Kevin Fickle @mmgeorge17
Acquiring Internet Resistant Retail Shopping Centers https://t.co/9mNlVFHns7 San Francisco, CA Joined October 2023-
Tweets324
-
Followers159
-
Following84
-
Likes144
Have heard from very credible sources (multiple independent multi-unit franchisees) that Crumbl sales are dropping hard this year 30-50% decrease YoY and a lot of frustrated franchisees in the system I think @FranchiseBob called this...
Have heard from very credible sources (multiple independent multi-unit franchisees) that Crumbl sales are dropping hard this year 30-50% decrease YoY and a lot of frustrated franchisees in the system I think @FranchiseBob called this...
Here's our conversation with @uma_moriarity from @CtrSquare on many things #commercialrealestate including... bright spots! @sonalibasak
Great thread by @chernobelskiy Important reminder for Landlords to require consent and add draconian clauses to give yourself leverage in this situation (i.e. negotiate transfer of guarantee).
Great thread by @chernobelskiy Important reminder for Landlords to require consent and add draconian clauses to give yourself leverage in this situation (i.e. negotiate transfer of guarantee).
Barstool Pizza Review - Aunt Lulu's NY Style Pizza (Boca Raton, FL)
When I’m assessing a deal I try to create a mental framework on a bell curve. 1) Percent probability of outcomes that will get me to my expected return. 2) Percent probability of outcomes that will get me outsized returns . 3) Percent probability outcomes will get me a loss,…
When underwriting retail rents there are structural limits to rents based on what we call a “health ratio”. Each user (example gyms vs restaurants) type should be able to pay a different % rent to sales. Gradually over time, the sales may increase due to passing inflation off…
When you think about larger grocery-anchored or large power centers you usually have co-tenancies (Whole Foods, Trader Joe’s as examples) that attract other National tenants. It creates a waterfall effect of tenants that like to locate next to one another. When you have an…
Timing a market is tough. Buying into the disaster is equally as difficult. We prefer to go into a property with a buy and hold mentality. There will always be exogenous risks you can’t time or calculate. We try manage our tenant lease terms in a staggered fashion, extending…
Timing a market is tough. Buying into the disaster is equally as difficult. We prefer to go into a property with a buy and hold mentality. There will always be exegenous risks you can’t time or calculate. We try manage our tenant lease terms in a staggered fashion, extending…
This Zell quote reminds me of neighborhood retail shopping centers, as most existing centers trade on average below replacement cost and new construction rent has become increasingly difficult for retailers to support with wide rent spreads between existing/new: “Where there is…
What do you think the market in 2008 would have looked like if the fed rolled out liquidity programs + treasury tarp immediately ? Imagine if the fed had waited 6+ months to roll out BTFP last year?
$1 of debt = $1 of cash If you destroy debt, you destroy cash. It’s problematic when debt becomes unproductive relative to GDP. You have to measure this relative to other metrics to have a better gauge of “sustainability” Reducing debt sucks money out of the system.
$1 of debt = $1 of cash If you destroy debt, you destroy cash. It’s problematic when debt becomes unproductive relative to GDP. You have to measure this relative to other metrics to have a better gauge of “sustainability” Reducing debt sucks money out of the system.
I always think about John Astor’s well-located and timed purchases of land on the West Side in Manhattan during the late 1700’s to early 1800’s. When he moved to New York City there were 25K inhabitants, by the time of his death it had grown to 500K. He was buying land on the…
If you want to develop a sense of “value” on the buy, throw away IRR calculations and focus on yield on cost. Those Class A 4-Cap NNN deals, look very different if you stress a few assumptions (namely rising interest rates and exit caps). Credit is temporary, the location is…
Demolishing (“demo’ing” out) & “whiteboxing” an inefficient space, etc to improve marketability & get higher rent on the mark-to-market is an ex. of “addition by subtraction”. Let’s take deeper dive on this topic in a thread 🧵.
Thanks @chernobelskiy As far as CRE goes difficult to create an incentive selling system for an illiquid / management intensive asset class / with opaque fee structures. But I know someone that could help educate and institutionalize it :)
Thanks @chernobelskiy As far as CRE goes difficult to create an incentive selling system for an illiquid / management intensive asset class / with opaque fee structures. But I know someone that could help educate and institutionalize it :)
Cesana @Cesana437600
1 Followers 44 Following
Daria_FL_ @DariaFL248607
27 Followers 2K Following
PennyMorgan @ZY88EipJL1Kas
0 Followers 54 Following
US Health Testing @ushealthtesting
416 Followers 2K Following Your trusted partner in lab-based drug testing services online across the USA. With 2500+ labs nationwide, we provide accurate and reliable test results.
