THE LANDLORD-TO-OPERATOR NEWSLETTER
Read the market.
Run a better
portfolio.
The headlines tell you what happened.
Martin Perdomo helps you understand what it changes.
One weekly letter on rates, rents, and the decisions behind a rental portfolio that runs like a business.
A sharper read.
Every week.
Get the numbers, the context, and what they mean for your portfolio.
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FROM MARTIN’S DESK
See what lands
in your inbox.
No email needed to take a look.
Start with one of these letters.
The renter’s clearance sale is winding down.
Why rising rents don’t tell the whole story—and why collections still matter more than occupancy.
Read the letterThe rope finally moved.
What a change in mortgage rates means for the deal on your desk.
Read the letterThe witness changed its story.
Read beyond the jobs headline. The revisions can change the picture.
Read the letterSelected from the newsletter archive. Letters open in a new tab.
WHAT YOU’LL GET
Big-picture numbers.
Property-level thinking.
For owners making the financing, rent,
and operating decisions themselves.
Rates & financing
Understand what changes your cost of debt—and what doesn’t.
The economy
Read the jobs, inflation, and Fed stories through an operator’s lens.
Rents & collections
Look beyond occupied units to concessions, cash flow, and what’s actually collected.
Underwriting & operations
Bring a clearer view of risk to the next deal and the portfolio you already own.
THE FORMAT
Five minutes.
A clearer perspective.
Every letter follows the same four parts.
You’ll always know where to find the point.
- 01
SIGNAL
The number that moved.
- 02
The Story Behind the Number
The context the headline leaves out.
- 03
What Most People Get Wrong
The easy interpretation worth questioning.
- 04
The Takeaway
One idea to bring back to your portfolio.
MEET YOUR WRITER
From someone
who operates,
too.
Martin Perdomo writes about real estate from the perspective of an owner and operator. The letter connects market reports with the questions that show up in an actual rental business.
“You don’t underwrite
— Martin Perdomo
to hit a return.
You underwrite to
survive being wrong.
YOUR NEXT WEEK STARTS HERE
One letter a week.
Then back to work.
A little more context for the decisions that can’t wait.
Get the free weekly letter Rates. Rents. The business behind your doors.