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Prikvačeni tweet
Real estate LPs: "I like to invest in RE to generate low-risk, tax-efficient cashflow and appreciation for the long-term." 95% of RE GPs: "Join us! We're levering up, buying a so-so asset in a so-so market, putting lipstick on it, and hoping to flip it in 1-3 yrs to some moron."
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Should have noted "all private markets"... public markets are a different beast, obviously
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Listen enough, and you hear versions of the following, over and over, from GPs in many asset classes: "We get super-normal returns in part by buying smaller assets" Used to think this was just a BS cliche. Now I think it's a persistent source of return in almost all markets.
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Do you know a smart, motivated, honest, early-career, non-asshole with some architectural training? Does she live in Los Angeles? Would she like a life-changing opportunity? https://losangeles.craigslist.org/lac/acc/d/los-angeles-real-estate-development/7069195914.html …
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One of the hardest things to do in small biz is hiring ahead of revenue. It's taking responsibility for another person's livelihood, plus $ out of your pocket. So you wait until need is acute, which means more strain on the org plus having to hire faster than you would like.
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In case this isn't obvious: Recommend giving
@fortworthchris a follow. He's building a really interesting business.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Genuinely proud
@fortworthchris considered me worthy of an interview. Came out great... Lots of detail for fellow real estate nerds. Enjoy:https://open.spotify.com/episode/0kM8YxtsaXuPKA2RUV04cf?si=d_SpP_CCSQCHEoLAib6fIQ …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Follow-up: Got tons of helpful feedback from this tweet, via replies and DMs. Turns out workshopping a possible new product in public has merit. Thanks everyone!
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Being an employee was awful for my mental health. I swung wildly between feeling I was: - Adding value in excess of my salary, and therefore being exploited - Being lazy, not worth my salary, and therefore stealing Went off on my own 12 yrs ago; those feelings vanished.
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For comparison, levered yields in our value-add deals range from like 12% to infinite, bc we're able to refi out so much capital post stabilization.
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Pondering one-off deals to buy already-renovated buildings in LA, with low leverage, for quasi-permanent holds. Since we would not be creating any value, fees and promote would be much lower than we charge on value-add. Yields would be ~6-8%/yr. Think there's LP interest?
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Uggg. My blog is screwed up right now. If you're interested in learning more about us, start with this episode of The Alternative Investor: https://open.spotify.com/episode/3CL9aP7YYNkRPgF27lJScu?si=Po1iHhQDQ5KwpQWhgUdLEQ … (And if you're a WordPress dev, pls reach out!)
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Turns out a bunch of you real estate dorks are in LA. 1. I'm always happy to sit down, if you're willing to come to my office (just west of DTLA). DM me. 2. Am trying to build a pipeline of talent from the local colleges. Looking for entrepreneurial types. Intro away.
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Blames private equity for anemic econ. & productivity growth, plus slowing company formation. (All better explained by industry consolidation.) And tries to extrapolate from one poorly run PE deal to whole industry. Just a car-accident of an article.https://nyti.ms/2S59Mlv
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Note: By finding this one deal, the intern also single-handedly paid for the internship program at Adaptive Realty for like the next 15 years.
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While still in progress, the deal our intern found last summer looks to be the best one we did in 2019. Why did he find one I missed? He didn't know the rules we use to quickly neg possible targets. So he just patiently built a pro forma on this one. Score one for fresh eyes.
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Watching the light-bulb go off for someone, when she realizes you don't pay tax on a cash-out refinance, is a beautiful thing. (You have to use the proceeds for investment purposes. Consult your CPA!)
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This is why we need to relax land-use restrictions and allow developers to build a lot more housing in coastal metros. You want your most productive people to cluster together to build big things. The whole remote work thing is a response to busted land-use regulation.https://twitter.com/garrytan/status/1222547209943572482 …
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Think we paid our landscaping company $200-250k last year, and we're not his only customer. Similar dynamics with our janitorial company, HVAC service, maintenance co.'s, etc.
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30 trailers. LA County has 60k homeless people and the governor is sending 30 FEMA trailers. If that's not window-dressing, what is it? Instead, relax zoning / parking / building codes and let private capital build 60k new units at zero cost to gov't.https://www.google.com/amp/s/ktla.com/2020/01/22/gov-newsom-sends-trailers-medical-tents-to-l-a-county-to-house-homeless/amp/ …
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