XRPLion-“Messenger .. @XRPLion_QFS
219 Followers 3K Following son of the most High Living GOD, Cousin w/WD GANN: Sacred Math RSR 37 yrs, PhiloMath, 14th Gen Am. Chairman & Founder, Humanitarian Trust Compliance Service
Jackson Dean Pacific @PacificJD
477 Followers 2K Following Law Student @IUMaurerLaw. M&A @smblawgroup.
Deanna Pillot @pill_dea
86 Followers 5K Following
Aurelia Soppeland @AureliaSop72964
55 Followers 5K Following
Victoria_Johns @VictoriaJo48031
24 Followers 2K Following
Simone Whittley @SimoneWhit16023
108 Followers 5K Following
Martine Propps @MartiPropp
83 Followers 5K Following
Josie Payano @paya_jo
46 Followers 5K Following
Jrob Tweets @jrob_tweets
17 Followers 71 Following
Cade Southerland @csoutherlandcre
30 Followers 92 Following Phoenix Retail Investment Sales | Matthews Real Estate Investment Services
Alex @CornerParcel
20 Followers 56 Following Analyst for an institutional apartment developer and bought my first personal deal last year. Currently learning the business.
Build-to-Suit Burt @BuildtoSuitBurt
760 Followers 287 Following Gen II Principal of a ground up development group in FL. Building America’s favorite retail brands across the SE.
Madilyn Rednour @madilyn11061
45 Followers 5K Following
Lee Diak @DiakLee42862
55 Followers 5K Following
Crissy Winfree @CrissyWinf16291
81 Followers 5K Following
Sujay Wadher @SujayWadher
142 Followers 2K Following
Kitty Keynes @albrnsmohamed76
6 Followers 183 Following I'm Kitty Keynes and I love keeping up with the latest happenings on Twitter. I work in e-commerce and run my own store on a shopping platform
Zoe Sol @ZoeSol130927
91 Followers 5K Following
TradeMonday @TradeMonday
1K Followers 4K Following AI powered Retail Experimental Platform turns consumer’s transaction, social, in-store behaviour into simulation for actionable retail insight
Angelina Jolie @AJolie54683
102 Followers 526 Following
Invest & Lease @investandlease
271 Followers 541 Following #cre broker based in midwest retail investment sale & landlord retail rep
The Franchise Cowboy @fran_cowboy
3K Followers 383 Following Multi Unit Franchisee of 🍪, 🍦, & 🥨 | tweets about franchises, operations, and random observations
Sam Fitzgerald @samfitgerald
59 Followers 522 Following
Erik Swanson @ESwansonCRE
588 Followers 819 Following 15+ year #CRE broker helping investors make strategic decisions on acquisition and disposition of shopping centers, strip retail, and STNL assets.
Acquivisionary @NNNdeveloperguy
475 Followers 301 Following Acquisitions | California retail real estate developer Ex-broker, millenial, SoCal native. DM for contact. Drive-thrus are 👑 *Tweets are my own views*
Andrew Jeffery @credealjunkie
359 Followers 297 Following 20+ yrs in CRE, $300MM in ack, specializing in multifamily, GP/LP fundraising. Once a runner, now a dad.
Adam Rose @AdamRose_RE
3K Followers 1K Following Los Angeles Multifamily Broker | Dabbled in the NNN & Sale-leaseback space | Mostly real estate content mixed with some attempted humor
Adam Rapoport @AdamRapoport
273 Followers 1K Following Century 21 Plaza Hybrid Investor / Realtor 310.272.6710
Nick Dorsey @dorse054
2K Followers 399 Following Formerly Global Sourcing @GeneralMills ➡️ @Apple | 🛠️ | University of Minnesota | 1200 lbs club 🏋️♂️| Husband | SMB searcher
Dan the Investah @DanTheInvestah
788 Followers 2K Following Concentrated Investor in Quality & Dividend Growth Stocks. LP investor in select CRE. “In the light you will find the road” (Led Zeppelin not the Bible)
kd @cre_kd
443 Followers 589 Following Commercial real estate - Retail Investment Sales & Leasing in Phoenix, AZ.
Eric Penney @EspCommercial
128 Followers 288 Following Business is fun, relationships are better. CRE pro focused on retail real estate, Self Storage, brokerage and development nationwide. How can I help???
