Ari Michaeli @RE_Ari18
Underwritten and acquired more strip centers than any man in America. Buy real estate, not rent rolls. There is no such thing as "Intrinsic Value" bacelinegroup.com Denver, CO Joined August 2021-
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When your enemies are destroying each other, do not get in the way.
I vividly remember back in 2013, we had gone through a 5 yr period of depressed new construction and then all of a sudden rents exploded. We'll see if history rhymes.
I vividly remember back in 2013, we had gone through a 5 yr period of depressed new construction and then all of a sudden rents exploded. We'll see if history rhymes.
Small anecdote: This is not happening on a large scale, but there are increasing numbers of sellers who are becoming realistic about the current pricing environment.
YOY: Wages up 4.1%. Commodities index is up about 10% Someone explain to me how inflation is only 3%-ish?
Broker: "Value-Add Investment Opportunity with Enhanced Downside Protection" Me: "Enhanced Downside Protection" like you can buy this property for extremely cheap?
I've been saying for some time that CRE loans are not a giant problem for banks. The fact that the banks themselves are out there now squawking, "Nothing to see here. We're totally prepared." is making me rethink that stance. bloomberg.com/news/articles/…
“It's difficult to find land that is priced appropriately [and] tenants that want to pay enough rent to make sense for that land cost and that construction cost.” You don't say.
“It's difficult to find land that is priced appropriately [and] tenants that want to pay enough rent to make sense for that land cost and that construction cost.” You don't say.
If even the Bank of Japan is about to raise interest rates, do you really believe that the Fed is going to cut? reuters.com/markets/rates-…
I absolutely love that office deals are all being marketed blaring "Below replacement cost!" Yeah, no shit.
All Time Highs: S&P 500 Nasdaq 100 Gold Bitcoin Not All Time Highs: CRE Commodities Place your bets folks
Interest rates go up, homes likely go down in price but affordability does not necessarily drop due to increased payments. Also, for sure, bonds lose value. Who has more political sway, bond holders or would-be homebuyers?
StripMallGuy @realEstateTrent
226K Followers 313 Following Candidly sharing 20+ years of real estate knowledge. Buying strip centers anywhere in the US - As featured in The Real Deal. Posts are opinions, not advice.Moses Kagan @moseskagan
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8K Followers 4K Following CRE Consultant | Prior Experience in Office, Industrial, Apts (Acq & Asset Mgmt GP) & Retail (Inv Sales) | ARGUS Instructor at UCLA Extension | LinkedIn 20K+🙏Chris Hatch / NNN Inc.. @NNNIncome
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16K Followers 1K Following Texas Industrial & Multifamily CRE | $120M AUM | 7-fig app business destroyed by Apple | I own a tropical fruit farm | YCDonovan @DonovanBuilds
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0 Followers 472 FollowingChicago History ™�.. @Chicago_History
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499 Followers 510 Following Vertically integrated real estate operator buying Midwest multifamilyJohn @s_capitalmgmt
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415 Followers 3K Following Partnerships @ https://t.co/PYzxUKZAff Louvered Pergolas //+// Construction 3D Printers Sales &Leasing +INK | founder @ShibZoids_NFTWilla Klez @WKlez36341
40 Followers 5K Following;) @00LaJolla
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235 Followers 1K Following Senior Product Manager @venmo | Payments and FinTech | Real Estate Investor | @yale AlumStripMallGuy @realEstateTrent
226K Followers 313 Following Candidly sharing 20+ years of real estate knowledge. Buying strip centers anywhere in the US - As featured in The Real Deal. Posts are opinions, not advice.Moses Kagan @moseskagan
142K Followers 4K Following Owns $200MM of apartment buildings (w investors). Manages 1,000 apartments. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️Nick Huber @sweatystartup
365K Followers 3K Following Sold a service company for 7 figures. Now a self storage operator with 1.9 million square feet and 44 employees. I send a weekly email to 240K people. Athens GALevi @Levijameshere
67K Followers 856 Following Follow me for Tweets that simplify Industrial Real Estate - Levi Benkert - CEO @ Harbor Capital - all Texas Industrial all the time 🚀The Real Estate God @TheRealEstateG6
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58K Followers 2K Following Value add real estate buyer. I buy the worst of the worst properties in most asset classes. DMs open for distress opportunities.Jake | The Duke of Di.. @TheDukeofDirt
21K Followers 220 Following Acquiring apartment buildings in the Philadelphia MSA | I share lessons from the world's sharpest mindsBeth Azor, “Canvass.. @Bethazor1
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31K Followers 327 Following / 2,000 college kids have called me their landlord + many other names / professional $ borrower / ultra marathoner / luke 12:48 /Marc Gilbert @MarcSGilbert
