@nicolepurvy: Praying for EVERYONE affected! I pray for strength, covering and healing. Let’s switch gears a lil: Yesterday’s ARV ain’t today’s ARV. More importantly… today’s ARV ain’t tomorrow’s ARV. We are not in a stable pricing environment. War doesn’t just move oil. It moves insurance. It moves freight. It moves inflation expectations. And inflation expectations move rates. And rates move affordability. And affordability moves exit values. If energy spikes → inflation rises. If inflation rises → rates stay higher. If rates stay higher → buyers shrink. If buyers shrink → your ARV assumptions better be conservative. This isn’t fear. This is underwriting discipline. In volatile cycles, the mistake isn’t investing. The mistake is underwriting like it’s still 2019. Event-driven markets punish lazy assumptions. Every deal. Every asset. Every exit plan. Stress test it. Then stress test it again. Because yesterday’s ARV ain’t today’s ARV… and today’s ARV definitely ain’t tomorrow’s ARV. If you want macro breakdowns without the emotional noise, get on the newsletter. Comment “NEWSLETTER” and I’ll send the link. #mac#macroeconomicsv#arvf#inflationterestrates #iran

Nicole Purvy

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Monday 02 March 2026 19:53:42 GMT