#exit timing
Explore tagged Tumblr posts
Text
Trump Tariff Truce Tremor! U.S.âChina Deal Sends Shockwaves and Speculation Through American Real Estate


Key Takeaways Builders and developers get a short-lived break on steel, drywall, and fixtures, but pricing still swings wildly with each tariff headline. Port-adjacent industrial spaces are leasing fast as importers race to front-load inventory before the 90-day window shuts. Investors must hedge exit plans: falling material costs and tighter credit spreads look tempting now, yet a snapback in mid-August could erase the gains overnight. United States Real Estate Investor The 90-day U.S.âChina tariff truce slices material costs, sparks a port-side warehouse land-grab, and boosts market liquidityâyet every advantage evaporates if the levies snap back in August. United States Real Estate Investor Trade truce or ticking time-bomb? The sudden 90-day rollback of sky-high U.S.âChina tariffs could reroute billions in construction costs, industrial demand, and global capital overnight. Will cheaper drywall and a roaring S&P 500 fatten your cash-on-cash returns, or will the respite vanish before you can refinance? Watch these five pressure points: Material costs for new construction Port-centric warehouse absorption Interest-rate expectations and REIT valuations Chinese cross-border capital flows Exit timing before the 90-day cliff Buckle upâhereâs how the truce ricochets through U.S. property markets. The Deal at a Glance: 145% Falls to 30%, But Only for 90 Days Geneva, Switzerland â Washington and Beijing agreed to slash their reciprocal tariffs from punitive triple-digits to 30% on Chinese goods and 10% on U.S. exports, while a separate 20% fentanyl-related levy on select Chinese items stays in place. Both sides pledged deeper talks but retained the right to snap tariffs backâor raise them âsubstantially higher,â as President Trump warnedâif no agreement materialises by mid-August. Construction Costs: Builder Breathing Room or Mirage? Single-family & multifamily: NAHB survey data show earlier tariff rounds had already added about $9,200 to the price of a median new home. Dropping rates to 30% trims the most extreme spikes in appliances, HVAC units, and finish hardware, yet material quotes remain 15â25% above 2022 levels. Commercial pipelines: CBRE modelling suggests Aprilâs tariffs threatened a 5% jump in CRE construction outlays; todayâs rollback could pare that increase to roughly 2%, but developers are still stress-testing pro formas for volatility. Investor angle: Expect a 60-day scramble as developers accelerate steel, glass, and FF&E orders while tariffs sit lower. Land deals tied to shovel-ready projects may command premiums; deals dependent on Q3 groundbreakings remain discounted. Capital Markets & Rates: Rally, Relief, But For How Long? Equities roared, Treasury yields drifted higher, and risk-spreads on CMBS tightened within hours of the Geneva announcement. CBREâs house view now pegs 2025 U.S. GDP growth at 1.3% with mid-3% inflationâbetter than recession territory but hardly boomtime. Debt implications: REIT share prices rebounded, reopening secondary equity raises. Bridge-loan pricing narrowed 30â40 bps on day one, yet credit committees insist on tariff-sensitivity analyses for any deal maturing after September. Logistics & Industrial: The Port-Rush Play Freight analysts call the 90-day window a âship-it-nowâ opportunity. Importers are booking vessel space at premium rates to beat any tariff snapback. Result: Short-term demand spike for 3PL-run warehouses within 25 miles of LA/Long Beach, Savannah, Newark, and Seattle. Spot rents for 50- to 100-k sf cross-dock space have jumped 8â12% week-over-week, anecdotal broker data show. Investors holding vacant Class B sheds near major ports could score quick turn leasing; ground-up industrial starts still face elevated steel prices and municipal delays. Chinese Capital: A Cautious Re-Entry Baseline 10% tariffs on U.S. goodsâand the optics of warmer diplomacyâmay nudge Mainland conglomerates back toward trophy U.S. CRE. Expect: Early interest in stabilized Sun Belt multifamily (hedge against yuan depreciation).
