LunarCrush LLM | creator/twitter::1549548450953342977/posts

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[@steelbridgecap](/creator/twitter/steelbridgecap)
"Will be interesting to see where this goes $MPW. Implications for broader SLB market"  
[X Link](https://x.com/steelbridgecap/status/1976617981351272791) [@steelbridgecap](/creator/x/steelbridgecap) 2025-10-10T11:57Z XXX followers, XXX engagements


"Good insight from @jpmorgan showing blended #REIT cost of capital of X% preventing accretive investing in a sub X% world. Privates doing most of the buying. If debt costs drop and/or REITS benefit from sector rotation this will fundamentally change. $VNQ"  
[X Link](https://x.com/steelbridgecap/status/1979215340111282636) [@steelbridgecap](/creator/x/steelbridgecap) 2025-10-17T15:58Z XXX followers, XXX engagements


"Enjoyed the back-to-back Waller/Dutta @RenMacLLC interviews @BloombergTV and @ferrotv and @annmarie. Trifecta next time with @biancoresearch View from our commercial real estate cheap seats. Economy: warehouse labor slack across our US markets particularly (oddly) Florida although Phoenix Houston and Dallas still strong. Our retailers holding up although they typically fall hard only after recession kicks in. Office using employment growth (ex-financial services) is still negative in our markets from what we can tell and exacerbating hybrid work office vacancy issues: per BLS negative"  
[X Link](https://x.com/steelbridgecap/status/1979233921289040244) [@steelbridgecap](/creator/x/steelbridgecap) 2025-10-17T17:11Z XXX followers, XXX engagements


"From @Moodys showing US economy by state. Many states in danger of recession defined as no/negative job growth. A few already in--interesting to see Florida there which Moody's says is showing no job growth big hits to tourism/leisure/hospitality and falling home prices"  
[X Link](https://x.com/steelbridgecap/status/1978469196552876178) [@steelbridgecap](/creator/x/steelbridgecap) 2025-10-15T14:33Z XXX followers, XXX engagements


"From the Towle and Co. October investor letter: "According to some measures the AI buildout has accounted for half of recent U.S. GDP growth. But whether that capex will deliver healthy returns is debatable. Estimates suggest GPUs which make up roughly half the cost of a new data center have a useful life of only about three years. Unlike the railroads of the late 1800s or the fiber networks of the early 2000s much of todays AI infrastructure is short-lived and will demand replacement in a few short years.""  
[X Link](https://x.com/steelbridgecap/status/1980413918196424737) [@steelbridgecap](/creator/x/steelbridgecap) 2025-10-20T23:20Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@steelbridgecap "Will be interesting to see where this goes $MPW. Implications for broader SLB market"
X Link @steelbridgecap 2025-10-10T11:57Z XXX followers, XXX engagements

"Good insight from @jpmorgan showing blended #REIT cost of capital of X% preventing accretive investing in a sub X% world. Privates doing most of the buying. If debt costs drop and/or REITS benefit from sector rotation this will fundamentally change. $VNQ"
X Link @steelbridgecap 2025-10-17T15:58Z XXX followers, XXX engagements

"Enjoyed the back-to-back Waller/Dutta @RenMacLLC interviews @BloombergTV and @ferrotv and @annmarie. Trifecta next time with @biancoresearch View from our commercial real estate cheap seats. Economy: warehouse labor slack across our US markets particularly (oddly) Florida although Phoenix Houston and Dallas still strong. Our retailers holding up although they typically fall hard only after recession kicks in. Office using employment growth (ex-financial services) is still negative in our markets from what we can tell and exacerbating hybrid work office vacancy issues: per BLS negative"
X Link @steelbridgecap 2025-10-17T17:11Z XXX followers, XXX engagements

"From @Moodys showing US economy by state. Many states in danger of recession defined as no/negative job growth. A few already in--interesting to see Florida there which Moody's says is showing no job growth big hits to tourism/leisure/hospitality and falling home prices"
X Link @steelbridgecap 2025-10-15T14:33Z XXX followers, XXX engagements

"From the Towle and Co. October investor letter: "According to some measures the AI buildout has accounted for half of recent U.S. GDP growth. But whether that capex will deliver healthy returns is debatable. Estimates suggest GPUs which make up roughly half the cost of a new data center have a useful life of only about three years. Unlike the railroads of the late 1800s or the fiber networks of the early 2000s much of todays AI infrastructure is short-lived and will demand replacement in a few short years.""
X Link @steelbridgecap 2025-10-20T23:20Z XXX followers, XX engagements