LA / SF Commercial Real Estate GP. $45mm storage development underway. $130mm in exited projects. Self Storage / ED-1 / SF Office & Multi / Crypto. A.I. curiousmasonequitypartners.beehiiv.com/subscribe Get Deals In Your Inbox 👉🏼 Joined March 2009
Most movies lose money
Horror films print cash
No other genre can reliably generate gross proceeds of 10x the budget or more
A close friend is producing a horror film based on overeating
2024 tax bill looking too high? DM me. Potential upside of 120% or more.
It feels like San Francisco is on sale
With each passing week, we see another headline about another vacant office building trading for 70 - 90% discounts to pre-pandemic values
Just because something is on sale, doesn't mean you should invest!
The definition of a "value trap"…
hanging with @EllliotttB today, chatting about value add office
one question that came up - who's the exit liquidity for these value add office plays?
stabilized office buyers don't exist anymore - will they ever come back?
SF office is dominated by noncredit tenants on short…
If I want to bet on the feds decision next week, what’s the easiest way to do that?
I could buy a bond index straddle , but that seems too complicated.
I could use a crypto prediction market
What other ways do y’all suggest?
Who knows how to model the cashflows on an equity recap?
- Assume a sponsor funds 1mm as the GP in a JV
- Later on, a co-sponsor buys 33% of the GP from the sponsor for 500k
- The GP uses 50k to pay deal costs & funds 450k into a reserve
- The project is sold and the JV…
You're going to want to have your first coffee ☕ before diving into this one.
Blackstone's AIR Communities Acquisition and the Limitations of Cap Rate Analysis
lewisenterprises.blog/p/what-they-pa…
Don’t let development delays destroy your profits!
My partner and I have developed over $250mm of commercial real estate since ‘96. Here’s how we use site selection and recapitalization to hedge against delay risks in our development projects.
Developer compensation is often…
Touring two office deals in San Francisco this Thursday
- B location, <5k sf floorplates, asking $300 psf
- D location, 20k sf floorplates, asking $100 psf
Rents could be $32 IG or they could be much less
Targeting a 10 return on cost, will see if thats still achievable today
Just got off the phone with an office broker in San Francisco.
Here's what I learned:
- Animal spirits seem to be picking up, fueled by the fed's statement late last year about dropping rates in '24
- leases are happening! some lease rates are comically low ($24 / ft…
Affordable housing appears to be the highest and best use for multifamily development land in Los Angeles today
Just got off the phone with a broker who is very active in this space. Here's what I learned:
The projects with the highest pro-forma yield share a few…
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