Alex Li
1K posts

Alex Li
@Alex_li
Architect. Custom home builder. Merchant. Chasing Greatness.
Castro Valley, CA Katılım Haziran 2023
75 Takip Edilen89 Takipçiler

@jamesonhaslam This is a question you got me to want to take it seriously i opened new gbps want to make sure I’m doing the right things to optimize them
Text me if you don’t want to publicly release the sauce
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Our San Diego GBP has been live for 3 weeks and we have closed ~$200k of new biz from leads to that phone #
$500 spent on setup
$600 spent on rent + deposit
182x ROAs - Am I doing the math right?
jameson (big deck energy)@jamesonhaslam
Second GBP locked and loaded happy hunting
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I’ve spent a decade telling people to do what I do: "Buy and Hold."
Now I've decided to list my entire real estate portfolio for sale and walk away.
It started slow. The bills, the maintenance, the tax increases... but the final straw was when I tried to develop an ADU to do exactly what the city of LA claims it wants investors like me to do: Create more housing. You'd think they'd make it easier, but after two delayed inspections, a sewer pipe replacement that needed 75 days advance notice, and a city-owned tree that became my responsibility, I'd had enough.
The identity of being a real-estate guy is very hard to walk away from, trust me. For a long time, I stayed just because real estate was my "thing." It’s how I started. It’s what I’m known for. It led to every good thing in my life. But that blinded me to the fact that just because something served me in the past, it doesn't mean things haven't changed in the present.
The reality of 2026 finally stripped the emotion away. My LA rentals are netting about 4-5% after the constant background noise of taxes, insurance spikes, and repairs. Meanwhile, a risk-free Treasury pays 5%. The trade-off just doesn't make sense any more.
I’m reallocating to a liquid portfolio that actually lets me focus on the work I love. I published a deep dive on my Substack about the ADU nightmare that broke my patience, the exact numbers behind the exit, and where I’m moving the money next to buy back my sanity.
I'll drop the link here in a bit.

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@shawngorham I’m building one of these all materials are curated by my team and I personally visit all the factories to ensure good working conditions and quality.
If you need finish materials lmk!
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Ever wonder where the kitchen cabinets, flooring, counter tops come from?
Well over seas obviously
But there are hundreds of warehouses (importers) all over So Cal importing materials now.
So larger contractors/builders are importing direct.
All that to say... this is what the warehouses look like. This is a small one at 30k sq feet or so.
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@Alex_li Will borrow one
But I can sweat pipe!
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@stevehunsaker1 Pls don’t hype the sparkys up more they already add hella markup for no reason
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@MarbleClimate @MerinoEnergy Can I do my own install and just by the unit?
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🚨BREAKING: Bay Area startup introduces flat-rate, single-room heat pumps installed in less than an hour.
@MerinoEnergy launched Merino Mono: a new HVAC device that's less expensive, faster to install, and can be plugged into a regular 120V outlet (the same thing you plug your phone charger into).
Over 50% of homes in San-Francisco don't have AC units, where the co-founders, Mary-Ann and Brad, happen to be neighbors.
Heat pumps typically require an indoor unit and an outdoor unit, connected by refrigerant lines, to facilitate this process. That goes for whole-home heat pump systems using ductwork as well as "mini-splits," which typically heat and cool a specific room in a house or something like an ADU in the backyard or a converted garage.
Rau and Hall designed the Merino Mono to use that same high-efficiency technology of a mini-split, but without the indoor and outdoor units. Instead, they've pulled the outdoor unit inside and combined it with the indoor unit to create one streamlined device that looks like a modernized, unobtrusive radiator box.
Merino Mono is available for pre-orders, with reservations secured for a $38 deposit.
Marble is proud to have supported the Merino team from day zero by co-building the company and becoming their first check investor. Go Merino!
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@MarbleClimate @MerinoEnergy how far out to cover 500/sqft? that is our most common ADU size
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@emilypont @MerinoEnergy Founders dm me GC in the bay I do a lot of ADUs this is sick I would like to know more about the specs and have a chat
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There's a new heat pump in town with *no outdoor unit*:
The Merino Mono
Retails for $3,800 including installation. Mounts to the wall with two small holes to exchange heat w/ outside. Just in SF and LA for now. Founding team is Ex-Quilt, Ex-Gradient.
heatmap.news/sustainability…

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