Renewed inquiries for West Coast life-science campuses leveraging existing tech partnerships. Yet capital-controls in Beijing and CFIUS scrutiny in Washington remain formidable gating items; donât bank on a 2015-style buying spree. Risk Dashboard: The 90-Day Cliff Risk Factor Likely Trajectory Investor Response Tariffs snap back to â„54% Moderateâpolitical pressure mounts as election rhetoric heats Hedge material costs; lock in supplier contracts Fed rate path On hold through summer, cuts possible Q3 if growth falters Re-price refinance assumptions; watch SOFR floors Supply-chain congestion High during JuneâJuly port rush Favor infill warehouses over greenfield United States Real Estate Investor United States Real Estate Investor Assessment The tariff truce hands U.S. real estate investors a rare, if fragile, gift: 90 days of price discovery. Material costs soften, stock markets cheer, and cross-border money edges back to the tableâyet every benefit sits on a countdown clock. Smart operators will use the window to lock pricing, accelerate closings, or refinance while sentiment is buoyant. Speculators who assume a permanent dĂ©tente risk whiplash if talks stall. Structure deals so todayâs optimism is upside, not a dependency, and keep one eye on Augustâthe next tariff headline could rewrite your underwriting overnight.
#bridge loans#builder costs#buy and hold#capital flows#capital markets#Chinese capital#construction costs#exit timing#funding liquidity#GDP growth#import surge#industrial demand#inflation outlook#interest rates#investors#logistics surge#Los Angeles California#material prices#port warehouses#property market#REIT valuations#risk dashboard#supply chain#tariff rollback#tariffs#truce#warehouse absorption
0 notes
Text
the curse of adhd:
i will remember with absolute clarity, when the thought strikes me that i have a text to send someone, that this is the fourth time in three days i've attempted to send this specific text
i will forget, in the time it takes me to pick up my phone, that i picked it up intending to send a text
#every time#managed to actually send it today!#but also i have been reminded to post this by the fact that i just had a task to do in two different rooms just now#so i turned the light on in the room i was getting to second because my brain would go 'oh why is the light on that's weird'#and check the room and it would remind me to do the second task#in the less than five seconds between turning the light on and exiting the room#my brain went 'oh the light's on better turn that off before i leave'#and i had to manually catch myself#PLS.#adhd
52K notes
·
View notes
Text
Sentient Mystery Shack, who is really biased towards Stan, so when Ford tells Stan he has to give it back after the summer itâs on sight.
Ford keeps tripping over nothing, nothing is where it's supposed to be and somehow he keeps running into closets when he tries to go outside.
But the worst part, the WORST part is that Ford's lightbulb just won't. Work. No matter what he does it keeps flickering and exploding.
Ford is spiraling.Â
There is no reason why it shoudlnât work. All his trial runs work perfectly. Heâs already checked the Shacks wiring three times and relearned this dimensions science from the ground up.Â
Nothing works.
The Rift? Bill? The impending apocalypse? Eating? Sleep? Who cares about that.Â
WHY. WONT. THE. LIGHTBULB. WORK???
It doesnât help that Stan keeps laughing at him.
âThen you do it!â Ford eventually snaps at Stan.
Stan shrugs and with a little song under his breath screws his own lightbulb in. It works perfectly.
Stanford screams.
#gravity falls#stanley pines#stanford pines#the mystery shack#afterwards stan can be seen gently petting the kitchen door#the lightbulb shines a little brighter#that time in the show where soos mentioned how funny it would be if the exit door was actually a closet#thats a game the shack likes to play with soos#the kids are bored or need a new room? suddenly they find a mysterious new room in the shack#stan cant find his remote? the shack just really wanted to watch old timey movies with stan. it knows stan best. it knew stan would have fu#stans thr shacks blorbo after all#stan also turned the shack from a cold messy research facility into a fun home that gets lots of visitors#the shack loves the tourists and mr mystery#so many stories and different people to watch#stan also hasnt paid the electricity bill in years everything still works somehow#and if they hadnt defeated gideom when they did the shavk wouldve shown that little bastard why they used to call it the murder hut đĄ#the thing is ford already checked if hes cursed or if something elsemis going on with the shack and he put gravity falls weirdness factor#into account but he cant find anything out of the ordinary#the shack is just going backt o normal.everytime he turns his scanners on to check#besides theres no way the shack would turn against ford -its his house he built it#so it definitely cant be that
5K notes
·
View notes
Text
the thing is I already know that men and society at large hate women. I know that young men in particular increasingly skew right and towards misogyny (I've read the articles, although all I really need to do is spend any time on any part of the internet to see the evidence). but then every so often something like this happens where it still somehow surprises me. like my god.. they really hate us this much.
