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JKAM Investments actively invests in real estate and alternative
investments sourced from select ope

JKAM Investments actively invests in real estate and alternative investments sourced from select operating partners with strong experience. We also manage a passive investment fund for accredited investors to allow them to invest alongside us into off market deal flow. We have 20 years of industry experience managing nationwide portfolios of debt and distressed property. Our relationships with vetted operating partners tens of thousands of units encompassing hundreds of millions of dollars of real estate and debt holdings. They have a strong track record of successful property management and returns to investors including strong opportunistic returns post financial crisis where we sourced significant distressed deal flow.

16/10/2026

𝗔𝗽𝗮𝗿𝘁𝗺𝗲𝗻𝘁 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀 𝗮𝗿𝗲 𝗶𝗺𝗽𝗿𝗼𝘃𝗶𝗻𝗴. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 𝗮𝗿𝗲 𝗰𝗼𝗼𝗹𝗶𝗻𝗴 𝗮𝗻𝘆𝘄𝗮𝘆.

𝗙𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀

Deliveries through September: 231,000 units, a 7-year low and down from 435,000 in the same period of 2024, per RealPage.
Absorption year to date: about 450,000 units per CoStar and 345,000 per RealPage. Both exceed new supply.
Vacancy is falling for the first time in nearly 5 years per CoStar. Apartment List shows monthly declines since March.
Rents are up 2.8% year to date and 1.5% year over year per RealPage. Concessions remain sticky.
Austin turned positive on rent growth for the first time in nearly 4 years.

𝗖𝗮𝗽𝗶𝘁𝗮𝗹

Cap rates now sit near the 10-year Treasury yield in the low 5s.
The Fed’s latest hike, and the chance of another, leave little room for investors to make the math work.
Expectations for a second-half pickup in transaction volume are gone.

𝗪𝗵𝗮𝘁 𝘁𝗼 𝗰𝗵𝗲𝗰𝗸

Improving is not recovered. Rents still trail the pre-COVID trend.
Underwrite rent growth near 2%, not a rebound.
Compare your cap rate to the 10-year yield before you buy or refinance.

Sources: RealPage, CoStar, Apartment List.

𝘞ℎ𝘦𝘯 𝘤𝘢𝘱 𝘳𝘢𝘵𝘦𝘴 𝘮𝘢𝘵𝘤ℎ 𝘛𝘳𝘦𝘢𝘴𝘶𝘳𝘺 𝘺𝘪𝘦𝘭𝘥𝘴, 𝘸ℎ𝘢𝘵 𝘪𝘴 𝘺𝘰𝘶𝘳 𝘳𝘦𝘢𝘴𝘰𝘯 𝘵𝘰 𝘰𝘸𝘯 𝘢𝘱𝘢𝘳𝘵𝘮𝘦𝘯𝘵𝘴?

15/10/2026

𝗛𝗼𝘂𝘀𝗶𝗻𝗴 𝗶𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 𝗶𝘀 𝘂𝗽 𝟱.𝟰% 𝗳𝗿𝗼𝗺 𝗹𝗮𝘀𝘁 𝘆𝗲𝗮𝗿. 𝗘𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝗵𝗼𝗺𝗲 𝘀𝗮𝗹𝗲𝘀 𝗮𝗿𝗲 𝗱𝗼𝘄𝗻 𝟮.𝟮%.

𝗘𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝗵𝗼𝗺𝗲𝘀

September sales fell 2.2% year over year. The seasonally adjusted annual rate has been very low for 4 years.
Months of supply is the highest in over a decade.
Active listings: 1,162,000. Up 1.9% from August and 5.4% from last year, the fastest annual growth in 6 months.
Inventory sits 9.1% below pre-pandemic levels, the narrowest gap since the pandemic.
The median price is up 1.3% from last year but has peaked for the year.

