iiinova — where your digital self keeps evolving

EB @ellliotb.bsky.social · 24/05/2025

White collar work is mostly in service of other white collar work. If AI is theoretically to wipe out those jobs, it will also wipe out that from which it derives its value?

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EB @ellliotb.bsky.social · 24/05/2025

Having run out of ways to get liquidity for underwater holdings, there’s an entire article in the pension real estate mag promoting dumping their bags on the buyers of last resort, lol

prea.org

Private Wealth Will Change Real Estate

Brandon Sedloff Juniper Square Private wealth is poised to reshape commercial real estate. As more high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals seek uncorrel...

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EB @ellliotb.bsky.social · 23/05/2025

Everyone thought TINA was a ZIRP phenomenon and not a permanent feature of a financialized economy where the only business is money

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EB @ellliotb.bsky.social · 23/05/2025

The problem with the term “grift” is that when the economy is just money, that’s the business

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EB @ellliotb.bsky.social · 03/05/2025

Abelist and shameful (will see myself out)

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EB @ellliotb.bsky.social · 03/05/2025

Berkshire holders Saturday Berkshire holders Monday at the open

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EB @ellliotb.bsky.social · 03/05/2025

I don’t really understand why the business model is going to be “robotaxi” vs “selling Hyundai Waymo cars with a monthly subscription to the self driving”

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EB @ellliotb.bsky.social · 18/04/2025

SF CRE, 25 year hold, zero return

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EB @ellliotb.bsky.social · 17/04/2025

I’m ready for stagflation, shortages and getting poorer as a country. I pretty much don’t care about anything that costs money. Enjoyed the nice things while they lasted

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EB @ellliotb.bsky.social · 01/04/2025

Will AI eliminate all the trash people pay for monthly for years to keep in storage

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EB @ellliotb.bsky.social · 26/03/2025

This is my nightmare, the worst possible scenario

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EB @ellliotb.bsky.social · 23/03/2025

What’s an appropriate ebitda multiple in countries where the government coerces the law firms they don’t like into submission

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EB @ellliotb.bsky.social · 22/03/2025

Tell you who I wouldn’t mind being sent there

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EB @ellliotb.bsky.social · 20/03/2025

😅😅😅 Lutnick out here pumping Tesla stock

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EB @ellliotb.bsky.social · 19/03/2025

Have you considered not being a gigantic retail grifting scumbag

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EB @ellliotb.bsky.social · 19/03/2025

Stocks up rates up, exactly what the admin has been telling you they wanted, have to play the market in front of you

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EB @ellliotb.bsky.social · 18/03/2025

Have a long thread on the other site about how AI is making the Internet useless and why everything is going to be forced offline again, allow me a moment to port over so I can continue here

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EB @ellliotb.bsky.social · 18/03/2025

Marketwatch editors long shale shitcos

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EB @ellliotb.bsky.social · 17/03/2025

If you asked people now about investing in commercial real estate in 2015, they would prob say “it was so easy, everything just went up” and yet if you actually look at the broad reporting from the biggest PE shops, routinely struggling to hit double digits

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EB @ellliotb.bsky.social · 14/03/2025

It’s 92 in Austin today? Lol

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EB @ellliotb.bsky.social · 13/03/2025

Rip “at least rates are also down”

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EB @ellliotb.bsky.social · 13/03/2025

I’m in camp that multifamily bubble never actually popped, despite the stories of the complete wipeouts

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EB @ellliotb.bsky.social · 12/03/2025

Soho house sucks so bad shares tanking during a fight over the acquisition offer not being high enough

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EB @ellliotb.bsky.social · 12/03/2025

AI going to force us off the internet by destroying it completely. In person meetings, flip phones, suitcases to transfer money

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EB @ellliotb.bsky.social · 12/03/2025

Ngl this is more indictment on SF operating permit process than Tesla gotcha

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EB @ellliotb.bsky.social · 12/03/2025

We’re raising our office rents (not commodity product; mostly full)

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EB @ellliotb.bsky.social · 12/03/2025

a number of the below prob exited in 21/22, and while everyone focused on bridge debt implosions because great stories, the zombie equity now is more true than ever, multiples higher than back then. No way out, minimal cash flow, fees guaranteed for a decade (if sponsored)

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EB @ellliotb.bsky.social · 12/03/2025

Palisades fire sale update: not fire sale prices “Overall, we see 10 buyers for every property, and we expect that to continue.” “Also, the other question is how developers expect to profit by buying homes 10-20% below market when their labor costs and materials far exceed this discount.”

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EB @ellliotb.bsky.social · 12/03/2025

Who still buys airline tickets on the OTAs? Hotels I can maybe see because there’s a lot of independents, but there’s only a handful of airlines and even fewer per route

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EB @ellliotb.bsky.social · 12/03/2025

If Lutnick doesn’t work out, can always go back to the octogenarian defending tariffs with a can of Campbell’s Soup

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EB @ellliotb.bsky.social · 10/03/2025

Redfin total return as a public company since 2017 IPO to acquisition: -34%

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EB @ellliotb.bsky.social · 10/03/2025

CVNA now only up 42x from its 2022 lows

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EB @ellliotb.bsky.social · 03/03/2025

Rates down every day and opendoor can’t catch a bid How many people employed by zombie spacs like that and sonder and smartrent or even the series c’s and d’s that didn’t spac in time

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Reposted by EB

KP @kpinreallife.bsky.social · 02/02/2025

@mcuban.bsky.social I AM ON MUSHROOMS RIGHT NOW AND I FIND OUT THAT WE TRADED LUCA FOR FUCKING ANTHONY DAVIS????!!!!!?

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EB @ellliotb.bsky.social · 18/01/2025

ultimately temporary (for most of the city) but for some reason no matter how often I am reminded of the precarity of the restaurant business, I'm still momentarily taken aback la.eater.com/2025/1/17/24...

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EB @ellliotb.bsky.social · 17/01/2025

Fed says $22T of CRE by value and $6T of CRE debt Assume avg 50% leverage, so $10T unleveraged (assume largely non institutional assets/owners?) and $6T leveraged (inst'l assets) Brookfield and Blackstone alone have $600B CRE AUM 2 firms = 10% of institutional equity

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EB @ellliotb.bsky.social · 16/01/2025

They’re doing the meme

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EB @ellliotb.bsky.social · 14/01/2025

Kind of sucky for the laid off meta people that their next job interview is going to start off with "so tell me, looks like you were specifically cut for being in the bottom 5% of performers and someone was hired in your place"

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EB @ellliotb.bsky.social · 13/01/2025

They are putting the construction type in the subject lines now

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EB @ellliotb.bsky.social · 13/01/2025

Not only would it be funny to tear down a merely 35 year old Chicago skyscraper, it would also be insanely bullish that such plan results in a positive value for the building today

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EB @ellliotb.bsky.social · 24/12/2024

AI is going to have the opposite effect and force us entirely offline Everything on the internet is going to be spam

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EB @ellliotb.bsky.social · 22/12/2024

Prob my favorite one of the year, felt like he was talking directly to me

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Reposted by EB

Hunter @lewisenterprises.bsky.social · 19/12/2024

Industrial REIT multiples are getting pretty beat up. Most of these trading in the mid-5s cap rate range

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EB @ellliotb.bsky.social · 19/12/2024

Tired of constantly talking about the trials and tribulations of everyday people and families. Overdue addressing the issues faced by once in a while folks, the occasional working class, the sometimes elderly

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