Merrill Stillwell @stillwell
Mountain Real Estate Investor - Retail & Apartments | Quant Public Equities | CFA Littleton, Colorado Joined March 2009-
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Nobody ever says "I feel really certain about the economy right now. This is an easy time to invest" It is always "well, this is such a tough time. The market is so unpredictable. We need to be cautious because of (insert latest headline)" Can safely ignore market predictions.
All of the construction around the Denver metro area... and barely any of it is condos. A bummer as this is the ideal place for home ownership to get started. Still major issues getting projects done in Colorado. (H/T) the @chrisframpton newsletter
Money can get made betting on short term price movements or wading into unclear situations but life changing money is earned holding high quality for the long term
There is an inverse correlation between invitations to cool things and time available. Younger, non-two young kids me would absolutely love going to all these events!
Made the paper today with one of our newer acquisitions! It is so much fun working with a hot local business like this. Crazy that there is already so much buzz about this new Littleton location (s/o Little Man's #1 fan @jmwass)
Made the paper today with one of our newer acquisitions! It is so much fun working with a hot local business like this. Crazy that there is already so much buzz about this new Littleton location (s/o Little Man's #1 fan @jmwass)
Impressive decision from Mark Leonard at Constellation Software: Clearly communicating w/ investors that he was going to lower his return targets to do more deals. He felt like his performance would still exceed whatever investors could reinvest dividends into (and he was right!)
My problem investing in YOLO assets: I'm going to miss the FOMO part of the cycle. I want to sell if it becomes anything meaningful. How can I make great investment decisions on something that required me to leave my process from the start?
Within the elite ski town markets: -always new capital available -some interesting mechanisms that pull supply when times are tough -major new construction is rare -owners tend to be very well capitalized -the cycle really shows up more in volume than in sales prices
Everyone is talking about a wave of business sales as boomers start to retire but there will also be one in real estate. Eventually, owners or their kids won't want to operate or own them. That wave will be behind the business wave as real estate is much easier to operate.
I like to think of myself as an original thinker making my own decisions... but I got married & had kids at the same time as my college buddies. And a good chunk of them happened to live near me freshman year.
I find myself coming back to the most basic real estate strategy I can imagine. The type of property that someone with zero real estate experience could walk by and say: "That would be awesome to own. Whoever bought that back in the day must be doing pretty well"
Position sizing is MORE important than valuing an individual investment & yet it gets far less attention. Doubling a tiny bet can barely move the needle. A portfolio can be connected to one industry or event that goes the other way. Portfolio construction is a tricky art
Big shift in Colorado with a light form of rent control. This does not have the formal process in other States but it does open up lease renewals to legal scrutiny (including for unreasonable rent increases)
Big shift in Colorado with a light form of rent control. This does not have the formal process in other States but it does open up lease renewals to legal scrutiny (including for unreasonable rent increases)
Strange times with real estate operations strong (excluding office) but the financial picture behind them a mess. Real trouble would pop up if the economy took a turn downward.
Really trying to savor having a local team like this while we have them. Such an awesome team + so fun to watch + want to spend their whole career here. Peak fan experience
Really trying to savor having a local team like this while we have them. Such an awesome team + so fun to watch + want to spend their whole career here. Peak fan experience
The end of a construction project is always the most painful. Everyone wants to punch out but the remaining items can be complicated & subs have moved on. How people handle the end of a project is a great tell for if we want to work with them on new ones.
A question I always ask myself when looking at a new opportunity: How many smart people have already passed on this before it got to me? Why am I the lucky guy to see this?
Awesome listen. One point Shaposhnik has clearly thought about a ton: predictability of his investments Business models are inherently superior if they are steady & allow management to make long term decisions. (and he points out how these stocks are easier to hold as investors)
Awesome listen. One point Shaposhnik has clearly thought about a ton: predictability of his investments Business models are inherently superior if they are steady & allow management to make long term decisions. (and he points out how these stocks are easier to hold as investors)
Secondary effects from this market dynamic: Compared to smaller developers, big developers tend to repeat designs, get less creative and don't hold onto their buildings long after completion. A bummer as communities would appreciate the work from smaller shops.
Secondary effects from this market dynamic: Compared to smaller developers, big developers tend to repeat designs, get less creative and don't hold onto their buildings long after completion. A bummer as communities would appreciate the work from smaller shops.
