Connor McEvoy

Investor, Interested in Commercial Real Estate

[Connor McEvoy @ConnorCMcEvoy]

@RealEstateRahul Definitely in some case worth relating to a sunk cost

[Connor McEvoy @ConnorCMcEvoy]

@mortgagetruth Ensure the price has adjusted for the new interest rate environment

[Connor McEvoy @ConnorCMcEvoy]

@dig_deeper1 It’s for when things don’t go as planned.

[Connor McEvoy @ConnorCMcEvoy]

@GaryMarcus When does this start hitting the broader market that appreciated on the back of the AI trade

[Connor McEvoy @ConnorCMcEvoy]

@TripleNetInvest How do you time the bottom?

[Connor McEvoy @ConnorCMcEvoy]

@rdd147 If true what are the downstream impacts of AI profitability? The whole AI trade seems reliant on just the frontier AI labs

[Connor McEvoy @ConnorCMcEvoy]

@multifamjunk It’s a way better way to diversify risk and compete on returns. The higher entry points may create friction. I believe more beginners need to work with partners/small groups for the best outcome.

[Connor McEvoy @ConnorCMcEvoy]

Why doesn’t the federal government utilize the y/n single question voting? This feels like the best way to decide important issues.

[Connor McEvoy @ConnorCMcEvoy]

https://t.co/Yx1JOLpXf8

[Connor McEvoy @ConnorCMcEvoy]

It’s amazing how easy it is to build with AI. I was working on an idea to make real estate investing more fun and built out a demo.

Concept is to allow ownership to back a trading card collectible. Open packs to allocate automatically and returns would build to allow you to keep collecting.

Try the link below and let me know what you think.

[Connor McEvoy @ConnorCMcEvoy]

The illiquidity premium is a strong adder to returns that many investors forgo in public equities. If your retirement/ long term savings are not needed today you should be searching for that premium

[Connor McEvoy @ConnorCMcEvoy]

Most individuals hold all their savings in public stocks, arguably the most competitive arena available. Private investments introduce return sources that market lacks. Yet the premium is not guaranteed; it accrues to investors with genuine access and an advantage, after fees.

[Connor McEvoy @ConnorCMcEvoy]

@seandsweeney What signs looking back were visible in 21-22 to avoid the same trap next time?

[Connor McEvoy @ConnorCMcEvoy]

Historically ~300bps (35-yr avg 3.2%), so ~8% caps at a 5% 10Y. You can justify ~150–200bps only if you underwrite real NOI growth, since cap rate + growth is the true comparison. Today's ~120bps means buyers are betting on falling rates, not getting paid for illiquidity.

[Connor McEvoy @ConnorCMcEvoy]

With a 10-year US Treasury at 5%, what spread do you need on cap rates for core real estate to make them attractive purchases?

The first being truly passive and the second bringing risk and illiquidity.