#CenturyPly

👉Capex done in d last 8years = ~1000crs

👉Capex to be executed in next 2 years = ~1000crs

Speaks volumes about demand from the real estate sector.🚀

More from Real estate

Domestic MDF market size is pegged at 2500Cr currently & is expected to grow at 15% CAGR over the next 3 years (organised players to grow even faster).

The industry further has potential to capture incremental opportunity of 4500-5000Cr low-end plywood market. https://t.co/Cre3xVUNqu

GREENPANEL would grow earnings at 15-20% CAGR over the next 3-5 years with ROCE & Margin expansion once they commision the de-bottlenecked capacity in FY22 and the brownfield AP CAPEX in FY23/FY24.

Huge runway for growth, industry structure (both MDF & RE) turned for the good! https://t.co/jFTZCwhNMS
— Saket Reddy (@saketreddy) October 14, 2021

GREENPANEL had 1,400 dealers (retail business) as of FY21 and added 250 dealers in 6MFY22. Target to
increase this to 2,200 by FY23.

Michelle Tandler
@michelletandler

This is what downtown San Francisco looks like right now.

(🧵1/x)

https://t.co/XKAsS1MoSJ

https://t.co/aUNRl81svV

https://t.co/dgXp9OXiA5

https://t.co/1wPtT8V0td

Sahil Kapoor
@SahilKapoor

Headline is a click bait, but nos are good.
Housing sales surge 113% in top 7 cities even as prices rise; massive 300% spike in Hyderabad

https://t.co/NODfkp3BxA

Nick Huber
@sweatystartup

A THREAD on how most real estate folks structure deals with outside investors.

Most people utilize the "preferred equity" structure when they raise money from outside investors. They "syndicate" deals.

Here's the basics:

The person (or team of people) putting the deal together is the "sponsor". Also called general parter. Referred to on twitter as the GP.

They find the property, do all the work, hire the management company and take fees. They often co-sign debt and always secure the financing.

The investor is generally passive, doing no work and putting in cash. This is the "limited partner". Referred to on twitter as the LP.

They don't co-sign debt. They simply read reports and ask the sponsors questions and cash checks every month (if the deal is going well).

There are two equity classes.

"Preferred equity" belongs to the LPs. Cash talks, so this is a higher class of shares. They are first in the "capital stack" behind the debt (bank loan).

"Common equity" belongs to the sponsor. They are generally last in the capital stack.

Sponsors generally co-invest. That means they hold both equity classes. A 10% co-invest is standard.

That means the GP has skin in the game. His 10% co-invest makes him both an LP and a GP.

Aditya Mehta
@aditya942000

🌆Real estate is not like your ordinary grocery item.
👉Where inc. in prices leads to lower demand.

👉In Real estate, with inc. in prices there is a panic among fence sitters to buy before the price rises,leading to more uptake in volumes.

&

⬆️Start of a new up-cycle.

Gather round, Gentle Readers. It is time I tell the story of the worst decision I ever made in an office. Some of you have heard this. Some have not. Whatever you do in your office today, this week, the rest of this year, you can console yourself by recalling this tale.

A long time ago, I was a talent agent. I worked for a woman named Susan Smith, who had her own small boutique agency. She was known for three things:

1. She had fantastic taste in clients. If there is someone you admire, odds are good that at some point, she was their agent,

2. She could negotiate a deal like few who have ever trod the earth. Casting would give her all the money they had budgeted for that part, plus a little more, plus promising to get her dog Barnaby groomed. She was magnificent to watch.

3. She was insane.

I'm sure you're thinking, "Quinn, it's the entertainment industry, they are all insane." Yes, many are. So consider this; if you told someone you worked for Susan, people who worked for insane people would look and you and whisper, "I hear she's insane."

$\uff2c\uff41\uff44\uff59 \uff22\uff4c\uff41\uff5a\uff45\uff53$

ＬａｄｙＢｌａｚｅｓ...
@Lady_Blazes

Oh my Goodness!!!

I might have a panic attack due to excitement!!

Read this thread to the end...I just had an epiphany and my mind is blown. Actually, more than blown. More like OBLITERATED! This is the thing! This is the thing that will blow the entire thing out of the water!

Tik Tok pic.twitter.com/8X3oMxvncP
— Scotty Mar10 (@Allenma15086871) December 29, 2020

Has this man been concealing his true identity?

Is this man a supposed 'dead' Seal Team Six soldier?

Witness protection to be kept safe until the right moment when all will be revealed?!

Who ELSE is alive that may have faked their death/gone into witness protection?