@TeamHerrold Daniel Herrold

Daniel Herrold posts on X about commercial real estate, in the, rates, $bros the most. They currently have [------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [-----] +72%
• [--] Month [------] -96%
• [--] Months [---------] +8.10%
• [--] Year [---------] -91%

Mentions: [--] #

• [--] Week [--] no change
• [--] Month [--] +68%
• [--] Months [---] -37%
• [--] Year [---] -49%

Followers: [------] #

• [--] Week [------] +0.79%
• [--] Month [------] +9.30%
• [--] Months [------] +23%
• [--] Year [------] +30%

CreatorRank: undefined #

Social Influence

Social category influence finance stocks technology brands social networks countries celebrities travel destinations automotive brands fashion brands us election

Social topic influence commercial real estate, in the, rates, $bros #98, linkedin, cre, if you, state of, debt, listing

Top accounts mentioned or mentioned by @paulmleu @coydavidsoncre @elonmusk @icsc @realestatetrent @nnnincome @chriswhatch @mspangenbergcre @bethanyjbabcock @skylarromines @eduardoecre @aaronharrisdb @bobknakal @mcdonalds @phanimedler @jandreini1 @crelegends @creleasinglawtx @thesfgiantsguy @tyleralley24

Top assets mentioned Dutch Bros, Inc. (BROS) McDonald's Corp (MCD) Chipotle Mexican Grill, Inc. (CMG) CVS Health Corp (CVS) Starbucks Corporation (SBUX) Autozone Inc (AZO) Uber Technologies, Inc. (UBER)

Top Social Posts

Top posts by engagements in the last [--] hours

"My brother just got an e-mail from Morgan Stanley that his account is increasing their savings rates from 3.5% to 4.0% effective 1/1. Here we go. #interestrates"
X Link 2022-12-29T17:07Z 17.6K followers, [----] engagements

"@DetCommercialRE What about my 2-tenant deal in FL Real estate is solid - Chipotle & Sage Dental. DM me if you want the OM"
X Link 2023-01-04T03:39Z 19.5K followers, [--] engagements

"3. You can create columns for your favorite hashtags like #CRE or #retwit. So youll see everything posted and respond accordingly"
X Link 2023-01-04T04:36Z 19.5K followers, [---] engagements

"4. Use it as a research lead tool Much like google alerts you can set up a column like new Chipotle and any tweet that has that combination of words will pop up. Search by tenant geography etc"
X Link 2023-01-04T04:36Z 19.5K followers, [---] engagements

"Last call if you'd like an early look at our Chipotle/Sage deal in FL we are launching to market soon. DM me for the OM #CRE"
X Link 2023-01-04T18:15Z 19.5K followers, [---] engagements

"Lots of new followers thanks to @TripleNetInvest. For my newbies we're about to launch a 2-tenant deal in Florida leased to Chipotle/Sage Dental. DM me if you want a first look #CRE"
X Link 2023-01-04T23:30Z 19.5K followers, [----] engagements

"We are getting some serious action on our Chipotle/Sage Dental deal in FL - we just launched it to market. DM me and I'll send you a direct link to the OM #CRE #retwit"
X Link 2023-01-09T20:35Z 19.5K followers, [--] engagements

"Getting some early rumblings of an LOI coming on our Chipotle/Sage Dental deal in FL. How's that for speed Launched this week. #CRE #dealmaking"
X Link 2023-01-10T14:49Z 19.5K followers, [----] engagements

"First LOI in the door on our Chipotle/Sage Dental listing. BOOM I just got off the phone with a developer who saw the deal and he said "you guys priced that perfectly" It's often about how you position an asset in the marketplace"
X Link 2023-01-10T21:01Z 19.5K followers, [----] engagements

"Woah.LOI #2 on Chipotle/Sage Dental. Someone reading my e-mails. #cre #retwit"
X Link 2023-01-10T21:09Z 19.5K followers, [----] engagements

"We had over [--] principals & brokers download our Chipotle & Sage Dental deal this week. My guess is the Florida factor is driving the attraction. DM me if you want a peek. The aerials are stellar"
X Link 2023-01-12T20:30Z 19.5K followers, [--] engagements

"2 more LOIs in door on Chipotle/Sage deal in Florida. We are [--] days in the market. Crazy. [--] private buyers (non 1031) [--] [----] buyer and [--] institutional buyer. Florida factor or priced right Not sure"
X Link 2023-01-12T22:40Z 19.5K followers, [----] engagements

"Offer #6 on Chipotle/Sage. We expect [--] more"
X Link 2023-01-13T00:37Z 19.5K followers, [----] engagements

"We've had such strong activity on our Chipotle/Sage in FL that we are having to do a "Call for Offers" - I've rarely done this with a smaller deal but too many offers neck & neck. The market isn't all that bad if you've got good product that's well priced"
X Link 2023-01-17T18:00Z 19.5K followers, [----] engagements

"Well we wrapped up our best and final for our Chipotle/Sage deal in FL. [--] full price offers - [--] came back and stuck to same terms [--] came back w/no price increase but tightened up timelines and the last came in $100000 over ask. Decisions decisions. #cre"
X Link 2023-01-20T17:56Z 19.5K followers, [----] engagements

"@HunkyDoryTX I may be wrong (and have been more than I can count) but this pivot seems like you're taking your eye off the ball. Especially a group like Dollar General and I think Quik Trip is exploring an urgent care concept as well"
X Link 2023-02-01T22:41Z 18.4K followers, [----] engagements

"The future of drugstores. [----] SF Walgreens. #retwit #cre"
X Link 2023-02-07T22:40Z 24.5K followers, 93.8K engagements

"Here are the Sales Per Foot Numbers for the [--] major Auto Retailers: [--]. AutoZone - $349 PSF [--]. O'Reilly's - $322 PSF [--]. Advance Auto - $262 PSF"
X Link 2023-03-01T20:32Z 19.9K followers, [----] engagements

"BOOM Closed today our Chipotle/Sage deal in Titusville FL. I credit the way we positioned this in the market pricing wise to achieve [--] offers and drive pricing above ask - in this kind of environment Congrats to my team #cre"
X Link 2023-03-23T17:58Z 19.6K followers, 12.4K engagements

"Just reviewed and finalized Sales Reports for: - Starbucks (up 19%) - Dutch Bros (up 48%) - Chipotle (up 43%) The %'s above are how much inventory has increased from 1/1/23 to 4/1/23. Product is building up. Happy to share. More to come"
X Link 2023-04-05T02:30Z 19.6K followers, [----] engagements

"My gosh enough with the anon accounts 🤦🏻♂"
X Link 2023-04-06T03:27Z 19.5K followers, 19.5K engagements

