Relief Rally, Expensive Money

Relief Rally, Expensive Money

Oil finally stopped acting like the villain in everyone’s underwriting model. 🛢️📉 Friday’s GRO Money News is a relief-rally edition, but do not get cute. Stocks are green, Asia ripped higher, Bitcoin and Ethereum caught a bid, and Brent dropped nearly 5% on Iran peace-deal optimism. But inflation is still hot, mortgage rates are still sitting in the mid-6s, and CRE refinancing pressure is still where the bodies are buried. 🏦🔥 Today we cover markets, rates, real estate, crypto/stablecoins, policy, the Figure-Kiavi deal, data center capital, and one very useful sales question: “If rates stay above 6% and your lender cuts proceeds by 10%, where does the capital stack break first?” 💰🏗️ Listen, share, and tag someone who needs a sharper daily money briefing. 🎧🚀 Until tomorrow, be the best human you can be. ~ Teresa Grobecker ⁠Sign up for the daily newsletter on LinkedIn.⁠ [https://www.linkedin.com/newsletters/gro-group-daily-news-7354236980961886208/] Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208]  Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369]  ⁠GRO GROUP⁠ [https://grobeckerholland.com/] Brought to you by GRO Group—we are actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories. We offer multiple financing options, including up to 100% for developments, data centers, and solar projects.  Teresa Grobecker, MBA, CRPC, is an investment banker specializing in capital formation and structured finance, bonds and REITs, data centers, AI, solar, ground-up development and conversions, and is a global speaker on blockchain, stablecoins and payment rails with a focus on CRE and public policy. CA DRE 01908507 CEO and Broker of Record, ⁠Grobecker Holland International, Inc.,⁠ [https://grobeckerholland.com/] CA DRE 01976696 GRO MONEY PODcast and the accompanying newsletter are provided for informational and educational purposes only and do not constitute financial, investment, legal, tax, or accounting advice. Nothing herein is an offer to sell or a solicitation of an offer to buy any security or to participate in any investment strategy. Reliance upon any information provided is at your sole discretion and risk. Views expressed are those of the authors as of the publication date and may change without notice. While sources are believed to be reliable, no representation or warranty is made as to accuracy, completeness, or timeliness, and no duty to update is assumed. Past performance is not indicative of future results. Receipt of this content does not create a client, advisory, fiduciary, or brokerage relationship. You should consult your own licensed financial, legal, and tax advisers regarding your specific circumstances. Grobecker Holland International, its affiliates (including GRO GROUP), and their principals may hold positions or have business relationships related to companies or assets discussed.

The Bond Market Brought A Flamethrower

The market did not wake up. It got body-slammed by oil, inflation, and the 10-year Treasury. 🥊📉 Today’s GRO Money News covers the major movers from Wednesday and what matters this morning: the Dow’s 950+ point drop, oil moving on U.S.-Iran tension, hot PPI data, rising jobless claims, mortgage rates stuck in the mid-sixes, CRE lending still selective, and KKR’s $10B AI infrastructure launch with Nvidia, Vistra, and the Kuwait Investment Authority. ⚡🏗️💰 The big takeaway: capital is still moving, but it wants real assets, real power, real permits, real fiber, and real underwriting. Data centers are not dead. CRE is not dead. Lazy capital stacks are dead. 🪦📊 Today’s hot sales idea: ask every sponsor in your pipeline, “What part of your capital stack breaks if the 10-year stays above 4.5%?” That question opens the door to rescue capital, pref equity, JV equity, debt restructuring, and actual advisory work. 🔥 Listen, share, and tag someone who needs a sharper daily money briefing before they underwrite another fantasy cap rate. 🎧🚀 Until tomorrow, be the best human you can be. ~ Teresa Grobecker ⁠Sign up for the daily newsletter on LinkedIn.⁠ [https://www.linkedin.com/newsletters/gro-group-daily-news-7354236980961886208/] Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208]  Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369]  ⁠GRO GROUP⁠ [https://grobeckerholland.com/] Brought to you by GRO Group—we are actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories. We offer multiple financing options, including up to 100% for developments, data centers, and solar projects.  Teresa Grobecker, MBA, CRPC, is an investment banker specializing in capital formation and structured finance, bonds and REITs, data centers, AI, solar, ground-up development and conversions, and is a global speaker on blockchain, stablecoins and payment rails with a focus on CRE and public policy. CA DRE 01908507 CEO and Broker of Record, ⁠Grobecker Holland International, Inc.,⁠ [https://grobeckerholland.com/] CA DRE 01976696 GRO MONEY PODcast and the accompanying newsletter are provided for informational and educational purposes only and do not constitute financial, investment, legal, tax, or accounting advice. Nothing herein is an offer to sell or a solicitation of an offer to buy any security or to participate in any investment strategy. Reliance upon any information provided is at your sole discretion and risk. Views expressed are those of the authors as of the publication date and may change without notice. While sources are believed to be reliable, no representation or warranty is made as to accuracy, completeness, or timeliness, and no duty to update is assumed. Past performance is not indicative of future results. Receipt of this content does not create a client, advisory, fiduciary, or brokerage relationship. You should consult your own licensed financial, legal, and tax advisers regarding your specific circumstances. Grobecker Holland International, its affiliates (including GRO GROUP), and their principals may hold positions or have business relationships related to companies or assets discussed.

