I dropped a teaser on Instagram today for a new mountain resort concept we have been developing, and I wanted subscribers to hear the reasoning before the marketing.

Regular readers know the thesis. Mountain resort communities have a structural housing problem, demand compounds every season, supply is frozen by land, entitlement, and construction costs, and nearly all new product targets the second home buyer. I have written about this from the investor side for years. This project is where I put the argument to work as an operator.

I am not naming the project or the market yet, we are still in the quiet phase, but the reel gives you the feel of it, and over the coming months I will walk through the site selection, the capital stack, and the design decisions here first, in more detail than any other channel gets.

Winter 2027. More soon.