𝗡𝗲𝘄 𝗵𝗼𝗺𝗲𝘀

Builders still hold a large number of completed homes for sale.
More homes than normal sit unsold under construction.
Builders are cutting prices to clear inventory. Realtor.com reports price cuts at 4-year highs with mortgage rates above 7%.

𝗪𝗵𝗮𝘁 𝘁𝗼 𝗰𝗵𝗲𝗰𝗸

Underwrite exit timelines with sales near multi-year lows.
Price your exit off today’s comps, not last year’s.
Track builder inventory and price cuts in your markets.

Source: CalculatedRisk, Realtor.com September 2026 Monthly Housing Trends.

𝘋𝘰𝘦𝘴 𝘺𝘰𝘶𝘳 𝘦𝘹𝘪𝘵 𝘱𝘭𝘢𝘯 𝘢𝘴𝘴𝘶𝘮𝘦 𝘧𝘢𝘴𝘵𝘦𝘳 𝘴𝘢𝘭𝘦𝘴 𝘵ℎ𝘢𝘯 𝘵ℎ𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘪𝘴 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘪𝘯𝘨?

14/10/2026

𝗢𝗻𝗹𝘆 𝟭.𝟰% 𝗼𝗳 𝗖𝗮𝗹𝗶𝗳𝗼𝗿𝗻𝗶𝗮 𝗵𝗼𝗺𝗲𝘀 𝗵𝗮𝘃𝗲 𝗳𝗹𝗼𝗼𝗱 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲. 𝗔 𝗵𝗶𝘀𝘁𝗼𝗿𝗶𝗰 𝗘𝗹 𝗡𝗶ñ𝗼 𝗶𝘀 𝗰𝗼𝗺𝗶𝗻𝗴.

𝗖𝗮𝗹𝗶𝗳𝗼𝗿𝗻𝗶𝗮

Governor Newsom declared a statewide emergency on September 21 for a “likely historic” El Niño.
Standard homeowners policies exclude flood, mudslide and debris flow. The FAIR Plan also excludes storm surge and wave damage without a difference-in-conditions policy.
The NFIP building limit is $250,000, below the value of many California homes. Flood policies take 30 days to start.
FAIR Plan dwelling rates rise an average 29.1% on October 15, the plan’s largest single-year increase.

𝗢𝘁𝗵𝗲𝗿 𝘀𝘁𝗮𝘁𝗲𝘀

The Gulf Coast from Texas to Florida, plus Arizona and New Mexico, face higher flood risk this winter.
Florida premiums rose about 60% in a few years, per Cotality.
Nationally, 8.4% of homes face severe or extreme flood risk. Only 2.4% hold federal flood policies.

𝗪𝗵𝗮𝘁 𝘁𝗼 𝗰𝗵𝗲𝗰𝗸

Require proof of flood and difference-in-conditions coverage on collateral in these states.
Underwrite insurance as a cost line. Premiums that exceed estimates sink deals after approval.
Serious delinquencies jump after a disaster and take a year or longer to revert, per Cotality.

Sources: California Dept. of Insurance, Insurance Business, Claims Pages, Newsweek, National Mortgage News.

𝘋𝘰𝘦𝘴 𝘺𝘰𝘶𝘳 𝘶𝘯𝘥𝘦𝘳𝘸𝘳𝘪𝘵𝘪𝘯𝘨 𝘢𝘴𝘴𝘶𝘮𝘦 𝘧𝘭𝘰𝘰𝘥 𝘤𝘰𝘷𝘦𝘳𝘢𝘨𝘦 𝘺𝘰𝘶𝘳 𝘣𝘰𝘳𝘳𝘰𝘸𝘦𝘳 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘢𝘳𝘳𝘺?

13/10/2026

$𝟴𝟬𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗼𝗳 𝗺𝘂𝗹𝘁𝗶𝗳𝗮𝗺𝗶𝗹𝘆 𝗱𝗲𝗯𝘁 𝗺𝗮𝘁𝘂𝗿𝗲𝘀 𝗯𝘆 𝟮𝟬𝟮𝟴. 𝗔𝗯𝗼𝘂𝘁 $𝟯𝟬𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗰𝗼𝗺𝗲𝘀 𝗱𝘂𝗲 𝗶𝗻 𝟮𝟬𝟮𝟲.

