The Skeptical Investor Newsletter

A frank, hopefully insightful, dive into real estate and financial markets. From one real estate investor to another.

All Past Articles

As Building Costs Fall, the Price of Owning a Home Keeps Rising

Lennar now builds a house for 14% less per square foot than it did in 2023, yet insurance, land and association dues continue to climb. My landlord renewal shows how that gap reaches investors.

Andreas Mueller

Oct 5, 2026

Real Estate Investing

The Fed Is Fighting a Gas Pump, Not Inflation

Strip out fuel and core inflation is still cooling, currently 2.4%. The Fed is leaning on interest rates to combat fuel prices, a battle they have no control over.

Andreas Mueller

Sep 28, 2026

Real Estate Investing

The Apartment Recovery Is Real.

Nashville's supply wave peaked, vacancy is half the region's, renewals are up, and three bank CEOs say the renter is fine. So why does every headline say rents are falling?

Andreas Mueller

Sep 21, 2026

Real Estate Investing

If You Can't Build It, You Lose It.

My great grandfather built a cabin near Lake Tahoe without a permit. It's still standing. How long and at what cost does permission take today? A new study timed 1.1 million permits in 60 cities.

Andreas Mueller

Sep 14, 2026

Real Estate Investing