Construction & Capital

Substack by John Friedrich · launched Jan 5, 2025

John Friedrich's personal opinion on real estate, markets and the world they are in. John is VP of Business Development at LFB Ventures, a capital advisor focused on land and housing.

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Followers

10K

Recommends

8

other newsletters

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 39 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Best rank seen

#254

on Sep 17, 2026

Followers added

+70

since tracking began

Posts

2

last 30 days

Reactions per post

33

average, recent posts

Reactions tracked

531

across 16 posts

Most-reacted post we have seen: MEGAREGIONS: Part II — Demand Is Not Buildability — 61 reactions on Aug 31, 2026.

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Recent posts

• MEGAREGIONS: Part IV — Wealth Coast, Payroll Interior

  Sep 28, 20263 reactions0 comments1 restacks

• Two Stairs

  Sep 23, 20265 reactions1 comments3 restacks

• Design the Solution, Not the Rule

  Sep 16, 202656 reactions0 comments1 restacks

• MEGAREGIONS: Part III — The Ceiling Nobody Underwrites

  Sep 14, 202643 reactions0 comments2 restacks

• The Ring Around Pecan Island

  Sep 8, 202641 reactions0 comments1 restacks

• California Is Two States

  Sep 2, 202637 reactions0 comments1 restacks

• MEGAREGIONS: Part II — Demand Is Not Buildability

  Aug 31, 202661 reactions0 comments0 restacks

• Boise at Equilibrium?

  Aug 26, 202652 reactions1 comments0 restacks

• How to Have a Conversation

  Aug 23, 202632 reactions2 comments1 restacks

• MEGAREGIONS: Part I — The Map Prices Your Exit

  Aug 17, 202654 reactions3 comments5 restacks

• Scale Went to the Builders. Capital Went to the Dirt

  Jul 26, 202640 reactions0 comments2 restacks

• The Money Goes West. The Jobs Go East.

  Jul 6, 202619 reactions1 comments0 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Construction & Capital. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 21, 2026.