John Andreini

Follower Update on Who I Am: 20 years experience brokering retail real estate across the US at @cppartners_cre. Since 2012, I have been partnering with my developer clients providing them capital to build shopping centers, national restaurants, and medical facilities. 2020-22 I raised and deployed $150M into companies such as @PalantirTech, @anduriltech, @airtable, and a bunch of others - had winners, had losers. Ended up with investment exposure to 70+ @sonicdrivein locations, @hawaiianbros, and will be announcing the acquisition of a coffee chain shortly. In summary, I am an investment sales broker with a decade plus track record investing alongside my clients. Here to share war stories and expertise in real estate investing & brokerage.

@TheTanRoosterIV 😂

Returns are “temporary” according to this marketing package.

@jonchimpo23 Love it, these resi brokers know how to wordsmith.

@jandreini1 Temporary NOI AND priced at a 4.52% cap rate?!

@TheTanRoosterIV Don’t worry it’s only a 4.52 cap for a franchisee Burger King for a few years, then it “goes up”.

@HeimBBQ Hearing those from a lot of restaurants

A Fort Worth BBQ Powerhouse Feels the “Ozempic Effect” texasmonthly.com/bbq/heim-barbe…

@Winterrose Wing and barrel mondays

are there any places to smoke cigars and shoot guns in SF with cool people? realizing that sounds fun

Friend of mine works at a prominent think tank whom completed a study of the impact of California “billionaire’s tax”. Total net loss to California coffers projected to be $40B primarily through the loss of income taxes paid over their lifetime. This plan was hatched by the unions as a way to generate income to the State, so that the State of California could bail out their pension plan deficit for its workers.

@Dirtdog Wherever I may roam is up there

LFG! Metallica opening night at the Sphere tickets have been secured ✅ The greatest metal band of all time, but what’s your favorite track?

@tonsing Paradise bakery for the win

Last pour over of the day accompanied by a surprise espresso gelato from my daughter. Happy Friday!

@APompliano Welcome

This week I purchased shares in Ondas $ONDS This position was built after it became apparent that the future will be dominated by autonomous systems. From land to sea to air, the proliferation of drones and other autonomous systems is going to fundamentally change the way we operate as a society. The threats are changing, which means the defenses will have to change. I am encouraged by the Ondas team’s recent track record of execution. They have a lot of cash and have built a business to acquire innovative technologies, secure large government & commercial contracts, and scale the business rapidly. I expect the company to face plenty of obstacles in the future. The macro trend of autonomy and drones should be a great tailwind, coupled with a management team purpose-built for M&A and business development. I look forward to meeting many other Ondas shareholders in the coming weeks.

@Doughyjoey1 Zoo York

@jandreini1 World's largest jungle gym

Westfield's San Francisco Shopping Center is 1.2M square feet and completely vacant. It is now in contract to sell. Meeting with buyer to discuss their plans. What are some ideas you have for this redevelopment?

@TripleNetTyler Eating orange chicken protein is something to stand on

@jandreini1 I'm not proud of the amount of times I've had "breakfast Panda" from there

LAX is the worst airport in America and I cannot be convinced otherwise

@mikeviajando Top of the list

@jandreini1 Space for families, including toddlers. Not boring carny merry go round. Could be a great indoor place to go for families, especially on very hot or cold days.

@kevin_finn Eataly for sure needs to get here, talked with them in NY and they are growing

@jandreini1 Old Nordstrom => Multilevel Eataly!

@m0E_tv There’s room

@jandreini1 Take 150k sqft make it indoor sports complex. With a bar/restaurant and enjoy the roi

@momoneymohit If they don't do a sim, 0% chance I invest or this has success.

@jandreini1 Indoor golf sim?

@jayrschurman The current list of options will surprise pretty much everyone from what I’m reading

@jandreini1 Just reposition it for lodging for the homeless providing SF guarantees a decent return on your investment.

@YOCspread Tracks

@jandreini1 No shirt no entry policy

@nvsqft Good call

@jandreini1 Plasma Center.