Insights

Notes from the mid-market

Perspective on the Texas hotel cycle, the Middle Edge, and operating discipline.

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Investing with discipline. Operating with excellence. The principles behind every Aurmint decision.

Why the 70–140 key segment stays mispriced, and how long the window holds.

The capital is crowding a few Texas metros. The growth has moved to the corridors in between.

Where institutional operating practice, and a measured PIP, lifts value in under-managed assets.

Reading the 2026 tournament demand against constrained supply.

Capital came back to hotels faster than any other asset class. The distress has an address — and it isn't ours.