"I'm keeping @MSpangenbergCRE busy New BOV's this week: - Whataburger/Chipotle combo - Fresenius BTS - Large MOB BTS Never a dull moment"
X Link 2023-04-07T15:46Z 19.6K followers, [---] engagements

"In Net Lease in a shifting market there is normally a flight to: - Credit quality - Real estate quality Those deals tend to attract the most attention thus pricing doesn't move as abruptly as other deals. Candidly we've seen more of a focus to credit vs. real estate"
X Link 2023-04-07T16:30Z 19.6K followers, [----] engagements

"We've finalized and produced Comp Reports for the following tenants as of April 1st: - Starbucks - Chipotle - Dutch Bros If you'd like a copy of any (or all) please DM me Thanks #cre"
X Link 2023-04-11T16:34Z 19.6K followers, [----] engagements

"Just pulled Raising Cane's sales comps. This is a product I don't understand - [--] deals on the market at an average asking cap rate of 4.03%. How are these deals any better than a [--] year Chipotle or Dutch Bros I'm seeing Chipotle at 5.00% now"
X Link 2023-04-11T21:50Z 19.6K followers, 36.2K engagements

"Man Chipotle just keeps killing it. Same store sales up 10.9% YOY Wow. https://finance.yahoo.com/news/chipotle-earnings-beat-estimates-boosted-by-sales-growth-revenue-up-17-201621682.html https://finance.yahoo.com/news/chipotle-earnings-beat-estimates-boosted-by-sales-growth-revenue-up-17-201621682.html"
X Link 2023-04-25T20:56Z 19.5K followers, [--] engagements

"If there's one thing that I vastly under-estimated as being so critical for a retailer or restaurant operator: Great signage. A lack thereof can dramatically impact awareness/success"
X Link 2023-04-27T17:26Z 19.5K followers, [----] engagements

"@TheWolfofREI Thanks man Reports will be done for Starbucks Chipotle Caliber Collision & Dutch by EOW"
X Link 2023-05-03T22:02Z 19.5K followers, [---] engagements

"If your Chipotle location doesn't really stand out and you're priced at a 4.65% cap rate how in the world are you going to stand out among the [--] others in the market at a 5.00% Positioning is everything in today's market"
X Link 2023-05-16T18:43Z 19.5K followers, [----] engagements

"Is historic 6th Street in #Austin a 'death spiral'"
X Link 2023-06-26T17:26Z 14.1K followers, [----] engagements

"Just analyzed our monthly report for Chipotle comps. This product is stuck stuck stuck. Inventory is up from [--] deals on market to now [--] - that's an 87% increase. Based on run rate we think there's [--] months of product on the market"
X Link 2023-06-26T22:15Z 19.5K followers, [----] engagements

"@DevaultBrad Someone else We just actively track SBUX Dutch Caliber & Chipotle. Adding CFA & WaWa next month"
X Link 2023-06-27T01:05Z 19.5K followers, [---] engagements

"There are [--] Chipotle deals on the market for sale. Average cap is a 4.51%. Right now [--] sell per month. How do you move one Lets hear it"
X Link 2023-06-27T01:52Z 19.5K followers, 23.2K engagements

"10 days on the market and now officially under LOI. Anything in Florida is hot Well done @MSpangenbergCRE #cre #retwit"
X Link 2023-06-28T18:41Z 16.9K followers, [----] engagements

"How is a coffee shop a coffee shop opening at [--] AM Absurd"
X Link 2023-06-29T13:38Z 24.5K followers, 47.2K engagements

"@realEstateTrent Oh and just a guess. I bet the workers all still wear masks"
X Link 2023-06-30T03:07Z 14.1K followers, [---] engagements

"Let's talk vacant drugstores. Outside of dollar store backfills (paying 1/3 of the rent) what successes have you seen Chime in w/success stories"
X Link 2023-06-29T17:48Z 19.5K followers, 44.7K engagements

"Just received a Dollar Tree deal. Charlotte NC [--] years remaining Flat lease 4.70% cap rate Why bother"
X Link 2023-06-29T21:08Z 14.1K followers, 19.7K engagements

"Here's an aerial view. Single tenant tenant in essentially a multi-tenant building. So very easy conversion. Tenant is a motorcycle seat manufacturer. #cre"
X Link 2023-06-29T20:47Z 14.1K followers, [----] engagements

"Had a call today with a developer Ive only met once. He told me on their upcoming project they went with a competitor. Then tried to justify their choice with rationale for choosing their broker. I immediately took the pressure off. Said Why would you have chosen me We hardly have a relationship. These things take time. It completely changed the mood/tone of the convo. He relaxed & opened up. Dont always make calls with an aim of getting something out of the recipient. They dont owe you anything. Build a relationship"
X Link 2023-06-30T02:15Z 24.5K followers, 57.7K engagements

"@rbradthomas @elonmusk @SeekingAlpha @sltseven @TheAlphaThought @adamgalas1 @TheDividendDog @SandstoneDavey @Tesla @MoatWide I'm in both as well Tesla has been on a TEAR this year"
X Link 2023-07-08T02:34Z 14.1K followers, [----] engagements

"Lets say you get a $1M gift after taxes you didnt expect. With three conditions: - you have to spend it - you cant invest it - you cant use it to pay down debt. Break down what youd do"
X Link 2023-07-09T01:45Z 13.3K followers, 64.5K engagements

"@2021_xrp No check. Thats an investment"
X Link 2023-07-09T00:10Z 14.1K followers, [---] engagements

"@realEstateTrent I bet theres a great master class on how you can make money in this real estate sector😂😂"
X Link 2023-07-09T00:25Z 14.1K followers, [----] engagements

"Total # of Deals Re-Priced in June (% is the total % of inventory on market): Starbucks - [--] (11%) Dutch Bros - [--] (18%) Caliber - [--] (11%) Chipotle - [--] (5%) The market is moving. #cre #retwit"
X Link 2023-07-10T19:04Z 19.6K followers, [----] engagements

"Nearly [--] out of [--] Dutch Brothers was re-priced in June. What does that tell you"
X Link 2023-07-10T19:47Z 14.1K followers, 17.1K engagements

"There's a real estate rep at McDonald's that celebrated [--] years on their real estate team. It's clear why he's lasted so long. He responds to emails. He returns voicemails He's receptive available & responsive. It's a rare trait in these types of roles"
X Link 2023-07-11T10:06Z 14.1K followers, [----] engagements

"Dude at airport: Mid-40s Gingham blue button down Flip flops Shorts North Face Sleeveless Puffer vest Hat worn backwards What does he do for work"
X Link 2023-07-11T00:17Z 13.5K followers, 115.3K engagements

