GRO MONEY NEWS

Teresa Grobecker
  • 5.0 (1)
  • Business News
  • Updated Daily

GRO MONEY NEWS brings quick, clear insights on real estate and financial markets. In under 10 minutes, Teresa Grobecker covers capital markets, mortgage rates, housing trends, Fed policy, crypto and digital assets, and economic shifts to keep you ahead.

  1. 3d ago

    🚨 The Fed hiked. The 10 year Treasury basically said, “That’s adorable.”

    The Fed raised rates 25 bps yesterday, but the bigger number is 5.003%, where the 10 year Treasury finished. That is a nineteen year high, and it matters far more to real estate, private credit and long duration infrastructure than another day of arguing about one Fed meeting. 💰 $22 BILLION: Banks are reportedly financing chips for Blackstone and Alphabet’s Crux AI venture, backed by equipment value and customer contracts. That is what institutional AI financing looks like when the capital stack has actual collateral. ⚡ $1 MILLION PER MW: New York is recommending that local governments use that figure as a community investment benchmark for new data center development. Power, permitting and community economics are officially part of the underwriting. 🏠 7% IS BACK: Thirty year mortgages are around 7%, purchase applications are down 19% year over year, and refinance applications are down 65%. The housing market is getting another affordability stress test. 🌍 SOVEREIGN MONEY WANTS THE RAILS: EQT and Norway’s sovereign wealth manager are reportedly pursuing Acciona Energia, an approximately €11.9B renewable energy platform. Serious capital is still buying strategic infrastructure. 🏢 CRE CREDIT ISN’T DEAD: CIBC just put roughly $102M of nonrecourse financing on a fully occupied industrial portfolio. Expensive capital and unavailable capital are not the same thing. In today’s GRO MONEY NEWS, we get into the Fed, Asia, mortgage and CRE rates, sovereign capital, AI infrastructure, M&A, crypto policy, tax strategy and the one question every family office should ask before wiring money: Does this deal still work if money never gets cheap again? Listen, share it, and tag somebody who needs a sharper briefing before their first capital call. Until tomorrow, be the best human you can be.~ Teresa Grobecker 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 Listen to GRO MONEY NEWS 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.

  2. 4d ago

    🏦 THE FED GETS 25 BASIS POINTS. CANADA BROUGHT A TAX BAZOOKA.

    The 10 year Treasury hit roughly 5.04%, mortgages moved back above 7%, and Brent finished near $109. The market’s biggest fear is no longer an AI bubble: Bank of America’s latest fund manager survey says 33% of institutional investors now see a disorderly rise in bond yields as the largest tail risk .🇨🇦 Canada responded Tuesday with a proposed permanent immediate expensing regime covering roughly two thirds of new business capital investment. Ottawa says the policy could cut Canada’s marginal effective tax rate on new investment to 6.4%. That is not a tax footnote. It changes project returns and where capital wants to live. 🤖 Bell is simultaneously proposing a path toward a 1.2 GW sovereign AI hub in Saskatchewan, with potential total investment of as much as C$52.5 billion. The additional 900 MW would rely on dedicated natural gas generation rather than the provincial grid. 🏢 CareTrust REIT acquired a $400 million skilled nursing portfolio at an expected 8.6% stabilized yield, while Brookfield agreed to acquire plumbing infrastructure manufacturer Reliance Worldwide for approximately $2.8 billion. Serious capital is still moving. It is simply demanding cash flow, scarcity, collateral, and a credible spread over a 5% Treasury. 🇧🇷 Brazil also enacted a new data center tax regime Tuesday offering up to five years of federal tax relief on qualifying AI, cloud, and compute equipment. Countries are no longer merely regulating the AI infrastructure race. They are bidding for it. 💡 Today’s sales idea: build a Jurisdiction Arbitrage Memo for one real project. Model the same asset in three locations and compare power, tax depreciation, incentives, financing, permitting, currency, construction cost, and the actual after tax equity requirement.The question is no longer only, “Is this a good project?”The better question is, “Where does this project become the best investment?” 🎧 Listen to today’s GRO Money News and share it with someone allocating capital into infrastructure, real estate, private credit, or sovereign AI. Until tomorrow, be the best human you can be. ~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn. Read on LinkedIn 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 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.

  3. 5d ago

    🚨 The 10 year Treasury touched 5 percent. That is not a bond market story. It is a capital stack story.