It took having kids to really appreciate a place where all ages like hanging out. Steam Coffee & Prost Brewing here. Fun to see kids, dogs, first dates (both boomers & millennials!), expecting mothers & more all enjoying the same place.
StripMallGuy @realEstateTrent
227K Followers 307 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 ⬇️
Sean Sweeney @seandsweeney
83K Followers 726 Following Real estate developer. $200 million + in projects developed since 2017. Co-Founder Hall Sweeney Properties. Founder of The Bright Build developer community.
Barrett Linburg @DallasAptGP
47K Followers 1K Following $140M real estate owned (w investors) | 1,990 units bought & sold | $165M multifamily development pipeline | OZ Expert | 17yrs in RE | Housing Provider
Levi @Levijameshere
68K Followers 855 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
116K Followers 153 Following Institutional RE ($500MM+) turned REPE firm founder. Apply to work 1-on-1 with me to buy your own deals: https://t.co/yhOhQJTqAP
Shawn Gorham @shawngorham
59K 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.
Eric Weatherholtz @iononrecourse
33K Followers 659 Following Retail redevelopment since 1992. ULI Development of Excellence Award winner. World-famous newsletter: Asphalt Jungle. @realestateanon @automaticmeetup
Bobby Fijan @bobbyfijan
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Antonia @antonia_mdprjct
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Casey Mericle @CaseyMericle
27K Followers 1K Following Real Estate Degenerate. Opinions are free the foolishness you’ll pay for. DM like you own the place.
Kevin Dahlstrom @Camp4
59K Followers 681 Following I learned everything the hard way so you don’t have to. 4X founder, 4X CMO, 50X PE investor. Also climb rocks. Sign up for my newsletter👇
EB (Fully Autonomous) @EllliotttB
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Jake @TheDukeofDirt
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LeBron Fans 👑 @LeBronJames
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Rhina Green @RhinaGreen19
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Vector Moving @vector_moving
253 Followers 4K Following Most Recommended Moving Company in New Jersey 📦🧳 Leave the stress of moving behind with our experienced NJ`s movers by your side! ☎️Сall Us Now: 201-907-2566
Smart Cherrys Tech @smartcherrystc
9K Followers 7K Following Smart Cherrys Tech is Technology World.
Joe Keery @jeookeery
7 Followers 150 Following 🏡 | Real estate enthusiast 🌟 | Turning dreams into addresses, one key at a time 🔑
Saresle @saresle69482
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Tesje @TesjewIiz
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Slishoez @SlishoezRZ5Ma
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Sheata @Sheata290276
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Travis Biziorek @TravisBiziorek
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Joseph Acosta @HAN_HELL
241 Followers 1K Following All things Real Estate • Design • Culture • Architecture • Opportunity Seeker • Dream Encourager • Die Hard Chargers & Padres Fan •
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AffordableHousingFell.. @Section8Anon
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Tudea @Tudea19804
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Mora @Freya573368
25 Followers 228 Following If Spa is second, then no beauty trend will take first place
Skylar | CRE Insuranc.. @skylarromines
6K Followers 418 Following CRE. Insurance Broker × Risk Architect. 🫶 I like humans + buildings + learning. Opinions are my own + never advice. Seriously. Don't listen to me.
Adam @EnginAltan300
13 Followers 477 Following Web3 gaming content creator and old school investor. I belive in web3 games but only the fun ones! The future is web3!
Tetesmit @tetesmit78572
9 Followers 468 Following
Emily_Wright @EmilyWrigh43685
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Beck-Reit Commercial .. @BeckReit
3K Followers 2K Following Austin Commercial Real Estate Broker + Investor + Development. Specialize East Austin. #Redeveloping Old Buildings my Fav. Tweets by DeLea. #EastAustin #ReTwit
Gi'angelo Bautista @GiangeloBautis1
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Gumroad-Notionwise @Notionwiise
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2K Followers 4K Following Blockchain powered academic publishing platform + conferences
Construction Coach @RE_Deal_Junkie
3K Followers 2K Following RE investor with a doctorate degree in construction. I've built & acted as an owners rep on 500M in real estate. DM me for a free consultation.
