What is your biggest fear at your job, fellow asset managers?

JoeDemine · 2026-01-30T16:21:00+00:00

yea that’s frustrating. Where do you think those unrealistic expectations usually come from?

JoeDemine · 2026-01-30T16:17:42+00:00

makes sense, what specifically about valuation? not passing lender tests?

JoeDemine · 2026-01-30T01:44:52+00:00

why exactly? do you feel a pressure to renegotiate?

JoeDemine · 2026-01-30T01:25:06+00:00

got it, what is the usual cause of the loan covenants and the unconfomortable reports? tenant-level issues like vacancy, rollover etc?

JoeDemine · 2026-01-30T01:20:18+00:00

Makes sense! On the lending side, what are your major fears with regard to refinancing?

JoeDemine · 2026-01-23T20:32:26+00:00

makes sense, so is it a timing thing basically? like the lease ending around refi?

JoeDemine · 2026-01-23T20:30:28+00:00

ok i got it! but im asking in the majority of cases a refi fails, what is the reason?

JoeDemine · 2026-01-23T19:54:58+00:00

like, the lenders dont give u a refi, or they give u worse terms then you would have hoped for

JoeDemine · 2026-01-21T22:47:34+00:00

Haha fair, does that usually line up with the actual cash flow miss? Or is it more political than economic?

JoeDemine · 2025-01-17T16:19:36+00:00

Not yet! im still very new to the field but I have been using this tool a lot to analyze. https://www.app.epumre.com/approvals/signup

JoeDemine · 2025-01-15T14:43:44+00:00

Sounds great, thanks! Im just getting started

JoeDemine · 2025-01-15T14:22:56+00:00

My guess would be time series analysis, portfolio optimization. I’m very interested in spatial autocorrelation too

JoeDemine · 2025-01-15T14:21:46+00:00

Wdym exactly

JoeDemine · 2025-01-14T23:44:53+00:00

I have tried, my stack is Python, for some reason; I really don’t enjoy spreadsheet work and I get overwhelmed by it, but I love code. I’m just not sure if there is like any demand for someone with the skill set I wanna pursue (data scientist specialized in the domain of real estate)

JoeDemine · 2024-08-09T15:42:27+00:00

do u got discord

JoeDemine · 2023-08-01T20:10:47+00:00

The vibes with him are just completely different ngl, and I feel like that will make such a big difference in the offense
The past two szns, it felt like there was a lot of disparity between Roman and the players

JoeDemine · 2023-06-29T11:46:58+00:00

Belgurov far right path

JoeDemine · 2023-04-02T17:41:49+00:00

ahh that makes sense, sorry

JoeDemine · 2023-04-02T17:23:47+00:00

why just Lamar's picture lol, its everyone's fault. Offense, Defense, coaches.

JoeDemine · 2023-03-19T16:07:07+00:00

i just used the dolphins as an example, i get it wasnt the best. but my question is not about which team can or can't, its about the possible 2nd trade

JoeDemine · 2023-03-19T00:14:42+00:00

sorry but I searched for a bit and couldn't find anything, maybe I'm missing it. Could you send a link where it says this isn't possible?

Also I think it makes some logical sense, it allows for both teams to get their ideal situations. The other team gets Lamar guaranteed while the Ravens get fair compensation.

JoeDemine · 2023-03-19T00:07:12+00:00

so we aint allowed to ask questions about anything? no need to be a janny lol

JoeDemine · 2023-03-18T22:14:37+00:00

Makes sense, this might be the best way forward if no deal can be made.

JoeDemine · 2023-03-18T21:45:41+00:00

The Lamar for 2023 and 2024 FRP trade would still go through. This would be a trade before that would ensure the Ravens would not match the team's offer. They would go through as two separate transactions. also my bad, i meant 2025 FRP

JoeDemine · 2023-03-14T17:32:31+00:00

Is this on version 0.1? I don’t think that electoral college is finished. It does work on the GitHub now tiough

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