"Against popular opinion for #CRE brokers: Its ok to be wrong. And its a superpower to admit it"
X Link 2023-07-10T22:50Z 17.8K followers, [----] engagements

"Question: Do you tip based on a % before tax or after tax"
X Link 2023-07-11T17:50Z 14.1K followers, 12.6K engagements

"I've had [--] people sign up for our team's Tenant Expansion Report from Twitter. The feedback has been really good. #retwit 2Q reports are out the door - not to late to jump in-"
X Link 2023-07-11T14:16Z 14.1K followers, [---] engagements

"Just put under LOI our 2nd of [--] medical deals in South Florida. Well done @MichaelZimNNN. Down to one asset remaining - here are some interior shots. OM -"
X Link 2023-07-11T16:51Z 14.1K followers, [---] engagements

"My analyst came in this morning with coffee in hand for me. I must be training him right. 😉"
X Link 2023-07-11T17:04Z 14.1K followers, [----] engagements

"# of STNL Listings on Market: April [----] - [----] May [----] - [-----] Up 54%. The data doesn't lie"
X Link 2023-07-11T17:36Z 14.1K followers, 15.5K engagements

"@SrHousing_CRE It is pretty amazing"
X Link 2023-07-11T17:38Z 17.8K followers, [---] engagements

"@TrevorCRE It would need to be dramatic. As I pointed out there is now [--] months of back-logged inventory"
X Link 2023-07-11T17:42Z 17.8K followers, [---] engagements

"@Jamie_Weinstein @blake_hagz Well you're not the normal 1031-buyer Jamie"
X Link 2023-07-11T20:32Z 19.5K followers, [--] engagements

"@nickminer @3NDeveloper Maybe about CRE challenges today Does it need to be locally focused"
X Link 2023-07-12T00:22Z 14.1K followers, [---] engagements

"If youre spending more than [--] minute preparing for a cold call thats one minute too much. Over preparing simply means youre fearful of making calls. How do you overcome your fear You start dialing. #retwit #cre"
X Link 2023-07-12T17:07Z 13.1K followers, 12.8K engagements

"What was your favorite gift growing up My grandad used to buy me World atlases as a kid for Christmas. I absolutely geeked out over looking at maps. Maybe thats why I like commercial real estate.🤷🏻♂"
X Link 2023-07-12T16:51Z 14.1K followers, [----] engagements

"Haha.a real estate rep from Starbucks just requested my Starbucks comps report. This should be interesting. "
X Link 2023-07-12T20:50Z 14.1K followers, [----] engagements

"@HarleyMCarroll They tend to point to on market mis-priced cap rates and say "See Look at where deals are." Not reality"
X Link 2023-07-12T20:55Z 18.1K followers, [---] engagements

"Just reviewed our comp pull on Chipotle. Upon my review Chipotle is more problematic than Starbucks. This product is in a logjam. - Inventory is up 90% from Jan [--] - Avg. Ask is a 4.52% - we believe these assets are at a min [--] bps mispriced. - We guestimate there is [--] months of inventory built up Lots to be cleared out here"
X Link 2023-07-13T16:36Z 19.5K followers, 23.7K engagements

"@1031brokerjames Because inventory has gone up 90% from the beginning of the year. The product isn't moving"
X Link 2023-07-14T04:49Z 19.5K followers, [---] engagements

"@1031brokerjames I'd argue other STNL assets are not moving If they are at a MUCH slower pace than a long time. I just think there are better options at a 4.5% cap than a Chipotle today"
X Link 2023-07-14T04:53Z 19.5K followers, [--] engagements

"Rec'd this from a lender: "We had a new Chipotle construction loan come through and the appraiser used a cap rate of 4% (crazy I know) for the as stabilized value of the property. I was able to pull up your twitter and see your quick comment that there has been an increase in 90% of inventory nationwide for Chipotles with 18-months worth of inventory to have a market informed conversation about the cap rate." I love it when we get feedback on the things we're doing. And shame on you appraiser"
X Link 2023-07-14T16:04Z 19.5K followers, [----] engagements

"Just got the news of a [------] SF neighborhood center listing we were awarded in Cadillac MI Great story here with some good value add opps. #retwit"
X Link 2023-07-17T19:19Z 14.1K followers, [----] engagements

"Do you think Subway is worth $10B I know you'd have to see the financial metrics of the company but to me Subway appears to me like it's a sinking ship. https://nypost.com/2023/07/13/subway-fails-to-get-10b-bid-for-chain-extends-deadline/ https://nypost.com/2023/07/13/subway-fails-to-get-10b-bid-for-chain-extends-deadline/"
X Link 2023-07-18T00:29Z 19.5K followers, [----] engagements

"The CEO of Northmarq texts me to buy gift cards 🤔"
X Link 2023-07-24T22:06Z 12.8K followers, 37.8K engagements

"Saw a dude and girl still in their swimsuits including their towels at the airport. I still dont get why people dress down when traveling. Lets show more class"
X Link 2023-07-23T03:38Z 14.1K followers, 58.8K engagements

"I love getting feedback. Even moreso positive ones. Rec'd one on my State of Market from a REIT: "Daniel - There are a million brokers out there and your insight and willingness to share is unmatched." Grab it Link in bio"
X Link 2023-07-29T21:04Z 17.1K followers, [----] engagements

"Ok what's wrong with the layout of this retail strip center #retwit"
X Link 2023-08-01T17:11Z 17.8K followers, 24.4K engagements

"How does a vacant restaurant (on Loopnet) have a cap rate I'm confused"
X Link 2023-08-01T22:49Z 17.8K followers, 20.1K engagements

"You want to really have some street cred when talking to institutional buyers or REITS Know what a mortgage constant is"
X Link 2023-08-03T21:51Z 12.7K followers, [----] engagements

"A little excerpt from this upcoming State-of-Market e-mail. [----] Buyer Behavior in our weekly team meetings each of our brokers had very similar sentiment that we are hearing among the [----] buyer community. The sentiment is this: cap rates are rising and so Im going to be patient identifying my properties. This is atypical for [----] behavior which normal behavior usually is a mad rush to identify and lock down their replacement properties. But I think the buyer pool is realizing that there is pent up inventory and they can afford to take their time to find the right property at a better price"
X Link 2023-08-05T16:59Z 19.5K followers, 14.1K engagements

"Saw a #CRE broker post on LinkedIn he made [----] cold calls last week. Im not sure I would be proud of that kind of number. Plus youre focusing on the wrong metric: How many meaningful conversations did you actually have How many BOVs were generated"
X Link 2023-08-06T13:25Z 13K followers, 17.9K engagements