CPI Is Driving The Bus, And The Bond Market Has The Keys

CPI is walking into the room today like it owns the cap stack. 📊🔥 Today’s GRO Money News covers the real market setup for Wednesday: inflation at 8:30 a.m. ET, the 10-year Treasury hanging around the mid-4s, mortgage rates still bruising affordability, and buyers finally gaining leverage in major housing markets. 🏡💸 The spicy part? Data centers are still eating the capital markets. AirTrunk is preparing a $1B+ Singapore REIT IPO, Texas is staring at massive new data center campuses, and OpenAI’s confidential IPO filing is turning AI infrastructure into the market’s favorite expensive addiction. ⚡🧠🏗️ You’ll learn what matters for markets, rates, real estate, crypto, policy, tax strategy, and today’s hot sales idea for getting developers into real financing conversations. Listen, share, and tag someone who needs a sharper daily money briefing before they underwrite another deal with “rates will come down” as the exit strategy. 🙃 Until tomorrow, be the best human you can be. ~ Teresa Grobecker ⁠Sign up for the daily newsletter on LinkedIn.⁠ [https://www.linkedin.com/newsletters/gro-group-daily-news-7354236980961886208/] Read on LinkedIn ⁠https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208⁠ [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208]  Listen to GRO MONEY NEWS ⁠https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369⁠ [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369]  ⁠GRO GROUP⁠ [https://grobeckerholland.com/] Brought to you by GRO Group—we are actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories. We offer multiple financing options, including up to 100% for developments, data centers, and solar projects.  Teresa Grobecker, MBA, CRPC, is an investment banker specializing in capital formation and structured finance, bonds and REITs, data centers, AI, solar, ground-up development and conversions, and is a global speaker on blockchain, stablecoins and payment rails with a focus on CRE and public policy. CA DRE 01908507 CEO and Broker of Record, ⁠Grobecker Holland International, Inc.,⁠ [https://grobeckerholland.com/] CA DRE 01976696 GRO MONEY PODcast and the accompanying newsletter are provided for informational and educational purposes only and do not constitute financial, investment, legal, tax, or accounting advice. Nothing herein is an offer to sell or a solicitation of an offer to buy any security or to participate in any investment strategy. Reliance upon any information provided is at your sole discretion and risk. Views expressed are those of the authors as of the publication date and may change without notice. While sources are believed to be reliable, no representation or warranty is made as to accuracy, completeness, or timeliness, and no duty to update is assumed. Past performance is not indicative of future results. Receipt of this content does not create a client, advisory, fiduciary, or brokerage relationship. You should consult your own licensed financial, legal, and tax advisers regarding your specific circumstances. Grobecker Holland International, its affiliates (including GRO GROUP), and their principals may hold positions or have business relationships related to companies or assets discussed.

The Market Found a Snack, Not a Meal

Markets found a little green today, but don’t get too cute. 📈AI and chip names are bouncing after last week’s selloff, oil is softer, and equities are trying to act like they remembered how to smile. But the bond market is still standing at the door with a clipboard. CPI is Wednesday. PPI is Thursday. Rates still decide whether your deal works.For real estate and private credit, this is the read-through: capital wants power, permits, fiber, offtake, and clean math. Data centers and infrastructure still have the strongest narrative because AI needs physical assets, not just vibes.Crypto is mixed. Bitcoin is still wobbly, but stablecoins keep moving toward financial infrastructure. Tether’s U.S. stablecoin push is another reminder that tokenized dollars are not going away.Hot sales idea: ask every sponsor with land near power or fiber, “Is this financeable today, or is it just land with a TED Talk?” ⚡#GROMoney #CapitalMarkets #RealEstateFinance #PrivateCredit #DataCenters #Infrastructure #Stablecoins #AIInfrastructure #InvestmentBankingRead on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369

Monday Money: The Bond Market Has Entered the Chat

The bond market woke up and chose violence. 📉 Monday’s GRO MONEY NEWS is your setup for inflation week: CPI, PPI, rates, housing, CRE lending, AI infrastructure, data centers, policy, and the deals capital actually wants right now. ⚡🏗️💰 The big theme: land is not enough. Power, permits, fiber, and execution are the new flex. 🎧 Listen here: https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369] 📰 Read the newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208] Until tomorrow, be the best human you can be. ~ Teresa Grobecker ⁠Sign up for the daily newsletter on LinkedIn.⁠ [https://www.linkedin.com/newsletters/gro-group-daily-news-7354236980961886208/] ⁠GRO GROUP⁠ [https://grobeckerholland.com/] Brought to you by GRO Group—we are actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories. We offer multiple financing options, including up to 100% for developments, data centers, and solar projects.  Teresa Grobecker, MBA, CRPC, is an investment banker specializing in capital formation and structured finance, bonds and REITs, data centers, AI, solar, ground-up development and conversions, and is a global speaker on blockchain, stablecoins and payment rails with a focus on CRE and public policy. CA DRE 01908507 CEO and Broker of Record, ⁠Grobecker Holland International, Inc.,⁠ [https://grobeckerholland.com/] CA DRE 01976696 GRO MONEY PODcast and the accompanying newsletter are provided for informational and educational purposes only and do not constitute financial, investment, legal, tax, or accounting advice. Nothing herein is an offer to sell or a solicitation of an offer to buy any security or to participate in any investment strategy. Reliance upon any information provided is at your sole discretion and risk. Views expressed are those of the authors as of the publication date and may change without notice. While sources are believed to be reliable, no representation or warranty is made as to accuracy, completeness, or timeliness, and no duty to update is assumed. Past performance is not indicative of future results. Receipt of this content does not create a client, advisory, fiduciary, or brokerage relationship. You should consult your own licensed financial, legal, and tax advisers regarding your specific circumstances. Grobecker Holland International, its affiliates (including GRO GROUP), and their principals may hold positions or have business relationships related to companies or assets discussed. Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208 [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208]  Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 [https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369]