Ben Samuels @_bensamuels
2K Followers 3K Following tweet about energy & water, entrepreneurship, land development, GTM strategy; VP @_producedwater (@RedSox/@HoustonTexans 🪭) // 😍: ✈️ 🐶 👨🍳
Leyla K. @LeylaKuni
129 Followers 161 Following
Cohorts @JoinCohorts
22 Followers 60 Following Real estate peer group + private community. GPs, principals and founders. $7B+ Member AUM and counting. Grow within a helpful Cohort. Apply: https://t.co/rEp3pN9lZH
The Shepherd @TheShepherdRE
192 Followers 873 Following I run a commercial real estate consultancy firm and tweet about property
Mr. B @investingcre
2K Followers 455 Following Head of CRE investments for an UHNWI. Talking deals and sharing insights. Primary investments: NPLs, bridge loans and value-add retail/multifamily. DMs open.
ToddM @TMacCRE_Finance
90 Followers 259 Following
BeforeYouApply @BeforeYouApply
80 Followers 105 Following A 100X better job board. It's what we wish existed the last time we looked for work. Join us @ https://t.co/MCh4yTbfnG
Airod @DoubleDDoria
322 Followers 3K Following
Keith Gillispie @reiautomated_1
2 Followers 10 Following We help real estate investors build, and scale a profitable business by implementing systems automation and sound business principles.
Gavin Campbell @steelbridgecap
448 Followers 536 Following Founder of Steelbridge. Use proprietary LLM's and AVM's to source, arb and buy public and private real estate for 1031, family office and institutional clients.
verticalmvts @verticalmvts
46 Followers 436 Following
StripMallGuy @realEstateTrent
227K Followers 307 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 ⬇️
Sean Sweeney @seandsweeney
83K Followers 726 Following Real estate developer. $200 million + in projects developed since 2017. Co-Founder Hall Sweeney Properties. Founder of The Bright Build developer community.
Barrett Linburg @DallasAptGP
47K Followers 1K Following $140M real estate owned (w investors) | 1,990 units bought & sold | $165M multifamily development pipeline | OZ Expert | 17yrs in RE | Housing Provider
The Real Estate God @TheRealEstateG6
116K Followers 153 Following Institutional RE ($500MM+) turned REPE firm founder. Apply to work 1-on-1 with me to buy your own deals: https://t.co/yhOhQJTqAP
Shawn Gorham @shawngorham
59K 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.
Eric Weatherholtz @iononrecourse
33K Followers 659 Following Retail redevelopment since 1992. ULI Development of Excellence Award winner. World-famous newsletter: Asphalt Jungle. @realestateanon @automaticmeetup
Bobby Fijan @bobbyfijan
41K Followers 3K Following Bill James of Floorplans | Investing in Apartments for Families | Prev: Built $500MM Apartments; Co-Founder https://t.co/751CiyvDBA | Listen to me on Odd Lots Podcast ⬇️
Antonia @antonia_mdprjct
36K Followers 462 Following RE Developer, doer, design & construction geek, owner @ MADDPROJECT, work from anywhere specialist, RA, NCARB. I build teams that design & build buildings.
Multifamily Madness @MultifamilyMad
55K Followers 300 Following Multifamily investor and Broker. Brokered 300+ Multifamily sales. Multifamily Deal Analyzers in the link below:
Marc Gilbert @MarcSGilbert
37K Followers 538 Following Managing Partner of Twin Oaks. Buyer of mispriced/mismanaged #CRE. Income up, expenses down, refinance. Not selling any courses. DMs Open
Casey Mericle @CaseyMericle
27K Followers 1K Following Real Estate Degenerate. Opinions are free the foolishness you’ll pay for. DM like you own the place.
