Plain-spoken writing on grocery-anchored retail, cap-rate fundamentals, lease and deal structure, and the syndication mechanics behind Stoneforge’s acquisitions.
7 notes · updated July 7, 2026
A plain explanation of grocery-anchored retail centers as an asset class, how the anchor tenant drives traffic and NOI stability, what cap rates look like, and the core risks operators take on.
Read →E-commerce hollowed out malls and commodity retail but left grocery- and service-anchored centers standing. The structural reasons why, margins, immediacy, and services that can't ship, and what they imply for the asset class.
Read →Who qualifies as an accredited investor, why Rule 506(c) offerings require verification rather than a checkbox, what documentation sponsors actually accept, and how 506(c) differs from the quieter 506(b).
Read →A working guide to syndication economics, acquisition and asset-management fees, preferred returns, promotes, catch-ups, and how to compare a pro-rata no-promote structure against a waterfall on the same deal.
Read →We'll send the current portfolio brief, a sample deal memo, and an invite to the next quarterly investor call.