I keep hearing the 10 year is going to 5+. Very believable once the CPI report is released.
Thoughts on impact? As of now, we are slammed (capital markets brokerage side in T1 market). All my buddies on the buy side are slammed. I’m a little nervous about near future.
Slammed as in getting reamed by deals blowing up, or are you actually seeing a path to close?
I'm working on three "discretionary" refinances in that they don't mature until early next year. All are still cash-out at this point, but closing NOW feels shaky at best.
New flash - no deals work with treasuries at a 5. No level of operational execution can overcome these levels right now and sellers don’t exist to provide pricing that works right now.
Thats not true. If you know what youre doing you most definately can manage it operationally well and come out on top.
You could take over management, fire all the employees, force your wife and kids to work for free. When something is broken, just dont hire an outside contractor. Broken drywall? Duct tape. No hot water? Duct tape. Roof caved in? Believe it or not duct tape
You have to think outside the box but deals can still pencil
I’m no longer a Trump fan, but I’m not so sure we wouldn’t have an Iran conflict if another candidate had been in the presidency. The Israel alliance and the war hawks exist beyond Trump. Both parties. It runs deep.
I’m no longer a Trump fan, but I’m not so sure we wouldn’t have an Iran conflict if another candidate had been in the presidency. The Israel alliance and the war hawks exist beyond Trump. Both parties. It runs deep.
Man fuck trump and his Epstein alliance getting us into this war. Our stock market would be through the roof if this shit didn’t go down. Fuckkkkkk Trump and all of his retarded zombie inbred followers
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Slammed as in getting reamed by deals blowing up, or are you actually seeing a path to close?
I'm working on three "discretionary" refinances in that they don't mature until early next year. All are still cash-out at this point, but closing NOW feels shaky at best.
I pray the 10 doesn't go above 5 lmao.
We haven’t had any blow up…yet. Busy as in marketing or deals in DD.
Not great Bob!
I worry it’s just going to put the market into a deeper freeze :(
I predict a deal will be made with Iran and the 10 year will not breach 5.0% in 2026.
You jinxed us. 1.9 bps away. It's a done deal now.
Bump for my prescience
Ready to take down all the 5 caps at 7 cost of debt
Survive until 2035?
No more survive, we all dead.
I miss heaven in 2027. Maybe we can roll with wait until 2028?
it'll be fine after '29
New flash - no deals work with treasuries at a 5. No level of operational execution can overcome these levels right now and sellers don’t exist to provide pricing that works right now.
Wrong again Doomer. My model says 5% rent growth and a 4.5% exit makes IRR go boom.
What do you mean? I will exit at a 4.75% cap in 2031 when the 10 year is 6.5% because thats what i bought it for now
Thats not true. If you know what youre doing you most definately can manage it operationally well and come out on top.
You could take over management, fire all the employees, force your wife and kids to work for free. When something is broken, just dont hire an outside contractor. Broken drywall? Duct tape. No hot water? Duct tape. Roof caved in? Believe it or not duct tape
You have to think outside the box but deals can still pencil
party like it's 2007
It’s over boys. Good run. Can’t pivot to PE either.
Maybe an infrastructure fund will take me
You’ll need corporate finance knowledge for true infra PE - asset/RE level isn’t enough
Art of the deal!
I’m no longer a Trump fan, but I’m not so sure we wouldn’t have an Iran conflict if another candidate had been in the presidency. The Israel alliance and the war hawks exist beyond Trump. Both parties. It runs deep.
Keep coping
You’re responsible for this shit
Man fuck trump and his Epstein alliance getting us into this war. Our stock market would be through the roof if this shit didn’t go down. Fuckkkkkk Trump and all of his retarded zombie inbred followers
Thankfully staying busy on some 1031 exchanges. Treasury bond pricing for trophy deals still beats paying the tax man.
Survive to 25 has become renegotiate to 28
Ha..!..
I like wait until 28 and fine in 29 personally
things are about to get interesting
It’s going higher.
It’s fucking over boys
What field can we possibly pivot to?
Loan workout division will be hiring
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Sint nemo cumque debitis itaque vero velit. Aspernatur consequatur nobis aliquam. Sequi dolorem maiores non omnis amet non asperiores sint. Consequuntur culpa molestiae eos inventore aut.
Ut ab totam provident soluta animi ipsam nesciunt. Deserunt doloribus sed necessitatibus odit aliquam. Voluptatum nobis itaque molestias quis et.
Itaque numquam praesentium magni quasi est id. Non iste expedita eos laboriosam nemo maiores sunt rerum. Tenetur eos vel consequatur vero rerum quo maiores. Unde quaerat deserunt id nostrum atque est excepturi. Saepe id ut veniam neque. Itaque consectetur sit mollitia quidem et sit. Asperiores animi commodi neque qui.