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Impact Growth Capital
Impact Growth Capital
THESIS
PORTFOLIO
INSIGHTS
CONTACT
CLIENT LOGIN
THESIS
PORTFOLIO
INSIGHTS
CONTACT
CLIENT LOGIN
Jesse Sells 10/15/26 Jesse Sells 10/15/26

The Cheapest Apartments Are the Fullest. The Most Expensive Have the Most Supply Coming. That Is Not a Coincidence.

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Jesse Sells 10/13/26 Jesse Sells 10/13/26

Insurance Premiums Rose 88%. Rent Growth Was 3%. That Math Is Repricing Every Multifamily Deal in America.

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Jesse Sells 10/1/26 Jesse Sells 10/1/26

Inflation Cooled. Hike Odds Fell. The 10-Year Hit a 24-Year High Anyway.

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Jesse Sells 9/28/26 Jesse Sells 9/28/26

The Property Collects Rent. What Reaches You?

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Jesse Sells 9/24/26 Jesse Sells 9/24/26

98 Properties. 30 Federal Agencies. 98% Occupied. Someone Just Built a $450 Million Portfolio Around the Most Creditworthy Tenant in America.

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Jesse Sells 9/22/26 Jesse Sells 9/22/26

$757 Billion Comes Due by 2028. The Apartments Are Not the Problem. The Debt Is.

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Jesse Sells 9/17/26 Jesse Sells 9/17/26

The Fed Is Not Fighting Diesel.

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Jesse Sells 9/15/26 Jesse Sells 9/15/26

J.P. Morgan Targeted $500 Million. Investors Gave Them $1.1 Billion. The Market Is Telling You Where Cash Flow Lives Now.

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Jesse Sells 9/10/26 Jesse Sells 9/10/26

35 Homes for Every 100 Families. The Number That Explains Everything About Workforce Housing.

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Jesse Sells 9/7/26 Jesse Sells 9/7/26

The Apartment Pipeline Is Shifting. The Markets Getting the Most New Supply Are Not the Ones You Would Expect.

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Jesse Sells 9/3/26 Jesse Sells 9/3/26

The 71 Percent Problem.

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Jesse Sells 9/2/26 Jesse Sells 9/2/26

Institutional Capital Is Moving Down-Market. What Happens When Wall Street Starts Competing for Main Street Real Estate?

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Jesse Sells 8/26/26 Jesse Sells 8/26/26

Lenders Are Moving Faster Than Buyers. That Gap Is the Signal Most Investors Are Missing.

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Jesse Sells 8/20/26 Jesse Sells 8/20/26

$28 Billion. 24 Hours. Zero Effect. What the Bond Market Just Told the Treasury.

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Jesse Sells 8/17/26 Jesse Sells 8/17/26

Builders See Demand. They Are Not Building. That Gap Is the Story.

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Jesse Sells 8/4/26 Jesse Sells 8/4/26

Oil Fell 5%. Real Estate Capital Is Still Expensive.

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Jesse Sells 7/30/26 Jesse Sells 7/30/26

The Fed Didn't Raise Rates, So Why Did Borrowing Costs Jump?

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Jesse Sells 7/21/26 Jesse Sells 7/21/26

The $0 Housing Fix. Will It Work?

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Jesse Sells 7/16/26 Jesse Sells 7/16/26

Private Credit Is Too Big to Ignore and Still Too Opaque to Measure.

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Jesse Sells 7/9/26 Jesse Sells 7/9/26

America Has Too Much Office Space and Not Enough Housing. The Solution May Be the Same Buildings.

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