2CompoundValue @2compoundvalue

recovering CRE broker, over 1k transactions, across all asset classes. value add real estate sponsor. annon for my sanity, not yours. Earth. Joined July 2019

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Warren Pies @WarrenPies

2 months ago

@stevehou0 Good stuff. Here's a simple way to see it - 10yr across rate cutting cycles. On avg, the typical 25 bp Fed cut lowers the 2y by ~17 bps and 10y by ~10 bp (7 bp steeper 2-10 curve). Just a rule of thumb over time...

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Adam Deermount @ADeermount

3 months ago

It's only a capital call if it originates from the Capital Call region of France. Otherwise, it's just a sparkling preferred equity fund.

LP Investor @LPInvestor

3 months ago

It's only a capital call if it originates from the Capital Call region of France. Otherwise, it's just a sparkling preferred equity fund.

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Sean Ward | SoCal Industrial @seanpatward

3 months ago

SoCal industrial investors… June 2022: “Interest rates are going up. We are pencils down. Might as well take the summer off.” June 2023: “Too much economic uncertainty; pencils still down. Might as well take the summer off.” June 2024: “Not enough tenant demand. Waiting to…

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Ben @Financialtailor

4 months ago

0% AUM fee* 0% Performance fee** *2% annual tip required **20% tip on gains mandatory

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Ed Hansberry @ehansalytics

4 months ago

Name a bigger lie. I'll wait.

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Jim Bianco @biancoresearch

5 months ago

Today is a "tell your grandchildren I was there" day in the bond market. 10-year yield At its low today (which was technically last night) it was down 12.5 bps from Friday's close at 3.87% It finished the day up 19 bps from Friday's close at 4.18%. --- Instances when the…

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Anthony Pompliano 🌪 @APompliano

5 months ago

The Nasdaq 100 index is still positive over the last 12 months, but you wouldn't know it by reading X.

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Chris Hatch @chriswhatch

5 months ago

Hey @UPS wild idea for you? Should we build the worlds first drive thru UPS Store? Think how convenient it would be for your Amazon return traffic to be able to drop off a parcel through the window without leaving the customers vehicle. Maybe we co-brand with @DutchBros??

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Ken Ashley @kenashley

5 months ago

Pick up the phone. Got an issue? Don't send long huffy emails. Talk it out. I promise, this is a better way.

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2CompoundValue @2compoundvalue

5 months ago

I’m convinced that if @elonmusk licensed the Tesla database road data from Tesla to insurance companies and cities. They would use AI to survey, prioritize and aggressively Report every unsafe roads/pothole to make road repairs WAY more efficient. Saves everyone money, makes…

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QE Infinity @StealthQE4

6 months ago

JP Morgan asset manager Bill Eigen absolutely kills it on inflation. He suggests maybe we are at the neutral rate on bonds right now? He just nails it all period. I guess that’s why he runs $20 billion. Well worth watching👇

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Moses Kagan @moseskagan

6 months ago

If the apartments are big: "Low price per sq ft" If the apartments are small: "Low price per unit"

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Jim Bianco @biancoresearch

6 months ago

1/7 Bar chart of the 10-year yield. As I write, it reached 4.35%. This is the highest yield since February 25.

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Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein

5 years ago

This is CNBC.

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Russell Patterson, SIOR @PCPGtyler

6 months ago

@FlannCasey I tell my attorney he's not getting paid by the redline. Protect me, but don't be a Grammar Nazi.

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C A P R A T E C R A I G @capratecraig

6 months ago

resi agent: “hello, is this office still available? cre agent: “yes, what industry is your client in?” resi agent: “WHAT IS THE COMMISSION?” cre agent:

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2CompoundValue @2compoundvalue

6 months ago

Everyone’s freaking out and the s&p is today where it was…*checks notes* … 6 months ago. If you can’t stomach a reversion to the mean on 6 months of gains above the then ATH, maybe you should sit this out.