The digital economy needs a physical footprint.
And right now, hyperscalers are building it at record speed.

Question is—are investors keeping up?

Because every dollar in AI infrastructure means:
• More demand for power and industrial land
• More hyperscale leasing and conversions
• New investment zones around data corridors

That’s an unprecedented reinvestment cycle, mostly driven by data centers, AI infrastructure, and cloud expansion.

For real estate investors, this matters.

Housing affordability can’t be solved by longer loans.
It’ll be solved by smarter investments and better supply.

For investors, the takeaway is strategic:
When policy leans toward demand-side solutions, asset values tend to rise faster than affordability.

At JKAM, we continue to focus on fundamentals—cash flow, conservative leverage, and long-term value creation—no matter the policy shifts in Washington.

Because in real estate, just like breakfast, it’s not about never finding a bad egg.
𝗜𝘁’𝘀 𝗮𝗯𝗼𝘂𝘁 𝗵𝗮𝘃𝗶𝗻𝗴 𝗮 𝘀𝘆𝘀𝘁𝗲𝗺 𝘁𝗵𝗮𝘁 𝘀𝘁𝗶𝗹𝗹 𝗴𝗲𝘁𝘀 𝘆𝗼𝘂 𝗮 𝗴𝗿𝗲𝗮𝘁 𝗺𝗲𝗮𝗹 𝗶𝗻 𝘁𝗵𝗲 𝗲𝗻𝗱.

You can’t avoid every bad egg, but you can reduce the odds:
✅ 𝘋𝘰 𝘵𝘩𝘰𝘳𝘰𝘶𝘨𝘩 𝘥𝘶𝘦 𝘥𝘪𝘭𝘪𝘨𝘦𝘯𝘤𝘦, 𝘯𝘰𝘵 𝘫𝘶𝘴𝘵 𝘴𝘶𝘳𝘧𝘢𝘤𝘦-𝘭𝘦𝘷𝘦𝘭 𝘤𝘩𝘦𝘤𝘬𝘴
✅ 𝘉𝘶𝘪𝘭𝘥 𝘤𝘢𝘴𝘩 𝘳𝘦𝘴𝘦𝘳𝘷𝘦𝘴 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘶𝘯𝘦𝘹𝘱𝘦𝘤𝘵𝘦𝘥

Maybe it’s:
• 𝘈 𝘩𝘪𝘥𝘥𝘦𝘯 𝘧𝘰𝘶𝘯𝘥𝘢𝘵𝘪𝘰𝘯 𝘪𝘴𝘴𝘶𝘦
• 𝘈 𝘴𝘶𝘳𝘱𝘳𝘪𝘴𝘦 𝘵𝘢𝘹 𝘳𝘦𝘢𝘴𝘴𝘦𝘴𝘴𝘮𝘦𝘯𝘵
• 𝘈 𝘱𝘢𝘳𝘵𝘯𝘦𝘳 𝘸𝘩𝘰 𝘧𝘭𝘢𝘬𝘦𝘴 𝘢𝘵 𝘤𝘭𝘰𝘴𝘪𝘯𝘨

And just like that, my five-star omelet turned into a biology experiment.

All that prep, planning, and precision... ruined by one bad egg.

Everything was ready.
Then came the grand finale: cracking the eggs.

𝗙𝗶𝗿𝘀𝘁 𝗼𝗻𝗲: perfect.
𝗦𝗲𝗰𝗼𝗻𝗱 𝗼𝗻𝗲: also perfect.
𝗧𝗵𝗶𝗿𝗱 𝗼𝗻𝗲: 𝘣𝘢𝘥 𝘦𝘨𝘨.

→ 𝘚𝘭𝘪𝘤𝘦𝘥 𝘵𝘩𝘦 𝘰𝘯𝘪𝘰𝘯𝘴 𝘫𝘶𝘴𝘵 𝘳𝘪𝘨𝘩𝘵.
→ 𝘋𝘪𝘤𝘦𝘥 𝘵𝘩𝘦 𝘱𝘦𝘱𝘱𝘦𝘳𝘴 𝘪𝘯𝘵𝘰 𝘱𝘦𝘳𝘧𝘦𝘤𝘵 𝘴𝘲𝘶𝘢𝘳𝘦𝘴.
→ 𝘎𝘳𝘢𝘵𝘦𝘥 𝘵𝘩𝘦 𝘤𝘩𝘦𝘦𝘴𝘦 𝘭𝘪𝘬𝘦 𝘢 𝘔𝘪𝘤𝘩𝘦𝘭𝘪𝘯 𝘤𝘩𝘦𝘧.
→ 𝘌𝘷𝘦𝘯 𝘱𝘳𝘦𝘩𝘦𝘢𝘵𝘦𝘥 𝘵𝘩𝘦 𝘱𝘢𝘯 𝘵𝘰 𝘵𝘩𝘦 𝘪𝘥𝘦𝘢𝘭 𝘵𝘦𝘮𝘱𝘦𝘳𝘢𝘵𝘶𝘳𝘦.

For investors, this could be an underappreciated opportunity or an expensive surprise.

Happy Halloween from all of us at JKAM. May your portfolio be full of treats, not tricks.

ARMs can make sense for short-term holds or planned refinances. They are less forgiving if you are betting on perfect timing. 𝘛𝘩𝘦 𝘬𝘦𝘺 𝘪𝘴 𝘮𝘢𝘵𝘤𝘩𝘪𝘯𝘨 𝘺𝘰𝘶𝘳 𝘭𝘰𝘢𝘯 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺, 𝘯𝘰𝘵 𝘵𝘩𝘦 𝘰𝘵𝘩𝘦𝘳 𝘸𝘢𝘺 𝘢𝘳𝘰𝘶𝘯𝘥.

But before you grab the candy, remember the trick. Those rates adjust.

Lower rates help today, but do not assume they will last.
This is not the all-clear. It is the time to plan the next move.

Markets expected another cut in December, but that may not happen. Inflation is easing, yet labor and spending data remain unclear.
For real estate investors, this means short-term relief but long-term caution.