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That is the question I always get. ​ But that’s wrong. ​ You should start by what’s the return that you need to get from an investment to make it worthy. That’s the real thing. Is it 5%, 10% or 15%? Would it be the same if the interest rates are 3%, 5% or 8%? You can get the answer in the course below ​Investing better than 99% of people ​ But for now… let’s go back to the question. ​ It’s such a recurring question that you’ll even find dozens of articles, posts, or videos on YouTube trying to answer it. ​ People are afraid. ​ Afraid of not finding hidden defects in a property before buying it. And I’m not talking about structural defects… or at least, not just… ​ Imagine arriving on the first day to see what you've bought, now being yours, and realizing that the electricity was worse than you expected. Or that you can hear the neighbor too much when they flush the toilet. Or that you have a very nice neighbor that love the fiestas until late… from Tuesday to Sunday. ​ You can be quite jodido is this happens. ​ The same happens when, after calculating the profitability of a property, what you had on paper turns out to be just a mirage. Going from calculations to reality is very complicated, and gurus on the internet sell it as a simple formality. What was supposed to be an 8% net, ends up being an 8% gross… And then you realize that the 2 weeks to find a tenant become 2 months. And the insurance grows over inflation, as well as the condo fees or municipal taxes… ​ In the course below, I provide my personal Excel File to review all these scenarios. It includes taxes, inflation rates for key elements, appreciation, cash flows, mortgage, interest rates, upgrades… It’s my personal tool that gives me the go or no go in 5 minutes. ​ But here is the interesting thing… Good opportunities need to be created, not just detected. ​ And that… and not the magic Excel File is what you should be considering. ​Is this piece of Real Estate a Good Investment – $29.90. ​ ​ PD 1: If you liked this email, don't keep it in secret and forward it to a friend. They will thank you enormously one day. PD 2: If somebody has sent you this email and you want to receive emails like this yourself, visit theantagonist.co PD 3: If you want unsubscribe, click the link below. ​ ​ |
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Most PPP evaluations are designed by committees obsessed with checking boxes. Not with selecting the best partner. The result? Overcomplicated scoring matrices Subjective criteria disguised as science Endless “clarification” rounds A perfect environment for disputes… Sorry. A PPP evaluation is not an academic exercise. It’s a decision. And decisions must be fast, clear, defensible. So… how do you design the perfect evaluation? The 3-Step PPP Evaluation That Actually Works Step 1 — Choose only...
When you spend enough time in Europe, you usually end dealing with a bank. It’s as lovely as a tooth pain. The EU is the bureaucracy hell of the world. A place that tells you even how the cap of a bottle of coke must be… and of course, they did not think about any market testing or user case. What for? Well… Banks. You can’t live without them, but you hate them. Mastodonts with benefits. Shield by government. Too much money invested in lobbies… or finding imaginative solution to hide bribes...
Many people challenge my preferred RFP strategy for PPPs: “Pre-qualify strong consortia, set a minimum technical pass/fail, and award to the best NPV bidder? They’ll just bid low and renegotiate later!” I get it. That tactic has been abused in Latin America for years. But we need to ask: Why has +20% (often +50%, +100%, +200%) become almost inevitable there? Let’s look at the real causes: Why PPP prices skyrocket after award 1) Renegotiation is systemic. In transport PPPs, up to 78% of...