Thomas Jacob

Entrepreneur / Investor @wearektwo @contrabande

[Thomas Jacob @thethomasjacob]

Heading to @NYUIHIF, May 31–June 2.

The capital is there. The deals are there. What's missing is a clear-eyed read on where the market actually is - not 2022, not what the trailing financials want it to be.

If you'll be at #NYUIHIF26, let's compare notes.

[Opal Group @Opal_Group]

🌟 We’re excited to present at the Family Office Private Wealth Toronto 2026, Adrian Pasricha, George Rossolatos, Thomas Jacob, and Ira J. Perlmuter, on May 27, 2026.

📝 To register, https://t.co/TS0lpRZQHl or email [email protected]

#OpalGroup #OpalGroupFOPWT #Finance

[Thomas Jacob @thethomasjacob]

I've passed on more deals because of the pitch than the product.

May 12th at the @CAASA4u Start-up Round-Up with Craig D'Cruze and @marcusdaniels. Three VCs, 90 minutes, the unfiltered version of what we're thinking while you pitch.

https://t.co/7ZGdKj6PvG

[Thomas Jacob @thethomasjacob]

Speaking at the Toronto Family Office Conference tomorrow. On the Real Estate Allocation panel - I'll be on the hospitality side, talking about what we've learned operating across Canada and the US.

9:10am. Come find me. @DCfinance

[Thomas Jacob @thethomasjacob]

Three years ago I walked into Aldrich Hall. This week I walked out with my OPM degree from @HarvardHBS. What stayed with me isn't a framework. It's the standard. Now, back to work.

In Altum. #OPM64

[Thomas Jacob @thethomasjacob]

The light bulb was not invented through continous improvements of the candle.

[Thomas Jacob @thethomasjacob]

Truly revolutionary ideas don't get stolen. @bchesky

[Thomas Jacob @thethomasjacob]

Toronto. March 4–5th. @hotelassoc conference. If you're in hospitality and want to connect - we'll be there.

[Thomas Jacob @thethomasjacob]

💯

[Michael Seibel @mwseibel]

When I was younger I assumed everyone wanted everything to be more efficient. That iteration and improvement was something all people could get behind. As I’ve gotten older I’ve realized this is not the case and my mistake was a core error in my mental model of the world and its institutions. Improvement has to be fought for. Status quo is by far the most popular position.

[Thomas Jacob @thethomasjacob]

This hotel cycle isn't about buying properties - it's about where you sit in the capital stack. 2021 pricing isn't coming back. RevPAR won't bail out over-leveraged deals. Credit gets paid while equity waits.

My two cents: Stop predicting the recovery. Start structuring for it.

[Thomas Jacob @thethomasjacob]

The conversations you avoid today become the crises you manage tomorrow.

[Thomas Jacob @thethomasjacob]

Simple thesis: people who aren't getting better with conventional treatments deserve other options. 25K+ treatments later, proud to back the @braxiahealth team.

Congrats on 8 years. 🚀

[Braxia Health @braxiahealth]

2018 → 2026

25,000+ ketamine treatments First-of-its-kind oral lozenge for at-home therapy Peer-reviewed research helping shape the field

8 years in. Just getting started. 🚀

[Thomas Jacob @thethomasjacob]

Proud to lead this incredible team. Let's run it back in 2026.

[K2 Group @wearektwo]

What a year for @wearektwo.

Down market. Strong returns. Acquisition opportunities no one else saw. We don't chase awards. We show up with integrity, earn trust through hard work, and aim to be the best at what we do.

Grateful for our team and inner circle. 2026, let's go. 🚀

[Thomas Jacob @thethomasjacob]

As an investor, I don’t just think about what I fund - but why. I believe capital should be a force for clarity, responsibility, and long-term value. That’s why I support the #MensariusOath - a commitment to ethical investing that resonates with how I choose to show up in 2026.

[Thomas Jacob @thethomasjacob]

The Struggle isn’t a detour from the journey. It’s the part that determines whether the journey leads anywhere meaningful.

So the real question is: How long are you willing to stay in it to earn the outcome you’re chasing?

@bhorowitz

[Thomas Jacob @thethomasjacob]

In low-rate environments, patience was a virtue. In today’s market, patience without purpose is an expense.

[Contrabande Ventures @contrabande]

At @contrabande, we empower visionary owners to break boundaries and unlock overlooked potential combining capital, creativity, and conviction to build what's next in fragmented industries.

If you're a founder eyeing succession, partial liquidity, or a partner - let's talk. 🚀

[Thomas Jacob @thethomasjacob]

We review #hotel pitch decks daily, I keep seeing: “Below replacement cost.” This is not a thesis - just underwriting.

Older hotels should trade below replacement. Buyers want new build performance at value-add pricing; markets don’t work that way.

Sanity check, not #strategy.

[Thomas Jacob @thethomasjacob]

#Hotel brands are drawing hard lines on performance. For years, players like @Sonder blurred the line between hotels and alternative lodging. @Marriott's move makes it clear: big brands won’t risk reputation or guest experience on subpar operators. 🏨 https://t.co/z8ybtX2hJ5

[Thomas Jacob @thethomasjacob]

Weekend Read. https://t.co/pUPOpNSwCV