𝗧𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀

Multifamily values sit about 28% below the 2022 peak, per Greysteel.
Multifamily delinquency reached 1.37% in Q3 2025, a 12-year high, per credIQ.
CMBS multifamily delinquency ran 6.85% to 7.47% in early 2026. Special servicing topped 8.14%.

𝗪𝗵𝘆 𝘁𝗵𝗲 𝘀𝘁𝗿𝗲𝘀𝘀 𝗶𝘀 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹

Demand and occupancy hold. The problem is refinance math on loans from 2021 and 2022: tight spreads, interest-only terms and floating rates.
Deals were underwritten to rent growth that did not arrive, then rates rose.
Distress concentrates in oversupplied Sun Belt markets like Austin and Phoenix, where appraisals often land below loan balances.

𝗪𝗵𝗮𝘁 𝗹𝗲𝗻𝗱𝗲𝗿𝘀 𝘄𝗮𝗻𝘁 𝗻𝗼𝘄

Fresh equity. Extend-and-pretend is ending, even at debt funds.
Bridge lenders set debt yield floors near 7% and want a clear exit to agency or CMBS debt.
Underwriting follows in-place cash flow, not projected rents.

𝗪𝗵𝗮𝘁 𝘁𝗼 𝗰𝗵𝗲𝗰𝗸

Find every floating rate loan that matures by 2028.
Test DSCR at today’s rates. Lenders usually require 1.25 to 1.50.
Know your exit before you need one.

Source: Multi-Housing News, with data from NMHC, Greysteel, credIQ and Berkadia.

𝘐𝘧 𝘺𝘰𝘶𝘳 𝘭𝘦𝘯𝘥𝘦𝘳 𝘢𝘴𝘬𝘴 𝘧𝘰𝘳 𝘧𝘳𝘦𝘴ℎ 𝘦𝘲𝘶𝘪𝘵𝘺 𝘢𝘵 𝘮𝘢𝘵𝘶𝘳𝘪𝘵𝘺, 𝘥𝘰 𝘺𝘰𝘶 ℎ𝘢𝘷𝘦 𝘢 𝘱𝘭𝘢𝘯?

12/10/2026

𝗥𝗲𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲 𝗱𝗼𝘄𝗻 𝟱𝟲% 𝗳𝗿𝗼𝗺 𝗮 𝘆𝗲𝗮𝗿 𝗮𝗴𝗼.

𝗪𝗵𝗮𝘁 𝘁𝗵𝗲 𝗠𝗕𝗔 𝗿𝗲𝗽𝗼𝗿𝘁𝗲𝗱

The 30-year fixed rate rose to 7.49% from 7.30%, the highest in nearly three years.
Points rose to 0.84 from 0.75.
Total applications fell 4.2% for the week.
Refinance applications fell 8% for the week.
Purchase applications fell 2% for the week and sit 15% below last year.

𝗪𝗵𝗲𝗿𝗲 𝗯𝘂𝘆𝗲𝗿𝘀 𝗮𝗿𝗲 𝘁𝘂𝗿𝗻𝗶𝗻𝗴

ARM share held at 10.3%. In the first years of the pandemic, ARMs were under 3% of applications.
FHA purchase applications fell 6%, the most of any loan type.
“Very few homeowners have an incentive to refinance at these rates,” said Joel Kan, MBA economist.

𝗪𝗵𝗮𝘁 𝘁𝗼 𝗰𝗵𝗲𝗰𝗸

Stress test floating rate debt at 7.5%.
List every ARM and bridge loan reset date in your portfolio.
Ask your lender what a 7.5% exit refinance does to your debt service coverage.

Source: CNBC, MBA Weekly Mortgage Applications Survey.

