Ivan Barratt

Founder of The BAM Companies, Real Estate PE/Fund Mgmt, ~1B AUM. Wannabe Economist. Husband, Father, Adventurer.

[Ivan Barratt @ivanbarratt]

@KobeissiLetter The buyers market continues...

[Joey Politano 🏳️‍���� @JosephPolitano]

The Indianapolis metro area has been the largest contributor to economic growth in the Midwest over the last three years—pretty amazing growth considering it's half the population of Detroit MSA and less than 1/4 the population of Chicago MSA

[Ivan Barratt @ivanbarratt]

@MBuciuman @crossbordercap Yep. Should have added picking good markets is critical. Red States are a priority for the thesis

[Ivan Barratt @ivanbarratt]

@crossbordercap would you consider multifamily assets to be a monetary hedge? Hard asset, fixed debt, and the ability to raise rents annually.

[Ivan Barratt @ivanbarratt]

@AntithetosCptl @crossbordercap Excellent point. Should have added with a particular focus on markets that have strong supply versus demand fundamentals. Picking the right markets is a top priority. For example Indianapolis versus Phoenix

[Ivan Barratt @ivanbarratt]

https://t.co/0I3qAq0GEB

[Ivan Barratt @ivanbarratt]

@benrgallant Lol but where do you keep your liquidity?

[Ivan Barratt @ivanbarratt]

@LynAldenContact @LynAldenContact still feel the same conviction on this post from 9-2021? I'm still in the 40's camp but my conviction is slipping. Thoughts? thx! :)

[Ivan Barratt @ivanbarratt]

@kenmcelroy WWKD: what would Kenny do?

[Ivan Barratt @ivanbarratt]

@MacroAlf Sweet! I'll get back to buying institutional, value add apartment assets with 60% floating leverage and rate caps at 550 or 600... 🤑🤑🤑

[Ivan Barratt @ivanbarratt]

@SantiagoAuFund @MacroAlf @LawrenceLepard Sweet! I'll get back to buying institutional, value add apartment assets with 60% floating leverage and rate caps at 550 or 600... 🤑🤑🤑

[Ivan Barratt @ivanbarratt]

@SantiagoAuFund Does that put a ceiling on 10yrUST rate?

[Ivan Barratt @ivanbarratt]

@MetreSteven @DiMartinoBooth I thought you guys said it was supply chains creating inflation vs test run of UBI?

[Steven Van Metre - AI 👑 @MetreSteven]

Today's 10-year saw a blistering 77.6% take by foreign bidders. Investors remain shocked that there's demand for U.S. debt during high inflation. Those who watched my show yesterday understand why there's strong foreign demand during high inflation.

[Steven Van Metre - AI 👑 @MetreSteven]

Despite whispering of a failed auction, today's 3-year was met with strong demand as foreigners took 68.5%. Rising rates or inflation won't deter demand. It's all about how the global monetary system works but few take the time to understand it.

[Ray Dalio @RayDalio]

Practice higher-level thinking by looking down on your machine and thinking about how it can be changed to produce better outcomes. #principleoftheday

[Ivan Barratt @ivanbarratt]

The Anti-China, Pro-Immigration Coalition https://t.co/z74fgq3ObV

[Ivan Barratt @ivanbarratt]

@HedgeyeREITs @paulkrugman 🤣🤣🤣

[Steven Van Metre - AI 👑 @MetreSteven]

If you think Powell is going to sound dovish today, keep in mind Congress has not appointed him to a second term yet. Everyone thinks the Fed created inflation by easing too much. If he wants to keep his job, he's going to have to stop the accommodative monetary policy.

[Trung Phan @TrungTPhan]

McDonald’s is often called a real estate company dressed up as a fast-food chain.

It's def true: McDonald's real estate holding is worth $42B and 35% of its $20B in revenue is from franchisees paying rents.

Here’s a breakdown🧵