#also the thing that's supposed to be a glimmer of hope is that younger generations are more progressive#and you can tell yourself that as time goes on that will reflect in society#but when for example the exit polls suggest a massive discrepancy in young men vs young women voters#it feels like jesus what's the point these men in our own age category are just growing up learning to hate us#talking
5K notes
·
View notes
Text
one madoka before i actually watch the show and bear witness to the horrors
#madoka kaname#puella magi madoka magica#mahou shojo madoka magica#my art#doodle#recommended to me by a beloved mutual so now i obviously have to use crunchyroll for the first time to watch it for them#i've heard it's really good so im exited
2K notes
·
View notes
Text
Danny is the Tibetan Monk
So! When Bruce was travelling the world, finding masters to teach him how to fight and investigate, he came across a strange building in Tibet.
He had followed rumors of an ancient Monk who lived atop a mountain just on the edge of a Village, who had learned how to conquer Death itself, and stole its secrets for himself. Hoping to find a new Teacher, Bruce climbed the mountain and found the home of that Monk.
What he found was strange though...
The building seemed much more modern than he had been expecting, built with metal and drywall rather than ancient bricks or stones as he had assumed. There was also a strange machine on the top of the building, and if he didn't know any better he would have said it almost looked like a spaceship.
Hesitantly, he knocked on the wooden door and waited.
The man who answered looked nothing like he had expected, but so far nothing had met his expectations so he wasn't really surprised at that point. He looked relatively young, in his late 20's or early 30's, and was wearing a simple T-shirt and jeans. He had short black hair, blue eyes, and pale skin that didn't exactly match the tone of the other people living in the area. In fact he looked as if he could have been an American, rather than Tibetan.
Bruce introduced himself, explained why he was there, and managed to convince the Monk that he deserved his training.
It was unorthodox, certainly very different from the training he had recieved in the League of Assasins, but the Monk said that he was well suited for this style of training.
Under the monk he learned a variety of techniques. The ability to shield his mind from Telepaths, how to Astral Project, how to completely hide his presence from others, even from those with enhanced senses, and so much more.
By the time he was finished training with the Monk, he was confident that he could finally achieve his goal of saving Gotham from itself. He bid the monk farewell, and returned to his home ready to begin the legend of the Batman.
Meanwhile Danny had just sent his most recent student off after a few months of training.
He had to do this every once in a while. There were hundreds of Liminal and Ecto-Contaminated people out there in the world who didn't know how to manage their abilities. They didn't know how to innately seperate from their physical bodies so they could more easily feed on natural Ectoplasm, or how to shield their minds from the volatile stray emotions of the people around them thay may influence their thoughts.
It was dangerous for people with that level of Ecto-Contamination to live without knowing how to keep themselves healthy. So every once in a while, Danny would find a way to contact them and to teach them all they needed to know to stay healthy.
The "Centuries Old Monk" routine was an old favorite of his for this purpose. He would intentionally spread rumors where he knew they would hear, add in some incentive like "conquering death" to make sure they would follow those rumors, and than meet them and take them under his wing.
A few of his other favorite routines were the "Circus Act who knows more than he should", "Mechanic with great advice", and sometimes even just "Life Coach" for the more conventional cases.
And if he heard Bruce's story and decided to teach him how to use a few extra useful Ghostly Abilities, like hiding your presence or merging with Shadows, then who could really judge him? The kid had taken up a huge burden, he needed all the help he could get.
Besides, its not the first time he's ever done that.
...
Years later, Bruce met Dick and found out that he also knows how to Astral Project and Guard his Mind. He couldn't merge with the shadows or hide his presence nearly as well, but he could apparently slow how fast he fell and bend in ways even bruce couldn't.
Apparently he was taught how to do so from an old member of Haley's circus, who told him that they were meditation techniques to get "in the zone" for his trapeze acts.
