R

[R @RyanBigKat]

@ScottCov123 😂

[Dudes Posting Their W’s @DudespostingWs]

Bam Margera enjoying spaghetti and a chicken meatball with his mom and dad is the greatest thing on the internet

[Jeffrey Gundlach @TruthGundlach]

AI energy, materials and water needs might be the catalyst for the 4th turning kicking into high gear. Might turn out that human workers will be cheaper than AI, given resource limitations.

Imagine that!

[Moses Kagan @moseskagan]

A little recent history lesson for LA YIMBYs:

In October '24, Nithya Raman was one of the key supporters of Prop 33, which would have allowed cities across California to impose vacancy control on apartment buildings, including on newly constructed apartment buildings.

As anyone who follows housing economics will tell you, the impact of Prop 33 on rental supply growth would have been catastrophic.

(Fortunately for everyone in the state, it failed.)

[Cassandra Unchained @michaeljburry]

This matters when problems in private credit spread to data center financing.

[Jeffrey Gundlach @TruthGundlach]

This week a major private credit fund manager pledged to mark-to-market all positions on a daily basis by year-end.

Which means they aren’t doing it now, even internally.

[R @RyanBigKat]

@Milajoy Old news

[The Hollywood Reporter @THR]

“Quixote has made the difficult decision to begin the process of winding down most of our sound stage business in Los Angeles, including our main commercial studio in West Hollywood,” read a note emailed to clients on Tuesday. https://t.co/KvfN2rejlk

[R @RyanBigKat]

@realestatedude0 All the moms want it. But intentional slow service to make line longer

[R @RyanBigKat]

@realestatedude0 Not even close to $20k

[R @RyanBigKat]

@MarioNawfal @douglasritz Fraud

[Nightingale Associates @FCNightingale]

Netflix In Talks To Buy Radford Studio Center In Los Angeles At Roughly 80% Discount

Radford sold for $1.85B in 2021.

The price tag Goldman Sachs and Netflix are discussing is between $330M and $400M.

Hackman Capital Partners defaulted on $1.1B of debt and turned the property over to lenders led by Goldman after it was unable to reach a refinancing deal last year.

-Los Angeles Times
#commercialrealestate

[Evan @StockMKTNewz]

Netflix $NFLX is said to be in talks to buy a historic Los Angeles movie studio lot for a fraction of its 2021 $1.85 billion sale price after lenders including Goldman Sachs repossessed the property - Bloomberg

[Finance Jack @FinanceJack44]

If a company has 24% ROIC, it should excite shareholders when the company is reinvesting heavily in the business.

But when $MSFT plans to spend over $100B this year, the market punishes them.

You don't want to bet against a company with this kind of capital allocation success.

[R @RyanBigKat]

@lalovestrump 😝

[R @RyanBigKat]

@Elex_Michaelson @MayorOfLA @KarenBassLA @latimes She’s actually saying for those who don’t know… 60% are still getting 100% subsidized housing and haven’t been kicked out of their units yet. These programs pay 100% of rent for 2 yrs or more

[R @RyanBigKat]

@Mr_Derivatives Or is that just comp in a form of stock…

[R @RyanBigKat]

@GrindeOptions And To Zero

[R @RyanBigKat]

@NewsLambert @kbhome More land

[The Tonight Show @FallonTonight]

“The longer you wait to take that chance in your life, the shorter the future is going to be when you arrive there.”

-@DanielArsham on the one piece of advice he was given from his mentor that most resonates with him. #FallonTonight