Austin Mudd @muddsicle

CRE broker today, prev. REPE, lending | real estate, investing, tech, personal growth | here for life's shenanigans | occasional memes -- free CRE resources 👇 tinyurl.com/CREResourcesMu… Los Angeles, CA Joined December 2009

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Austin Mudd @muddsicle

7 hours ago

@modestproposal1 From minute 1 they look liked they were there to battle toe-to-toe. amazing heart

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Austin Mudd @muddsicle

17 hours ago

Point of the post is that there’s a lot of other 1031 buyers and tourist investors that stepped into deals at even higher pricing that groups like S2. So the magnitude of over levered deals out there is greater than generally recognized.

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Austin Mudd @muddsicle

a day ago

I received an offer from S2 on a deal the firm I worked at owned and it was probably about 30% below where the deal sold in peak 2021 mania. There’s way more multifamily zombies out there

Adam Deermount (Half Cash, Half Stock) @ADeermount

a day ago

Brutal: “The fund’s 20-property portfolio saw an average 16 percent increase in expenses and 50 percent increase in the cost of interest while rents dropped an average of 24 percent across the portfolio”

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Austin Mudd @muddsicle

2 days ago

Using Claude Fable as an orchestrator model to control @herdrdev tabs and panes using pi with gpt 5.5 is an awesome workflow. it's a fully observable subagent workflow that you can control/steer easily

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Austin Mudd @muddsicle

2 days ago

@mitchellh try setting up a herdr orchestrator workflow where fable is in one pane and opens/controls/closes other panes with worker/scout agents using other cheaper models. seems to be a nice pattern

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Austin Mudd @muddsicle

4 days ago

@J264B We’re in a mega rise of crony capitalism and it sucks man. Too many people don’t care as long as their stonks go up

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Austin Mudd @muddsicle

4 days ago

@connorclift35 @jasonjosephlee @JMGregorchuk Haha “distressed” RSO is a 7 cap in place in a C/B- market. Not sure many will find that super compelling. I don’t know how to square that wealth inequality is hardening housing politics . It’s a real risk. But not all much distress out there in multi

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Austin Mudd @muddsicle

4 days ago

@robbiehendricks Man, I’d love to pitch some absolutely prime prime prime Class A+ sites to them. Because market is so thin, it’s a rare moment in the cycle to pick up these sites with no competition

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Austin Mudd @muddsicle

5 days ago

@mnolangray all "rented within 5 year" exclusions can be waived by some sort of contribution of 33% of 60 months x unit AMI rent into a housing displacement fund. Fund only disburses to former 120% AMI tenants with verified documentation of prior tenancy and acts as a voucher TT can use

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Austin Mudd @muddsicle

5 days ago

@mnolangray Is there something legally that prevents multiple concurrent applications of entitlements? So many development deals are dead because the market changes on the project when a smaller/large/different program project could be more or less more appropriate/financeable

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Austin Mudd @muddsicle

5 days ago

@kleib323 @realEstateTrent But everywhere in America is "sprawling suburbia" except NYC and SF (not been to Miami but I imagine its another one to add). When people think of San Diego, people think West of the 15, which is indeed pretty special relative to other regions of the US. All things considered

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Austin Mudd @muddsicle

6 days ago

@seandsweeney @J264B @davegordon14 My tweet long assessment is that we live in an increasingly crony capitalist society. Where being in the middle and lower end are being bled out (or feel like it, whether it’s accurate or not). You have the homeless industry complex & Trump making billions off crypto on both end

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Austin Mudd @muddsicle

a week ago

AI has delivered 0 productivity on things that are heavily regulated, housing, education, healthcare. mega tech corps would be smart to invest more of their almost infinite capital in tougher industries outside their scope ( eg Paypal affordable fund) to slow public ai hesitation

Shanu Mathew @ShanuMathew93

a week ago

WSJ is calling the AI build-out the third wave of inflation, after tariffs and fuel. The five hyperscalers will spend about $741B this year, +~75% from 2025. Chip demand is already showing up in consumer prices --> Nintendo, Sony, Microsoft and Apple have all raised hardware

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Austin Mudd @muddsicle

a week ago

@toxoplasmodium @ArmandDoma Just a broader related point touching on the topic that ULA was added for “moar affordable housing” but 1) killed 10s of thousands of future housing units 2) to fund a relatively small amount of units at 2-3x the cost 3) will result in worse affordable housing dynamics citywide

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Austin Mudd @muddsicle

a week ago

@toxoplasmodium @ArmandDoma You do know like there’s 30,000 ed1 units financial dead in the water right

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Austin Mudd @muddsicle

a week ago

So ULA remains? LA multifamily development is absolutely cooked, not freaking joking.

Jeremy B. White @JeremyBWhite

a week ago

UPDATE: We have a deal again! New compromise advances constitutional amendment to restore 2/3 threshold for local taxes — the so-called “Upland loophole — but not retroactively, meaning billions in taxes already passed stay subscriber.politicopro.com/article/2026/0…

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Austin Mudd @muddsicle

a week ago

Currently doing iCloud contact enrichment by asking codex to - pull a batch of contacts without photos - use signed in browser extract headshots or web search for them - update contact with their company, title, and headshots So much better to put a name with a face

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Austin Mudd @muddsicle

a week ago

@AdamHKlein Good stuff. It was in jest lol. Was it a mtm lease in place, new lease signed with cash out lender kind of situation?

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Austin Mudd @muddsicle

2 weeks ago

@JMGregorchuk @dtmorgan18 It would be a net increase of about 1% ultimately in LA. As opposed to an increase of 3.5-5% in LA with ULA. So it is a big concession.