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John Rector

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Tag: commercial real estate

Warm ivory cover reading The Four Seasons at 155 Meeting Street, as of today, with a faint FS monogram at right and the date August 24, 2026.
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The Four Seasons at 155 Meeting Street, as of today

Posted on August 24, 2026 jsrector

The Days Inn is demolished, the first archaeology round closed in July, and no groundbreaking has been announced. A status brief on South Carolina’s first Four Seasons: parties, approvals, constraints, and what has to happen next. … readThe Four Seasons at 155 Meeting Street, as of today

Warm paper-toned cover reading When the Bill Beats the Building, with three figures beneath it: a 4.65 percent ten-year Treasury, a 5.90 percent manufactured housing cap rate, and a 125 basis point spread between them.
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When the Bill Beats the Building

Posted on August 21, 2026September 3, 2026 jsrector

A cap rate is not a property statistic. It is a price set against Treasury yields, and when the spread between them collapses, trillions of dollars migrate out of real estate and values fall on income that never changed. … readWhen the Bill Beats the Building

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