Research, written down.

The same records-first research that drives our pipeline, packaged for owners and capital providers. Papers are delivered by email on request.

PAPER 01

The DFW maturity wall, 2026 to 2028

Why the 2020 to 2022 debt vintage is maturing short, how large the gap band runs, and which submarkets carry the concentration. The thesis paper.

PAPER 02

The 2027 property tax reset

Texas’s 20 percent circuit breaker on non-homestead property expires December 31, 2026. What the sunset means for values, expense stacks, and debt coverage on DFW multifamily, and what to check on your appraisal notice now.

PAPER 03

The owner’s refinance file

The three documents every refinance starts with, what a credit officer reads first, and the DSCR and LTV math that sizes your loan, worked in plain numbers.

Want the math with your own numbers first? Run the gap estimator.