Some Hotel Guy

I’m shocked this hasn’t come up more in discussions about new deals - labor inflation in hospitality could get pretty nuts again. Assuming Contract Labor and small owner / operators are where all the undocumented workers sit (most likely), we can start to predict markets / asset types that are f’d

20.11.2024 15:30 — 👍 1    🔁 0    💬 0    📌 0

“I mean… is their guarantor investment grade? If not, that’s a complete bullshit pitch. This is sonder’s business model and it’s an absolute clusterfuck”

04.07.2023 14:48 — 👍 2    🔁 0    💬 1    📌 0

Thoughts on Sonder, for @ellliotttb.bsky.social

When asked in a DM on the other site what I thought about a group getting offered a NNN lease on their hotel to enable a refi, here was my response:

04.07.2023 14:47 — 👍 3    🔁 0    💬 3    📌 0

Ok, missed this bc apparently I don’t have notifications set up, but I’ll work to rectify that

04.07.2023 14:46 — 👍 0    🔁 0    💬 0    📌 0

Deliverance banjo playing

Driving for a tertiary market deal tomorrow… thoughts & prayers accepted

04.07.2023 14:41 — 👍 6    🔁 0    💬 0    📌 0