Mark (@MarkRabins) header
Mark (@MarkRabins) profile picture

AI Exec & Multi-Family Real Estate Investor | Builder | Patriarch | Armchair Sports Fanatic |Globetrotter (been to all 7 continents) | Coffee Connoisseur |

LA & NYC
Joined March 2009
Photo by Mark (@MarkRabins)Photo by Mark (@MarkRabins)Photo by Mark (@MarkRabins)Photo by Mark (@MarkRabins)Photo by Mark (@MarkRabins)Photo by Mark (@MarkRabins)Photo by Mark (@MarkRabins)Photo by Mark (@MarkRabins)Photo by Mark (@MarkRabins)Photo by Mark (@MarkRabins)
Hey @coachwhittUM Put in Tommy Carr. Bryce gives us the best chance for a pick 6.
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Saw this in front of town hall in Andover, MA. LETS FUCKING GO @DeatonforSenate @JohnEDeaton1 nitter.gq/MarkRabins/status/2108…
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Hey @Delta when did you start putting profits ahead of passengers? It used to be the opposite.
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Did Claude release unread on tasks/chats in the latest updates? I swear it’s the first time I’ve seen it and I’ve been looking for it for a while.
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Anyone running Claude on a Mac mini and controlling it using remote control in a MacBook Pro?
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And I'll be honest rather than guess: I don't have reliable documentation for the Claude Code Remote http_api base URL or how that key is issued. Was a response from claude after it said stuff about Claude Code Remote. We are far from AGI.
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I guess there’s no config for the UI.
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Hey @Uber how should I reconcile this?
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Walk Through Wednesday CRE is a grind until it's not. sometimes your knee deep in deals trying to get things over the line and other times it's the calm before the next storm. Enjoy it!
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WALKTHROUGH WEDNESDAY: Real estate is a LONG game and a relationship game. Play it!
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A new day at the fed. 🇺🇸
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Had an interesting conversation today about real estate, AI in particular Claude, @Tesla and self driving cars. Thanks for the time @DallasAptGP. Great to connect.
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Walk Through Wednesday Most people look at a mixed-use building and see a storefront with apartments above it. I see a risk hedge. Here's what I mean: When office demand softened post-2020, pure office investors got crushed. When retail took its hits,
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pure retail plays bled out slowly. Mixed-use and multifamily investors who understood their asset class? We kept collecting checks. Here's the framework I use when underwriting a mixed-use acquisition:
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Looks like Claude is back at it.
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Why is no one talking about claude being down?
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Cheaper debt = more buyers = cap rate compression = you're just passing the grenade. The contrarian case against celebrating rate drops.
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Tomorrow’s success begins today.
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WALKTHROUGH WEDNESDAY 🏢 Walking a mixed-use site today and here's a reminder new investors miss: Retail on the ground floor isn't just income — it's how you justify higher rents on the floors above it. A coffee shop or pharmacy as your anchor tenant changes the entire pro forma.
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Residential tenants pay a premium to live above walkable amenities. Stop thinking floor by floor. Think asset by asset.
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The most dangerous assumption in a value-add proforma isn't the exit cap. It's the renovation budget. Contractors price deals too. When they see an investor's pro forma, they know the margin. Bid accordingly. Build in 20% contingency or you're not underwriting — you're hoping.
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The "everyone is lying to you" angle The housing narrative right now: ❌ "New Fed chair = lower rates" ❌ "Rate cuts = affordable homes" ❌ "Supply will fix itself" The reality: markets aren't pricing in a single rate cut for at least 16 months.
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And Warsh's own balance sheet agenda could push mortgage rates up, not down. Nobody selling you a house will tell you this.
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