Then he met Jason, who could also Astral Project and Guard his mind, and he could also heal faster than normal people and read other people's emotions. He learned from a Mechanic who used to live on his street, who told him it was just some street skills that would let him avoid the people who would hurt him or give him trouble.
Then Tim came in, also with Astral Projection and a Telepath-Proof mind, and he could apparently last for weeks on end with no food or even water, and could hide his presence from even Batman. He was taught by a butler his parents had briefly hired while away from home, though Tim's parents didn't know what he was talking about when he brought it up to them later. He was told it was just a way of "keeping his spirits up" when he was alone.
Stephanie had also been taught by an old Mechanic on her street. Same as all the other she could leave her body behind and guard her mind, but she could also read emotions and convince people to do what she said. The mechanic never gave a reason for why he was teaching her, but did say that it would help her gauge the people in her life easier. He left barely a week before Steph realized her dad was the Cluemaster.
Damien was, suprisingly, trained by the same Master that Bruce had been taught by. Talia had sent him up the mounting saying that his Father had learned from the man on the mountain, and he would as well. He was taught the same as all the others, though instead of merging with Shadows like his Father he was taught how to converse with Animals.
Cass had been taught by a man while she was running from her Father. He never said why, only that it would help her live a better life. She had the "normal" abilities of Astral Projection and Guarding her Mind, but she could also Merge with Shadows and Perfectly Read other people's emotions beyond their body language.
Duke was taught by a man who had also taught other members of "We Are Robin" during the cataclysm. He said it would help them survive their attempts at heroism, though he gave Duke extra training for some reason. He had taught Duke even more than he had taught the other Bats, alongside the now typical Astral Projection and Guarding his Mind, Duke could also talk to the Dead, See into the Past, and even Phase through Walls. With enough effort he could even Fly.
A few of his abilities were attributed to his Metahuman Powers, but he claimed that they were never that powerful before that man came along.
He also said that the man "Glowed" in a strange way. He was the only one who could see it among the members of We Are Robin, even the others he had taught.
Bruce had long since decided he needed to pay his old Master a visit.
#Dpxdc#Dp x dc#Dcxdp#Dc x dp#Danny Phantom#Dc#Dcu#Danny is the Tibetan Monk#He goes around the world and teaches Liminals how to stay healthy#Most of the time he only teaches them how to exit their body to feed on Ectoplasm more easily and how to Guard their minds from other peopl#But every once in a while he teaches his students a few extra Ghostly Abilities#He taught Dick how to float and bend like a Ghost cause he was scared of him falling from a high place#He taugh Jason so he could avoid trouble and heal faster from the trouble he didn't avoid#He taught Tim cause the kid was left alone for way too long and had a reckless habit of going out at night#He taught Steph cause her Dad was a supervillain#He taught Damien cause he wanted the kid to have friends in the animals around him#He taught Cass cause she needed the help hiding from her Dad#And he taught Duke cause his Metahuman Powers made him even more Liminal than normal and he insisted on trying to be a Hero#Bruce thought he was special#Turns out he doesn't even get any of the cool abilities
1K notes
·
View notes
Text
their category defying rship wtih perry
#it takes on a lot of new dimensions over time but. at the end of the day they raised him and exited childhood alongside him#they have the exclusive right to baby him#draws#phineas and ferb
1K notes
·
View notes
Text
FORGETTABLE-AU (Page 44-47)
*...
[BEGINNING] [PREVIOUS] [CONTINUE]
#I don't think there's emergency exits on the true lab in the game but I'm gonna pretend there are because THERE SHOULD BE#Or maybe there ARE emergency exits in the true lab and Flowey blocked them or something so we HAD to use the elevator#I like to think there are emergency stairs!#but they're super old and not taken care of#Also#the elevator's energy and the energy from the lab are separated and that's not something I made up#that's actually a thing in the game I noticed??#apparently the elevator are magnetic?? something like that I can't remember rn#okay enough rambling time for the tags#undertale#forgettable-au#forgettable-au-comic#papyrus is gaster#undertale au#gaster#undertale comic#alphys
2K notes
·
View notes
Text
[Constellation âDemon King of Salvationâ is looking at you.]