"Here's a recent loan on a Dollar General: 65% LTV [--] yr term [--] yr ammo 5.98% interest rate. Where should a buyer buy a DG given these terms on a cap rate basis"
X Link 2023-08-06T17:53Z 14.1K followers, [----] engagements

"@Jessica925cre Loved Tanzania I was told before going that Id never forget the people. They were right"
X Link 2023-08-08T02:37Z 13K followers, [---] engagements

"@realEstateTrent I feel like only Stancorp is in the game"
X Link 2023-08-08T11:57Z 17.8K followers, [---] engagements

"Anyone looking for a NNN car wash We've got one here in #Tulsa: - [--] years remaining - 1.25% annual bumps - Absolute net lease - Adjacent to Walmart OM here - #cre #NNN"
X Link 2023-08-08T12:46Z 14.1K followers, [----] engagements

"I love getting e-mails like this.from a $300M BTS developer annually: "The emails have been fantastic props to you and your team for the level of detail and quality of information I passed your Sunday update onto our CEO and he highlighted several points you made that were perfectly along with what he has been preaching internally when I say highlighted I mean that in the literal sense and then he sent it out company-wide (a rare occurrence) as corroboration to his latest messaging.""
X Link 2023-08-08T21:11Z 13.3K followers, [----] engagements

"Just saw this: - Academy Sports - TX Location - [--] year lease - $0.50 PSF bumps every [--] - like 4-5% bumps every [--] years - [----] cap rate Tell me how and where this works at this cap rate"
X Link 2023-08-10T20:22Z 14.1K followers, 12.3K engagements

"This doesn't help move the market. 8-year Starbucks"
X Link 2023-08-11T14:48Z 13K followers, [----] engagements

"I am usually uber-optimistic but I've seen an even further deterioration of the #CRE marketplace in even as much as the last [--] weeks. In my view this has been a harder transaction year than the Great Depression of [----]. Gotta keep grinding"
X Link 2023-08-11T19:07Z [--] followers, 12.8K engagements

"We just summarized our "best and final" on one of our big box redevelopment sites to our client. Our rec is to go with a buyer at a materially lower price. Why Much lower execution risk. And that is a significant consideration in today's market"
X Link 2023-08-11T21:31Z 14.1K followers, [----] engagements

"I'll say it again. Real Estate & Crypto don't mix"
X Link 2023-08-11T22:14Z 14.1K followers, [----] engagements

"Just wrapped up a fun call with a sponsor needing $12M in JV/Pref equity on a senior housing developing in Colorado. Brought in our equity team - looks like a possible assignment. #crex"
X Link 2023-08-14T16:36Z 14.1K followers, [----] engagements

"Got an e-mail response from a blast: "Please don't contact me again." My response: "There is an unsubscribe button at the bottom of this e-mail. Use it.""
X Link 2023-08-14T21:32Z 14.1K followers, 24K engagements

"A broker presented me with a grocery anchored center. Said pricing is firm at a [--] cap. And that it appraised [--] years ago at $18M. [--] years ago We are relying on an appraisal [--] years ago How are some brokers still in business"
X Link 2023-08-14T22:23Z 14.1K followers, 13.1K engagements

"I think a really easy way to qualify a buyer is when you counter their offer. And the buyer stays firm on their offering price. Real buyers don't come in with their best foot forwards. This is minor league stuff. #crex"
X Link 2023-08-15T18:13Z 14.1K followers, [----] engagements

"Its mid August. The investment sale market has continued to deteriorate. I believe its harder to transact than in [----]. With no end in sight. Keep your heads down"
X Link 2023-08-16T01:32Z 14.1K followers, 15.4K engagements

"@Tylerspr Youre gonna get lapped dude"
X Link 2023-08-16T01:58Z 14.1K followers, [---] engagements

"Just offered on a vacant Burger King in Pensacola FL on behalf of a developer. New prospect to us. Told us best way to win business is bring them deals. That we're doing. #crex"
X Link 2023-08-16T13:40Z 14.1K followers, [----] engagements

"Had a great call with Brandon Weiss - @ItsKasum. Dude may have one of the most creative yet challenging jobs - redeveloping former department stores. I'm a little envious of the fun he's having. Glad to connect on X - looking forward to in-person meet. #crex"
X Link 2023-08-16T18:42Z 14.1K followers, [----] engagements

"Let's talk Starbucks. What we're seeing: - [---] deals on the market now - Inventory is up 43% from Jan [--] - [--] deals were re-priced last month - There is [--] months of backlog on market - We now officially saw our first 6% ask. How do you separate yourself from the pack It's about knowing the data. And it's about price positioning"
X Link 2023-08-17T13:43Z 13.2K followers, 13.8K engagements

"Data can be a powerful tool. Especially when it's hard to come by. I feel like people either are waking up or back from a long summer. Have had [--] developers I've never spoken with reach out wanting to discuss cap rates. All stemming from our Starbucks data"
X Link 2023-08-17T17:54Z 14.1K followers, [----] engagements

"What a day I'm wiped. - 5-45 minute conversations with developers. All 1st time calls. - Call with Kohl's real estate team discussing real estate strategy Beats "100 cold calls" any day of the year"
X Link 2023-08-17T23:33Z 14.1K followers, 12.2K engagements

"I sense the real estate team at a certain tenant doesnt like me The data doesnt lie. Next up"
X Link 2023-08-18T00:00Z 14.1K followers, 11.2K engagements

"10YT closed at 4.308%. The last time it settled around that level 2008"
X Link 2023-08-18T00:09Z [--] followers, [----] engagements

"When #CRE firms finally figure out their social media accounts could be profit centers. Itll pay for their entire marketing department. And then some"
X Link 2023-08-18T02:49Z 14.1K followers, [----] engagements

"Had a chipotle developer call me. Never talked to him before. Hes working on several. Hes trying to adjust his yield on costs with Chiptole. They keep pushing back saying our deals are getting done in the low to mid 4s I pull up our data. [--] on the market. Last [--] traded at 5.4s. Asking caps are now north of [--]. I advised him to keep fighting. Knowledge is power"
X Link 2023-08-18T13:51Z 19.5K followers, 21.2K engagements

"I gotta admit this has perhaps been one of the most exiting years Ive had in my 20+ years in #CRE Far from any financial success. And honestly Ive probably aged [--] years from the 50-60 hour work weeks. But incredibly rewarding. #CREX is a big piece of that"
X Link 2023-08-18T14:34Z 14.1K followers, [----] engagements

"@Chazzym22 Exactly. Chipotle aint gonna like me. 😂"
X Link 2023-08-18T14:49Z 19.5K followers, [----] engagements