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11K Followers 1K Following Sector Head for @Hedgeye Energy. Not Investment Advice. Formerly at Bloomberg and Citi.Antonio A. @antonioresource
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106 Followers 55 FollowingBuilding Wealth 🏢�.. @rebanker
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175 Followers 321 Following Collateral Manager, financial educator, roof seller, podcaster, dog lover, and foot tapper. Co-owner of The Lake Street Review, Inc.Daniel Herrold @TeamHerrold
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5K Followers 2K Following Investment research service led by @MebFaber 📩 Newsletter: https://t.co/YGoVjjHIMj 🎙️ Podcast: https://t.co/qD32TsE3uV 📺 YouTube: https://t.co/VrojlwvREM…Kuppy @hkuppy
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124 Followers 239 Following Retail investment property expert and advisor based in #Denver. CRE, finance, life, and outdoor pursuits.Chris Kinnard @KinnardCRE
569 Followers 265 Following I broker the sale of shopping centers in secondary and tertiary markets throughout the Midwest and South along with my business partner @StanFalkunusual_whales @unusual_whales
1.7M Followers 2K Following Stocks/Options/Crypto/Market News +Tools. Not advice 🐳 who changed 🏛️. Get $50-$5000 to trade: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pCBourb Your Enthusiasm.. @BourbEnthusiasm
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687 Followers 865 FollowingGoran Vejzovic @goran_vejzovic
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79K Followers 222 Following We tweet investment ideas. Please read our legal disclaimer at https://t.co/k1zDkqVQtF…I’m convinced that California is an elaborate experiment to see just how much bullshit humans will tolerate for near perfect weather year round.
If your goal is to get on the principal side: Recommend doing leasing in a high-volume, opaque asset class like retail Really understanding tenant demand (what they want, where they want it, what they’ll pay) & applying that info to acquisitions a good source of alpha
Sat down with my man @delk yesterday. He’s tackling one of our countries biggest opportunities - educating our children through empowering the best teachers in the country to seamlessly start micro schools. “We take kids seriously.”
Trigger warning: Cap rates are bullsh*t A few weeks ago, Blackstone announced its planned acquisition of a $10 billion apartment REIT (AIRC). The market's reactions generally fell into two camps: Camp 1: 6% cap! 50% lower values vs. a few years ago. Camp 2: 5% cap! 25% lower…
Holder of the CLOs for a PE HVAC roll up seeing Lina Khan ban noncompetes through edict, knowing that the employees are all loyal to the previous ownership and they’re about to run it back:
I'm more focused on uranium rather than REE, but these are interesting slides from $UUUU Energy Fuels on their Base acquisition. /1 $212mm cost for $2 billion NPV10 in resources
Plunging Multifamily Starts are the @armadaetfs Chart of the Day armadainvestors.com/reitinsights/s…
How to speak broker: Basis play: a concept that if you buy dogshit for cheap enough, you’re making a good decision, even if the returns aren’t attractive. Sadly, cheap shit is still shit. Price-per-pound: a slightly more nauseating way to say basis play Covered land play: a…
You're going to want to have your first coffee ☕ before diving into this one. Blackstone's AIR Communities Acquisition and the Limitations of Cap Rate Analysis lewisenterprises.blog/p/what-they-pa…
Sometimes I hear recent college grads talking about how there's no jobs. Guys, start a business. Or go into the trades (carpentry, plumbing, welding, etc.) Guarantee you'll make 6 figures as a tradesman within 5 years
Remember this meme?? From like $100 ago… Lolz He just re-loaded for another bazillion…
This is exactly the conversation when I call my sales trader, looking to buy 4.9% of some small cap name…😂😂
ℹ️ $500 #uranium? "Don't we all wish it would already be there?!", says @sprott CEO John Ciampaglia. "That's not how markets work, unfortunately", he adds. It's better for the sector to have a durable long-term price and not a short-term spike. youtube.com/watch?v=lLlkbc…
@realEstateTrent If they've done a good job, approach the family about their ambitions and ask if the family would co-invest/own part of a to be built the platform, seed it with some capital, and help make intro's to other FO's.
@RE_Ari18 Check out Rebel Cole's posts on bank liquidity. It's pretty crazy stuff.
A bunch of parenting things I changed my mind on & now firmly support/understand: -quoting ages in months -3:30 PM happy hour -5:30 PM dinner -8:00 PM date night -super close living proximity to family -restaurant iPads -last second plans w/ single buddies -strict sleep schedule
So two candidates for brokerage position. One graduated top of his class from Whartons MBA program but has a wimpy handshake. The other is 18, stands ramrod straight, firm handshake and just finished How to Win Friends and Influence People. Who do you hire? College is a…