Received this nugget from one of my factories. Hot Rolled steel (structural components - columns and I-beam) are up 68% from October 2025 to 2026. This doesn’t just impact mezzanines, it affects the entire structural scope. But the report is also predicting and easing in mid-2027 due to tariff resolve and import volumes.

This Friday's call will be an open market discussion. -> What are you seeing in your market? -> Are you seeing interest rate changes in your projects? -> Cap Rate changes? -> How does this impact your underwriting? Come prepared for a lively conversation.

Pressure-Testing Your Flex Budget Your budget looks airtight. Does it hold up when a professional estimator reads it? @David Boyd of Quantify, a professional construction estimator, showed us where small bay budgets quietly go wrong and how to catch the gaps before a lender or a GC bid does. If you’re building flex, watch this before you lock your numbers. Full recording -> An Estimator's Playbook David was kind enough to share some resources. See attached.

first building of four vertical!

Hi all! Aidan Strasser here - I lead the US acquisitions team for Bayview Partners, a Canadian based private investment firm. Primarily focused on DFW, also looking in HOU, FL & Atlanta. Look forward to building some relationships here!