Blog Archives

Skin in the Game - Reflections on the Election

election

This is a picture of my typical breakfast which is my smoothie and a combination of cereals with berries on top. You’ll notice in the upper right hand corner of the placemat I have my “I Voted” sticker. It always feels good to vote.

Read more ›



Leaving a Powerful Legacy

Legacy Roneet Carmell Phil Lesh Robbie Robertson

The last couple of weeks have really brought forth the importance and power of one’s legacy and the impact it can have on others. They involved the passing and honoring of three people who have impacted my life.

Robbie Robertson

Two of them were musical influences whose lives were celebrated by concerts in their honor.

Read more ›



CWS Capital Partners - Our Investors Are Our Partners

CWS Capital Partners is a real estate investment management firm that was founded in 1969. We own operate, manage and develop in excess of 20,000 apartment units throughout the country primarily in the Sunbelt, with a value, at the time of this writing , in excess of $7 billion dollars.

Read more ›



Oasis Reunion and Getting on One's Nerves

Liam Gallagher Oasis Noel Gallagher

Liam Gallagher August 27 Oasis

Pain can come in many forms beyond just the physical. And the root cause of some physical pain can also be emotional. I know a lot of Oasis fans have been in pain ever since that fateful backstage row in Paris in 2009 when Noel Gallagher finally had enough of being in the same band with his younger brother Liam and called it quits right then and there.

Read more ›



Wisdom of Charles Brandes: The Principles of Value Investing

Wisdom of Charles Brandes Invest Wisely

Charles H. Brandes is the founder and chairman of Brandes Investment Partners, L.P. and a true pioneer in international investing. He is also a strong adherent to the principles of value investing. One of the benefits of being a CFA is that I get access to publications from the CFA Institute and every so often there are some gems that I come across.

Read more ›



Housing Shock Therapy

Housing Shock Therapy

It’s been a challenging couple of years for apartment owners, but, as I have been writing about over the past year or so, there is definitely light at the end of the tunnel. This is because apartment construction while having been at historically high levels,

Read more ›



Capping off a Good Week

Rate Cap

After the chaos in Japan led to a pretty massive unwind of the yen carry trade, which spilled over to stock market losses and Treasury market gains (yields dropping), last week reversed some of that carnage. The stock market rebounded sharply, and bond yields went up,

Read more ›



Gradually ---> Suddenly (Yet Again)

Gradually Suddenly

I think this headline last Friday from CNBC tells us much of what we need to know about the economy. 

August 2, 2024 Dow tumbles 800 points, Nasdaq enters correction territory

Up until recently disappointing economic news was generally good for the stock market because it has led to lower interest rates and more pressure on the Fed to cut rates.

Read more ›



R.I.P. Bill Williams

RIP Bill Williams 1932 - 2024

The world lost a force of nature in the passing of Bill Williams last week. Bill co-founded CWS in 1969 with Jim Clayton after the two of them met at an Indian Guides outing, and both came to learn that they had read the same book about how to create wealth in real estate.

Read more ›



Just A Shot Away

Gary Carmell 37 Years with CWS Anniversary

I recently completed my 37th year at CWS. It’s been quite a journey. So many life changes have taken place during my tenure here as well as gaining invaluable business experience, forming wonderful relationships, saying goodbye to people who have sadly passed,

Read more ›



Categories

Free Insights