"Why is it when the market is down everyone is just so slooooooowww"
X Link 2023-08-18T17:52Z 13.2K followers, [----] engagements

"@FlannCasey @bethanyjbabcock @CoyDavidsonCRE But interns dont understand the business. I think the point is to interact with your audience"
X Link 2023-08-18T20:43Z 14.1K followers, [---] engagements

"These folks put out incredible #crex content - which is why they have considerable followings. Young or old they are MUST follows: @CoyDavidsonCRE - defender of office Trend follower and educator @BobKnakal - mastering being a broker & being a true professional @realEstateTrent - under the tent of a real buyer & how they view the market @Bethazor1 - how to be creative & tenacious in leasing @NNNIncome - under the tent of a developer who has a passion in what he does @JeffFeldman_ - in the trenches of a debt broker I know these ladies & gents get kudos all the time but I literally learn from"
X Link 2023-08-18T22:11Z [--] followers, 12.7K engagements

"Let's talk Chipotle. What we're seeing: - [--] most recent deals traded 5.15%+ - [--] meals on the market now - that is up 84% from beg of year - There's a [---] bps spread in asking cap rates - 4.00% - 5.40% - There is [--] months of backlog on market #crex"
X Link 2023-08-21T19:50Z 19.5K followers, 17.3K engagements

"Just had an inbound call from a Dallas-based developer that I hadn't talked to in literally [--] years. As in before the Great Recession of [----]. Follows me here on Twitter. Uses an aol e-mail address. Crazy stuff"
X Link 2023-08-22T15:40Z 14.1K followers, [----] engagements

"We've got an offer at 98% of our asking price and the darn seller won't budge on pricing. Seller is our client. Sometimes I just don't know if people get what we're seeing out there"
X Link 2023-08-22T20:23Z 17.8K followers, 40.9K engagements

"@JCacciapaglia It's delicate. But yes we've conveyed what we're seeing"
X Link 2023-08-22T20:30Z 14.1K followers, [----] engagements

"Lengthy post but worth the read. Authoried by my debt colleague @MajesticPinky and incorporated into my State of the Market e-mail: What our debt team is seeing in the banking world: [--]. Banks have issues with their existing CRE portfolio both core and non-core clients. They see the current market as potentially lending good money after bad. If they make a loan in the current environment and it goes bad heads will roll. [--]. Inability to recycle capital. Most borrowers either dont want to (or cant) payoff existing loans. Banks have lent substantial CRE money the past several years and many are"
X Link 2023-08-22T20:36Z 17.6K followers, 21K engagements

"It's ok to let a counterparty win. I've seen it all too much - a buyer or seller having to have the last win on a negotiation. This usually backfires as the counterparty begins the process with a bad taste in their mouth. Give a little"
X Link 2023-08-22T21:08Z 14.1K followers, [----] engagements

"Despite how bad the "state of the market" is remember this: Even in a bad market there are deals to be made. So keep grinding"
X Link 2023-08-23T14:00Z 14.1K followers, [----] engagements

"Just rec'd a VM and a new BOV. Large institutional group in NYC. Their broker isn't getting the deal done and he said they immediately thought of our team because of our State of Market & Comp Research. We're capturing mindshare. Absolutely love it"
X Link 2023-08-23T15:43Z 14.1K followers, [----] engagements

"This broker really doesn't want me to look at his deal: - Rec'd flyer of a Starbucks - has the location price & term but no cap rate. - I click on "Download OM" and it takes me to Real Capital Markets (RCM) where I have to fill out a form and sign a NDA. I'm out"
X Link 2023-08-23T21:21Z 14.1K followers, [----] engagements

"We have a better database. Look at our track record We have a better process. We can generate the best price These arent differentiators. Think harder"
X Link 2023-08-25T02:03Z 14.1K followers, [----] engagements

"We are now doing monthly Comp Reports for the following tenants: 7-11 Caliber Collision Chipotle Chick-fil-A Dutch Bros Starbucks WaWa Adding beginning Sept 1: Aldi Fifth 3rd Bank"
X Link 2023-08-25T15:11Z 19.6K followers, [----] engagements

"St. Andrews - circa [----]. Our team closed $150M with a TIC and as a thank you they flew me and my [--] partners to Scotland for a golf galavant. Fondly remembering the days of CMBS - [--] year interest only financing.#crex"
X Link 2023-08-26T13:34Z 14.1K followers, 12.4K engagements

"The proudest moment of my adult life. My divorce was ongoing. My business suffered to the point that I was doing everything to scrape by. My kids were all teenagers at the time. I know they needed a vacation to heal and be with their dad. But I had nothing. So what did I do I Ubered. For about [--] days I drove weeknights and weekends. You talk about eating humble pie. Big #CRE career big house nice things and then Im picking up my friends at times. But I scraped enough for a road trip to California with my kids. It was exactly what we needed. Better than any deal Ive ever closed in #CRE"
X Link 2023-08-27T14:56Z 24.5K followers, 97.4K engagements

"@sara_doesnt It really does. Its much like a tragic death. Took me 2-3 years to clear my headspace"
X Link 2023-08-27T15:03Z 17.6K followers, [---] engagements

"There are so many business principals that are contrary to what most proponents believe are sound business practices. Things like not using debt. Taking the high road in conflict. Being overly generous to your employees. Its a model Id much rather follow. 🤷🏻♂"
X Link 2023-08-27T16:25Z 13.2K followers, [----] engagements

"Last day. All meetings cancelled except one. Fund with South American equity acq $90M in net leased assets. Approx half deployed. Also had a Miami-based developer drop by wanting to explore listing some of their product with us. Venezuelan family. It pays to stay"
X Link 2023-08-29T16:35Z 12.8K followers, [----] engagements

"Walked by Matthews booth. Four young brokers - all in suits. Only four attendees at the conference that I actually saw in a suit. Kudos to them for giving an A+ first impression. It matters"
X Link 2023-08-29T16:38Z 14.1K followers, 10.5K engagements

"I wish we would have tracked inventory levels in 2009-2010 for net lease product on market. I can say with confidence they were nowhere near levels we see today"
X Link 2023-08-29T17:18Z 14.1K followers, [---] engagements

"Great article on Cardone. Will be interesting (and sad) to watch"
X Link 2023-08-30T00:31Z 14.1K followers, [----] engagements

"Let's summarize. How much inventory is backed up on market We determine this by taking total deals on market divided by 'run rate' (# of deals that close per month: Chick-fil-A - [--] months Caliber Collision - [--] months Dutch Brothers - [--] months Starbucks - [--] months Chipotle - [--] months Adding 7-11 WaWa and two others to the mix next month"
X Link 2023-08-30T21:30Z 19.5K followers, [----] engagements