Kevin Dahlstrom @Camp4
59K Followers 681 Following I learned everything the hard way so you don’t have to. 4X founder, 4X CMO, 50X PE investor. Also climb rocks. Sign up for my newsletter👇
EB (Fully Autonomous) @EllliotttB
23K Followers 945 Following Not Commercial Real Estate; Metaverse SMB search funder; Opinions are someone else’s
Triple Net Investor @TripleNetInvest
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Jake @TheDukeofDirt
21K Followers 228 Following Acquiring apartment buildings in the Philadelphia MSA | I share lessons from the world's sharpest minds
Mike Solana @micsolana
273K Followers 1K Following billionaire media tycoon and former mayor of san francisco. disinformation researcher. cmo @foundersfund. editor-in-chief @piratewires 🏴☠️
Zach Molzer @KCmolzer
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Stu @Stu_V15
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LP Investor (Flows & .. @LPInvestor
2K Followers 987 Following Family Office Ringleader. Looking for Flows & Vibes. "The Real Life Cousin Greg" Investing/Tax/RE/Estate Planning/Alts/Memes
Rachael Jones @clover_cap
345 Followers 423 Following Engineer turned multifamily GP/owner 🍀| Teaching 2 kids how to be good humans | Here for an education in RE and business📝
CREgirl @CREgir1
7K Followers 538 Following Not Anonymous- Numerous leases in the first year. 💰 CRE Rookie 🏢 Sharing my journey into the world of brokerage by canvassing!🌟
Skylar | CRE Insuranc.. @skylarromines
6K Followers 418 Following CRE. Insurance Broker × Risk Architect. 🫶 I like humans + buildings + learning. Opinions are my own + never advice. Seriously. Don't listen to me.
Gavin Campbell @steelbridgecap
448 Followers 536 Following Founder of Steelbridge. Use proprietary LLM's and AVM's to source, arb and buy public and private real estate for 1031, family office and institutional clients.
Chris Tourtellotte @CTourtellotte
5K Followers 906 Following Owner at LaTerra Development ($3B in residential and self-storage in development). Co-founder of @snowglobe (acq. by @MTV).
Taylor W Anderson @TaylorWAnderson
5K Followers 1K Following A student of the city. I talk about cities, transportation, real estate and urban development. Writing for @Inman and @BuildingSLC
Max Sharkansky @maxsharkansky
2K Followers 706 Following Managing Partner and cofounder of Trion Properties. Keeping it real estate.
Andrew Kirsh @atkirsh
2K Followers 462 Following Father of two fantastic kids, husband to an amazing woman, real estate attorney for over 20 years, deal maker not deal breaker, Dodgers, Clippers and NU fan
Dave Seeburger @daveseeburger
2K Followers 239 Following Investing in walkable neighborhoods. Using Qualified Opportunity Zones and Historic Tax Credits.
Mr. B @investingcre
2K Followers 455 Following Head of CRE investments for an UHNWI. Talking deals and sharing insights. Primary investments: NPLs, bridge loans and value-add retail/multifamily. DMs open.
MultifamilyMan @multifamilyman_
2K Followers 185 Following doing deals. Sharing unfiltered opinions and analysis from over 10 years' and +$1B of acquisition experience in commercial real estate (among other things)
Matt Baran @mattbaran
3K Followers 1K Following Licensed Architect. RE Developer. AIA. Founder, @baranstudioarch Professor @ USF, AAU, UCB. ARCH. MREDD. Posts on design, construction, R.E., biz & tech.
Jake @Jakeladeveloper
2K Followers 261 Following Building 500+ apartment units as developer + GC | Buying apartment communities | Entitling 2,000+ units in LA
Cody Shirk @CodyShirk
2K Followers 412 Following founder: https://t.co/bKnN8deg6R | write: https://t.co/yVmqF2kcys | invest: https://t.co/BtzkpMJnUM
eric goldwyn @ericgoldwyn
4K Followers 837 Following @nyumarron | [email protected] | https://t.co/hNv8Fm7jAK | A lot of damaged soles, I done damaged those | transition lenses | 7 5/8 or 7 3/4
Luke Burgis @lukeburgis
36K Followers 3K Following Tech Stack: Microsoft Word. Book: https://t.co/t3W07cdhIv Substack: https://t.co/eNQyQJZl17
Dolomites @DolomitesDude
125 Followers 461 Following Partner @ Dolomites Group We are go-to-market bizdev advisors + investors in CRE.
Cycling Professor �.. @fietsprofessor
104K Followers 105 Following Bringing science on cycling to practice & back | Main contributor Marco te Brömmelstroet | Urban Cycling Institute | MOOC: https://t.co/hIqOuqPwoI
Dutch Cycling Embassy @Cycling_Embassy
68K Followers 2K Following The Dutch Cycling Embassy is a public-private network for bicycle inclusive mobility. We represent the best of Dutch cycling: knowledge, experience and experts.
