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Working for a real estate developer at a time like this gives you some pretty incredible insights into the global economy
1/ Getting a sense for material shipments. What's delayed. What factories are closed. What materials are scarce. What international suppliers are strangled vs. open
2/ Getting a sense for financial markets and their willingness to lend debt capital on live projects with real, paying, tenants
as well as developments that have projections and expectations of paying tenants.
Risk evaluation at work in real time
as well as developments that have projections and expectations of paying tenants.
Risk evaluation at work in real time
3/ Getting a viewpoint into labor markets and how different parts of the supply chain view their roles as essential/non-essential
4/ Getting a view into how local governments are handling approvals. Zoom neighborhood community meetings to approve projects. FaceTime inspections for onsite concrete pours
5/ Getting a view into how equity is viewing risk. Where they are shifting their cards. Who is staying firm in their deeply dug trenches vs. who is afoot and staying nimble
