The Timeless Investor
Arie van Gemeren, CFA, Brad minsleyThe Timeless Investor is where long-term wealth, clear thinking, and contrarian strategy meet. Each week, Arie van Gemeren breaks down real estate, macro trends, and Timeless Principles for serious investors.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 121 | Subscribers | Read | thetimelessinvestor.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
How Venice Built a 1000 Year Trading Army without Land or Armies
A 97-year-old blind man led the sack of Constantinople. And helped launch one of the greatest trading empires in history - built not on land or soldiers, but maritime dominance, trade, and great financial innovation.
Cap Rate Spreads, Land Reform, and the Cockroach Problem
Hello Timeless Investors.
Premium: The Institutional Blind Spot
Why Mid-Market Multifamily Delivers Superior Returns
The Brothers who Tried to Save Rome
Hello from Marrakesh!
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Authors
The writers behind this newsletter.
Most investors chase trends. I study empires and history. Fund manager ($150M+ AUM - Private Real Estate) writing about timeless principles that outlast market chaos. Ex-Goldman Sachs.
Father, husband, entrepreneur
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