Chris Jones | Real Es.. @cajhomes
534 Followers 685 Following Luxury & Investment Real Estate. AZ + CA Licensed. As seen in WSJ Real Estate. [email protected]
Sam Kotler @Crexi_Sam
567 Followers 1K Following Regional Director of Data & Intelligence at Crexi | Former CRE Professional turned CRE Tech
Christopher Lacasse @Chris_Lacasse44
61 Followers 294 Following Commercial real estate developer and investor. Canadian ex-pat living in the US. Interested in new ideas and photos of pets.
TekTonikShift @TektonikShift
188 Followers 336 Following Technology worker in silicon valley. Active runner, hiker, cyclist and now some swimming.
Kerr Richard @johnprlender
355 Followers 2K Following Investor and Private Real Estate Lender. #realestate #lending #privatemoney
jessica Mauser @Jessica925cre
4K Followers 594 Following CRE Managing Partner & Broker | Retail |Investments | Industrial | Side hustle investor | Big blended fam | Tweets are my own
Evan Mouhalis @EvanMouhalis
1K Followers 295 Following Retail/Medical focused CRE developer & franchisee of RNR Tire Express. Learning as I go! Father of 4 & lucky husband 🙏🏻
Andrew Jeffery @credealjunkie
359 Followers 297 Following 20+ yrs in CRE, $300MM in ack, specializing in multifamily, GP/LP fundraising. Once a runner, now a dad.
AZ Big Media @AZBigMedia
5K Followers 1K Following Our Publications: Az Business, AZRE, Az Business Leaders, Home & Design, Az Business Angels, Experience AZ, Ranking Arizona, Play Ball
Acquivisionary @NNNdeveloperguy
475 Followers 301 Following Acquisitions | California retail real estate developer Ex-broker, millenial, SoCal native. DM for contact. Drive-thrus are 👑 *Tweets are my own views*
Retail Schmetail @Schmetail
9K Followers 9K Following RETAIL SCHMETAIL™ is a top retail news and trending source by Sanford Stein, a top 100 Retail Industry Influencer, and founder of RETAIL SPEAK on LinkedIn.
SDIRA/401k, 1031 Exch.. @BernardReisz
257 Followers 817 Following Nerdy Tweets about 1031 Exchange, Cost Seg, RE IRA/401k https://t.co/c1hzTphGmQ | https://t.co/6zt2w8iEid |
The Franchise Cowboy @fran_cowboy
3K Followers 383 Following Multi Unit Franchisee of 🍪, 🍦, & 🥨 | tweets about franchises, operations, and random observations
Invest & Lease @investandlease
271 Followers 541 Following #cre broker based in midwest retail investment sale & landlord retail rep
Build-to-Suit Burt @BuildtoSuitBurt
760 Followers 287 Following Gen II Principal of a ground up development group in FL. Building America’s favorite retail brands across the SE.
Nick Dorsey @dorse054
2K Followers 399 Following Formerly Global Sourcing @GeneralMills ➡️ @Apple | 🛠️ | University of Minnesota | 1200 lbs club 🏋️♂️| Husband | SMB searcher
NNN Retail Guy @DFWJoeAskew
2K Followers 2K Following Retail developer based in Dallas, Texas. Anything value add with good bones, I’m your guy. Location agnostic. DFW sports fan. All personal opinions no hate ✌🏻
Ryan Johnson @ryanmjohnson
13K Followers 1K Following Builder and resident of the 1st car-free neighborhood built from scratch in the US @culdesac. Was founding team @opendoor, @baincapital, @mta. Own 60 ebikes
Full Value Subcontrac.. @FullValueSub
505 Followers 192 Following We provide trade contractors with training, tools, and support necessary to consistently scale a full value trade business. DMs open.
Connor Hornsby @hornsby_realtor
132 Followers 154 Following Bay Area Real Estate Agent DRE#02050950 - Father, Husband, Average Golfer, Head Varsity Baseball Coach at Acalanes High School
Dan Gauthier @RE_SMBatty
406 Followers 218 Following Real estate, cannabis, and opportunity zone lawyer. @ASUCollegeofLaw and @UofA alum. New England sports fan. Views are my own.
Tanning Salon Don @TheSalonDon
2K Followers 434 Following I quit my $250k finance job at 26 to run tanning salons. Pretty sure I’m doing better now
cd @Abcdefg836462
9 Followers 14 Following
jessica Mauser @Jessica925cre
4K Followers 594 Following CRE Managing Partner & Broker | Retail |Investments | Industrial | Side hustle investor | Big blended fam | Tweets are my own
Harry Lockwood-Taylor @HLOCKWOODTAYLOR
47 Followers 139 Following Investment Sales | Phoenix, AZ. COLLIERS | W.P. Carey Alum
StripMallGuy @realEstateTrent
227K 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.
