Matt Lasky (situationally aware)

Anthropic will make ~1,000 employees worth +$100m at $2 trillion market cap. There's ~11,000 Americans with $100m in investable assets. So something like 1 in 12 Americans with $100m (liquid) will be from Anthropic. If you add in Openai, maybe 1 in 7.

🚨 BIG PRODUCT GIVE AWAY 🚨 $1,285 worth of products and a HAT🧢 To enter yourself, you just need to do three things... 1. Follow our Instagram account: instagram.com/eliteresearchu… 2. Follow our X account: nitter.cf/EliteresearchUS 3. Retweet and Like this giveaway announcement on each page (you must repost the instagram announcement post on your story) This starts NOW and ENDS Wednesday the 21st GOOD LUCK and thank you for the support! **You must follow BOTH pages**

Higher rates = less housing supply = higher rents = more inflationary pressure.

Its funny to see @mrkorangy talk about a guy in Miami who turned $70M into a billion over 17 years as impressive. A $70M head start is wild and honestly not an impressive IRR for a GP (~17%). I started Snowball with 200k and a supportive wife. I am a failure at 17%, but rich.

Commercial real estate runs in cycles but looks at those cap rates and yields

Guy sells building leased to United Healthcare and an 8K vacancy for $9M Landlord knows tenant is leaving but doesn’t disclose Buyer acquires property and moves in to vacancy. 1 month later United says they want to leave New owner negotiated $4M buyout so basis is $5M Sells for $12M within a year netting $7M

Few realize how profoundly IRR is impacted even by an minimal cash out, if its early enoug

Soon executives will want to put their key employees on theraputic hormones, brain peptides, nootropics, and circadian lighting so they perform at peak It’s already starting

I’m not sure we actually have a housing crisis as it’s commonly defined. (Overall lack of homes) I think we have an affordable housing crisis in areas people actually want to live.

Few are willing to cold call. But those that do, control their destiny. I've made over 75,000 cold calls and trained 30+ agents (multiple who have become million $ agents) on how to make them. Here are 7 tips that I promise will make you a better cold caller.

The Estoppel Certificate madness needs to stop. Ok, this one is perhaps a bit under-the-hood, but if you want to dive into a boring topic that actually has lots of implications within the industry, here goes. It has a boring and intimidating name, but an Estoppel Certificate is basically just a document that says: "Hey so I am the tenant and the lease I signed a while back is still valid, I am current on rent, there's no side agreements with the landlord, and nothing crazy's going on that you should be aware of." Why are tenants asked to sign this? If someone is buying a property, they want to be sure that the leases they are inheriting are still valid, and that there are no agreements between the seller and tenant that were not presented to them. Same goes with a lender -- both buyers and lenders are putting together terms based upon the leases, so they want to be sure there is nothing fishy going on. Fair enough. Except, tons of unintended consequences have popped up. Many lenders and buyers WILL NOT lend/buy without having most or all tenants sign them. They can and do literally hold up deals all the time. Tenants have become aware of how much leverage this gives them -- deals often hang in the balance until they sign. Yes, it is standard for leases to require tenants to sign them. But there is no guarantee they actually will... So, many tenants play games. There is a "hey write whatever" section in many Estoppels - so I have seen tenants make things up, literally. Things like: "The owner promised me a 10-year extension at the same rent I'm paying now." A buyer seeing this is going to pretty much freak out, even though it could be completely made up. Have had this happen on several occasions. The tenants can literally write whatever they want. They are not binding, but they create lots of sudden uncertainty, legal implications, and risk. Tenants can write that the landlord promised them a new roof, or free rent, or that they are owed $40,000... Does not mean it's valid, of course. Tenants are using the Estoppel process for leverage. Oh, you need that signed? I want 2 months of free rent. Yes, some nationals do it too. Have seen nationals ask for money (even though the lease does not provide for it). I have seen nationals ask for copies of rent rolls so they can see what other tenants are paying. Again, not in the lease, but they know they have a moment of leverage. How do I handle it? If a tenant will not sign it or is bringing up something they are owed, I first take it with a grain of salt and ask the landlord's side what is happening. There is usually a back story. When a tenant once invented having additional options, I asked them to send me documentation. When they didn't have it, I reminded them that making up business terms randomly may have legal implications. I then assess the risk level for me, and make a call. If they are saying there was an agreement -- I ask for a copy. Have I had a tenant send me a fraudulent lease amendment that they themselves wrote? Yes I have. I also have the landlord sign an estoppel, where they are guaranteeing there actually are no side agreements etc. Bottom line, leases should be much more strict about Estoppels. Refusing to sign one just because you want something in return should be an automatic default with heavy penalties. Delaying a deal simply because you have the power to do so should not be a thing, and there should be real legal consequences. All we are doing as landlords is asking you to verify that your lease is still valid. If it is not, then yes no problem -- share the info in good faith, of course. But that Estoppel is usually just a page, and takes minutes to review and docusign. This circus needs to end.

I love you bro but we’re both in our 30s I’m not splitting a hotel bed with you to save $100, im getting my own room

New experiment: The effect of a 10 min walk immediately post eating on blood glucose spikes. Watch it here and follow my new account: instagram.com/reel/Da1SogaPE…

One of the reasons I've grown to dislike so much of the retail private investment world is the economics. When investors pay 6–15% in upfront fees, they're not just paying that fee once. They're giving up decades of compound returns on that capital before a single investment is even made. That creates an enormous hurdle. To merely keep pace with a low-cost index fund, the manager has to generate persistent alpha year after year just to overcome the structural drag of those upfront fees. Add ongoing management fees, carried interest, and transaction costs, and the hurdle becomes even higher. That's one reason we generally avoid large upfront fees in our own SPVs and private transactions for sophisticated family offices. If you start investors in a deep hole, you've made the job of outperforming a benchmark dramatically harder before you've even begun investing. Compounding is an incredible force when it works for you. Front-loaded fees make it work against you.