Patrick Carroll

Space X single best investment I ever made. 30x

Even with pricing off the all-time highs, the capital markets still don’t support buying today. The math doesn’t work with current debt costs — you’re effectively betting on lower interest rates and a supply cooldown to bail out the deal. By 2027, the conditions finally converge. Rates should be meaningfully lower — not in 2026, but after — and excess supply will have been absorbed. That environment gives you actual certainty: in-place cash flow, clean underwriting, and the ability to project rent growth with real confidence across most markets

China’s AI “factory brains,” dark factories, and port automation are a preview of what’s coming for U.S. real estate: AI won’t just underwrite assets, it will run the operating model. The same way China is using AI to compress time, labor, and error in manufacturing, the next wave of multifamily owners will use AI to compress: deal screening, business-plan design, capex phasing, leasing strategy, revenue management, expense control, and hold/sell decisions. Capital will migrate toward platforms that look less like “a sponsor with a spreadsheet” and more like an institutional operating system—with standardized playbooks, continuous data feedback, and machine-speed decision loops. That’s the gap Carroll AI is built to fill: taking what Chinese industry is doing with robots and ports, and applying the same AI-augmented, end-to-end discipline to multifamily investing and operations in the U.S.

Nvidia just absolutely crushed on earnings. AI is not a bubble

Grok 4.1 is so good

There are a lot of smart pessimists, but it’s the optimists that get rich

Crypto market is artificially propped up by speculators. It has zero economic value. At the very best it’s like investing in dollar bills (that’s the hope, that crypto is eventually accepted as an alternative to the us dollar).

The most unsettling smile I've ever seen

All Starbucks employees should be fired for going on strike and replaced by AI and Robots

Starbucks workers across the country are on an Unfair Labor Practices strike, fighting for a fair contract. While workers are on strike, I won’t be buying any Starbucks, and I’m asking you to join us. Together, we can send a powerful message: No contract, no coffee.

@ZohranKMamdani You’re an idiotic person

Bitcoin is down 25% in the last month, yikes.

Interest rates need to come down. Our country is not built to withstand rates at their current levels.

@Jcdistance_ Can’t hurt! Housing market needs a jolt

@PatrickCar72978 let's hear your take on this possible 50 year mortgage term for smaller - larger REI

Between deflated rental revenue and increased costs, the numbers aren’t working out for multifamily operators across the Lone Star State.  And, there’s an approaching wave of debt tied to properties facing these same issues. In the next five years, $19 billion in CMBS loans tied to Texas multifamily will mature, CWCapital’s James Shevlin said.  “It’s trouble,” he said.  Multifamily investors without deep pockets are the worst off. When interest rate hikes hit, they couldn’t keep up. Since many of these landlords mostly focused on value-add properties, the money crunch left them with aging properties they couldn’t afford to update.  As a result, many of the properties landing in special servicing or getting foreclosed on are in pretty bad condition, Walton said.  Where does that leave Texas multifamily? Waiting on the Fed, just like last year.  “A drop in interest rates and cap rates will help,” Walton said.

@EricLDaugh Boom. And people complain about this.

🚨 WOW! President Trump has confirmed a $2,000 DIVIDEND check to everyone except high-income people from tariff revenue “We are taking in Trillions of Dollars and will soon begin paying down our ENORMOUS DEBT, $37 Trillion. Record Investment in the USA, plants and factories going up all over the place. A dividend of at least $2000 a person (not including high income people!) will be paid to everyone”

I’m all for helping people, but if you’re able to work but just choose not to you should not get Government assistance.

Just seeing utility companies are investing over $1 trillion over the next few years to expand electrical capacity to serve AI companies