Haven’t been very active here, but with busy season winding down I want to be. So a little about me: spent 8 years in commercial real estate—at a major REIT and then a boutique investment sales shop. Recently transitioned into a family-owned DTC e-commerce brand, working across

Serious question… how do people forget to bring headphones on a plane?

If the @PGATOUR were smart, they’d let Brooks return immediately. Open the floodgates, let everyone come back, and leave @LIV in the dust.

I have nothing to sell you. No courses. No newsletters. No paywalls. No “community.” Everything I share is free. I’ve already won. Now Im giving you what I wish someone would have given me 10-15 yrs ago

Maybe obvious, but if you’re in ecom you should be blasting gift card emails right now through year-end. Every goofy uncle forgot to buy gifts and it’s insanely easy for him to just forward a gift card email and make his day easier

It’s not always glamorous, I’m in the office the Sunday before Christmas making sure everything runs smoothly and getting jobs and packages cleaned up before the holiday break. Worked every single day this December… worth it for the 3-day work week the other half the year

Who are the best folks to follow re: ecom, DTC, brands, etc

I don’t judge status by the car you drive or the watch you wear — I judge it by what your vendors give you for the holidays. A party or dinner doesn’t move me. I’m talking sets of golf club, vacations, floor seats to the playoffs

Real estate Twitter has “door bros.” Has ecom coined “box bros” yet? You know—the guys whose whole personality is taking photos of their boxes

All this ecom / “box bro” talk about how successful you are… cool. The real test? Let me see the pizza party FedEx is throwing for your company. Then we can talk

If you stand right in front of the elevator—or try to get on before people get off—I’m walking straight into you. I don’t care who you are. Let people exit first. It’s basic human courtesy.

Data center tenants face sticker shock! Rents are soaring by up to 50% on lease renewals, and landlord concessions are vanishing. The balance of power is shifting in this once-tenant-favorable market. #DataCenters #CRE #CREDiQ

Amazon’s warehouse automation overhaul. New fulfillment centers feature 10x more robotics than before, cutting order fulfillment costs by 25%. The AI-driven supply chain revolution is here. #PropTech #Logistics #CREDiQ

Retail bankruptcies could hit CMBS hard. 7 major retailers—including Rite Aid, Party City & Big Lots—are restructuring, affecting properties backing at least $17B in CMBS loans. Store closures expected to surge past 2020 levels. #Retail #CMBS #CRE

Multifamily distress inches up to 13%. A 10 bps increase in Feb follows a 40 bps rise in Jan. Apartments remain the 2nd most distressed CRE asset type—trailing only office. #Multifamily #CRE #CREDiQ

83% of multifamily investors plan to buy in 2025. Only 2% are looking to sell, according to a new Berkadia survey. After two years of frozen capital markets, deal flow is picking up. #Multifamily #CREInvestment #CREDiQ

Office distress climbs to 19.3%—another record. While overall CRE distress dipped to 10.8% in Feb, office properties continue to suffer. The sector added 160 bps of distress since Jan, nearly matching Dec’s huge spike. #OfficeMarket #CMBS #CRE

CLO distress hits record 16%! The CRED iQ CRE CLO distress rate jumped 90 bps in Feb, marking four straight months of record highs. A year ago, it was just 9.4%. Floating rate loans are struggling to pay off. #CRE #Distress #CREDiQ

Investors Abandon Condos - Investor purchases of U.S. condos dropped to the lowest level since 2012, down 13% YoY in Q4, according to CRED iQ. Florida, a longtime condo hotspot, saw some of the biggest pullbacks

Best Multifamily Buying Opportunity in Years? Despite financing challenges, multifamily absorption hit 546K units in 2023, the 2nd-highest in 40+ years, according to CRED iQ. Demand is strong, supply is tight—smart investors are taking notice.