Mac Bernie

Non-Recourse Construction Lender ($2B financed). Lurking on fintwit and retwit (views my own, not financial advice, blah blah, blah blah)

[Mac Bernie @Mac__Bernie]

@JulieChangRE There’s a lot of future supply there too. Love to hear someone’s thoughts on that.

[Mac Bernie @Mac__Bernie]

@jamesonhaslam

[Mac Bernie @Mac__Bernie]

@BullandBaird My Dad was telling everybody 2010-2014 ish. Should have listened more.

[Mac Bernie @Mac__Bernie]

@CaseyMericle 👀

[Mac Bernie @Mac__Bernie]

@donkeyDdevelops It was an easy pass. Will be interesting to see how Arixa does. I didn’t realize they did land loans.

[Mac Bernie @Mac__Bernie]

@Jefffeldman Also on track for biggest CLO market since 2021

[Mac Bernie @Mac__Bernie]

@bridgelenderguy For real? I had an old admin guy tell me he would break my knees if I lost my badge - it was my first day and first interaction with him.

[Mac Bernie @Mac__Bernie]

This is so messed up.

[MAZE @mazemoore]

In 2023 Newsom was given a bill to sign that would have required private insurers to cover hearing aids for children. Many other states require insurers to cover them.

According to NY Post, Newsom vetoed the bill and decided instead to have the state provide the hearing aids. The result was $23 million spent on hearing aids for 300 people. About $76,000 a person. About 20,000 children in CA still need hearing aids.

Well done Gavin.

[Mac Bernie @Mac__Bernie]

@ADeermount Or, and hear me out, you could spend that money on Costco hot dogs and feed a person for 600+ years.

[Mac Bernie @Mac__Bernie]

@sweatystartup How do you feel confident in underwriting revenues when ECRI strategies are so prevalent?

[Mac Bernie @Mac__Bernie]

Community notes 😂

[Victor Shi @Victorshi2020]

A couple takeaways from the LA mayoral debate tonight:

Nithya Raman is not LA’s Zohran Mamdani. No where close.

No serious person in LA believes Spencer Pratt should be mayor.

Karen Bass hasn’t been perfect, but she’s got a record & results to prove it.

[Mac Bernie @Mac__Bernie]

@JulieChangRE It’s hard to close bank branches due to regulation.

[Mac Bernie @Mac__Bernie]

@Jefffeldman I want to know what Singapore does with this info. The don’t F around.

[Mac Bernie @Mac__Bernie]

@GolfGooseCreek last weekend.

Amazing junior program. I’ve never seen so many kids learning to play golf.

[Mac Bernie @Mac__Bernie]

Was lucky to get a tour of JPM’s new office. “Unbelievable” doesn’t do it justice. The American flag waving in the wind inside was amazing.

[Mac Bernie @Mac__Bernie]

I know this isn’t LinkedIn but figure ReTwit might like my thoughts on the debt market and a few other insights.

https://t.co/hF0viyw8nV

[Mac Bernie @Mac__Bernie]

The LA mayoral debate is very entertaining. Hope you’re watching.

[Mac Bernie @Mac__Bernie]

Seeing @SpaceX launch in the sky always amazes me

[Mac Bernie @Mac__Bernie]

@molzer @negative_IRR Adaptive reuse or construction? Send the ask and details - will give you a quick no if it doesn’t make sense. I’ve been waiting for a big enough deal in KC.