Analysis
Structured writing on sports models, commercial real estate, Austin M&A, finance, and data work.
sports · cre · m&a · finance · data
- ma Austin M&A — week of May 25, 2026 Three deals worth thinking about this week. One I would have done, one I would not, one I cannot tell yet.
- cre How Austin office is actually pricing A first cut at what the post-2021 overbuild has done to Class A and Class B rents downtown and in the Domain.
- sports College basketball — 2025-26 model postmortem What the model got right, what it got wrong, and what I am changing for next season.