𝘞ℎ𝘪𝘤ℎ 𝘭𝘰𝘢𝘯 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘨𝘦𝘵𝘴 ℎ𝘪𝘵 𝘧𝘪𝘳𝘴𝘵 𝘪𝘧 𝘳𝘢𝘵𝘦𝘴 𝘴𝘵𝘢𝘺 𝘢𝘵 7.5%?

09/10/2026

𝟵𝟴% 𝗼𝗳 𝗼𝗹𝗱𝗲𝗿 𝗮𝗱𝘂𝗹𝘁𝘀 𝘀𝗲𝗲 𝗮𝗻 𝗮𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲 𝗶𝗻 𝘀𝗲𝗻𝗶𝗼𝗿 𝗹𝗶𝘃𝗶𝗻𝗴. 𝟵𝟲% 𝘀𝗲𝗲 𝗮 𝗱𝗶𝘀𝗮𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲.

𝗧𝗵𝗲 𝗴𝗮𝗽

A Place for Mom surveyed 1,391 adults aged 60 to 90.
54% say senior living meets their practical needs.
Only 34% say it delivers independence, fun, privacy and respect extremely or very well.

𝗪𝗵𝗮𝘁 𝗯𝘂𝗶𝗹𝗱𝘀 𝘁𝗿𝘂𝘀𝘁

54% say knowing someone who lives in a community shapes their opinion most.
47% trust a community more with clean state inspection and licensing records.
43% want a private talk with current residents or their families.

𝗪𝗵𝗮𝘁 𝘁𝗵𝗲𝘆 𝘄𝗮𝗻𝘁 𝗻𝗲𝘅𝘁

57% want to be around people at a similar stage of life.
51% want to be accepted for who they are.
38% are very interested in fall-prevention tech without cameras.

𝗪𝗵𝗮𝘁 𝘁𝗼 𝗰𝗵𝗲𝗰𝗸

Occupancy shows demand. Resident experience shows staying power.
In diligence, pull state inspection records and ask to speak with residents and families.

Source: A Place for Mom survey, via Senior Housing News.

𝘞ℎ𝘦𝘯 𝘺𝘰𝘶 𝘥𝘪𝘭𝘪𝘨𝘦𝘯𝘤𝘦 𝘴𝘦𝘯𝘪𝘰𝘳 ℎ𝘰𝘶𝘴𝘪𝘯𝘨, 𝘥𝘰 𝘺𝘰𝘶 𝘢𝘴𝘬 𝘸ℎ𝘢𝘵 𝘳𝘦𝘴𝘪𝘥𝘦𝘯𝘵𝘴 𝘴𝘢𝘺?

08/10/2026

𝟭 𝗶𝗻 𝟰 𝗚𝗲𝗻 𝗭 𝗮𝗱𝘂𝗹𝘁𝘀 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼 𝗮𝗻𝗼𝘁𝗵𝗲𝗿 𝘀𝘁𝗮𝘁𝗲 𝗶𝗻 𝟮𝟬𝟮𝟰. 𝗔𝗯𝗼𝘂𝘁 𝟭 𝗶𝗻 𝟮𝟬 𝗯𝗮𝗯𝘆 𝗯𝗼𝗼𝗺𝗲𝗿𝘀 𝗱𝗶𝗱.

𝗪𝗵𝗼 𝗶𝘀 𝗺𝗼𝘃𝗶𝗻𝗴

10.7 million of 44.6 million Gen Z adults crossed state lines, or 23.9%.
Millennials: 14.0%. Gen X: 7.2%. Baby boomers: 5.2%.
Of Gen Z movers, 38.1% were in college.

