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Ask yourself this: If rates dropped 200 bps tomorrow, would your B building with high CAPEX and 65% occupancy suddenly work? If not, that’s not a cycle problem, that’s a utility problem.

The US wants to become a nuclear energy powerhouse and starts with an $80 billion deal to build them. Long 🇺🇸

How to Buy Real Estate in the Bitcoin Era 🚨 How you buy matters more than what you buy. The only acquisitions that make sense are: - Out of bankruptcy or foreclosure - 30-50% below replacement cost Anything else is a losing trade. Low basis = lower OPEX, more flexibility,

$STRK will drain the RE markets. $100 liquidation price is your "land value", the option to convert at $1000+ per share is your "sales value" and you're collecting 8% rents along the way... sounds like an investment property to me 🤔Thoughts? Jesse Myers (Croesus 🔴)

Too many real estate owners mistake a low-basis for long-term security.

17 years after the white paper, the Bitcoin network is still operational and more resilient than ever. Bitcoin never shuts down. Senate Democrats could learn something from that.

CRE grows on average 4.4% per year (5.7% Resi) Bitcoin grows on average 50% per year. Just sayin...

Technology is undermining Real Estate values & utilization: - VC’s are buying property managers - Developers are investing in start up’s - Co-working are buying buildings - Landlords are becoming co-working operators - Hotel operators are acquiring home sharing sites - Big

Bullish

Office demand is specific - Transit-served, amenity-rich nodes are still attracting tenants. - Walkability, food, wellness, and flexible floorplates push deals across the line. - Obsolete buildings are trading as conversion candidates, not lease-up stories.

Tokenization is a distraction and incentives short-term thinking in two long duration assets (CRE & BTC). Fiat brain rot is strong, resist the urge.

Buying distressed or deeply discounted assets isn’t about chasing bargains. It’s about resetting your basis and positioning the asset to survive a structural reset. You’re engineering flexibility for an uncertain future.

Structural changes in real estate will separate the pros from the amateurs. This guy has his net worth on the line & no idea what he's doing. I feel for him to an extent. Broken money forces us to speculate just to keep up. The better investment would've been to buy bitcoin &

If we don't diagnose and treat the core of the problem, people are only going to continue moving closer to the polar ends of the political spectrum. Broken money is at the core of today's issues. Until that is widely acknowledged nothing will get fixed. tftc.io/bitcoin-third-…

Biggest cost pressures today? Energy, maintenance, and labor. PropTech is already tackling them: - IoT sensors and AI-driven systems optimize HVAC and lighting in real time, reducing utility bills. - Predictive maintenance extends equipment life and prevents costly downtime. -

The fact that we went from zero inflation to losing 97% of the dollar’s value says it all. Bitcoin’s just bringing sound money back. Only this time, globally.

Ask yourself this: If you strip away real estate’s store-of-value premium, who’s the marginal buyer, and at what yield? If the answer is “only at much higher cap rates,” then that value is no longer there.

Demand finally turned positive in Orange County office: net absorption +415,296 SF in Q3 after three negative quarters. Gross absorption 2.23M SF real activity, not just paper moves. That shift, plus a lighter construction pipeline, is what’s nudging vacancy down.

Quick price check for OC industrial in Q3 - Average asking rent: $1.48 NNN. - Typical clears we’re seeing reported: • 50k+ SF deals near ~$1.30 NNN • Sub-50k SF averaging ~$1.38 NNN Average asking sale price: $383.61/SF (up Q/Q, down Y/Y). High replacement costs

Energy-efficient buildings are a triple threat 1. Cost-effective → lower utility and maintenance expenses 2. Regulatory compliant → carbon and emissions standards go into effect, upgrades ensure compliance, which means avoiding future costs and penalties. 3. Market premium →