“I generally like to buy parks with a three point spread. So the cap rate, uh, to the interest rate is three percentage points.”
JD
Justin Donald
Built to Sell Radio ·
“We went back to about 1995, collated all the data, and looked at each market, the amount of net issuance in any given year as a percentage of each market's sort of market cap in that given year.”
Odd Lots · What Wall Street Really Thinks About the AI Trade Now
Play from 11:16
11:16
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What was described
collated net-issuance data back to 1995 and plotted it as a percentage of market-cap versus interest rates
Said nearby on the same subject
“If the rates are up 50%, we'll go interest only for five years. And basically hope in five years when the loan expires, rates will be back”
RB
Rob Buccini
The Macro Dirt Podcast ·
“And a good way to encourage investors to come back as well with a 10 years interest only. Yeah. With construction.”
GL
Granite Home Loans
The Adviser Podcast Network ·
“We hedge 100% of our debt against interest rate fluctuations, so we know exactly how much interest we will pay in the future.”
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