbus vs Indianapolis

Timing, Probability, Convexity

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Week 1 - Now / Next / Later

Feb 21, 2026

Week 1 - Now / Next / Later

Setting the baseline

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Cap Rate Signals Curation Methodology

Feb 21, 2026

Cap Rate Signals Curation Methodology

How the Now / Next / Later Board is built

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How Cap Rate Signals Has Evolved

Feb 20, 2026

How Cap Rate Signals Has Evolved

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