Beth Osborne @BethOsborneT4A
7K Followers 611 Following Director of @T4America Mastodon handle...@[email protected]
Jerusalem @JerusalemDemsas
37K Followers 1K Following yes, like the city | staff writer @TheAtlantic | [email protected] | she/her
theREPEguy @therepeguy
2K Followers 456 Following Investor at an institutional real estate private equity shop. Simultaneously buying and structuring deals with personal income. Not financial advice.
Allen Cowgill @AllenCowgill
4K Followers 3K Following Husband and Dad. Loves travel, bikes, weather, and AvGeek. Volunteer for @momsdemand. Opinions my own. Also: https://t.co/5ApfU9m05Z
Denver Bicycle Lobby @DenBicycleLobby
4K Followers 2K Following An all grassroots group advocating for safer streets and sustainable transportation options in the city of Denver, Colorado
Jeff Deehan @Jeffdeehan
771 Followers 506 Following CRE Developer | MF Housing, Industrial, Self Storage | Adaptive Re-Use and Ground Up. 400+ deals so far. Adventureman’s Guild Founder, Dad.
Palmer Luckey @PalmerLuckey
220K Followers 2K Following I am a technology enthusiast, writer, and modder. Founder of ModRetro, @Oculus VR, and @Anduriltech. Keeping American superheroes safe with autonomous systems.
Leah Walczak @leah_walczak
6K Followers 365 Following Founder of GemHaus | Passionate about real estate, hospitality, and redefining the industry @gemhausgroup. My tweets are my own
dan @dnschlz
1K Followers 290 Following podcast: https://t.co/JW9tDfSTz5 youtube: https://t.co/8AiyUuVTKM
Shashankh Aryal @aryal1994
8K Followers 824 Following Thematic real estate investor @peakvortexcap Ex: @jpmorgan, GI Partners Real Estate Private Equity
Bari Weiss @bariweiss
1.0M Followers 5K Following Editor of The Free Press @thefp Host of Honestly @thehonestlypod Head of @nelliebowles fan club
5th Horizon Capital @fifth_horizon
1 Followers 1 Following
CRE Retail Guy @eric_hyste17760
57 Followers 71 Following I sell shopping centers. For the last 16+ years I have been working in the commercial real estate industry and have transacted in most of the western states.
Femi Abebefe @FemiAbebefe
7K Followers 2K Following 🎙️: "Live Bet Saturday" (12-3pm PT) “Lombardi Line” Sunday (7-9am PT) @VSiNLive | 🎧: The GM Shuffle w/Michael Lombardi @DKNetwork | 🎓: @WWU | 🌎: Everett, WA
Jonathan Haidt @JonHaidt
413K Followers 2K Following Social psychologist at NYU-Stern, working to roll back the phone-based childhood. Please visit https://t.co/ZjBuXdDr8I & https://t.co/7aVAmOTlnl
Mountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, CO
Bethany | Commercial .. @bethanyjbabcock
9K Followers 1K Following Founder of @Foresitecre. A team of 30+ retail investment sales specialists, property managers and leasing agents based in Texas.
CRE.Colorado @Nallysmom
2K Followers 1K Following Owner, Sales and acquisitions, leasing and NNN property management business owner. fitness nerd, eat half clean and drink tequila reposado neat.
Side Hustle LP @SideHustle_LP
3K Followers 422 Following Institutional Mutual Fund Manager. LP investor in Real Estate, Private Equity, and Venture Capital with personal capital. Not financial advice. Public in DM's.
Jay Parsons @jayparsons
22K Followers 395 Following Rental housing economist, advocate & strategist, Dad x5, suffering Cowboys fan ... Rental housing is essential, misunderstood and we need more of it.
John Andreini @jandreini1
15K Followers 602 Following Net Lease Investment Sales Expert with $10B+ in closings | JV Equity GP - Retail, Medical
Mr1031 @1031Specialists
2K Followers 1K Following 1031 exchanges are the cheat code to building wealth. To learn how real estate investors defer taxes and grow rich, sign up for my FREE masterclass here:
Bruce Mehlman @bpmehlman
11K Followers 967 Following "Do I not destroy my enemies when I make them my friends?"