#orv#hi Iâm back lol#school kicked me in the ass#kim dokja fanart#kim dokja#omniscient reader novel#omniscient reader's viewpoint#kdj#when in doubt#I draw dokja#I was thinking of âexit song for a movieâ the entire time while drawing this#my art
3K notes
·
View notes
Text
LOOK AT THEM GO!
#silly#art#digital art#artists on tumblr#animation#cotl#cotl lamb#cotl narinder#narilamb#less of a valentines special but I made them dance :D#look!#lol#well kinda a dance I winged it and it definitely looks a bit odd lmao#but itâs got silly charm to it#Iâm proud of myself here for finishing an animation for once#I have such a bad tendency to do a sketch for an animation and just go#whelp#thatâs good enough#and then I send it to rot in my pile of unfinished animations#but this time I was an#e to pull myself together and finish it WITH SOME LIGHTING#Iâve gotta stop posting all my goods in one day but Iâm just so exited with these#lmao#feast on these for days#as you next rations are not promised to be too soon lol#catch you on the flip side
579 notes
·
View notes
Text
Love that whenever Maddie and Simon are talking in season one there is at least one shot to show how Simon looks like he is talking to air, just to remind the audience how ridiculous he looks to others
#school spirits#squirrel talk#literally my favourite gag i laugh every time pdndodbd#currently rewatching the first season so i can start the second one im so exited#edit: just finished the 4th episode its so good
749 notes
·
View notes
Text

iâm finally opening commissions!!
ko-fi
#alternatively there's a commission form link in my bio#this is my first time doing this so bear with me#but iâm very exited to try this out!#sabeldraws#commission#commissions open#artists on tumblr
257 notes
·
View notes
Text
Transcript:
Gabriel : Please, council. I know I failed you, but surely there's another way besides turning me into a marketable plushie?
No!
AAAAAHHHHH-*Squeak*
This is my lowest point, but I know it can't get worse from here.
Who's that? Someone approaches! Perhaps they could help me?
You! Listen, I need you to get me out of here.
What is that claw descending upon me?
No!
EGH-*Squeak* It squeezes me pretty tight!
Agh, oh it's carrying me to the exit. Thank heaven!
It's about to- *Squeak* AGH! Oh!
You had missed, fuck!
Try- try it again.
Come on I know you have another quarter, yes?
Yes, try it again, yes.
Okay, this time I'm out.
I'm out! I'm- *Squeak* AGHHH!
AW YOU FUCK.
V1 : YAYYY.
Gabriel : SUCH A- JUST BREAK THE GLASS.
FUCKIN' IDIOT.
Audio source
#ultrakill#gabriel ultrakill#this was annoying to edit because of the music đI tried#his endless torment - being picked up and dropped just short of the exit#also V1 is there and its probably the one controlling the claw#very sporadic posting will continue for uh idk how long#I have not had time to edit#if this sounds like 2 different clips stuck together (especially the no effect version)#its because he started the request without the filter lol#cant these 2 flirt normally#oddly specific rp happening here#of course gabe ends up inside of a claw Machine. typical.
549 notes
·
View notes
Text

This is killing me oh my god.
Lawrence says such a smart retort and leaves proudly but is forced to immediately walk back past the same person he just insulted because he forgot his damn key.
#must've been the most embarrassing walk ever#i just know lawrence was hoping for the lord to strike him down at that moment#well all the time but especially at this moment#âaware he's just ruined his exitâ#âtrying to look unconcernedâ#sobbing#tedesco will never let him live this down#wish they kept this in the movie#sorry for posting so much about the script there WILL be more#its just too interesting#conclave#conclave movie#conclave script#thomas lawrence#cardinal lawrence#goffredo tedesco#cardinal tedesco#meme#meow
192 notes
·
View notes
Text

AU where Greed leaves the homunculi before meeting Bido because Envy wouldn't shut up
In a way, Envy does the opposite of trauma dumping. They just keep sharing the trauma they've caused
#another fullmetal shitpost for yall#Greed shows Bido the exit and actually hears him out this time#also the little meowmeowification of bido here#he looks like a sanrio plush :)#fullmetal alchemist brotherhood#fma#fullmetal alchemist#fma greed#fullmetal alchemist greed#greed the avaricious#fmab#greedling#fma envy#fma bido
402 notes
·
View notes