CRE Private Equity - Actively buying retail and industrial properties in most major US markets. 6k people think I'm worth following on LinkedIn
Atlanta
Joined May 2023
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Switching brokerages? Your clients won’t even notice if your personal brand is on point.
New company, same you—your clients stay loyal if your brand’s strong.
I once asked a broker where he used to work after a switch. He just laughed and said, "Does it really matter?" Spoiler alert: it doesn’t.
Whenever I talk to someone in my field, I save their info as "X person doing Y + a note." And guess what? 99% of the time, I have no clue what company they work for. What I actually remember is the person and how they came across.
Focus on your brand, not the logo on your business card.
Some deals are like junk mail - you know they belong in the trash before you even open them.
The best investors save themselves time (and headaches) by spotting red flags early - before sinking hours into underwriting, booking flights for tours, or tying up legal dollars on a contract.
It’s painful to go through the full process - underwrite, tour, negotiate, contract - only to discover something that could’ve been caught in the very first email or call.
These are some of the ‘junk mail’ of value add acquisitions:
Price expectations: If you know the market rents and sale comps, and even a “lowball” offer would feel generous… straight to the shredder.
Location isolation: If I have to zoom out five times on Google Maps before I see another roofline… pass. (Unless it’s an STNL with a tenant who thrives in that exact spot and could be easily backfilled.)
Deal size: If the property’s too small to justify opening an office, it’s not worth the brain damage.
Accessibility: If getting in and out looks like a Rubik’s Cube of U-turns, hard lefts, and median cuts… next.
Tenant concentration: If one tenant is +40% of the GLA and their lease rolls in two years… unless there's an amazing backstory - enjoy that heartburn.
Demographic mismatch: If the asset type depends on high incomes but the local trade area screams paycheck-to-paycheck… no thanks.
Anchor dependency: If the entire center’s value hinges on one weak or non-committed anchor… pass.
Safety: if you wouldn't let your mom/wife/daughter walk the property alone - quick pass.
The faster you filter the junk, the more time you have to chase the real opportunities.
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Calling a prospect at 8 AM is like showing up to a party while the host is still vacuuming.
They’re too busy fighting off 12 “just checking in” emails
The sweet spots?
10–11 AM → They’ve had coffee, the inbox fire is under control.
4–5 PM → The day’s winding down, and a call feels like a welcome break before heading out.
Worst times? Right after lunch (the food coma is real) or first thing in the morning (good luck competing with their inbox).
Curious though - what’s your “golden hour” for calling?
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Some people take pictures of sunsets from planes. I take pictures of glowing rectangles...also known as A-class industrial.
Built with 32’+ clear heights, wide bays, and truck courts that keep supply chains running.
If you see clusters near major highways or ports, that’s no accident. Logistics is a game of minutes, and minutes equal dollars.
The density and consistency of these parks often mirror where institutional capital is placing long-term bets. Makes you wonder which ones are sitting vacant...
From 30,000 feet, they look like geometry.
On the ground, they’re the backbone of supply chains, investment strategies, and tenant operations.
Who else ‘underwrites’ a building in their head from the highway view?
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Hey @grok without tagging them, which accounts I should contact if I want to buy strip centers and small bay industrial in Florida?
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I wouldn’t be surprised if I get invited to a Zoom meeting and the person on the other end turns out to be AI - so convincing I can’t even tell the difference.
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Which leasing agent do you think deserves the leasing assignment? Read my notes and decide:
Rep 1: Local pro knows every submarket like the back of his hand. Gave actionable feedback - property needs X, Y, and Z. Says he can get $35/SF NNN with $20/SF in TI.
Rep 2: Well-connected in city hall. Could smooth out permitting approvals. knows who to call to get a permit pushed through, has relationships with key decision-makers, keeps tabs on upcoming infrastructure projects, incentives, and municipal grants that could boost a site’s value.
Rep 3: Won’t share insights without a signed leasing agreement, also wants to lease our properties.
Rep 4: A pure hustler - constantly canvassing, knocking on doors, staying top of mind with tenants/businesses before they even realize they need space. Always has a pulse on new business activity.
So, who’s getting the job?
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What typically happens 12-24 months after the T1 is higher than the T10? Almost every U.S. recession in the past 50 years was preceded by this inversion.
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Many investors/groups would have rejected buying at a 2.7% cap but think it's a great deal at a ~7% cap...
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CRE Friendly reminder: Real estate fundamentals are more important than the credit of tenants
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Out here in Raleigh NC looking at a property before we make an offer on. Are there any retail brokers and tenant reps I should connect with?
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CRE tip/reminder for Valentine's Day:
Making an offer without asking about the roof is like planning a steakhouse dinner without knowing they’re vegan. Could get awkward real quick.
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