
Repositioning Play
@GoodGuyGuaranty
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Adding value. CRE, mostly NY, sometimes elsewhere. All gains are unrealized.
New York, NY
Joined June 2020
Kind of fitting that this account was started in the depths of NYC’s COVID malaise and is celebrating its 5th anniversary in the wake of Mamdani’s win. Per @rhunterh, life really is just one damn thing after another . #MyXAnniversary
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RT @devahaz: @tolstoybb Nobody actually cares about it at all, it’s just a proxy for how they feel about a bunch of stuff.
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Zohran cope levels are getting out of control. Here’s @reihan calling him a ‘failson’. Leaving politics aside, a 33-year-old Dem nominee for mayor is kind of definitionally not that. Elected to state office at 28, too. What was he supposed to do in his mid-20s, cure cancer?
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My prediction:. It’s September. Zohran (who said he wouldn’t reappoint Jessica Tisch) will make a show of meeting with commissioner candidates, including Tisch. Then he’ll say actually she’s good, he’s going to keep her. Pick off a few Adams voters, Zohran’s base won’t care.
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Important article. In effect, NYC elections increasingly pit newer renters against older homeowners. So the more rental housing we build - particularly in areas along the gentrification frontier - the more votes will go to progressive candidates. Last night was a case in point.
I'd like to think the NYC mayoral results confirm the observations I made back in 2021 about the relationship between an influx of young PMC transplants into new rental housing and the fate of left electeds
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RT @ThomasHochman: @ArmandDoma “somebody has to win” is definitely a fair take on this election.
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RT @Plum_Capital: @GoodGuyGuaranty Isn’t it funny how FinX has astutely figured out that nothing really happens so buying the dip is almost….
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Talked to a very fancy architect who says that built-in microwaves in apartments mess with the feng shui. He prefers to place an outlet in an upper cabinet to accommodate a freestanding microwave (if someone wants one). I don't know if I agree. I don't own a microwave myself.
The guests who stay in my apartment when I'm gone from New York City are often perplexed by the fact that I don't own a microwave. But that just isn't what I'm doing in my apartment. It hasn't been an issue for me.
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