The Fed Has the Mic, Housing Dropped the Plate

The Fed Has the Mic, Housing Dropped the Plate

The Fed has the mic, housing dropped the plate, and capital is pretending to be calm while clutching its pearls. 🏦📉 Today’s GRO Money News covers the real setup for Tuesday, June 16: the June FOMC meeting, mortgage rates still in the mid-sixes, May housing starts down hard, CRE lending costs that still bite, Fox buying Roku for $22B, crypto softness, and why data-center infrastructure remains the capital market’s favorite shiny object. 🏗️⚡📺 The hot sales idea today is simple: stop asking developers whether they “need money.” Ask what part of the capital stack is not fully committed yet. That is where the deal lives. 💰🔍 Listen, share, and tag someone who needs a sharper daily money briefing before they accidentally underwrite a project using hope as the mezzanine tranche. 🚀 Until tomorrow, be the best human you can be. ~ Teresa Grobecker ⁠Sign up for the daily newsletter on LinkedIn.⁠ 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 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.,⁠ 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 Fed Has The Mic, Oil Has The Drama, And AI Wants The Power Bill

The Fed has the mic this week, oil is trying to stop being everyone’s inflation nightmare, and AI infrastructure is still eating the capital markets buffet with both hands. ☕📈⚡ Today’s GRO Money News covers the Monday setup: Fed week, retail sales, housing data, mortgage rates still in the mid-6s, mortgage applications bouncing, Bitcoin stabilizing near the mid-$60Ks, stablecoin capital rotating instead of leaving, and the $35B Anthropic compute financing signal that proves data centers are now structured finance with a power bill. 🏦🏗️🤖 The hot take: capital is not chasing “AI-ready” land. It is chasing power, permits, fiber, offtake, credible sponsors, and projects that can survive adult underwriting. If your site has a dream and no interconnection path, that is not a data center. That is a field with branding. 🌾💅 Listen, share, and tag someone who needs a sharper daily briefing on markets, rates, real estate, crypto, policy, and where the money is actually moving. 🎧🚀 Until tomorrow, be the best human you can be. ~ Teresa Grobecker ⁠Sign up for the daily newsletter on LinkedIn.⁠ 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 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.,⁠ 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.

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.