Groundbreaker Research
1.3K posts
Groundbreaker Research
@GroundbreakerRe
Groundbreaking Ideas - 10x Real Estate Opportunities in Public and Private Markets - Micro-Cap and Hidden Asset Investing
Katılım Mayıs 2021
270 Takip Edilen1.5K Takipçiler
@PythiaR he's been pretty well built for a while but maybe it took it bit of age to grow into his Italian features.
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@Mr_Neutral_Man @iononrecourse Yes and completely disregard taxes
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@iononrecourse 20 years from now, theres was a time in 2026 when you can buy large cap MF REITs trading at 6.5-7.0% cap rate and borrow from IBKR in the mid 4% and run it 120-130% gross and just go to the beach.
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There was a time in the mid '90s when one could buy land in the Atlanta exurbs for less than the net proceeds from selling the timber on that land. The market moved fast and some sellers didn't realize what they had.
Some of those parcels sell for 25k+ per acre now.
I was too focused on another niche (dumb) to join in the fun.
A lot of real estate investing looks obvious in the rear view mirror, but not at the time.
This was one of those that was obvious at the time.
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They all have fake jobs where they work 930-4 mon-thurs
Austen Allred@Austen
How is everyone in Austin so fit and hot?
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@credealjunkie Downtown San Jose should look like that. It's the perfect place to do it
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The SF Bay Area, the richest and most technologically advanced region on earth: “it’s too hard to build housing on hills in earthquake country”
Ecuador, one of the poorest countries on earth, right on the ring of fire:
Andrew Jeffery@credealjunkie
“The Bay Area is land constrained, there’s nowhere left to build housing.” (green = undeveloped land)
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@ThinkAppraiser there's no way to do it until the project is completed or stabilized and you can refinance
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@GroundbreakerRe I think he should probably take a few chips off the table
Is that crazy?
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Honest question: if you’re worth $100 million why wouldn’t you cash out $10 million as a rainy day fund?
BridgeLenderGuy@bridgelenderguy
I met a well-known real estate developer this weekend and he told me that he is worth over $100 million, I asked him how liquid he is. He told me he is two months behind on his kids tuition.
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@Charlesaf3 @credealjunkie @bobbyfijan It’s interesting how people are interpreting my response. I develop in CA too.
By “undevelopable” I mean both from a wetlands/topography and difficulty-of-entitlement stand point
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@GroundbreakerRe @credealjunkie @bobbyfijan a lot of that is developable - note that you are replying to a guy who develops. The bay area housing shortage is a choice, that prioritizes parking lots over people
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“The Bay Area is land constrained, there’s nowhere left to build housing.”
(green = undeveloped land)
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@AKnightel @SinaiLawFirm You didn’t answer my question
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@GroundbreakerRe @SinaiLawFirm Actually it’s not. The exclusive Trousdale Estates neighborhood of Beverly Hills is not included in the circle.
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I tweeted this before. This is west LA. Historically this area votes for democrats 70-30 or more. A lot of rich and powerful people live here. The type that refer to politicians by their first name.
There are not many democrats who live here. I will not explain further.
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@AKnightel @SinaiLawFirm Then why is it circled? The entirety of Beverly Hills is circled
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@GroundbreakerRe @SinaiLawFirm Beverly Hills is a tiny fraction of the circled area.
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They don’t know semis are cyclical?
The AI Investor@The_AI_Investor
Current semi stocks ranking by forward PE / forward PEG note - directional only, data might vary depending on sources or the method
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I probably ask this every few months, but what are your favorite physical asset/infrastructure names?
Waste collection? $WM $RSG $WCN
Quarries? $VMC $MLM
Rails? $UNP $CP
Pipelines? $EPD $KMI
Industrial gases? $LIN $APD
Maybe $AMZN for their e-commerce + DC footprint?
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This gem is already a classic, so much wall paper and little details in this one.
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@lacherbauer Nah… Need a dive bar with an old style sign
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@bowtiedgerman Spoken like someone who has never spent time in Chicago
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A requirement for Chicago Twitter is to never have spent any meaningful time in this circle
Alicia, Courtyard Urbanist@UrbanCourtyard
Chicago may be the last place in the country where kids have historically normal childhood
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@EllliotttB Why do you think they call it “free” markets
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<Free Markets Guy> The government needs to get its hands off the free market except where it benefits me
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