StructuralVacancy @StructuralVac

CRE water cooler chatter. Personal Dox: Industrial product lead at investment/development shop out of TX. Texas, USA Joined May 2022

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StructuralVacancy @StructuralVac

7 hours ago

5-handle rates for value-add industrial deals are back! For now..

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StructuralVacancy @StructuralVac

2 days ago

CRE Capital Markets “Feel”: Debt - readily available for existing acquisitions and picking up for development. Banks have payoffs to re-deploy. Distress is getting worked on a case by case basis, with reduced “blackswan risk. Equity - - ‘20-‘22 vintage deals generally…

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StructuralVacancy @StructuralVac

2 days ago

Headed to the @theallinpod Summit. First year attending. Let’s see what’s in store! Attendee list is 🔥

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StructuralVacancy @StructuralVac

6 days ago

Market intel sharing is a good thing. but has to go both ways! Don't call out of the blue without having any plans for sharing something in return pls.

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StructuralVacancy @StructuralVac

a week ago

2.5 months of non-interrupted workflow coming up. Let’s get it!

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StructuralVacancy @StructuralVac

a week ago

Friendly reminder: Don't be the guy or gal calling people with a mindless topic before a long-weekend. Won't do you or them any good.

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StructuralVacancy @StructuralVac

2 weeks ago

The fine line between picking up every call and protecting your time for priorities - it’s a constant battle (under “good problem to have” bucket). Curious to hear how others handle it.

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StructuralVacancy @StructuralVac

2 weeks ago

wave of post-labor day OMs starting to hit the feed to front run the rush. I like it.

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StructuralVacancy @StructuralVac

2 weeks ago

off-market buys are not always better pricing. Particularly in a buyers market.

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StructuralVacancy @StructuralVac

3 weeks ago

One of the bigger advantages of living in a larger city is near-instant access to a massive shared economy and contract labor pool.

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StructuralVacancy @StructuralVac

3 weeks ago

Seeing multiple excel focused AI startups/wrappers gaining traction. I’d give it 6-12 months before your go-to LLM can start modeling a fairly robust DCF based on feeding it an OM. GPT already pretends to do so, but has some gaps.

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StructuralVacancy @StructuralVac

3 weeks ago

Not that I care, but still not sure why @sweatystartup blocked me a while back.

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StructuralVacancy @StructuralVac

4 weeks ago

Contractors almost never say no to taking on a project. It is your job to figure out if they have capacity and skill to do so.

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StructuralVacancy @StructuralVac

4 weeks ago

Trust but verify. It's a must. All great executors have systems to ensure this.

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StructuralVacancy @StructuralVac

4 weeks ago

Irony: LLMs like GPT or Grok can mine forums (Reddit, etc.) to give you clean, consolidated answers. But as more people rely on LLMs instead of posting, the forums dry up, shrinking the very pool of knowledge LLMs depend on.

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StructuralVacancy @StructuralVac

a month ago

I’ll take the under on 5 rate cuts through 2026, but hope it happens. WinWin

Charlie Bilello @charliebilello

a month ago

I’ll take the under on 5 rate cuts through 2026, but hope it happens. WinWin

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StructuralVacancy @StructuralVac

a month ago

Deposit requests from lenders in exchange for loan terms have virtually stopped. V good signal of debt liquidity.

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StructuralVacancy @StructuralVac

a month ago

Recent specific tasks which were significantly more efficient w/ GPT: 1. Extract critical dates from contract 2. Lease amendment draft 3. Tenant communications w/ letterhead 4. Deck review and slide idea iteration 5. Big beautiful bill impact on CRE What about you?

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StructuralVacancy @StructuralVac

a month ago

Analysts/associates: Geeking out on Excel models is okay in the background, but do it sparingly in view. Prioritize showcasing risk/return and driving understanding of assumptions; the model is just an input.

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StructuralVacancy @StructuralVac

a month ago

…in exchange for some sort of surveillance/data information sharing, I would speculate. Smart move by OpenAI and net-net positive for efficiency. Data on consumers is getting shared one way or another anyways.