judah.eth 🦇🔊

Kitten. CRE, Web 3. Not financial advice. I’m a baboon.

[judah.eth 🦇🔊 @TheBluntPersian]

This is ⚱️

[Sahil Bloom @SahilBloom]

I recently found out I'm going to be a father.

Here are the principles I want to teach my child to live by:

[judah.eth 🦇🔊 @TheBluntPersian]

@DHLGlobal - can someone from your executive office contact me? I lost a package from Europe to New York and can’t reach anyone

[judah.eth 🦇🔊 @TheBluntPersian]

@BNBlumenthal What do you think of 1200 6th that just traded

[judah.eth 🦇🔊 @TheBluntPersian]

@BNBlumenthal Unreal. Family are great people. It was a big price when they bought it though with the 1031. They top tickd it though - hard to pencil things today..

[judah.eth 🦇🔊 @TheBluntPersian]

@BobKnakal “Sorry Bob, it’s a ground lease and the lessee has a fixed ROFR”

[judah.eth 🦇🔊 @TheBluntPersian]

@INArteCarloDoss Alex - Our conversation from 8 months back has materialized. $300/ft is generous for some areas of Manhattan right now. Garment district / west chelsea probably pencils at $150

[judah.eth 🦇🔊 @TheBluntPersian]

@BadBeanieMan @David32375134 Touché 😅😘

[judah.eth 🦇🔊 @TheBluntPersian]

@BadBeanieMan @David32375134 😘

[judah.eth 🦇🔊 @TheBluntPersian]

@BadBeanieMan @David32375134 I’ll be here when you cover :)

[judah.eth 🦇🔊 @TheBluntPersian]

@DavidSacks What a joke…nobody is saving the bank. Welcome to real life.

[judah.eth 🦇🔊 @TheBluntPersian]

@rhunterh Negate the down force on rent leasing assumptions. Maybe I’m missing something?

[judah.eth 🦇🔊 @TheBluntPersian]

@rhunterh - value your opinion a ton. What are your thoughts on $slg and $bxp right now? Can’t help but think it’s getting attractive. Recession and higher yields priced in?

[judah.eth 🦇🔊 @TheBluntPersian]

@rhunterh Appreciate that. I read an evercore note that has the ppsf at $325 here with an implied cap rate of almost 12% based on some conservative cap rate assumptions. I just don’t get the full bear case because if we do hit a recession , rates should come down which would

[judah.eth 🦇🔊 @TheBluntPersian]

@INArteCarloDoss - miss you. Tried pinging you from new account —> @persiankitty26

[judah.eth 🦇🔊 @TheBluntPersian]

@calvinfroedge 99 years, no FMV resets, rofr on the ground under, step ups that aren’t crazy. It works..

[judah.eth 🦇🔊 @TheBluntPersian]

@NYCMayor - hey Eric, it’s $6.50 in taxes and $4 for the driver the second you step in a cab? What gives. No one here is happy besides your incompetent administration. Get your shit together.

[judah.eth 🦇🔊 @TheBluntPersian]

@kittysquiddy Done.

[judah.eth 🦇🔊 @TheBluntPersian]

@kittysquiddy I would agree with the logic. Rapid rise in yields have completely reset economic expectations. Basis of deals struck prior are not as attractive anymore, and stabilized yields that were targeted post completion are now all out of whack.

[judah.eth 🦇🔊 @TheBluntPersian]

@kittysquiddy Enjoy 🤝🙌