Action Behavior Cente.. @ActionBehavior
141 Followers 111 Following #ActionBehaviorCenters is the leading #ABATherapy provider. ABC specializes in improving the lives of children on the #autism spectrum. #AskMeAboutABC
max gagliardi @max_gagliardi
24K Followers 693 Following Building across energy, real estate, & tech | host @Always_Building https://t.co/OagfnN519s | https://t.co/0bRAZXbL8G | https://t.co/j5tZXvpNgF
Eric P. Oden @OdenEric
821 Followers 972 Following Army Vet. Small investor of retail & CRE multifamily in SE US. Ex-restaurant supplier. Betting on sticks & bricks🏠🏢, not candlesticks 📈📉.
Greg Wilson @gregmmgeorge
32 Followers 22 Following Financier and corporate strategist with over 25 years of capital markets experience. Focused on acquiring and managing retail strip plazas in the Phoenix MSA.
Sheel Mohnot @pitdesi
117K Followers 3K Following Posting stuff I find interesting. Work: @btv_vc, leading pre/seed rounds of fintech cos. apply to our accelerator https://t.co/LSnRc5xYjD! Always up for adventure.
The Investments Lawye.. @investing_law
23K Followers 402 Following Investment funds + securities lawyer. $Billions raised. Ex @lathamwatkins / @DLA_Piper / @ColumbiaLaw. Tweets are never legal advice (for that, hire a lawyer).
Matt Baran | Architec.. @mattbaran
3K Followers 1K Following Founder, @baranstudioarch. Licensed Architect. AIA. Occasional RE Developer. Professor @ USF, AAU, UCB. Posts on design, construction, R.E., biz & tech.
Logan Paquin @LoganPaquin
742 Followers 535 Following Director of Real Estate at Legacy Franchise Concepts | SweatHouz & Dogtopia
JoeNatural @ChinaStockPro
1K Followers 264 Following Christian advocate for truth and integrity, but also a sinner who loses it at times. Moderator of 'Investing Pros' on Discord.
Aamil Sarfani @AamilSarfani
278 Followers 150 Following CRE Broker & Developer. Retail & Office Space. Over $60m in Transactions. Owner of Project Cowork.
Ben @benstreeet
948 Followers 1K Following San Diegan & @SDSU alumni • Kidney transplant recipient & @NKF Advocate • Founder of Albion Defense
Adam Phillips @adamphillips_ap
282 Followers 603 Following Interests are real estate and building businesses
Adam J. Mead @BRK_Student
7K Followers 451 Following Practicing capital allocator: https://t.co/MgKsXLhjmS; Author of book on $BRKA $BRKB $BRK (https://t.co/bxZUjSa83a); https://t.co/T9dw4a1tby Not investment advice
Ryan Chandrapaul @ryanchandrapaul
800 Followers 194 Following SoCal retail broker. USMC vet. I tweet about retail news and the #cre business.
Daniel Gutfrajnd @ArgusWiz
152 Followers 381 Following Helping CRE groups with their ARGUS-based underwriting. San Diego 🏄🏻♂️ DM's are open.
Alberto Caballero @7_Bert
2K Followers 1K Following CRE Broker- Retail & Restaurant Leasing. #Retail Phoenix Suns fanatic 🏀UNM Alum #GoLobos. @Broncos fan since the 90’s. Bet On Yourself
Value-Add Bill @cap_rate_prince
110 Followers 107 Following CRE investor / sponsor - multi-tenant commerical real estate - CFA holder - dm's are open
Vinney (Smile) Chopra @Smilingvinney
372 Followers 194 Following Investor, Author of 3 Top Sellers, Three weekly Shows, Motivator, Mentor, Syndication Multifamily, Assisted Living & Hotels $1B+ AUM; Academy & Coaching
Leo Szac 🏘 @leo_szac
8K Followers 4K Following Marketing consultant by day, real estate investor by night (or the other way). Living the American Dream, one property at a time.
