JMac

Purple Heart/ Green Beret / Ivy League Grad. Commercial Real Estate. CRE Debt.

[JMac @ebitdad1]

@hletes My YL is awesome.

[JMac @ebitdad1]

@SDembraski Get mine tomorrow!

[JMac @ebitdad1]

@_MkitMkSense_ @SDembraski Think color and features matter with who cancelled etc

[JMac @ebitdad1]

@_MkitMkSense_ @SDembraski Lame. I ordered early sep. now have Sep 29 pickup at giga

[JMac @ebitdad1]

@_MkitMkSense_ @SDembraski Same. First is YL. Ordered and rapidly have delivery date / time set. Lucked out. Originally it was estimated 12/2026-1/2027

[JMac @ebitdad1]

@sarg_333 @The_LockerME @SavageSports_ Idk, feel like Ward at #1 pick is wild. Analyst wise he would be like 4th taken last year. Imo should be Carter / Hunter / Jeanty / Graham/ Tet as top 5 picks (3-5 can move). Ward top 10 but not #1. Sanders later, in the top 15.

[JMac @ebitdad1]

Skoronski, 32.25”, was drafted by Vrabel). Campbell’s arm length concern is overblown. He’s already proven he can overcome it. He is the No. 1 OT in the class and a top-10 prospect, with the potential to start at tackle and the versatility to thrive at guard if needed. For a team needing a cornerstone offensive lineman, like NE, Campbell is as close to a sure thing as you’ll find in this draft.

[JMac @ebitdad1]

I don’t get this take. If Hunter and Carter are gone in the scenario. #3 NYG is not taking a QB now they have 2, NE is not at 4, Jacksonville is not at 5, so you have no need to move from 6, 7 maybe to jump #6, but NE isn’t going to give a QB to NYJ with fields/wilson. #9 is the only option and doubt saints take QB. If NE moves back it’s outside the top 10 and they won’t do that.

[JMac @ebitdad1]

@silver55361 @SavageSports_ People waste top 10 picks every year. He’s about as close to a known long term OL talent as you can have. At 4 or at 10 it doesn’t matter, he will go top 10 and likely play OL in the NFL for a long career. NE has the worst OL even if he needed to move inside he’s day 1 help.

[JMac @ebitdad1]

@jefffeldman Congratulations Jeff!

[JMac @ebitdad1]

@AdamSchefter @tyschmit Cleveland should trade for Joe Milton.

[JMac @ebitdad1]

@TheMultiChase @MultifamilyMad Completely agree with this. $70MM should be 1/2 - 1pt max. 1/2- 3/4pt would be the norm here.

[JMac @ebitdad1]

@elonmusk Gov has a use $ or lose $ process. Need to eliminate that, have a more modern process like a business. No one ever wants to leave a money unspent or they will no longer get the funds the next year.

[JMac @ebitdad1]

@mattuurban @Virgillove @bostoncream This might be the best value Milton ever has. I would trade him in a heartbeat especially if it’s going to get him a shot at starting. It’s a win - win-win situation

[JMac @ebitdad1]

@nickgerli1 Curious if you adjust for population. I thought TX and FL have a population that is ~10MM more.

[JMac @ebitdad1]

@DOGE should advise securitization for a pool of the long term hold assets, invest proceeds and use to operate. Then negotiate long term market leases with no terminations to help sales of those buildings they want to sell. It’s IG credit, there will be buyers. Have been saying the gov should do this for years. Right now they are an inefficient CRE owner operator.

[JMac @ebitdad1]

@HotelFinancePro @gas_biz Yeah. 5yr, rate buydown. I do a ton. If story works FTIO.

[JMac @ebitdad1]

@AlexCunns @preston_holland I wasn’t paying / didn’t own the plane. The boss did.

[JMac @ebitdad1]

@AlexCunns @preston_holland Same it was amazing. Flew private 2x a week for a year. Would text the pilot in am for a ball park time. Show up and we were flying within 10 min of arrival.

[JMac @ebitdad1]

@ChrisCashMusic Good luck!