Coastal Land Banking Play (solid case for 3x on capital upside)
Mikkel Thorup: October 16, 2026
Two weeks ago, I shared a land-banking opportunity in Northeast Brazil that I recently invested in.
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Mikkel Thorup: October 16, 2026
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Before The Developers Arrive: The Strategy Behind Land Banking
Mikkel Thorup: October 16, 2026
I’ve been putting more of my own money into Brazil over the last few years, and today, I am going to explain to you one of the primary reasons. Yes,...
Why We Are Building Beside One Of The World’s Most Visited Waterparks
Mikkel Thorup: September 15, 2026
Every once in a while, an investment thesis is so straightforward that trying to make it sound more sophisticated than it is doesn't help anyone.
Exploring The Growth Underneath The Beautiful Beaches of Brazil’s Northeast
Mikkel Thorup: September 3, 2026
Beautiful beaches aren't scarce. Beautiful beaches backed by an economy that is becoming more connected and more productive are far rarer.
A New Chapter For Brazil Beachfront
Mikkel Thorup: August 19, 2026
Over the last several months, we have been doing a tremendous amount of work behind the scenes at Brazil Beachfront.
A Dive Into Northeast Brazil’s Trade & Export Position
Mikkel Thorup: August 7, 2026
Every time I spend more time studying Brazil’s Northeast, I become more convinced that most investors are still looking at this region through the...
From Fishing Villages To International Recognition
Mikkel Thorup: July 19, 2026
Brazil’s Northeastern coast was not manufactured by developers, international financiers, or tourism boards. Long before the arrival of foreign...