Babak Ziai @BabakZiai
2K Followers 993 Following Real Estate Investor, Operator & Vibe Creator; Focused on Retail Driven Mixed-Use Properties | Adjunct Professor @USC MRED | inspire, surf, laugh 🏁
Jason Miller @jasonmiller15
2K Followers 3K Following Commercial real estate investor/developer/shopping center owner in Michigan. #CRE #adaptivereuse storyteller. Seinfeld enthusiast. Fan of #goblue and #onepride
Sebastián Valenzuela @smvalenz
392 Followers 300 Following Pobre escritor, decente lector. Hincha de #LosCruzados y de algunas otras aficiones
Charles Marohn @clmarohn
22K Followers 600 Following Dad. Husband. Engineer. Planner. Author. Books: Strong Towns | Confessions of a Recovering Engineer | Escaping the Housing Trap
@stillwell In Proverbs in the Bible it says to plant no matter what because you don’t which field will produce a harvest or if all of them will produce
#truth Certainty and Future Returns are inversely correlated
Nobody ever says "I feel really certain about the economy right now. This is an easy time to invest" It is always "well, this is such a tough time. The market is so unpredictable. We need to be cautious because of (insert latest headline)" Can safely ignore market predictions.
@stillwell Some people say they are certain about the economy and you can be certain they don’t know what they are talking about.
The Holy Grail, which we had from like '12-'18, is a strategy so differentiated that you can routinely buy widely marketed deals and still generate excellent risk-adjusted returns.
In real estate, you generally don't hit upon a differentiated strategy by sitting around your office cogitating. Instead, you buy an asset with potential, try some moves you think might work, see if they actually work, and course-correct on the ones that don't. Then, you apply…
I closed on a deal! Acquisition price: uh, more than I was expecting. Debt: 7.8% on 30 year. Going in cap rate, and SYOC: nada. It's a personal residence with 5 acres of hobby farm land, nestled in the foothills of the Pike National Forest. I may be moving slightly north,…
@stillwell @chrisframpton What's the status of the "Right to Remedy.." Act?
@asmartbear People who say things like this are not serious people. They're well intentioned, but they lack a firm grasp of how currency in the financial system actually works. Let me explain 👇 Something you have to keep in mind is every country faces what's called the "impossible…
@stillwell @chrisframpton Agreed. Not sure it will ever change, unf. Boobs in control…
@stillwell @chrisframpton Can tell right when that condo law passed
One of the best burgers in LA is only served for a few hours a night, and only on Sundays and Mondays. The only food on the menu is a burger and fries. The rest of the time, it’s a bar hidden behind one of the trendier Michelin-starred restaurants in town. Another unique…
#NewProfilePic - I fully intend to return to “hedge fund manager parrot” but I’m hoping this picture makes my hot takes a bit more respectable in the meantime.
#NewProfilePic - “hedge fund manager parrot, digital art”
When it comes to owning US large-cap equities, higher quality companies command a premium valuation, and the top of any simple value screen is often filled with highly asset-intensive or cyclically sensitive businesses. But this trade-off between value and quality primarily…
Tired: Check out the views from our high floors. Wired: I just rappelled down the side of the Empire State Building--which I own btw--and take my word for it, the light and air on our few remaining availabilities is world class.
super long shot here for any gigantic lurkers out there, but some potentially very large high quality midwest/southeast suburban office opps coming way bigger than we have capacity for so if anyone happens to enjoy or have the institutional trust to run into a fire, DMs
In the Dark Ages, before we had water bill monitoring, a P&L review revealed that one of our buildings’ water usage had shot up. Did a bunch of inspections, etc. to figure out what was going on, w no luck. Eventually, a neighbor informed us some tenants were running a…
Exciting news- I recently acquired 100% of Alpine Modern. We have two cafes in Boulder, Colorado and are well positioned for growth in the Rocky Mountain west and beyond. This brand has a ton of potential and we are just getting started. Excited for the journey ahead!
🇺🇸 🚀 🇺🇸 🚀
We're well on our way to 200+ locations by the end of 2024, with roughly 6X year-over-year location growth, and forecasted profitability by year end. We’ve gone from $0 to $12M+ in 28 months since launch, with an NPS of 81 (vs. Airbnb’s 38) and an industry-leading CSAT of 93.8%.
Another great looking software biz, Cadence 45% cash on cash returns L10Y, phenomenal. Prime beneficiary of custom silicon movement, along with Synopsis I am skeptical of their acquisitions, and don't love buying back shares at ~50x NTM FCF, where it's traded recently $CDNS
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