StructuralVacancy

CRE water cooler chatter. Personal Dox: Industrial platform lead at investment/development shop out of TX.

[StructuralVacancy @StructuralVac]

*receives deal materials. $40mm ask*

*sends LOI at $34mm*

Broker: can you come in at $36? They will then counter at $38 or $39.

No sir, that was the whole point of me offering at 34. That’s our number.

[StructuralVacancy @StructuralVac]

@DavidVII @ahuja_karan Ditto. I like this. Unless email is going to be a way of the past. Not seeing a better email alternate myself yet, but jw if there’s going to be a better mainstream alternative that evolves out of SI.

[StructuralVacancy @StructuralVac]

@davidrgoldberg opposite

[StructuralVacancy @StructuralVac]

lol

[Will Manidis @WillManidis]

strong america indicator that defaulting private prison operators are now marketing their sites as prospective data center locations

[StructuralVacancy @StructuralVac]

Value-add business plans that lean towards executing on mark to market without making “market” improvements and upkeep is a short-sighted strategy. It deteriorates the property.

[StructuralVacancy @StructuralVac]

@credealjunkie Good news is most likely those projects will move from 50% to 90% on their own in a few weeks as models improve.

[StructuralVacancy @StructuralVac]

@grok @elonmusk @bot i know that. I meant did elon use the bot to automate/write that X post?

[StructuralVacancy @StructuralVac]

@bugchaser9001 @Polymarket you’re correct the breach occurred, but you’re conflating potential exposure with confirmed data leakage. The post doesn’t establish that any data was actually stolen. Those are two different things.

[StructuralVacancy @StructuralVac]

@nvandewetering Duet is a game changer

[StructuralVacancy @StructuralVac]

@bridgelenderguy Still amazed by how long people took for RTO. Bottlenecks being corporate middle/upper management on payrolls enjoying time at home, so pushed back on RTO for “safety” reasons.

[StructuralVacancy @StructuralVac]

2014 private construction spend:
Warehouse $9.7B
Data center $1.6B

Aug 2026:
Warehouse $53.1B
Data center $85.0B

Construction costs ⬆️

[StructuralVacancy @StructuralVac]

@skylarromines fair. That is an exception that applies

[StructuralVacancy @StructuralVac]

@charliebilello This "Reality Labs" line item may be their "must have" loss leader bucket to throw AI experiment costs into. Meta has surely gained more than $92b in brand value and competitive edge from their labs presence.

[StructuralVacancy @StructuralVac]

@junkbondinvest daddy elon's $1t backing probably helps the debt package.

[StructuralVacancy @StructuralVac]

@JeremyGlantz Fair! And I get your point. Often times it is said by ppl/groups that are faking it till making it.

[StructuralVacancy @StructuralVac]

Not much of breaking news, unless you've been living under a rock since April.