May 21, 2026 3 min read
The Death of 90/10? – Deal Structuring 2.0
Everyone wants what they can’t have. And it is so hard to let go of the past. As you know, I spend a lot of time trying to help sponsors find capital and, at the same time, trying to help investors with capital put it to use. This leads me to hear the laments of all sides.
Read MoreApril 4, 2025 3 min read
Opportunity Zones 3.0 A Completely Different Plan
This is about Opportunity Zones and a completely different way of thinking about them. Let’s start with the former Opportunity Zone program, which I will refer to as OZ-1. The concept was wonderful; I mean, how could anyone argue against rich people investing in poor areas? However, there were some problems with it that limited its efficacy.
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