95% of industrial tenants need less than 10,000 SF. So why do big funds largely ignore it? . Easier management. One 200,000 SF lease beats handling 20 smaller tenants. They want credit tenants. Big brands, long leases, less turnover. They need to deploy capital fast. A $50M.

Something killing many sub-institutional CRE deals: . “Yield Translation Gap” . As assets have exploded in price over the past few years the buyer profile has changed. Deals that would’ve traded business owner to owner now must sell to an investor. How is this killing deals?.

It's worth overpaying for high quality industrial RE right now. Properties selling for $150-$170 psf are legitimately terrible. - odd layouts .- $100,000s of deferred maintenance .- leasing risk .- harder to exit .- ugly as hell . I was staunchly against $200 psf for assets,.

Personal guarantees are one of the reasons I wouldn’t ever use an SBA Acquisition loan. One overlooked clause can ruin your life. Scary.

Small Industrial prices will continue to rise. The returns (especially with land costs) are simply not attractive enough to spur any development. True gridlock and bad for small businesses.

Technology like this makes ownership non-negotiable. One analyst will be underwriting the same amount of deals that ten do now. Costs ⬇️.Leverage ⬆️.

Every 6 months I review subscriptions and somehow always find 3-4 that need to be cut. Can't imagine the money wasted by SMBs that could be used for productive things. Hammer your bookkeeper to ruthlessly break out "dues & subscriptions.".

CRE Guys: Do you like this deal? . Summary: .PP: $2M.DP: 10% ($200K) . Financing: .Seller financed .6.5% I/O for 5 years .Close August, 1st payment in Jan. Building: .10,100 SF .22ft. ceilings .4 tailboards ."A" condition (new HVAC, good roof, etc.) .Block built . Use: .Owner.

I just watched an IG video tell me you can afford a $2.1M mortgage at 6.5% making $30k per month. That payment is $16k with PITI. Millennials are so over leveraged on their primary homes.

God Bless America. I love this country with my whole heart 🇺🇸🇺🇸🇺🇸🇺🇸.

I just watched the “Hidden Secrets of Money” documentary on YouTube. Made in 2013. We are screwed. Eye opening to see the predictions happening in real time.

Few things more satisfying than a qualified ready to buy lead from SEO. It’s feels like magic.

The two most expensive things in business: . - a big ego .- losing momentum . Avoid both at all costs.

The theme of businesses moving forward:. Overhead is overrated. Lean. Lean. Lean.

AI Enhanced or AI Destroyed. Every business will face this dilemma. If enhanced you'll enjoy high free cash flow, less debt, less employee headaches and much higher dollar per unit of effort. If destroyed you'll become commoditized and the cost and pain to reproduce your.

Watching a “news” segment claiming a groundbreaking way to reduce anxiety for kids…. Physical activity. Incredible.

I just wrote an issue about this in my weekly newsletter: .

The Compounding Kill Switch. Your business is profitable, the systems work, then you start to feel bored. Instead of doubling down you come up with a fancy new idea. It steals your focus, your energy, and quietly sucks your cash. Don’t hit the switch.

Fun exercise: . Upload several documents, emails, etc. and ask ChatGPT: . “What’s my IQ?” .“What are my strengths?” .“What are my weaknesses?” . Returns insanely accurate and helpful information about your predispositions, limiting thoughts, and thinking style.

There’s real opportunity in 500–5,000 SF warehouse space — and most investors aren’t paying attention. I’m seeing it directly through my commercial storage company. Demand’s strong, supply’s thin, and the use cases keep growing. We get steady inbound from businesses that don’t.