William Janis retweetledi
William Janis
6.8K posts

William Janis
@GrittyGrowth
💼 I buy companies in healthcare and the trades, RE investor and developer, 🧠 Sharing learnings along the way.
Austin TX Katılım Ocak 2013
330 Takip Edilen1.3K Takipçiler

@KobeissiLetter Why is capex so much higher when interest rates are also higher? 2010-2020 was the time to spend this kind of dough
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Wall Street is becoming increasingly concerned about Big Tech CapEx:
22% of global fund managers now believe companies are deploying too much CapEx, the 2nd-highest on record.
Since 2005, the only higher reading was 33% in February 2026.
In the prior 20 years of the survey, fund managers had never been concerned about firms overinvesting.
By comparison, 70% of participants believed companies were investing too little in 2017.
Not even the 2008 Financial Crisis saw such elevated CapEx concerns, when 10% of participants said firms were spending too little.
Institutional investors are growing concerned about big tech CapEx.

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@GrindeOptions There will be a rotation back into financial stocks this year. Get ready
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@jonbrooks They're many opportunities in RE. Made more last few years than ever before. Not doom and gloom. Markets are local.
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I am having phone calls and am in a Facebook group with guys who invested in commercial real estate - retail and multifamily
They’re losing millions
They've lost their purpose
They've fallen out of real estate
Fraud, deals going bad, tenants moving out, insurance skyrocketing
It’s just a matter of time until it shows up everywhere
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@KeruboSk Glad I learned this way and then got to experience AI later in career.
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@CaseyMericle if you said mobile home park or flex industrial, i had you
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Let’s make this more interesting
Who’s gotta 6.5%+ cap shopping center seller that would seller finance with 50% down?
Jaidyn Smith@JaidynCre
I have a client in a 1031 exchange looking to place $20m into value-add shopping centers throughout the Midwest and Southeast. 8% CAP + Reach out if you have anything worth putting in front of him 🙏🏼🙌🏼
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@WalksWallstreet Same in the trades, people just skip on their bills all the time, wasn't like this 20 years ago from the boomers I buy from.
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I know many small mom and pop landlords 1 - 50 units.
At entry level to lower level price points tenant quality has declined over the last 10 years.
Everyone I talk to notices the same.
From consistent late rent payments, property damage and legal issues.
Not sure if this is just anecdotal or not.
I have experienced the same unfortunately, the worst tenants have been the ones who haggle you on price.
That is the single biggest red flag 🚩 in my opinion.
If they haggle you on price, PASS.
Everytime I’ve had damage to my property and terrible conditions on move out.
Problems decline as I’ve raised my rents, sad but true.
I am now VERY strict with credit and background check.
The price is the price, I’d rather have the unit sit empty longer than settle for a possible nightmare.
Again, this is happening at “entry level” rents I’ve noticed $2,000 - $4,500.
Perhaps it’s the degradation of a spiraling low trust society.
Nick Maggiulli@dollarsanddata
Even if your rental properties do outperform the market (unlikely), when you include the "return on hassle", it's not even close. The cost of your time, dealing with tenants, etc., is far higher than a few percentage points a year.
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@StephaneDeBaets @mikealfred @RayDalio @RaoulGMI @AlderLaneEggs @CryptoHayes @PeterSchiff The future is less about being right on a single forecast and more about being prepared for a range of outcomes.
I would love to see #5 come true.
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Here is our top 2026 predictions
1. USD/JPY collapse to 125-130
2. Real Commodities make new highs.
3. MSTR trade sub 100
4. US economy grows 4%
5. US prime rate drops to 2%
@mikealfred @RayDalio @RaoulGMI @AlderLaneEggs @CryptoHayes @PeterSchiff
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@StephaneDeBaets @RitzCarlton @AspenSnowmass @Snowmass @StRegisAspen @shaunwhite @tokeninsight_io Can't wait to see you DJing at the Ritz when you build it
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Amazing support from the community and officials alike. Totally in love with the Aspen/Snowmass community. @RitzCarlton @AspenSnowmass @Snowmass @StRegisAspen @shaunwhite @tokeninsight_io
aspentimes.com/news/ritz-carl…
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@YodaStockInvest Opposite, its hard to manage all the assets you own and you are always thinking about where to invest next
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@smithhmackenzie Yes, very relatable. Feel so much better and sleep is so good because of this. My career took off when I stopped in my 20s
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@cryptofergani any of it, it all goes up. Asset value divided by dollar value = price. Dollar is getting devalued, assets go up.
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So ya wanna be a homeowner?
Our home is <10 years old. The sewer line disconnected from the foundation & caused a 35 foot “belly.”
AKA the toilets won’t flush anymore, because gravity.
Insurance nor warranty will cover it.
Cheapest quote was $25k. Tons of digging.
Thankfully the builder is being a bro and covering half of it.
Still in favor of owning, but the costs add up!

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@MurrayHillGuy1 Sold. You go to Costco from Murray Hill in a SUV? balling
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@FoxNews Elon gave the world high speed internet and connected the unconnected. I think he deserves it, and I haven't named any of his other accomplishments. He lives in a $60k home too.
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