I have been busy lately with some new endeavours - going back to my roots in real estate. Focused on the multifamily space, and seeing behavior that smells a little speculative. Depending on the market that you're looking at, seeing trades in the sub-5 cap rate stratosphere. Definitely aggressive. Will try to keep this site going as I get more involved with it and pass along any interesting anecdotes and data points that I come across.
On another note, basketball is back. My Knicks are 1-1, but have looked good even in defeat. Played Boston tough in their house. I really liked the 5 that they had on the court at the end of the game: Amar'e, Chandler, Felton, Douglas and Fields. Gallinari has been a no-show so far this year. Chandler looks like he is set to have a breakout year (hope they get his extension signed) and Fields is shaping up to be a real steal as a second rounder. In any event, I think this season is going to be a lot more interesting if you're a fan.
