CREatrix
@cre8rix.bsky.social
Commercial Real Estate and Capital Markets. Data Centers. Dabbler in Energy & Art. Weirdette.
China is engaged in a technological draft.
100,000 students will be focusing on AI, quantum computing, robotics, semiconductors, and batteries.
It’s a prudent security and investment roadmap.
100,000 students will be focusing on AI, quantum computing, robotics, semiconductors, and batteries.
It’s a prudent security and investment roadmap.
July 31, 2025 at 2:37 AM
China is engaged in a technological draft.
100,000 students will be focusing on AI, quantum computing, robotics, semiconductors, and batteries.
It’s a prudent security and investment roadmap.
100,000 students will be focusing on AI, quantum computing, robotics, semiconductors, and batteries.
It’s a prudent security and investment roadmap.
Petroleum products are important manufacturing inputs. Essential fuel sources? Absolutely. But, they also go into plastics, textiles, electronics, automobiles, chemicals, and construction materials.
20% of the world’s oil passes through the Strait of Hormuz.
20% of the world’s oil passes through the Strait of Hormuz.
June 22, 2025 at 1:29 AM
Petroleum products are important manufacturing inputs. Essential fuel sources? Absolutely. But, they also go into plastics, textiles, electronics, automobiles, chemicals, and construction materials.
20% of the world’s oil passes through the Strait of Hormuz.
20% of the world’s oil passes through the Strait of Hormuz.
If one wanted to find either high-level or wide data sets for changing infrastructure, how would one go about it?
June 17, 2025 at 9:45 PM
If one wanted to find either high-level or wide data sets for changing infrastructure, how would one go about it?
A timely technical procrastination: en.m.wikipedia.org/wiki/Northro...
Northrop B-2 Spirit - Wikipedia
en.m.wikipedia.org
June 17, 2025 at 9:43 PM
A timely technical procrastination: en.m.wikipedia.org/wiki/Northro...
A corollary to “we are what we pretend to be, so we must be careful about what we pretend to be” could be “be careful what you expect to see, for that is what you shall.”
May 24, 2025 at 12:23 AM
A corollary to “we are what we pretend to be, so we must be careful about what we pretend to be” could be “be careful what you expect to see, for that is what you shall.”
Is there much work on the efficiency of markets subject to network effects, yet with some degree of informational opacity by design? (i.e. Commercial Real Estate, as an example)
May 11, 2025 at 12:06 AM
Is there much work on the efficiency of markets subject to network effects, yet with some degree of informational opacity by design? (i.e. Commercial Real Estate, as an example)
Guides to naming your company when brand-building:
1. Use the high point scrabble letters.
2. Fewer syllables are better.
3. Positive connotations are great.
4. It’s great if it can be turned into a verb. (As a former attorney, I take issue with this.)
1. Use the high point scrabble letters.
2. Fewer syllables are better.
3. Positive connotations are great.
4. It’s great if it can be turned into a verb. (As a former attorney, I take issue with this.)
April 21, 2025 at 10:57 PM
Guides to naming your company when brand-building:
1. Use the high point scrabble letters.
2. Fewer syllables are better.
3. Positive connotations are great.
4. It’s great if it can be turned into a verb. (As a former attorney, I take issue with this.)
1. Use the high point scrabble letters.
2. Fewer syllables are better.
3. Positive connotations are great.
4. It’s great if it can be turned into a verb. (As a former attorney, I take issue with this.)
Fun fact guys: China is the country that produces most of the capital machinery in the world.
You know, the things you build factories with.
You know, the things you build factories with.
April 8, 2025 at 11:00 PM
Fun fact guys: China is the country that produces most of the capital machinery in the world.
You know, the things you build factories with.
You know, the things you build factories with.
You must take suffering and turn it into something useful.
Let your pain prevent someone else’s, magnify compassion, inspire creation.
Let your pain prevent someone else’s, magnify compassion, inspire creation.
April 8, 2025 at 6:16 AM
You must take suffering and turn it into something useful.
Let your pain prevent someone else’s, magnify compassion, inspire creation.
Let your pain prevent someone else’s, magnify compassion, inspire creation.
My favorite quote thus far on tariffs is from a senator referencing “the devil’s lettuce.”
You couldn’t make this timeline up, folks.
You couldn’t make this timeline up, folks.
April 5, 2025 at 4:27 AM
My favorite quote thus far on tariffs is from a senator referencing “the devil’s lettuce.”
You couldn’t make this timeline up, folks.
You couldn’t make this timeline up, folks.
The saying “it’s the exception that proves the rule” has always driven me crazy.
Probably because people treat rule = law in arguments/debates.
Reframing rule = heuristic is both intellectually honest, and destroys the supposed conclusion.
Probably because people treat rule = law in arguments/debates.
Reframing rule = heuristic is both intellectually honest, and destroys the supposed conclusion.
April 3, 2025 at 7:21 PM
The saying “it’s the exception that proves the rule” has always driven me crazy.
Probably because people treat rule = law in arguments/debates.
Reframing rule = heuristic is both intellectually honest, and destroys the supposed conclusion.
Probably because people treat rule = law in arguments/debates.
Reframing rule = heuristic is both intellectually honest, and destroys the supposed conclusion.
CRE and private corporate finance are my loves, but public equities are near and dear to my heart.
My portfolio has beat the S&P 500 since 2020 and counting.
My portfolio has beat the S&P 500 since 2020 and counting.
April 3, 2025 at 2:24 PM
CRE and private corporate finance are my loves, but public equities are near and dear to my heart.
My portfolio has beat the S&P 500 since 2020 and counting.
My portfolio has beat the S&P 500 since 2020 and counting.
