Umberly

Creating value and driving efficieny for real estate investors

[Umberly @UmberlyREI]

@BeardyBrandon we understand what you’re saying. This is how we are teaching investors to get out graveyard

https://t.co/CUgXTRfNG0

[Brandon Turner @BeardyBrandon]

There's a graveyard of investors stuck between 3 and 20 units.

They're smart. They find good deals. They hustle.

But they hit a ceiling they can't break through. Same mistake every time.

It's not deal flow. It's not capital. It's these 3 delegation failures →

[Umberly @UmberlyREI]

@BeardyBrandon It’s okay to be in the weeds but there’s a line you stop and become a become a real operator.

[Umberly @UmberlyREI]

@sweatystartup This is a great interview but imagine if you had AI as part of your operating model. You could cut 1.5M to 100k! Love to get your thoughts on that.

[Umberly @UmberlyREI]

Portfolio viability issues can obscure true asset performance, leading to missed strategic opportunities. How do you ensure your data insights drive confident, long-term decisions? Share your approach to overcoming viability hurdles.

[unusual_whales @unusual_whales]

BREAKING: The Trump administration is going to allow people to take money out of their 401(k)s and use that for a down payments, per Bloomberg

[Mitchell Baldridge @baldridgecpa]

Every effort to reduce housing cost by subsidizing demand will result in increasing Home prices

The only ways to make homes more affordable in the long run is to increase supply or reduce demand

[Aakash Gupta @aakashgupta]

Sequoia just called the end of an entire go-to-market era and most SaaS companies won’t realize what hit them for 18 months.

Product-led growth was built on one assumption: humans would try the software. The entire playbook since 2010 optimized for human discovery. Beautiful landing pages. Frictionless free trials. Viral invite loops. Slack, Dropbox, Zoom, Calendly. $200B+ in market cap created by winning the user’s first 5 minutes.

None of that matters if an agent is picking the software.

Claude doesn’t care about your hero image. It can’t be impressed by your Dribbble awards. It’s reading documentation, parsing user reviews, checking API reliability, and matching features to use case. All the surface-level polish that convinced lazy humans to click “sign up” becomes irrelevant.

The new PLG funnel isn’t landing page → free trial → activation → conversion.
It’s agent query → documentation scan → feature match → recommendation.

Which means the new moat looks completely different. You don’t need the best onboarding. You need the best documentation. You don’t need viral loops. You need structured data that agents can parse. You don’t need a beautiful UI for the first session. You need an API that an agent can actually call.

The companies that won PLG hired designers and growth hackers. The companies that win agent-led growth will hire technical writers and developer relations engineers.

And here’s the part nobody’s pricing in yet: agents don’t have loyalty. They don’t have switching costs. They’ll recommend Supabase today and something better tomorrow if the documentation is cleaner or the pricing is more transparent. The stickiness that made PLG so powerful, the network effects and learned behavior, doesn’t transfer.

Sequoia is telling you the entire distribution layer is being rewritten. The question is whether your product is optimized for human attention or machine parsing. Most are built for the wrong audience.

[Aadit Sheth @aaditsh]

Google just made a $2,000 AI education free (and most people will still choose to stay illiterate).

They quietly launched Google Skills, a hub with 3,000 technical modules that replaces "prompting" fluff with actual DeepMind research workflows. You can now access the exact curriculum used to train their internal teams on transformer architecture for $0.

If you don’t use this, you’ll eventually complain about the people who did.

[Umberly @UmberlyREI]

Investors need to be more disciplined about their strategy and their portfolio.

[Growth Labs @growthhub_]

She really explained how discipline can change your entire life.

[Umberly @UmberlyREI]

@realEstateTrent Some people ask us, “is this a good investment?” We tell them, “well are you a good investor?”

[Umberly @UmberlyREI]

Solo investors this holiday, gift yourself a stronger tomorrow.

Start aggregating your brokers, and attorney, contractor network.

Rebel against autopilot. Secure the wins you deserve.

What’s one action you’ll take post-holidays? Share below!

[Umberly @UmberlyREI]

We like Saban! He took a fledgling program, saw opportunity, changed the mindset, had a vision, and executed relentlessly. Result? One of the most dominant dynasties in sports history.

flat market (0.1% YoY growth, high rates at 6.6%), solo grit won’t cut it. Mindset shift?

[Thad Wells @ThadWells]

Here's Nick Saban on the importance of mindset and the 3 things that matter for success.

He talks about his famous Process—but without the 3rd step—Process doesn't matter.

Whether you're a football coach, a business owner or a parent this is what leads to success.

[Umberly @UmberlyREI]

@Codie_Sanchez Good advice for 20s. Just jump in!

[Codie Sanchez @Codie_Sanchez]

If I was in my early 20s right now I’d go learn investments.

I’d start apprenticing & investing in real estate, private equity, venture.

I’d worry less about accolades for my resume & more about assets for my portfolio.

Wish I’d cared less about credentials than cashflow.

[Codie Sanchez @Codie_Sanchez]

If I was in my early 20s right now I’d go learn investments.

I’d start apprenticing & investing in real estate, private equity, venture.

I’d worry less about accolades for my resume & more about assets for my portfolio.

Wish I’d cared less about credentials than cashflow.

[Umberly @UmberlyREI]

In a market where 87% of rentals are mom-and-pop owned, why accept $15K+ losses to inefficiencies? Time to disrupt your own portfolio?

[Brandon Turner @BeardyBrandon]

Want to replace your income through rental properties in 2026?

Sorry... It's going to be HARD.

Much harder than 2012. Or 2015. Or 2020.

But that's a GOOD thing. Hear me out:

If it's hard for you... it's hard for other people too. And most people are weak.

Which means all the tire-kickers, all the lucky people, all the get-rich-quick folks. They'll fall off.

And success will flow to those who are disciplined, those who follow the systems, those who think outside the box. Those who run their business like a business. Those who can make a "vision" and reverse engineer it to "consistent action."

Will that be you? Comment "YES" below!

[Umberly @UmberlyREI]

@BeardyBrandon Yes! That’s so true! We talk to so many investors and we teach them you need to be a better operator! Be more systematic, treat it like a business.

[Umberly @UmberlyREI]

Dec 2025 Alert: DSCR loans exploded for US landlords, but delinquencies up amid rent slowdowns (just 4.3% YoY growth). Protect your portfolio: Build a vetted team for financial health checks. https://t.co/rDod9UkNYH
@BiggerPockets @LexLevinrad @BeardyBrandon

[Umberly @UmberlyREI]

@seandsweeney I agree! The right property managment can boot ROI long term. We need better ways on finding the right one. Let’s work on the check list.

[Umberly @UmberlyREI]

@GrantCardone This chart is life changing!