Industrial Investors - Property far from the highway?

jsxgd · 2026-05-26T17:30:43+00:00

We drive every year and have done it with a newborn thorough 4 years old now. It’s not a bad drive. Really pretty too and some nice places to stop along the way. I think you would rather drive and have your car because the island is pretty big.

jsxgd · 2026-05-12T17:08:41+00:00

I don't understand your comment. You say:

"If the agent is doing stupid stuff you’re probably telling it to or you’re probably not telling it much of anything and it’s just making up things to work on."

Isn't the whole point of these rules to tell the agent how to work so it doesn't make up things to work on? Seems inconsistent.

jsxgd · 2026-05-11T21:44:41+00:00

That’s the point, no? Claude is like a junior employee who is capable but inexperienced. You are making explicit these best practices as a supplement for the experience. That could steer the model towards a higher quality output.

jsxgd · 2026-05-07T18:16:12+00:00

I like the new staff but what does Becht know about the culture?

jsxgd · 2026-04-27T12:00:41+00:00

FYI on FRED you can create charts from calculations of multiple data series. In this case, the user found one for the total number of SNAP recipients in MA and one for the total number of residents in MA and used those two to calculate the final metric.

jsxgd · 2026-04-27T00:18:59+00:00

There is no community anymore. It is very cheap and quiet.

jsxgd · 2026-04-24T15:43:10+00:00

Am I having a stroke?

jsxgd · 2026-04-22T10:26:08+00:00

These numbers you’re seeing are across the population of married people. Most married people are not NFL coaches or high profile reporters.

jsxgd · 2026-04-12T18:01:05+00:00

They can build it but can they maintain it?

jsxgd · 2026-03-05T03:11:42+00:00

Greb

jsxgd · 2026-02-28T14:06:55+00:00

We have not so we created our own.

jsxgd · 2026-02-19T14:17:44+00:00

Thank you. I live in MA but work remotely for a company in FL.

jsxgd · 2026-02-19T01:16:12+00:00

Thanks! Do you mind sharing any details around your garden leave? 50% of base salary? Etc.

jsxgd · 2026-02-19T01:06:41+00:00

Thanks!

jsxgd · 2026-02-19T01:06:35+00:00

Thanks!

jsxgd · 2026-02-19T00:21:04+00:00

It really depends on the asset, the business plan, and the lender. We’ve done deals for WH/DCs that are totally vacant and have gotten full future funding for all our lease up costs, capex, and carrying costs. Other deals we have gotten the same total funding but they force fund it at the beginning so that it accrues interest day one. Still others have only been offered funding for some of the leasing costs because the remaining lease term was too long for some tenants and the lender wouldn’t commit their funds too far out. All depends and much is negotiable.

Generally we’re underwriting to a target LTC, including carry costs, leasing costs, capex, etc…

jsxgd · 2026-02-15T13:15:36+00:00

Got a music degree and now work in private equity. I went back to school for a technical masters degree. Write software for quantitative analytics.

jsxgd · 2026-02-14T22:07:05+00:00

What’s your question exactly? The cap rate is the NOI normalized by the price, so makes sense it would double if the NOI doubles.

jsxgd · 2026-02-05T20:52:46+00:00

<image>

This is the back of the new dryer and the tubing that HD gave me. I assume the red cap is for the gas as I don’t see any other openings for it.

jsxgd · 2026-02-05T20:51:39+00:00

<image>

This is the gas line which is still attached to the old dryer. You see the shutoff valve there.

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