31 January 2026 | 6 replies
We actually engineered our tech stack around the three criteria you listed because we saw the exact same gaps in the market:Independent of Wi-Fi: We use LoRaWAN + Cellular Gateways so we never touch the tenant’s network.No Tenant Interaction: It’s a passive 'peel and stick' system.
31 January 2026 | 8 replies
I’ve been in this kind of setup before, and while I've done a lot to be more balanced in my work/life, it's tough to consistently make progress on much outside of work.Job B is a municipal gov't role that pays less, but gives me back real time.
1 February 2026 | 1 reply
The real signal shows up later, and it depends on execution.For context in the Syracuse market today:Median single-family home price: roughly $200k–$210kTypical stabilized multifamily cap rates: approximately 6.75–7.5%, depending on asset quality and submarketWhat I’d be watching first isn’t rent growth or pricing, it’s risk mitigation.For projects of this scale, the earliest meaningful signal is when uncertainty starts to come out of the deal: power delivery timelines firm up, permitting and site prep progress visibly, and construction sequencing looks real rather than aspirational.Micron has broken ground, but meaningful construction activity is expected to ramp in 2026, with initial fabs not expected to become operational until closer to 2030.
28 January 2026 | 9 replies
We’ve progressed on terms since my original post and wanted to share the updated structure in case anyone has thoughts now that it’s cleaner: 5% seller carry2 years interest-only to startballoon at end of year 5Purchase is still $1.2M total, but now separated as:$700k building$500k FF&E Business context: this is a 50-year small-town staple pizza shop in Colorado.
27 January 2026 | 12 replies
I have also progressively given her more apartments to lease over the past 2 years.
25 January 2026 | 4 replies
Looking forward to seeing your progress and deals here.
22 January 2026 | 4 replies
It's very much a work in progress, but I'd like to be able to compare year-over-year numbers moving forward to help me identify what went well and poorly.
22 January 2026 | 7 replies
To your point, focusing on "in progress" projects will help as opposed to "potential" projects still in the pipeline.
21 January 2026 | 0 replies
But the real opportunity isn't the plant itself—it's the housing shortage it creates 15 minutes down the road.When a $30B facility breaks ground, the demand for workforce housing explodes in a radius around it.I am currently seeing a massive disconnect in the market:Sellers in secondary markets (like Grayson County, TX and Bibb County, AL) are still pricing land like it's 2020.Developers are desperate for inventory to build modular and single-family subdivisions to house these new workers.My acquisition desk is strictly focused on this "Path of Progress."
28 January 2026 | 0 replies
For now, policy remains restrictive, but the tone suggests the bar for additional easing may depend less on labor market deterioration and more on clearer progress toward the inflation target.Markets are mostly unchanged, but we are seeing slightly higher short-term interest rates – stocks are bouncing around a bit as well.