HeyJaredWarden Capital
Musings on public and private commercial real estate markets.
- Indexed issues, last 90 days
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- Jul 21, 2026
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- Jul 21, 2026
Latest issues
War Cap Q2 2026 update (opens the original)
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I know I said I’d likely stop writing these big letters, but I just couldn’t help myself this quarter. So much is happening, and I wanted to jot my thoughts down as much for myself as anything else. And also to crow about a big win we had.Quickly on the returns. We had a big quarter, with YTD returns up to 15.91% vs 9.3% for the S&P (my main target benchmark) and 16.96% for the USRT (again not really relevant comp these days but including for historical continuity). Since inception we are up to
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