Things to keep in mind when assessing potential data center sites:
Fiber Matters (for Data Centers):
(1) Density: more is more when it comes to fiber
(2) Latency: how long does it take to send data over the available networks to major hubs?
Fiber Matters (for Data Centers):
(1) Density: more is more when it comes to fiber
(2) Latency: how long does it take to send data over the available networks to major hubs?
April 1, 2025 at 4:35 PM
Things to keep in mind when assessing potential data center sites:
Fiber Matters (for Data Centers):
(1) Density: more is more when it comes to fiber
(2) Latency: how long does it take to send data over the available networks to major hubs?
Fiber Matters (for Data Centers):
(1) Density: more is more when it comes to fiber
(2) Latency: how long does it take to send data over the available networks to major hubs?
“She’s the one who turned herself into a tree to stay away from Apollo. That’s, like, friendzoning to the max.” - V.E.H.
March 31, 2025 at 12:33 AM
“She’s the one who turned herself into a tree to stay away from Apollo. That’s, like, friendzoning to the max.” - V.E.H.
Some power concerns for your data center development:
-# of utility feeds into site
-# of separate substations feeding into site
-Cost of electricity per kWh
-Cost basis of electricity (metering, per circuit charge, etc.)
-# of utility feeds into site
-# of separate substations feeding into site
-Cost of electricity per kWh
-Cost basis of electricity (metering, per circuit charge, etc.)
March 29, 2025 at 12:05 AM
Some power concerns for your data center development:
-# of utility feeds into site
-# of separate substations feeding into site
-Cost of electricity per kWh
-Cost basis of electricity (metering, per circuit charge, etc.)
-# of utility feeds into site
-# of separate substations feeding into site
-Cost of electricity per kWh
-Cost basis of electricity (metering, per circuit charge, etc.)
TIL that you can be buried in a mushroom suit or in a “green burial” and r/askfuneraldirectors exists.
AMA. Or don’t. You probably shouldn’t.
AMA. Or don’t. You probably shouldn’t.
March 29, 2025 at 12:02 AM
TIL that you can be buried in a mushroom suit or in a “green burial” and r/askfuneraldirectors exists.
AMA. Or don’t. You probably shouldn’t.
AMA. Or don’t. You probably shouldn’t.
It’s incredible how many of the great works of art are Christianity fanfic either centrally or by reference.
Long live the Dutch Renaissance
Long live the Dutch Renaissance
December 25, 2024 at 5:58 AM
It’s incredible how many of the great works of art are Christianity fanfic either centrally or by reference.
Long live the Dutch Renaissance
Long live the Dutch Renaissance
Avoidance is fear nourished.
December 23, 2024 at 4:57 AM
Avoidance is fear nourished.
Y’all, the answer to every gripe about real estate values is not “developer greed.”
Some are things like “advancing segregationist and classist policies via the dog whistles of zoning and overpriced permitting processes to ‘preserve neighborhood character’.”
Some are things like “advancing segregationist and classist policies via the dog whistles of zoning and overpriced permitting processes to ‘preserve neighborhood character’.”
December 19, 2024 at 3:50 AM
Y’all, the answer to every gripe about real estate values is not “developer greed.”
Some are things like “advancing segregationist and classist policies via the dog whistles of zoning and overpriced permitting processes to ‘preserve neighborhood character’.”
Some are things like “advancing segregationist and classist policies via the dog whistles of zoning and overpriced permitting processes to ‘preserve neighborhood character’.”
“What a lot of people miss is that ordinary moments determine your position, and your position determines your options. Clear thinking is the key to proper positioning, which is what allows you to master your circumstances rather than be mastered by them.
December 6, 2024 at 8:51 PM
“What a lot of people miss is that ordinary moments determine your position, and your position determines your options. Clear thinking is the key to proper positioning, which is what allows you to master your circumstances rather than be mastered by them.
“Spending on AI Data Centers between 2024-2027 is expected to exceed $1.4trn; the market value is NVIDIA, the leading marker of AI chips, has increased eight-fold, to more than $3trn”
H/t: the Economist
H/t: the Economist
December 1, 2024 at 7:06 PM
“Spending on AI Data Centers between 2024-2027 is expected to exceed $1.4trn; the market value is NVIDIA, the leading marker of AI chips, has increased eight-fold, to more than $3trn”
H/t: the Economist
H/t: the Economist
Imagine paying 18% *upfront* AUM fees for an average expected annualized yield of 5%.
This, my friends, is a proposed value proposition for a Delaware Statutory Trust.
“No work mailbox money is intoxicating” explains Casey Mericle. It damn well better be good for something.
This, my friends, is a proposed value proposition for a Delaware Statutory Trust.
“No work mailbox money is intoxicating” explains Casey Mericle. It damn well better be good for something.
November 24, 2024 at 5:22 AM
Imagine paying 18% *upfront* AUM fees for an average expected annualized yield of 5%.
This, my friends, is a proposed value proposition for a Delaware Statutory Trust.
“No work mailbox money is intoxicating” explains Casey Mericle. It damn well better be good for something.
This, my friends, is a proposed value proposition for a Delaware Statutory Trust.
“No work mailbox money is intoxicating” explains Casey Mericle. It damn well better be good for something.
Opportunity Zone incentives don’t just apply to investments in real estate.
They can also protect stocks, partnerships interests, and business property from capital gains taxes.
#stepupinbasisatsale
They can also protect stocks, partnerships interests, and business property from capital gains taxes.
#stepupinbasisatsale
November 23, 2024 at 10:57 PM
Opportunity Zone incentives don’t just apply to investments in real estate.
They can also protect stocks, partnerships interests, and business property from capital gains taxes.
#stepupinbasisatsale
They can also protect stocks, partnerships interests, and business property from capital gains taxes.
#stepupinbasisatsale
