Brendan Booth (@BrendanBooth

Brendan Booth

5,188 posts

Brendan Booth

@BrendanBooth_

Founder @ Phone Booth Capital | Buying cell tower leases. Writing about leverage, deal structure, and real estate most people drive past.

San Diego, CA

Joined July 2021

Pinned
Brendan Booth
@BrendanBooth_
Feb 24
If you have to convince someone the deal is good… It probably isn’t.
Brendan Booth
@BrendanBooth_
May 17
Most people underwrite the present. Operators spend more time underwriting what can change.
Brendan Booth
@BrendanBooth_
May 16
The best asymmetric deals usually look boring to people who only know how to chase obvious ones.
Brendan Booth
@BrendanBooth_
May 16
Some proposals are less analysis and more creative writing with cap rates.
Brendan Booth
@BrendanBooth_
May 15
The difference between amateur and operator thinking - one asks “What is the rent?” and the other asks “What controls the future value of this income stream?”
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