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The Carter Brief

Biweekly market commentary, operator profiles, and investment education — written by Cara Capital for accredited investors.

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Market CommentaryApril 7, 2026·6 min read

Why SoCal Industrial: The Case for Last-Mile in a Reshoring Economy

Southern California's industrial vacancy rate hit a 40-year low in Q1 2026. Port congestion, nearshoring tailwinds, and e-commerce fulfillment demand are converging. Here's what it means for investors.

Investment EducationApril 7, 2026·7 min read

Preferred Returns, Waterfalls, and Why They Protect You

Most investors hear 'preferred return' and nod. Few can explain how it actually works in a real estate fund waterfall. We break it down — step by step.

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