The Position Report
Bob Preston, Robert PrestonEvery week, Bob Preston reports his position–where he's deploying capital, what he's building, and lessons learned running a vertically integrated $100MM+ RV park platform. From the trenches, not the guru stage.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 4 months ago | Last Issue | a month ago |
| Active | |||||
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thepositionreport.substack.comLatest Issues
One email, half a raise, and what it taught me
Every sponsor I've talked to this year has some version of the same line: "capital is harder to raise than it used to be." CRE is wonky, debt markets are wonky, LPs are holding. We opened a new raise this week — our first in a while — and w...
An honest conversation about tax paperwork and private investments
For many investors, tax day isn’t April 15. It’s October 15.
This week, I want to walk you through why — and answer the K-1 timing questions we’ve been getting. Plus: where our next park managers are actually coming from, and a short list...
How 45 seconds can ruin your business
Tomorrow, the KOA sign comes down at Wheeler Lake.
We’ve been building toward this for months. The deflag is finally here. And this week, while we were getting ready for it, we stumbled onto something that put the whole transition in sharp...
The last time I write about AI for a while (maybe)
We uploaded a meeting transcript to George this week. He came back with a market comp, a valuation estimate, and a flag on $500 million in new development nearby.
We hadn’t asked for any of it.
Thanks for reading The Position Report! Subs...
A book about factories rearranged how I see the business
I picked up a book about factories this week. Not the kind of thing you'd expect an RV park operator to read. It asked a question I haven't been able to shake: What is your product?
Thanks for reading The Position Report! Subscribe for fre...
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