And when things break, the chickens will come home to roost for all SF/subto/no cash in players or folks who bought into the FOMO without reserves.

'Windfalls' arise or we prioritize and accelerate. 

Agreed, the deals are always to be had if one looks hard enough and know's the game.Don't hate the player, hate the game if you don't know how to play it hehe

As someone who works in private equity/private credit, I can attest to the fact that they are major players among the large institutional investors.I work as a fund accountant and performance metrics are a large part of what I do.

Have not done any business with them but did have a sit down with the owners last June when I made a brief visit to Cleveland .. and was impressed with their knowledge definitely seasoned players in the space.

Also always prioritizing location over anything else.

Telling my son who wanted to be a professional football player that he would never be a pro football player didn't go over well either. 

I believe a google search yielded the largest management players and a few conversations with them gave me a good idea of how everything worked, though things are hazy now as it's been over a year.  

My dear friend is one of the biggest players in Miami, and she told me, Bob do not touch S FL, stay in Cleveland Good luck  I am moving to Miami.

I suspect he would continue to recommend passive players buy indexes or just Berkshire stock!