𝗪𝗵𝗲𝗿𝗲 𝘁𝗵𝗲𝘆 𝗹𝗮𝗻𝗱𝗲𝗱

South Carolina: +22,843
Missouri: +14,063
Tennessee: +13,537
Arizona: +12,593
Washington: +11,781
Texas: +10,720

𝗪𝗵𝗲𝗿𝗲 𝘁𝗵𝗲𝘆 𝗹𝗲𝗳𝘁

California: -58,109
New Jersey: -37,556
Illinois: -20,031
California sent 19,287 Gen Z adults to Texas. Texas sent 13,362 back.

𝗪𝗵𝗮𝘁 𝘁𝗼 𝗰𝗵𝗲𝗰𝗸

Young adults rent first. Compare net migration of 18 to 27 year olds in your market against your rent growth assumptions.
A state with net losses needs a different rent forecast than a state with net gains.

Source: LendingTree analysis of 2024 Census Bureau ACS data.

𝘈𝘳𝘦 𝘺𝘰𝘶 𝘶𝘯𝘥𝘦𝘳𝘸𝘳𝘪𝘵𝘪𝘯𝘨 𝘳𝘦𝘯𝘵 𝘨𝘳𝘰𝘸𝘵ℎ 𝘪𝘯 𝘮𝘢𝘳𝘬𝘦𝘵𝘴 𝘸ℎ𝘦𝘳𝘦 𝘺𝘰𝘶𝘯𝘨 𝘳𝘦𝘯𝘵𝘦𝘳𝘴 𝘢𝘳𝘦 𝘭𝘦𝘢𝘷𝘪𝘯𝘨?

07/10/2026

𝗕𝗮𝗻𝗸𝘀 𝗺𝗮𝗱𝗲 𝟱𝟬% 𝗼𝗳 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗹𝗼𝗮𝗻𝘀 𝗶𝗻 𝟮𝟬𝟮𝟮. 𝗜𝗻 𝗤𝟭 𝟮𝟬𝟮𝟲, 𝘁𝗵𝗲𝘆 𝗺𝗮𝗱𝗲 𝟮𝟮%.

𝗪𝗵𝗼 𝘁𝗼𝗼𝗸 𝘁𝗵𝗲 𝘀𝗵𝗮𝗿𝗲

Alternative lenders handled 53% of CRE originations in Q1 2026, per CBRE's Lending Momentum Index.
Private credit funds and insurers now finance about $1.2 trillion of the $6.4 trillion US CRE debt market, or 18.3%, per Moody's.
Moody's projects private credit CRE lending could reach $2.7 trillion.

𝗪𝗵𝗮𝘁 𝗶𝘀 𝗰𝗼𝗺𝗶𝗻𝗴 𝗱𝘂𝗲

CBRE counts more than $800 billion of CRE loans maturing in 2026.
CRE debt funds hold a record $56 billion in dry powder. Fundraising slowed to about $16 billion in the first half of 2026, down from about $20 billion the half before.

𝗪𝗵𝗮𝘁 𝘁𝗵𝗲 𝘀𝘁𝗿𝗲𝘀𝘀 𝗹𝗼𝗼𝗸𝘀 𝗹𝗶𝗸𝗲

CBRE's May brief found private credit stress largely contained in corporate direct lending, with limited direct risk to CRE. Indirect risk grows if bank lending tightens or investor confidence falls.

For borrowers, the lender on the other side of your loan has changed. For investors, lending yield now depends on structure, underwriting and basis.

𝘐𝘧 𝘣𝘢𝘯𝘬𝘴 𝘬𝘦𝘦𝘱 𝘱𝘶𝘭𝘭𝘪𝘯𝘨 𝘣𝘢𝘤𝘬, 𝘸ℎ𝘰 𝘥𝘰 𝘺𝘰𝘶 𝘸𝘢𝘯𝘵 𝘴𝘪𝘵𝘵𝘪𝘯𝘨 𝘪𝘯 𝘵ℎ𝘦 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘴𝘵𝘢𝘤𝘬?