"Just heard we lost a listing opp to a competitor. We literally just closed a deal for this seller last month Losing (which I hate) always provides time to reflect. How could we do things differently What did we miss Did we let off the gas It goes to show - there's always going to be competition gunning for your business. You have to constantly be adding value. Take nothing for granted"
X Link 2023-08-30T21:36Z 14.1K followers, 11.3K engagements

"I play in the net lease space where there are rarely value add plays. There's got to be a risk premium for buying real estate today as compared to alternative investments. The floor (for me) would be neutral leverage based on existing debt today. So that's 7.50%+ (250 bps over T Bills)"
X Link 2023-08-31T14:09Z 13K followers, [---] engagements

"Just had a head of acquisitions at a REIT call me just now. Said the level of data our team is putting together there is unbelievable. Encouraged our team to keep it up - people are noticing. It feels good to hear this feedback when we are grinding away"
X Link 2023-08-31T16:45Z [--] followers, 22.2K engagements

"Walgreens CEO out. Article said it was a "mutual decision." 3rd quarter earnings missed expectations. I bet 4th quarter isn't going to look pretty"
X Link 2023-09-01T16:00Z 14.1K followers, [----] engagements

"@jandreini1 Agreed Many are moving to yields that line up with current debt and the idea of diversifying tenant/credit risk seems is appealing as well"
X Link 2023-09-01T16:54Z 14.1K followers, [---] engagements

"X Monetization: NOI: $373.67 At an 8% cap I'm worth $4700 bucks"
X Link 2023-09-01T22:00Z 17.6K followers, [----] engagements

"My first official referral to the King of #Retwit Passed a medical lead along to @CoyDavidsonCRE. Long overdue"
X Link 2023-09-02T17:17Z 13.3K followers, [---] engagements

"I love it when Bill Maher goes on Joe Rogan's podcast. They demonstrate by example that you can still have discourse even despite having vastly different viewpoints. We need more of it"
X Link 2023-09-03T20:28Z 17.8K followers, [----] engagements

"Jimmy Buffett died at [--]. For me thats [--] years away. Life is precious. Cherish every moment and make sure you focus on whats really important to you. You just never know"
X Link 2023-09-04T15:28Z 14.1K followers, [----] engagements

"Know the difference between 'game time' & 'film time.' Weekends are for film time. Preparing for your week reading studying trends general admin. But when the work week starts That's game time baby. Focus your energy on two things: business development/ networking & deal making. Too often I see people spending far too much 'film time' during the work week. Save that for the evenings & weekends. Stay in the game"
X Link 2023-09-04T19:13Z 14.1K followers, [----] engagements

"Had a fun interview on retail-to-resi developments with a #CRE publication. Discussed how to evaluate sites challenges etc. Article to hit the streets in October"
X Link 2023-09-05T20:22Z 14.1K followers, [---] engagements

"The range of cap rates amongst Starbucks is crazy. Low - 3.20% High - 6.00% This marks the first time we've seen brand new Starbucks at a [--] handle on them"
X Link 2023-09-05T22:01Z 14.1K followers, [----] engagements

"Four offers received in the past [--] days. - [--] on our redevelopment portfolio - [--] on our Starbucks deals in the Midwest Plenty of activity. Just bigger bridges to gap. #crex"
X Link 2023-09-06T13:59Z 13K followers, [----] engagements

"@UntrendedYOC Usually if theres a termination option buyers just underwrite assuming the tenant is going to exit. So if its a [--] year lease with an out in five its a five year lease"
X Link 2023-09-06T22:27Z 19.5K followers, [---] engagements

"Market is tough. But Im having a helluva time. Anyone else"
X Link 2023-09-07T01:33Z 14.1K followers, 12.3K engagements

"Treating people right in this industry will pay dividends. Yesterday we closed our 2nd Starbucks on behalf of @NNNIncome. After closing our first deal Hatch was gracious enough to give us deal #2 to list. We signed the listing and ordered aerials for the site to begin our package. That week their in house brokerage team at sourced an [----] buyer who offered at our asking cap rate. I called Chris - told him it didn't feel right that we'd get a full fee here given we really didn't provide any value let alone bring the buyer. Offered a reduced fee. His response Nope. You're getting paid. It all"
X Link 2023-09-07T16:39Z 14.1K followers, 27K engagements

"We're starting to coordinate more calls bringing in our debt & equity team. Having them on the call is proving incredibly valuable. Potential debt & equity assignments for- - Retail in FL - Industrial in VA"
X Link 2023-09-07T18:18Z 14.1K followers, [----] engagements

"Just spoke with a very large BTS developer. Annual volume $300M+ Seeing serious bank deterioration on construction financing. 65% LTC + deposits at bank of 20% of project cost"
X Link 2023-09-07T19:52Z 13.5K followers, 16.7K engagements

"@Chazzym22 REITs for sure"
X Link 2023-09-07T22:27Z 17.8K followers, [---] engagements

"The level of calls recently has been so fun. Talking big picture with developers. Trying to find ways to help where we can as a team. Talked with developers from Utah to LA to CT to NY to FL today. I love this business"
X Link 2023-09-08T01:38Z 14.1K followers, [----] engagements

"I had a developer ask me for back of envelope thoughts on his Starbucks. The listing with his broker had just expired. In my feedback I told him exactly how many days his deal was on the market. Blew his mind"
X Link 2023-09-08T02:01Z 13.3K followers, [----] engagements

"Here's the rundown on Chipotle: - Avg. Ask is 4.57% - YTD Inventory is up 103% - Inventory Backlog is [--] months The inventory backlog is a result of assets that are mis-priced in the market. - Last [--] trades in Aug were 5.25-5.50%. - Deals need to be 5.00% to trade"
X Link 2023-09-08T14:34Z 19.5K followers, [----] engagements

"An absolute essential tool in your toolkit for #CRE brokers: A great mortgage broker. They're great to get a pulse on the market and to bring them to assist a buyer on financing. You absolutely need knowledge on the debt market at your fingertips. Give @JeffFeldman_ or @MajesticPinky a call"
X Link 2023-09-08T18:59Z 13.3K followers, [----] engagements

"Just updated our LOI Summary on our big box redevelopment portfolio. - [--] offers in the door. - Mostly retail or mf plays - [--] deal signed up (Houston) Learning so much on this assignment"
X Link 2023-09-08T21:52Z 13.3K followers, [---] engagements

"If your client is asking for an update. Your communication sucks"
X Link 2023-09-08T22:21Z 14.1K followers, 22.2K engagements

