This will be brief. And unusual.

It isn’t a regular post. It’s more of a question for you all, who I think are among the most informed, most up-to-date, and most paranoid of the people in the real estate industry. I say this because you’re paying subscribers to this Substack.

Well, I had a long conversation with a good friend of mine who has been a VIP member of Notorious ROB for a long time. He’s also one of the smartest, most insightful, and most respected leaders in real estate today. He read my Empire Strikes Back post and wanted to chat, and… well….