06/10/2026

𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗵𝗼𝗺𝗲 𝗽𝗿𝗶𝗰𝗲𝘀 𝗮𝗿𝗲 𝗮𝘁 𝗮𝗻 𝗮𝗹𝗹 𝘁𝗶𝗺𝗲 𝗵𝗶𝗴𝗵. 𝗔𝗱𝗷𝘂𝘀𝘁𝗲𝗱 𝗳𝗼𝗿 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻, 𝘁𝗵𝗲𝘆 𝗵𝗮𝘃𝗲 𝗯𝗲𝗲𝗻 𝗯𝗲𝗹𝗼𝘄 𝘁𝗵𝗲𝗶𝗿 𝗽𝗲𝗮𝗸 𝗳𝗼𝗿 𝗳𝗼𝘂𝗿 𝘆𝗲𝗮𝗿𝘀.

Per CalculatedRisk's October update on the July Case-Shiller data, the National Index sits at an all time high in nominal terms, with the Composite 20 just below its own. It has been 50 months since real house prices peaked in 2022.

𝗧𝘄𝗼 𝘄𝗮𝘆𝘀 𝘁𝗼 𝗿𝗲𝗮𝗱 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗶𝗻𝗱𝗲𝘅
Nominally, the National Index is 80.5 percent above its bubble era peak. In real terms, adjusted for CPI, it is only about 8.5 percent above, and the Composite 20 is just 0.6 percent above. Against the 2022 peak, the real National Index is 3.8 percent below and the Composite 20 is 3.5 percent below. For scale, inflation alone turns a 300,000 dollar price in January 2010 into 459,000 dollars today, a 53 percent increase just to stand still.

𝗪𝗵𝗮𝘁 𝘁𝗵𝗲 𝗽𝗿𝗶𝗰𝗲 𝘁𝗼 𝗿𝗲𝗻𝘁 𝗿𝗮𝘁𝗶𝗼 𝗮𝗱𝗱𝘀
The price to rent index sits 11.0 percent below its 2022 peak, meaning prices have lagged rents since then. That is how the correction is happening, not through a crash in nominal prices but through rents and incomes catching up while prices drift sideways.

𝗪𝗵𝗮𝘁 𝗵𝗶𝘀𝘁𝗼𝗿𝘆 𝘀𝘂𝗴𝗴𝗲𝘀𝘁𝘀 𝗳𝗿𝗼𝗺 𝗵𝗲𝗿𝗲
After sharp run ups, real prices have historically taken years to reach new highs, with McBride noting that his seven year shorthand is not magic. His read for 2026 is nominal prices mostly flat and real prices declining further, with more inventory and higher mortgage rates trimming demand. Real prices remain historically high, which is why this reads as a grind rather than a collapse.

𝘐𝘧 𝘳𝘦𝘢𝘭 𝘱𝘳𝘪𝘤𝘦𝘴 𝘬𝘦𝘦𝘱 𝘥𝘳𝘪𝘧𝘵𝘪𝘯𝘨 𝘭𝘰𝘸𝘦𝘳 𝘸ℎ𝘪𝘭𝘦 𝘯𝘰𝘮𝘪𝘯𝘢𝘭 𝘱𝘳𝘪𝘤𝘦𝘴 ℎ𝘰𝘭𝘥 𝘯𝘦𝘢𝘳 ℎ𝘪𝘨ℎ𝘴, 𝘸ℎ𝘰 𝘪𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘢𝘣𝘴𝘰𝘳𝘣𝘪𝘯𝘨 𝘵ℎ𝘦 𝘢𝘥𝘫𝘶𝘴𝘵𝘮𝘦𝘯𝘵, 𝘣𝘶𝘺𝘦𝘳𝘴 𝘰𝘳 𝘴𝘦𝘭𝘭𝘦𝘳𝘴?

05/10/2026

OpenAI reportedly repriced on the secondary market to $1.5T.

For pre-IPO investors, entry price is the whole game. A higher mark shrinks any discount to comparables, narrows the margin of safety, and raises the growth needed for the same return.

Same company. Different math.

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