"Dream role for me in #CRE: Every week Im in a different city. Rotating across these cities: SLC LA Chicago Dallas Austin Houston Nashville Miami Atlanta New York F2F meetings with developers & buyers. How cool would that be🤯"
X Link 2023-09-09T00:32Z 12.8K followers, 13.3K engagements

"@BloodBankGame @hanslorei Do tell"
X Link 2023-09-09T20:03Z 14.1K followers, [---] engagements

"You shouldnt be in commercial real estate If on Sunday youre dreading to get back to work tomorrow. Its nearly go time"
X Link 2023-09-10T14:19Z 14.1K followers, 16.6K engagements

"@oneinvestorguy Uh significantly. Add [---] bps to interest rates today for debt. Youd be looking at a 7.5% interest rate environment. That makes it a 8-9 cap rate market"
X Link 2023-09-10T14:44Z 14.1K followers, [--] engagements

"Being vulnerable is hard as a #CRE broker. Just had our MMM with my team and we're all struggling. The market is tough. It certainly adds stress. But as a team we support & lift each other up. When one has a bad day someone else has a great day. I love my team"
X Link 2023-09-11T16:28Z 14.1K followers, [----] engagements

"Latest Dollar General Loan Quote: Bank Financing 51% Recourse [--] yr term [--] yr am 6.50% rate Now back into where these deals should trade"
X Link 2023-09-11T19:21Z 14.1K followers, 11K engagements

"Had my third convo in as many weeks with developers who don't feel like their listing brokers are a) communicating and b) hustling This is not the time to be in cruise control"
X Link 2023-09-11T21:55Z 14.1K followers, [----] engagements

"Traded an offer on a portfolio of [--] strip centers in Utah with @CRE_Legends. Fun bouncing back and forth with them. My sense is the cap rate differential between private/1031 investors & private equity funds/institutional types is 50-100 bps. There's still a pool of investors buying all cash or with moderate leverage for high quality strips - even below where mortgage constants are today"
X Link 2023-09-12T16:28Z 13.3K followers, [----] engagements

"We are selling a NNN car wash for a #REIT here in #Tulsa. They just gave us the nod for a 2nd listing. Believe it or not with their others in the market they're getting mid-6 cap rate offers on these deals. Likely 1031's - all cash or low leverage. OM - https://bit.ly/WhiteWaterCarWash https://bit.ly/WhiteWaterCarWash"
X Link 2023-09-13T14:35Z 17.1K followers, [----] engagements

"@ShlomoChopp @emmatan08413374 I'm a retail sales broker. So wrong guy"
X Link 2023-09-13T21:34Z 14.1K followers, [---] engagements

"Summary so far (deals on market & inventory backlog in terms of months): Dutch - [--] / [--] months Chipotle - [--] / [--] months Starbucks - [---] / [--] months #crex"
X Link 2023-09-13T21:36Z 19.5K followers, [----] engagements

"My colleague graphed out the [--] year typical spreads over 10YT interest rates and mortgage constants dating back to [----]. Fascinating data. And it tells you one thing clearly. Rates are not going to get back down to [----] levels. Dont bet on it"
X Link 2023-09-14T00:22Z 14.1K followers, 12.8K engagements

"For BTS developers here is what you cant control: - interest rates - exit cap rates - construction costs. Heres what levers you can try to pull- - higher rents (i.e. higher YOC) - land costs Both are uphill battles. But Im hearing the battles being won"
X Link 2023-09-14T01:48Z [--] followers, [----] engagements

"I gotta brag. My oldest daughter just called me. She is in her first job in Ft. Collins. She just got a $5K raise - only one in the start group that got a raise. [--] months in Her boss said she works incredibly hard. Everyone is noticing. What a way to wake up Beaming"
X Link 2023-09-14T14:27Z 24.5K followers, 47.6K engagements

"We are officially in the market on our value add neighborhood center in Cadillac MI Lots of buzz this AM. Come check out the deal -"
X Link 2023-09-14T16:47Z 13.4K followers, [---] engagements

"The power of X. Excited to hear yesterday that our new client is moving forward on a $12M medical NNN sale in Dallas. How did we learn about this opportunity @DallasAptGP reached out as the owner is a childhood friend of his. Love this platform #retwit #crex"
X Link 2023-09-15T14:21Z 14.1K followers, [--] engagements

"We just closed on our 3rd build-to-suit funding project. Our client a #REIT is funding 100% of the build-to-suit costs at a pre-determined cap rate once rent commences. I like to call it "fund-to-own""
X Link 2023-09-15T15:36Z 14.1K followers, [---] engagements

"@realEstateTrent @_bailey_g Ive got a beat up Honda. 🤷🏻♂"
X Link 2023-09-17T20:30Z [--] followers, [---] engagements

"Just spoke with a group who had their lender pull their loan on the last day of due diligence as part of a $30M acquisition. They'd done $50M with this bank in the past. Now scrambling"
X Link 2023-09-18T19:21Z 17.8K followers, 55.2K engagements

"Boom Under LOI on our deal in Ormond Beach FL Great way to start the week"
X Link 2023-09-18T20:32Z 14.1K followers, [----] engagements

"My oldest turns [--] today So proud of the woman shes become. And I cant believe I was [--] years old when we had her 😲"
X Link 2023-09-20T17:24Z 24.5K followers, 31.9K engagements

"Salt Lake's multi family is going crazy 4500+ new apartment units coming online this year. Article suggests it's one of the tightest apartment market in the country. Looking good @NNNIncome"
X Link 2023-09-22T13:54Z 14.1K followers, [---] engagements

"WP Carey announced it's going to sell [--] office properties in '24 - totaling 9.2M SF. I know most of those are net lease but that's gonna be a challenging effort #cre https://www.bisnow.com/national/news/office/wp-carey-exiting-office-with-spin-off-bulk-sales-120767utm_source=newsletter.credaily.com&utm_medium=newsletter&utm_campaign=w-p-carey-retreats-from-office-market-as-remote-work-prevails"
X Link 2023-09-22T14:15Z 19.8K followers, [----] engagements

"Brokers have it all wrong. Its comical in an industry inundated with lots of people beating their chests. Too many BOVs begin in this order: - my bio - my track record - the property - the real estate - pricing - comps Your client has no interest in the first four topics. They know their property and they know their real estate. Start this way: - pricing (including comps) - who the buyer is - how youre going to find the buyer (marketing strategy) - why youre the best person to find that buyer"
X Link 2023-09-23T13:29Z 14.1K followers, 14.5K engagements

"@MichaelBrett79 @ICSC Will def meet up"
X Link 2023-09-23T18:16Z 13.5K followers, [--] engagements

"Who has done Patagonia Mapping out my trip for early [--]. Wanna make sure I pick the right outfitter. Would welcome any tips & recs #patagonia #chile"
X Link 2023-09-23T22:07Z 14.1K followers, [----] engagements