    Oil is above $100, mortgage rates are pushing back toward and above 7 percent, semiconductors were hit hard Monday, and the Fed begins its two day meeting today. Meanwhile, Michael Dell's family office is leading a $7.7 billion take private, proving once again that sophisticated families are moving beyond passive allocations and directly owning operating platforms. 💰🏗️🤖 Today's GRO Money News gets into the parts that actually matter to capital allocators: why 5 percent Treasuries change real estate underwriting, where hidden leverage is showing up in private credit, what makes an AI data center genuinely bankable, why power remains the critical constraint on compute, what today's Clarity Act vote means for digital assets, and the tax rule that can materially change first year infrastructure returns. ⚡🏦🏢 The headline I would remember: expensive money exposes bad underwriting quickly. Listen, share this with someone still underwriting off last quarter's assumptions, and tag the person on your team who needs a sharper morning capital briefing. 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 Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369 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.

  4. 6d ago

    ⚡ THE CLOUD JUST HIT A TRANSMISSION LINE.

    Oil is back above $108, the ten year Treasury is near 5%, and U.S. futures opened lower Sunday night. Friday gave Wall Street a relief rally, but the weekend gave capital markets another reminder that energy, inflation, and financing costs are still running the show. 🤖 Texas has temporarily paused pending approvals for new data centers while it audits large new grid connections. That matters because a data center without a reliable energization date is not a technology asset yet; it is land with a very expensive construction plan. 💰 Michael Dell’s family office and Sequence Holdings are nearing a $7.7 billion take private of The Baldwin Group, the commercial insurance broker. The interesting family office trade is not simply the purchase price; it is direct control of recurring distribution, customer relationships, and a platform that can potentially be improved through technology. 🏠 Housing has finally produced more negotiating leverage for buyers, with existing home inventory reaching 4.9 months of supply, the highest level in more than a decade. Sales nevertheless fell to a 3.98 million annual pace because a thirty year mortgage around the upper six percent range still makes the monthly payment the real problem. 🌏 Sovereign and pension capital continues moving into infrastructure. India’s sovereign anchored NIIF Infrastructure Fund II reached roughly $2 billion at first close, backed by institutions including CPP Investments, ADIA, Temasek, Ontario Teachers’, AustralianSuper, and the Government of India. 💡 Today’s sales idea: build a 48 Hour Capital Reset Memo for your largest mandates. Reprice the debt using a ten year Treasury near 5%, stress energy and construction costs against oil above $100, and show the sponsor exactly how much the required equity or reserve changed before asking for another financing conversation. Capital has not disappeared. It is demanding better evidence, better contracts, better power, and a much better explanation of how it gets paid back. 🎧 Listen to today’s GRO Money News, share it with someone allocating capital into infrastructure, and tag the person whose data center model still lists power as a footnote. 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 Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369

  5. Sep 11

    🤖 THE CLOUD JUST GOT VERY HEAVY.

    Oracle reported $19.3B of quarterly revenue, but the infrastructure numbers are the real story: $28.5B of capex, 850 MW of new data center capacity, more than 300,000 GPUs delivered, and $664B of remaining performance obligations. Cloud infrastructure revenue grew 121%. AI is increasingly becoming a structured finance business disguised as technology. 💰 DigitalOcean also secured $725M of equipment financing for GPUs and CPUs, with potential capacity above $1B, while Vantage is reportedly seeking as much as $2B from institutional lenders as conventional banks run into data center concentration limits. The next major AI trade may be financing the infrastructure rather than buying the model company. 🔥 Meanwhile, Brent briefly broke $108, the 10 year Treasury reached roughly 4.95%, wholesale inflation hit 5.4%, and existing home sales fell below a 4 million annual pace. CPI arrives this morning with the Federal Reserve decision only days away. 🏢 Real estate M&A is still moving. Independence Realty Trust and Centerspace are combining into an approximately $8.1B apartment platform with 44,354 units, showing that scale, operating efficiency, and access to capital still command value even when financing is expensive. 💡 Today’s sales idea: build an equity burden analysis for every serious infrastructure mandate. Separate actual common equity need from the portion that can be financed by debt, equipment finance, customer prepayments, incentives, vendor credit, and other committed sources, then remove every source that is still theoretical. Big project cost does not automatically mean big equity requirement. The banker who can prove the difference has something worth selling. 🎧 Listen to today’s GRO Money News and share it with someone who still thinks AI lives weightlessly in the cloud. 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 Listen to GRO MONEY NEWS 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.

