4 February 2026 | 3 replies
They interact with what's already there, and those interactions determine whether a catalyst reinforces, accelerates, or gets absorbed by existing market behavior.Full signal assessment with cap rate implications, market-by-market analysis, and catalyst stacking context available here: https://capratesignals.beehiiv.com/p/data-center-microsoft-m...References & Data NotesCorporate disclosures and public announcements from Microsoft regarding U.S. data center investmentState and local economic development releases related to data center sitingMarket research from CBRE, Cushman & Wakefield, and JLL for regional contextIndustry reporting from Data Center Dynamics and Data Center Knowledge We are busting out data centers here in central Ohio!
30 January 2026 | 14 replies
She taught herself web design and had a web design company for awhile.
4 February 2026 | 4 replies
Looking forward to interacting with you all learning together.
27 January 2026 | 3 replies
Majority of forms are on agencies web site.
31 January 2026 | 0 replies
Collectively, they create:Interruptions during the dayDelays that push jobs outHigher costs when vendors have to returnWhat helped was treating vendor interactions the same way we treat tenant screening: clear rules, enforced consistently, before work starts.The concept of a Vendor Compliance Gatekeeper changed how I thought about it.
1 February 2026 | 10 replies
I am hearing that some are integrating AI to interact with tenants.
3 February 2026 | 10 replies
Last year it grossed about $950k — not $1.5M — but we believe revenue can climb because: delivery/pickup was underbuilt (we’re using owner.com to rebuild the web/app funnel and improve online presentation),we’re using Uber drivers for a ~15-mile delivery radius,alcohol sales were only 1–3% previously because there wasn’t a real bar setup (and minimal visibility that alcohol was even a thing),the new location has a better guest experience + outdoor seating.
31 January 2026 | 6 replies
A $300–$400/unit CapEx that demonstrably lowers catastrophic loss exposure is much easier to defend than an amenity-driven add-on in workforce housing.The key question lenders and buyers will ask is whether the system is:– Reliable without tenant interaction– Independent of Wi-Fi or resident behavior– Documentable for insurance and underwriting conversationsIf the answer to those is yes, you’re solving a real problem - not a theoretical one.Appreciate you grounding this in actual underwriting reality instead of selling features.
29 January 2026 | 2 replies
Seeing the subtle hints at faith, doesn't mean we should be fooled by wolfs as stated, especially if it's a random Facebook interaction or something of the sort.
14 January 2026 | 5 replies
It's not that a resident just becomes a number, rather that you can only retain so many interactions had in a day.Fair Housing is the main point that comes to mind, but I also think that a separate point that Brandon is making is to get in the habit of documenting everything.