Eric Weatherholtz @iononrecourse
33K Followers 659 Following Retail redevelopment since 1992. ULI Development of Excellence Award winner. World-famous newsletter: Asphalt Jungle. @realestateanon @automaticmeetup
Tim Hurley @TimHurleyy
306 Followers 271 Following I help retailers secure A+ locations. Commercial Real Estate | Retail Tenant Rep Broker
Merrill Stillwell @stillwell
8K Followers 519 Following Mountain Real Estate Investor - Retail & Apartments | Quant Public Equities | CFA
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
Mac McCall 🚗🧼 @dilldosia
217 Followers 289 Following Real estate investor and co founder of Caliber Car Wash—54 units and counting!
Neighborhood Strip Sa.. @StraightLurk
140 Followers 286 Following NNN Sales STNL/MT Retail Medical Tenants Greater Mountain States
Testimony from @KlayThompson on how the SDSU Aztec faithful, and the San Diego community as a whole, treat their players. When folks say San Diego State is like a family, they're not blowing smoke. If you're a young baller look no further. #AztecForLife #AztecNation #SDSU
“[Kawhi Leonard] is pretty mellow… He likes to fish and loves the ocean. When he won the championship in 2014, we went out in San Diego together and he was getting everything free.” Klay Thompson on his friendship with Kawhi 😅 (via @allthesmokeprod)
Who else is working on an acquisition right now that’s taking forever because of the lending environment?
Just landed in California. Sour cream? $1.25 extra Restaurants not waiting long to pass along the new $20/hour fast food chain min wage to consumers.
Our current project, a patio fever dream:
@JoeKillinger Lot of coffee companies came to Phoenix but I know of at least 2 that are already backing out of deals
Have heard from very credible sources (multiple independent multi-unit franchisees) that Crumbl sales are dropping hard this year 30-50% decrease YoY and a lot of frustrated franchisees in the system I think @FranchiseBob called this...
A package of 3 Crumbl Cookies went up for sale in the Burbs of Chicago All started recently, which is a good strategy to make money. Start the franchise, ramp up the sales (it's easy for the first year), then sell at a peak price It's interesting that the focus of the ad…
As expected, Crumbl net profit TANKED to $122,955 (-59%) Respect to them for still disclosing in the FDD. Would've expected them to stop being transparent RIP to the glory days of being a Crumbl franchisee
Have heard from very credible sources (multiple independent multi-unit franchisees) that Crumbl sales are dropping hard this year 30-50% decrease YoY and a lot of frustrated franchisees in the system I think @FranchiseBob called this...
From @BedBathBeyond to movie theater? In an era where the # of movie theaters is shrinking, Roadhouse Cinemas of Tucson, AZ is expanding Including into Big Box space In 2014 Roadhouse opened as Tucson’s first dine-in movie theater when it repurposed a former 6 screen cinema in…
The people yern for the UNM v SDSU matchup. #GoLobos
The #MWMadness title game put up BIG numbers 🏆🏀 ‣ Most-watched MW championship game since 2014 ‣ More viewers than the SEC, Big East and Pac-12 championship games #AtThePEAK | #MWMBB
Moving forward I’ll do a quarterly Arizona retail report. No method to the madness but hopefully bring some awareness to activity happening in the state
The MESA Foundation, SDSU basketball's NIL collective, has increased its budget for next season, but it is enough to stay relevant in the NIL era? sandiegouniontribune.com/sports/aztecs/…
If you’re looking to buy a strip center, be aware of how the property sits, does it sit parallel or perpendicular to the road? The more eyes it can attract the better. Parallel is better than perpendicular. #stripcenter #investmentsales
Strip Center Buyer Pool Who we don't want to sell to (shallow/conservative): Institutional Groups Who we want to sell to (deep/aggressive): HNWI/1031 Buyers Tenant in Building Price Inflection Point: $5,000,000 (and pushing higher)
Merry Christmas to all who celebrate!! ❤️🏀❤️🏀♥️
Inside Scoop on Family Dollar / Dollar Tree: Combined they have 23,000 stores - less than 5% will be closing. Closing stores at scale is a normal and healthy exercise - in fact, many stores were already losers when the two companies merged. Financial footing and credit rating…
Most private net lease investors would prefer to have A rather than B, which is a mistake Restaurant A: BTS, IG credit, no reported sales, above market rent, tertiary market Restaurant B: franchisee credit, far above national AUV for sales, below market rent, great market
I once told the CEO of an architecture firm here that I was thinking about raising a real estate fund. After a few questions, she asked if she could invest. Turns out, she’d been wanting to invest in some real estate deals for some time. In fact - she said that between her and…
I'm thrilled to announce the sale of Shops at Shiloh Crossing in Kennesaw, GA (Atlanta MSA). This was a complex transaction only possible by a collective effort by all those involved! Please reach out for more details! #crex #cre #Retail #retwit #commercialrealestate
Trends for United States
You might like
