David DeShong

@Turf_Joe32 Appreciate your commitment to excellence!

Definitely have our issues heading out of winter and not where we want to be but it’s a marathon and we’re taking it one day at a time and slowly but surely we are getting to form. Detail work ahead of Masters week! It’s April, golf season is here.

@bethanyjbabcock Co-sign the fire safety bs

Bethany’s Naughty List 1. Costar. You know what you did. 2. Brokers who blast sale prices in non disclosure states even after I explain why they shouldn’t 3. The Appraisal Districts in Texas. Very very naughty 4. Brokers who put the deal before their client’s needs 5. Unhinged local code and fire inspectors red tagging everything in the name of “life safety” 6. Creeps in my DM’s 7. Parents that plan theme weeks at schools at last minute 8. Sugar free gummy bears 9. Girl boss life coaches flooding my email 10. The term girl boss. To everyone else…. A very merry Christmas!

@TheJacobTurner Priceless

Love these girls Dinner date with dad

@JeffHenderson @ATLHawks @TheTraeYoung Sorry she's not here to see this team!

First @ATLHawks season without my Mom. I have a feeling she’s already put in a good word up above for the team and @TheTraeYoung 🏀

@GrahamCoffeyDC Just insufferable.

Mel Kiper said he’d retire from ESPN if Jimmy Clausen wasn’t a successful NFL quarterback

Will Chandler is tied for the lead at the KFT. (Stick w me for the long one) Will Chandler always wanted to go to Georgia. His parents went there and his brother was already there when he graduated high school. So he was pretty bad at being recruited cause he told everyone he was going to Georgia. And he went to Georgia. Played all 4 years, but only played a few events a year. Most were as an individual (his score doesn’t count toward the team) His last fall there he only played one event. Always worked his ass off, both on and off the course. Made honor roll. Continued to improve. Turned pro grinded on mini-tours, kept working. Went to Canada last year and struggled, finished 81st in points. Missed at Q-school. But played solid on the G Pro Tour. Played a monday Q in Dallas in April. Made the cut in his first ever KFT start. Made it thru another Monday and made another cut in June. Another Monday Q in July, made the cut and finished 10th in July. That Earned him a spot in the next week’s field. Made the cut again. Drove 6 hours that night to the next days Monday but missed. ANOTHER successful Monday last week in Nebraska, this time in playoff. Another made cut. Earned enough non-member points to earn a spot in this week’s field. Needed to make to make it into the first KFT finals event. Now he’s 18 holes from changing his life. Mondays.

@jackhunterpxp @GoETBUTigers Texas looking good on you. Gotta get some boots!

Great day to be a #TexasTiger 👊 @GoETBUTigers

@alphachartsblog Yeah-it happens. Usually to me on Bio-Techs or similiar. Not a REIT

@alphachartsblog Not a good day for ABR

@GrahamCoffeyDC The coach but not the player gets tossed?

Calling this an ejection at that moment in the game and season is quite possibly the dumbest thing I’ve seen on a baseball field and I’ve seen a ton of dumb things in baseball fields

@TheJacobTurner Love this.

Things that matter.

@chernobelskiy Sources and uses statement

I see numerous decks per week sent to LPs that are missing simple aspects of the deal and it really surprises me What, in your opinion, is a must have on a syndication deck? I'll compile and share

@CorneliaLake Congrats.

$TDW Our old memo: drive.google.com/file/d/1cKYzHg…

@practicalgolf I’m so confused.

Our wedge episode with Joe Mayo is now live! You will not want to miss this one 😎 Link to listen in the next post 👇

@jackhunter2020 @WarehamGatemen Congrats Jack! Alex A may start getting nervous.

Year 2✍️ Excited to announce that I will be returning to the @WarehamGatemen this summer as the team's Assistant GM. I can’t wait to work on the baseball operations side of the organization and am grateful to GM Jay Spinale for the promotion. Time to #GuardTheGate!

@RothCRE Are you seeing these being executed at or close to the original terms. Seems the spread always expands on closing day on these CMBS deals?

A few days ago I posted about how borrowers are financing multifamily deals with CMBS loans more frequently in the current environment. After seeing that post, a sponsor reached out to talk about a new deal and I think it's a good example that illustrates the circumstances where CMBS may be a good option. The sponsor has a multifamily building with a loan that matures shortly. A cash neutral refi requires $20M in loan proceeds, but the agencies are currently tapping out at $18M, which would require the sponsor to invest an additional $2M of cash at closing. In the table below, you'll see that the CMBS market is also sizing to $18M (with no buydown). However, the CMBS market doesn't limit the buydown amount, so for a 3.5% rate buydown the borrower can increase the loan commitment from $18.1M to $21M and use the excess proceeds to pay for the buydown. The sponsor is paying more interest over the 5-year loan term with the CMBS option compared to the agencies, but they're taking out $265K of cash at closing instead of injecting $2M. There are some groups that would prefer the lower rate, but if you don't have the liquidity, then this could be a viable option.

@grassosteve Thank you

Some record keeping on my present positions. If any of you got into these names because of me please don’t hold just because I am still holding. Understand your own risk tolerance and your own profit targets. $SHAK up 56% (mentioned a few days ago ) $CRDL up 52% (VERY LOW MARKET CAP STOCK, AND I AM AN ADVISOR, do your own due diligence.) $CRSP up 40% $IBIT and $ETHE both up 19% $WRK up 17% $LVS up 7% $MARA up 4% $WMT up 3% $GOOGL up 1% $JBLU down 4% $MOGO sold last bit down 85%. was a losing position almost from the start but thought it had potential to reverse hard at some point. Trimmed some, but held something all the way down. Was truly a lesson in what not to do. #1 Rule in trading, ( I am guilty of breaking from time to time. ) Let your winners run and cut your losers fast. Traders don’t like to sell losers because it’s self admission that we were wrong. So we hold hoping to have it reverse. They usually don’t, or don’t reverse nearly enough.

Our team chaplain, @tcsettles, helps us maintain perspective on the field and in life. His new book, “Better Together,” might be my favorite Christmas present this year. Grab your copy and share with your family & friends. Go Dawgs! thomassettles.com

@RothCRE So stabilized?

I received updated pricing yesterday for a multifamily deal where the project was recently delivered and the LP wants to buy out the GP. I removed the lender names, but the quote matrix is organized in the following way: Columns 1&2: 1.25x DSCR, no buydown Columns 3&4: 1.35x DSCR, no buydown Columns 5&6: 1.35x DSCR, with buydown

@GrahamCoffeyDC @CFBNerds 11 was Totally under utilized all year

J Walker had 5 pressures (2 sacks, 1 QB hit) in 7 rush snaps. Not sure why he didn’t play more on 3rd D. UGA had a 37.9% pressure rate. Not bad. UGA had more pressures than Bama did. 6 pressures came on 16 snaps without blitz. 5 came on 13 blitzes. They got pressure w/out blitz with the right personnel but rotated those guys off at the wrong moments sometimes

This confirms what we flagged in the preview: Georgia has a lack of speedy EDGE types, which meant they couldn't exploit Proctor's weakness. Mykel Williams brought power against Proctor and largely lost in pass rush. Proctor struggles with speed but UGA had to blitz to bring it.