StructuralVacancy

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

[StructuralVacancy @StructuralVac]

@credealjunkie Fan of selling to those buyers

[StructuralVacancy @StructuralVac]

Tale of two cities.

[StructuralVacancy @StructuralVac]

Looks like we have another CRE troll account brewing 🍿

[Red Beard Real Estate @HowardRoark90]

@Andy_McQuade @FingerootB @rohde88 YoC is unlevered, always

No such thing as levered YoC

CoC is levered, always

Say YoC or CoC, not levered/unlevered yield

It’s defined purposefully, and when you’re discussing deals in the magnitude of several tens of millions, you should be using the correct terminology

[StructuralVacancy @StructuralVac]

A roof coating with a warranty can mean 37 different things.

[StructuralVacancy @StructuralVac]

Happy(?) Kevin Warsh Day

[StructuralVacancy @StructuralVac]

@TXpaintbrush yup. role descriptions are def. resolving. In same boat.

[StructuralVacancy @StructuralVac]

@SimpleCRE He’s more of a 100-120% IRR type of guy

[StructuralVacancy @StructuralVac]

@paulswaney3 Would love to check it out.

[StructuralVacancy @StructuralVac]

@realEstateTrent As an owner, what is biggest factor in your hold/sell decision?

[StructuralVacancy @StructuralVac]

@BarryRoland19 @ADeermount Rents look way too low

[StructuralVacancy @StructuralVac]

@credealjunkie 💯 There’s been real bifurcation in capabilities of LLMs. Claude is the best rn for knowledge work, but each LLM seems to have its own strengths. It’s been hard to tell what those are without trying same prompt on multiple LLMs.

[StructuralVacancy @StructuralVac]

Q1 2026 is the first time in 3 years I have consistently seen light industrial marketing processes landing near or above guidance on virtually every marketed deal.

Off-market buys being attractive are back in play!

[StructuralVacancy @StructuralVac]

@credealjunkie POI

[StructuralVacancy @StructuralVac]

@carrynointerest @nabeelqu Cowork web browser is def not great. The significant leap with Claude for me has been on knowledge work (Microsoft office tools). It is now significantly better than GPT.

[StructuralVacancy @StructuralVac]

@carrynointerest @nabeelqu are you referring to doing work in excel or powerpoint? suggest trying the claude add-ins for those programs or for word docs, use claude chat. Better way to understand the capabilities than using cowork first.

[StructuralVacancy @StructuralVac]

@RetailBrokerHTX Claude CoWork. Connect your leases folder to it and ask it to complete lease abstracts in excel, then PDF. ✔️

[StructuralVacancy @StructuralVac]

old enough to remember a time when Inland Empire industrial could do no wrong at 99% occupancy with endless demand..like 3 years ago.

[StructuralVacancy @StructuralVac]

@ryoung564 @DanielHerrold Hah! Agreed! But this is the future, that’s for sure. People that output direct copy/paste do look dumb though.

[StructuralVacancy @StructuralVac]

@innoc_bystander @shawngorham v smart.