Josh Pollock
@josh-p.bsky.social
co-founder @ ocotillo capital partners
talked to a GC today who has a book made up of 60% public work
mentioned his sub base had dramatically cut pricing in the last month and a half seemingly worried about lack of jobs
mentioned his sub base had dramatically cut pricing in the last month and a half seemingly worried about lack of jobs
March 26, 2025 at 4:53 AM
talked to a GC today who has a book made up of 60% public work
mentioned his sub base had dramatically cut pricing in the last month and a half seemingly worried about lack of jobs
mentioned his sub base had dramatically cut pricing in the last month and a half seemingly worried about lack of jobs
yeah, just tell ppl we are full and to go somewhere else
March 24, 2025 at 1:06 AM
yeah, just tell ppl we are full and to go somewhere else
have a variety of different development agreements with municipalities / quasi governmental entities (utility providers) and increasingly it feels like there is nothing stopping these folks from totally disregarding what they had previously agreed to just because it's convenient
March 19, 2025 at 6:11 PM
have a variety of different development agreements with municipalities / quasi governmental entities (utility providers) and increasingly it feels like there is nothing stopping these folks from totally disregarding what they had previously agreed to just because it's convenient
class A office towers and metal buildings with yard basically trading at the same $/SF (total cap stack) or maybe slightly higher for the metal building -- weird times
March 18, 2025 at 2:54 PM
class A office towers and metal buildings with yard basically trading at the same $/SF (total cap stack) or maybe slightly higher for the metal building -- weird times
Reposted by Josh Pollock
Have a long thread on the other site about how AI is making the Internet useless and why everything is going to be forced offline again, allow me a moment to port over so I can continue here
March 18, 2025 at 2:36 PM
Have a long thread on the other site about how AI is making the Internet useless and why everything is going to be forced offline again, allow me a moment to port over so I can continue here
this is so enjoyable
Ok haven’t done one of these in a while, but it is literally my favorite use of social media in the world.
You tell me the sci-fi/fantasy novel and I’ll tell you what soccer player it is.
You tell me the sci-fi/fantasy novel and I’ll tell you what soccer player it is.
March 17, 2025 at 9:16 PM
this is so enjoyable
probably not a ton of real estate ppl on here but gonna make a go of this
signed a 50K SF lease last week on an industrial deal on the TX / MX border in the middle of this tariff goat rodeo
signed a 50K SF lease last week on an industrial deal on the TX / MX border in the middle of this tariff goat rodeo
March 12, 2025 at 2:25 AM
probably not a ton of real estate ppl on here but gonna make a go of this
signed a 50K SF lease last week on an industrial deal on the TX / MX border in the middle of this tariff goat rodeo
signed a 50K SF lease last week on an industrial deal on the TX / MX border in the middle of this tariff goat rodeo
life cos doing participating fixed rate construction loans at 5.75%, 80-85% LTC for 30-35% of the deal
March 12, 2025 at 1:56 AM
life cos doing participating fixed rate construction loans at 5.75%, 80-85% LTC for 30-35% of the deal
love seeing a firm whose entire thesis is set up around generational holds and evergreen capital looking to flip a contract at closing for a 30% premium to where it was bidding quietly amongst a small group of bidders 90 days ago
July 5, 2023 at 8:08 PM
love seeing a firm whose entire thesis is set up around generational holds and evergreen capital looking to flip a contract at closing for a 30% premium to where it was bidding quietly amongst a small group of bidders 90 days ago
perfect 5 o'clock shadow, shaved legs, all vuori kit, walking up to the trendy bread spot in park slope, this man has a lady friend in town from the midwest on a test it out weekend, i'd put money on it
July 4, 2023 at 2:19 PM
perfect 5 o'clock shadow, shaved legs, all vuori kit, walking up to the trendy bread spot in park slope, this man has a lady friend in town from the midwest on a test it out weekend, i'd put money on it
so if PLD & BX trade at a ~4 trending toward 5.25, who want to go buy some core stuff at a 5.75ish trending to a 6.25 and just do it unlevered?
July 3, 2023 at 8:13 PM
so if PLD & BX trade at a ~4 trending toward 5.25, who want to go buy some core stuff at a 5.75ish trending to a 6.25 and just do it unlevered?
Reposted by Josh Pollock
My sense is that there will be a splintering. Twitter isn’t going away, but certain kinds of conversations will move here
I don’t see the business/professional ones moving to Bluesky, for better and for worse … but it’s early
The lack of DMs is a killer. I use that almost as much as texting.
I don’t see the business/professional ones moving to Bluesky, for better and for worse … but it’s early
The lack of DMs is a killer. I use that almost as much as texting.
July 2, 2023 at 1:54 AM
My sense is that there will be a splintering. Twitter isn’t going away, but certain kinds of conversations will move here
I don’t see the business/professional ones moving to Bluesky, for better and for worse … but it’s early
The lack of DMs is a killer. I use that almost as much as texting.
I don’t see the business/professional ones moving to Bluesky, for better and for worse … but it’s early
The lack of DMs is a killer. I use that almost as much as texting.
bk bridge pier park, top tier
May 6, 2023 at 3:54 PM
bk bridge pier park, top tier
feel like this is happening now
bunch of zoning nerds seems like a good addition, like a very specific overlap of yimby / design / city twitter would slide in real nice
May 3, 2023 at 11:28 AM
feel like this is happening now
real start of a new semester at a new school vibe
April 28, 2023 at 12:36 PM
real start of a new semester at a new school vibe