Sitting at McDonald's with my kid while the manager holds court on franchise economics for the crew.
Portfolio sales, negative cash flow, owners divesting, royalties, utilities. Cathedrals everywhere.
125 unit full building sellout in 7 weeks
Miami? No, Towson MD (senior housing)
bizjournals.com/baltimore/ne…
Huge for Baltimore
Anduril Industries, a rapidly growing weapons manufacturer, is expected to spend $3.7 billion on a 2 million-square-foot manufacturing facility at Tradepoint Atlantic.
President Trump is expected to make an appearance in the region today to promote the new site. buff.ly/WMPIfCD
Brian Sobiecki retweeted
TODAY: President Trump will announce a $6.6 billion shipbuilding investment at Sparrows Point Shipyard in Baltimore, MD. The White House says this will be a partnership with Anduril Industries to build a Baltimore shipyard facility focused on defense manufacturing of submarines.
WH Deputy Press Secretary Anna Kelly says the administration believes a "self-sustaining shipbuilding industry is necessary for national security"
A Senior Administration official describes this as one more step towards achieving the president’s goal of ‘restoring maritime dominance' over foreign competitors like China, by
adding additional maritime capacity and expanding the U.S. maritime industrial base.
@NewsNation
Hottest outside company coming into Baltimore ~ever?
Maybe Baltimore is positioned well for this hard tech cycle
What to know about weapons maker Anduril ahead of Baltimore County announcement buff.ly/OpKcZEi
Hotel: out
Office: maybe in
Quadrangle's grand vision for the former Key Bridge Marriott site is shifting toward a mixed-use concept. bizjournals.com/washington/n…
Today is that rare day where a newsletter headline spotlights a group losing a building to receivership, and that same group buying a distressed building
In the last week I’ve seen:
- hf reit portfolio manager who I interviewed with a decade+ ago launch an accounting/tax prep practice
- senior re debt fund exec make an Open To Work post on LinkedIn
It’s rough out there in real estate land
NoVA 🚀
Tysons nearly doubles population since 2010, as more housing comes online ffxnow.com/2026/09/23/tysons…
Brian Sobiecki retweeted
BXP is experiencing an "extraordinary" moment in D.C., its CEO said this week. It's the only game in town for new trophy office construction, and there are more projects on the way. bizjournals.com/washington/n…
Segment on the today show this morning on 90s fashion coming back
Interview a girl who says the style reminds her of her *mom*
F I’m old
10yr at 5% means office is back
Hines And Rialto Close Office Credit Fund At $1.1B bisnow.com/news/national/inv… via @Bisnow
Brian Sobiecki retweeted
David Rubenstein says he is making moves to redevelop the area around Oriole Park at Camden Yards buff.ly/wmgKaG1