"No selfies with #retwit meet ups here in Dallas.nose looks like its been through a meat grinder"
X Link 2023-09-25T19:57Z 14.1K followers, [----] engagements

"Join us tonight at Katy Trails Ice House in Dallas if you'd like to join our impromptu Happy Hour. We have [--] RSVP's thus far #retwit Details here - https://www.eventbrite.com/e/724236820827aff=oddtdtcreator https://www.eventbrite.com/e/724236820827aff=oddtdtcreator"
X Link 2023-09-26T15:17Z 17.8K followers, [----] engagements

"In the NNN space- Interest rates arent the issue. Inventory is the issue. Want to move your product Understand whats on the market and how to best position your deal"
X Link 2023-09-26T21:15Z 14.1K followers, [----] engagements

"Theres so substitute for face-to-face meetings. It accelerates relationships 10x. Get off the phone and hit the streets"
X Link 2023-09-27T12:14Z 14.1K followers, [----] engagements

"@aarynwilson I'd say Sunbelt states - TN & Carolina's for sure"
X Link 2023-09-28T16:47Z 17.8K followers, [--] engagements

"@jandreini1 Agreed I think in today's market - I'd be underwriting an exit at the very top of today's cap rates for that tenant"
X Link 2023-09-29T15:02Z 14.1K followers, [---] engagements

"A year ago today I bought some Series I Savings Bonds. They yielded 6.48% based on the current inflation rate. Super attractive then. Now returns are 4.3%. Better alternatives out there"
X Link 2023-10-01T16:12Z 13K followers, [----] engagements

"@blake_hagz That's certainly the narrative you'll read/see. We just rec'd [--] LOI's this morning - market is plenty busy"
X Link 2023-10-02T16:53Z 13.5K followers, [--] engagements

"Did anyone read my State of Market today Would love any feedback"
X Link 2023-10-03T02:37Z 12.8K followers, [----] engagements

"How aggressive can net lease REITS get Well arguably Realty Income has the cheapest cost of capital. Lets dive in: - 2nd Qtr Acquisitions - $3 billion at a weighted avg. cap rate of 6.90% - Current dividend yield is 6.15%. They typically need to be at least [---] bps above that so make acquisitions accretive. That puts you at 7.15%. My guess is O is a 7.25%-7.50% cap rate buyer as a floor"
X Link 2023-10-03T03:10Z 13.3K followers, [----] engagements

"Ive seen plenty of narratives over the past 3-6 months which point to a continued deterioration in the commercial real estate marketplace. There are a lot of Debbie Downers out there right now voicing their opinions that [----] will be even more challenging than the current year. And while the debt markets continue to get more challenging as well as the correlating investment sale of properties there is something to be said about remaining positive and optimistic. Ive been through the [----] Great Recession and so I experienced what that was like in the investment sale marketplace. Today its"
X Link 2023-10-03T12:54Z 13.2K followers, [----] engagements

"Love this feedback from a friend of mine who works at a private equity fund that owns $500M in industrial assets. His view on todays market: Its a generational buying opportunity to boost a portfolios risk adjusted returns"
X Link 2023-10-03T13:08Z 14.1K followers, [----] engagements

"Yesterday we launched our 2nd car wash to the market on behalf of a #REIT. Here's what I like about this deal: - [--] years on the lease - 2% annual bumps - Absolute net lease - Traffic counts are 50K VPD - Bonus Depreciation Opp You can grab the OM here - https://bit.ly/LandsharkCarWash https://bit.ly/LandsharkCarWash"
X Link 2023-10-03T14:53Z 17.2K followers, [----] engagements

"We have officially launched our big box redevelopment opportunity in Coral Springs FL. Proposed plan is development of [---] mf units. DM me if you'd like access to the details"
X Link 2023-10-03T19:02Z 17.8K followers, [----] engagements

"What happened today (which sucked): - Stock market tanked - Dow is now in negative territory YTD - [--] Year Treasury rose to a [--] year high - Traders are now saying odds are 29% of another rate hike in November. - # of open jobs in August increased in August - job market isn't cooling as fast as the Feds would like. Jobs open are [---] million vs. [---] million in July"
X Link 2023-10-03T20:18Z 12.8K followers, 10.6K engagements

"@stevegarthwaite It's enough of a narrative to completely destroy the equity markets today"
X Link 2023-10-03T20:44Z 13.5K followers, [---] engagements

"Heard from one of the biggest REITs in the Net Lease Industry. Their floor cap rate is 8.50%. 😵😵😵"
X Link 2023-10-04T18:48Z 16.7K followers, 41.9K engagements

"Something about this week's State of Market - the responses have been overwhelming. Probably [--] meaningful replies. Some with real-time examples of what they're seeing. Asset Manager at a REIT wants to talk. $750M opportunistic fund wants to talk. Crazy"
X Link 2023-10-04T21:49Z 14.1K followers, [----] engagements

"Here's our Cap Rate Study Release Dates: Starbucks - 10/3 Chipotle - 10/5 Dutch Bros - 10/10 Chick-fil-A - 10/12 Caliber Collision - 10/17 7-11 - 10/19 Aldi - 10/24 McDonald's - 10/24 WaWa - 10/26 Stay tuned Gonna be a wild month"
X Link 2023-10-04T22:55Z 19.5K followers, 29.6K engagements

"Owning individual stocks is not for the faint of heart. Could you imagine if commercial real estate was valued real-time Lots of emotion-driven buying & selling"
X Link 2023-10-05T13:55Z 14.1K followers, [----] engagements

"I just got the Chipotle data for September Will be reporting tomorrow. Do you think inventory on market is up down or the same from August Up Down Same Up Down Same"
X Link 2023-10-05T20:48Z 19.5K followers, [----] engagements

"Lets talk Chipotle. Heres what we learned from our most recent Comp Report and analysis: - These deals are holding steady. The last four deals traded averaged 4.80% (YTD average is 4.60%). Florida deals are nearly [---] bps better than national averages as of late. - Inventory on market continues to be problematic. Inventory started at [--] deals on market on Jan 1st its now sitting at [--] on market (133% increase) - The deals on market have a wide range of asking cap rates from a low of 4.00% to a high of 5.50%. Its going to make the low 4s asks very hard to compete with the same product in the"
X Link 2023-10-06T14:41Z 19.5K followers, 13K engagements

"Response time with a NNN #REIT: - [--] voicemails - [--] e-mails - Finally a response - setting up a call at [--] AM today. They'd call me. No show"
X Link 2023-10-06T15:06Z 16.7K followers, [----] engagements

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