Johnny Utah

Believe deep down in your heart you are destined to do great things.

[Johnny Utah @therealev]

@horseshoetrl @Bkclaims Deals they would quote me were generally 3% origination on invested capital. If it was 6% that but the hurdles were extremely attractive for developers on shitty deals...sorry cuspy. But something was always just too slippery to ever even entertain it.

[Johnny Utah @therealev]

@hitsamty @harrisonfinberg Deal me in what he buy?

[Johnny Utah @therealev]

@coachseider Ken Talley

[Johnny Utah @therealev]

@landon_tengwall He's got it all. Freak athlete. Add some weight and he has the ability to be the best pure TE we've had.

[KingKMANthe1st @Kingkmanthe1st]

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[Johnny Utah @therealev]

@landon_tengwall 85 needs to have a massive role this game

[Johnny Utah @therealev]

@JoshPateCFB 13 averaging 10 YPC and no touches there

[Johnny Utah @therealev]

@MrFamilyOffice Kingbird

[Johnny Utah @therealev]

@Joel_Haas1 Guy wouldn't know an empty calorie if it kicked him in the teeth.

[Johnny Utah @therealev]

@TripleNetInvest The only way it makes sense is as a covered land play in land constrained markets. The fee in the land in theory should be protected because Callaway leverages their leased fee into a leasehold generally with an entertainment REIT. They end up investing almost $40M into LH IMP

[Johnny Utah @therealev]

@realEstateTrent SF? Hell no that's a product of their own dunbass policies. The fuck around and find out model.

[Johnny Utah @therealev]

@SeanFitzOn3 Fine but get the first and then throw the smash fade

[Philadelphia Phillies @Phillies]

We'll take that mic

#RingTheBell

[Johnny Utah @therealev]

@SeanFitzOn3 Fuck this Yokozuna wannabe

[Johnny Utah @therealev]

@SeanFitzOn3 Bad bad.

[Johnny Utah @therealev]

@realEstateTrent LTV is less relevant (regardless of acq cash in) than DY, DSCR, exit uw and quite candidly rollover risk - locations are so much more important as well - nobody is stretching .... that's worth borrowing from.

[Johnny Utah @therealev]

@realEstateTrent Fuck around and find out....should paid the prepay when rates were stupid low and locked in again if cash flow is that important.

[Johnny Utah @therealev]

@realEstateTrent There are just more variables to unpack - escalations with cpi adjustments or fixed adjustments, full term IO vs mortgage constant - again conceptually speaking don't disagree just there are layers like 10% cap might be a hunk of shit that provides no real exit but positive lev.