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atbed

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Posts posted by atbed

    Inshoring to MidWestern USA? CA & NYC vulnerable?

    in General Discussion

    Posted

    Reshoring also seems like a potential positive for many of these places, or at least not a negative any longer. It was positive for the first time in the last 20-30 years. If taxes get cut, maybe this picks up steam. Continued wage inflation in places like China will certainly help

     

    Some of my peer group has moved out of NYC. Not everyone is against it. I think migration trends reflect this. If it weren't for births and foreign migration, I believe the population in the tri-state area would be down due to adults leaving it.

     

     

    Real Estate Development

    in General Discussion

    Posted

    Good afternoon all,

     

    I've been interested in getting into real estate investments for awhile. I'm getting to the point where my capital allows me to play in that sandbox, so I wanted to spend the next year spending my time intensively learning the industry and the opportunities there. 

     

    There's been a ton of great threads about real estate investments that I already have saved to go through again. I also have a family member who has extensive experience in residential real estate that I can tap. What I am lacking is resources focused on development related activities. This is an area that captures my interest, but that I have zero knowledge of. Anything from developing the raw land to buying commercial buildings to re-zone into residential units is of interest for this thread.

     

    I was hoping to hear from those with development experience in the following:

     

    1) Resources to use to learn about the process and everything involved

    2) How you think about the developments/investments you make (commercial and/or residential)

    3) Generalized timelines from start to cash-flow and the returns you have experienced in the business

    4) Tips, anecdotes, and general wisdom from your years in the business

     

    Ultimately, I'll be leaving NYC sometime in the next two years and this was one of the few opportunities that currently excites me about the potential of working for myself back in St. Louis. Just trying to cultivate that interest and learn the industry along the way.

     

    Thanks!

     

    If you haven't read the books below already, I think they provide a good primer into the industry:

     

    https://www.amazon.com/Real-Estate-Game-Intelligent-Decisionmaking/dp/068485550X

     

    https://www.amazon.com/Timing-Real-Estate-Market-Sell/dp/0071421955

     

    If you are interested, I can recommend a good textbook as well. I've heard you want to start small, because projects take longer and everything costs more than expected.

     

    GL

    Space X

    in General Discussion

    Posted

    SpaceX just landed a falcon 9 this morning after launching a spy sat. This time the landing was on the ground, which I saw live on my phone (what a time to be alive!).

     

    https://twitter.com/SpaceX/status/859014922801369089

     

    Musk also recently did a TED talk where he talks about his Boring Company:

     

    https://www.ted.com/talks/elon_musk_the_future_we_re_building_and_boring

     

     

    http://www.tunawish.com/heinlein-musk.jpg

     

    haha, I remember loving books like this

     

    friggin ironman

    Financial models

    in General Discussion

    Posted

    Hey all,

     

    Most of us can't really call or email the sell-side and just request a financial model, so it is a long slog to build our own. I wanted to find out if there were other members of this board who use them but are in the same situation as me.

     

    Since I never introduced myself, this also seems like a good oppty to do so: I'm a former sell-sider who started his own business to manage money for others through SMAs. I invested for 8 years before the sell-side and didn't really on them before, but now consider them an essential tool.

     

    Anyway, I built over 50 models in the last 12 months for my own enjoyment. If anyone is interested in using this forum to swap models with each other or has general questions about them, I'm happy to talk.

    I am dreaming, but if we can pull enough models together, we can challenge Canalyst one day.

     

    Here's a partial list of mine:

     

    CMG

    YUMC

    JMBA

    FRSH

    PZZA

    HTHT

    WINA

    PLNT

    ORBC

    VSAT

    DLTR

    DG

    FB

    GOOG

    AMZN

    ADBE

    NFLX

    MA

    GM

    TSLA

    CPRT

    LKQ

    VLRS

    SAVE

    SEAS

    UA

    SAM

    HEI

    OZRK

    LC

    IBKR

    MKTX

    NICK

    PYPL

    RLGY

    BWLD

    KONA

    DTEA

    SHAK

    NDLS

    Financial models

    in General Discussion

    Posted

    Hey all,

     

    Most of us can't really call or email the sell-side and just request a financial model, so it is a long slog to build our own. I wanted to find out if there were other members of this board who use them but are in the same situation as me.

     

    Since I never introduced myself, this also seems like a good oppty to do so: I'm a former sell-sider who started his own business to manage money for others through SMAs. I invested for 8 years before the sell-side and didn't really on them before, but now consider them an essential tool.

     

    Anyway, I built over 50 models in the last 12 months for my own enjoyment. If anyone is interested in using this forum to swap models with each other or has general questions about them, I'm happy to talk.

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