  6. Sep 10

    💰 THE GPU JUST GOT A $3.1 BILLION MORTGAGE.

    AI infrastructure crossed another financing threshold. Zankore signed a senior facility of up to $3.1 billion for Nvidia compute infrastructure, proving that GPUs are moving from venture capital territory into institutional credit. ⚡ Google is simultaneously committing €13 billion in Finland, backed by a 22 year nuclear agreement, new wind capacity, and a 94 MW battery system. The message is clear: data centers are no longer just real estate. Power is part of the capital stack. 🏦 Tether and Fasanara also launched a $400 million private credit vehicle using stablecoin settlement, while Adani Airports raised approximately $1 billion from institutional investors including Temasek and BlackRock managed funds. 📉 The backdrop is harder. Brent is above $100, the 10 year Treasury is near 4.84%, and inflation data is back in control of the rate conversation. The takeaway: capital is not disappearing. It is demanding stronger contracts, better credit, clearer power, and less fantasy. 💡 Today’s sales idea: stop asking sponsors if they need money. Show them exactly what prevents their project from being financeable. 🎧 Listen to today’s GRO Money News. 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 Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369

  7. Sep 8

    ⚡ 900 MW sounds impressive. The better question is how much of it is actually producing cash.

    Firmus added OpenAI as an anchor customer at two Malaysian AI Factory sites and now reports more than 900 MW of contracted capacity across its total customer portfolio. Institutional capital has to go several layers deeper: how much is powered, how much is operating, who is obligated to pay, and when does the revenue actually begin? Today’s GRO Money News also covers the $3.9B EverBank and WaFd merger, oil pushing toward $100, mortgage rates still near 7%, sovereign capital moving into AI infrastructure, and why banks are now building their own stablecoin rails. 💰 The headline gets attention. The contract, power, credit, and cash flow get financed. 🎧 Listen to today’s GRO Money News. 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 Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369

  8. Sep 3

    AI JUST BOUGHT THE SUBSTATION.

    Broadcom reported $16.7 billion of AI semiconductor revenue in one quarter, up 221% from last year. At almost the same moment, Vertiv agreed to spend as much as $2.6 billion acquiring a company whose specialty is microgrids, onsite generation controls, switchgear, storage, and behind the meter power for data centers. That tells you where the AI bottleneck is moving. It is no longer enough to have chips. You need power by a date. CPP Investments also completed its $4 billion acquisition of Nordic data center operator atNorth with Equinix, giving Canadian pension capital control of an AI and high performance computing infrastructure platform backed by a roughly $4.1 billion financing package. Meanwhile, the Federal Reserve’s new Beige Book says residential construction is declining while nonresidential construction is increasingly concentrated around data center projects. Manufacturing contacts are also reporting strength from data center and defense demand. And the labor market is moving the other direction. Private employers added only 38,000 jobs in August, the weakest ADP reading since January. Manufacturing lost 17,000 jobs while construction added 12,000. The capital allocation conclusion is not complicated. The economy is slowing broadly while capital is concentrating narrowly around strategic infrastructure. That is where investors should be paying attention. Today’s GRO Money News breaks down why time to power is becoming an asset class, what makes an AI infrastructure project truly bankable, why Shell just completed a $16.5 billion energy acquisition, how one Orlando office building lost roughly 74% of its prior sale value, and the tax rule payment platforms need to understand around Form 1099 K. The hot sales idea today is equally simple. Take every project in your pipeline and add one metric: TIME TO REVENUE. Put an actual date beside power, permits, construction, tenant commencement, first rent, and permanent financing. Find the least certain date. That is your mandate. A gigawatt in a presentation is marketing. A megawatt with a delivery date is an asset. Until tomorrow, be the best human you can be.~ Teresa Grobecker Sign up for the daily newsletter on LinkedIn.Read on LinkedIn Listen to GRO MONEY NEWS 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. 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. (c) 2026 Grobecker Holland International, INC. All rights reserved.

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GRO MONEY NEWS brings quick, clear insights on real estate and financial markets. In under 10 minutes, Teresa Grobecker covers capital markets, mortgage rates, housing trends, Fed policy, crypto and digital assets, and economic shifts to keep you ahead.

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  • Creator
    Teresa Grobecker
  • Years Active
    2025 - 2026
  • Episodes
    275
  • Rating
    Clean
  • Copyright
    © Teresa Grobecker
  • Show Website
    GRO MONEY NEWS