CLI Newsletter May.2025
MARKET UPDATE
DFW Metroplex Monthly Market Overview
Detached Residences April 2025
Article Source: Keller Williams
In April 2025, the DFW Metroplex detached housing market showed signs of continued cooling, with closed sales declining year-over-year and month-over-month, while pending sales saw a slight increase, hinting at potential stabilization. Active listings continued to rise, offering buyers more options, though new listings remained flat, indicating seller caution. Median sales prices were mostly flat or slightly down compared to April 2024, and homes sold for a lower percentage of the original list price, reflecting growing price sensitivity.
IN THE NEWS
CLI Management attends Warren Buffet’s Last Annual Berkshire Hathaway Shareholder Meeting
Article Source: CLI Investment and Management
Irene Shen, Founder and CEO of CLI Investment Management, took part in the 10th China-U.S. Venture Capital Summit on May 2, 2025, speaking on “New Opportunities for China-U.S. Investment and Business Cooperation.” She also attended the Gabelli Funds 16th Value Investors Meeting, CFA Society Nebraska’s 14th Annual Value Investing Dinner, Omaha Dialogue, the 10th Sino-US Investors Reception, and ran in Berkshire Hathaway’s “Invest in Yourself” 5K. Following her sixth Berkshire Hathaway Shareholder Meeting, Shen emphasized the enduring value of long-term vision, ethical leadership, and disciplined patience.
Key takeaways from Berkshire Hathaway Shareholder Meeting
Leadership Handoff – Warren Buffett formally endorsed Greg Abel as his successor, ensuring continuity in Berkshire’s culture of integrity and capital discipline.
Buffett’s Wisdom – In the midst of current volatility, Buffet reminds investors that “balance sheets reveal more than income statements”. After watching Berkshire’s stock drop over 50% multiple times, he is confident that investments can reach record highs.
Private Equity vs. Berkshire – Ajit Jain explained why Berkshire stepped back from competing with leveraged buyouts
US/Japan Optimism – A major theme highlighted was to continue investing in American innovation, as well as announcements to hold Japan investments for 50 years.
DOGE – Despite the slash-and-burn approach of DOGE causing outrage, speakers highlighted the need for strong leadership in cutting high government spending.
Texas: The Future of U.S. Growth and Innovation
In 2024, Texas became the 8th largest economy in the world with a $2.7 trillion GDP, leading the U.S. in exports and attracting massive investments from companies like Nvidia, Apple, and Tesla. The DFW Metroplex and Austin are booming hubs for tech, finance, and real estate, supported by strong population growth, zero state income tax, and top-tier infrastructure—making Texas the top state for business, startups, and investment.
INVESTMENT OPPORTUNITY
Travis South
Located in Austin, Texas, Travis South represents NHK Capital Partners' 10th investment opportunity—a two-phase, Class A industrial development featuring four buildings, totaling 576,061 square feet.
The project site features direct access to Interstate 35 (a direct route across Texas, from the Mexican border through Austin and into Dallas) with connectivity to the top inland port along the United States-Mexico border.
Just 20 miles from Tesla’s Gigafactory Texas and 33 miles from the Samsung semiconductor plant—this opportunity represents an ideal location for logistics, light manufacturing, and supply chain.
PROJECT UPDATE
The Latest Update On the Wolf Creek Farm BTR
Investor Update – Q1 2025
Construction: During Q1 2025, the development team progressed well on both tracts. The development team is currently installing Tyvek and Siding on the clubhouse and initial units on the Northeast tract. On the Southwest tract, all underground plumbing has been installed, and the team is continuing with building foundation pours.
Below is a site map displaying the progress through the end of March 2025.
Progress Update
Project Photos
Below are recent drone photos of the Wolf Creek Farms BTR site (4/8/25).
