(Financial) Model Citizen @AnalystTweets

23 | 7 figures closed CRE brokerage in college | Senior Alternatives Analyst Atlanta, GA Joined February 2023

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Braxton Barker @BraxBarker

2 years ago

To my younger followers who have had unconventional, tough starts to their real estate careers: I was fired from my first job out of graduate school (June 2022), days before my start date, after I had moved 1,000 miles away from home, because the employer learned I wasn't…

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(Financial) Model Citizen @AnalystTweets

2 years ago

Sent this out yesterday A lot of great feedback and questions

(Financial) Model Citizen @AnalystTweets

2 years ago

Sent this out yesterday A lot of great feedback and questions

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(Financial) Model Citizen @AnalystTweets

2 years ago

Hell of a year in the books A year ago I was graduating, time flies Researched over $80B in RE funds and coinvestments this year Putting out a quick write up of my activity, really just meant to reach out to folks and keep convos going Let me know if interested

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(Financial) Model Citizen @AnalystTweets

2 years ago

“Real estate is back” Might end up being code for your ability to operate successfully is heavily reliant on your interest rate being zero

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(Financial) Model Citizen @AnalystTweets

2 years ago

Generally, the Funds in CRE that are outperforming peers now were the ones that took write downs early Its allowing them to take less marks or nudge values up in the 2H of 23-early 24 Also gives them the added benefit of “getting over the hump” quicker Much better optics

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(Financial) Model Citizen @AnalystTweets

2 years ago

Private credit party still going strong Sensing a preference towards new vintages Some funds that were already active are spending more time on problem assets than on the current opportunity set Good strategy, just bad timing New credit funds likely to outperform

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(Financial) Model Citizen @AnalystTweets

2 years ago

Spoke with an Atlanta based multifamily developer today, founded a firm <5 years ago Said they were having fun until ~4Q22 Switched to survival mode and praying for good news in 2025 Seems to be the common theme

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(Financial) Model Citizen @AnalystTweets

2 years ago

Office went from a significant portion of portfolio construction to <10% in a lot of new fund rollouts for obvious reasons The name of the game for the new sleeve is flight to quality If there’s even a value-add play to be had in office it requires significant upgrades

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(Financial) Model Citizen @AnalystTweets

2 years ago

There’s a line between a diversified fund and a fund that does anything it can get its hands on If they’re doing too much, they’re doing nothing at all The strategy becomes “we’re deploying capital” and that’s really it

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(Financial) Model Citizen @AnalystTweets

2 years ago

Would’ve thought elevated cost of capital would be the top concern for real estate firms in 2024 Seeing a survey that has cyber risk as number 1 New tech in buildings = increased vulnerability

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Braxton Barker @BraxBarker

2 years ago

Highland Mayfair provides institutional quality real estate analyst work (underwriting, pitch decks, investor relation reports, etc.) at an affordable cost. If you’d like to save yourself time and headaches, DM me or @highlandmayfair.

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(Financial) Model Citizen @AnalystTweets

2 years ago

GPs tend to only make the case for why their Fund is a good investment My mind immediately goes to what market/scenario does their strategy scare me in If you don’t create a bear case for me, I get to create my own

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(Financial) Model Citizen @AnalystTweets

2 years ago

Fact

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(Financial) Model Citizen @AnalystTweets

2 years ago

We’ve been comparing office to what happened with malls for a while now Office and malls are not all dead Though drops in value will and should be widespread Desirable real estate prevails

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(Financial) Model Citizen @AnalystTweets

2 years ago

Often stuck between: LPs preferring GPs incentivized to be selective when deploying capital And LPs wanting to avoid paying fees on committed capital that has yet to be deployed A real balancing act

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(Financial) Model Citizen @AnalystTweets

2 years ago

Some firms are steering away from stating target returns explicitly in their fund materials A huge hit to transparency If LPs don’t know what to expect, don’t expect them to invest

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m. stanfield @resetbasis

2 years ago

If you're thinking about starting your own business, I would encourage you to read this. @sweatystartup posted something that got my wheels turning. It's not really advice; I'm a stranger, and advice from strangers can be self-serving, but it will be honest. Here goes..