GRO MONEY NEWS

Teresa Grobecker
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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.

  1. 8h ago

    THE RALLY PUT ON LIPSTICK. CREDIT STILL ASKED FOR ID.

    🚨 TECH BOUNCED MONDAY. CREDIT DID NOT GET THE MEMO. The Nasdaq gained about 1.1% yesterday, but Tuesday morning Asia is selling AI hardware again. Meanwhile, investors are repricing AI data center debt, with some CoreWeave debt reaching yields near 15%. 🏗️ This is not the death of AI infrastructure. It is the end of pretending every GPU, tenant, borrower, lease, power contract, and capital stack deserves the same cost of money. 🚂 Ares is buying KKR’s Infinity Transportation for about $2.9B, using infrastructure and insurance capital to acquire roughly 50,000 railcars. Tradeweb is buying Trumid for about $1.97B, consolidating another piece of the infrastructure underneath global credit markets. ⚡ Oil remains above $100, the 10 year Treasury is around 5.14%, and the average 30 year mortgage is back around 7.43%. Capital is expensive, which means structure matters again. 🏢 Even San Francisco’s shuttered downtown Bloomingdale’s is being explored as a possible AI data center. Dead retail becoming compute infrastructure is exactly the kind of real estate conversion worth watching. 💰 Today’s sales idea: Find the development deals that stopped working when rates moved. Do not sell them another loan; rebuild the capital stack. The opportunity is not cheap capital. The opportunity is knowing how to make expensive capital work. 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=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369

  2. 1d ago

    🚨 THE GRID JUST REPRICED AI.

    AI did not suddenly stop growing. Wall Street simply remembered that data centers require electricity, debt has a cost, and revenue backlog is not the same thing as free cash flow. ⚡ Microsoft just walked away from a major Nscale data center commitment because adequate grid power may not arrive until the early 2030s. At the same time, CoreWeave lost roughly a quarter of its value last week as investors attacked the economics of its heavily leveraged infrastructure model. 📉 The Nasdaq dropped 2.1 percent Friday, the VIX jumped more than 21 percent, and Asia opened weaker Monday. But U.S. futures were rebounding Sunday night, which looks less like the death of AI and more like the beginning of actual underwriting. 🛢️ The inflation story also deserves more precision. September gasoline prices jumped 9.1 percent and accounted for more than half of the monthly CPI increase, while national diesel remains above $6 per gallon. Energy and logistics are now a material part of the inflation problem. 🏠 Housing is telling the same cost of capital story. Thirty year mortgages are around 7.4 percent, purchase applications are down 16 percent from last year, and Redfin says sellers now outnumber buyers by 62.6 percent nationally. 💰 My Monday thesis is simple: power certainty is becoming tenant certainty, and capital structure is becoming competitive advantage. The next phase of AI infrastructure will reward projects with real power, real offtake, defensible construction economics, and capital that can survive the cycle. That is considerably healthier than financing everything with enthusiasm and hoping the grid arrives later. 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

  3. 1d ago

    🚨 AI DATA CENTER DEMAND ISN’T THE PROBLEM. THE COST OF CAPITAL IS.

    We are heading into a very active Q4 for AI infrastructure, private credit and real assets. CoreWeave is being repriced, Treasury yields remain high, and the market is finally forcing sponsors to prove that projects can survive expensive money. ⛽ The inflation story matters because energy is doing real damage. September CPI was 3.7% year over year, core CPI was 2.6%, gasoline jumped 9.1% in one month, and diesel is roughly 69% higher than a year ago. Using current trucking cost data, that diesel shock alone can translate into roughly a 14% increase in truck operating cost, all else equal. 🚛 Diesel sits underneath the physical economy. Food, construction materials, machinery, consumer goods and data center components all move through logistics, so higher fuel costs eventually become higher operating costs and higher prices. 🌍 This is why the Strait of Hormuz matters to AI finance. Reduce geopolitical pressure, normalize energy flows, cool inflation, ease Treasury yields and the cost of infrastructure capital can fall. 🏭 America also has a structural capacity problem. Smaller refineries have been built and existing facilities expanded, but the last new U.S. refinery with significant downstream processing capacity came online in 1977. We want reshoring, AI, manufacturing and energy security without building enough of the physical infrastructure underneath them. ⚡ My Q4 view is straightforward: the AI infrastructure boom is not dead; indiscriminate capital is. The next two years should reward projects with secured power, credible customers, real offtake, disciplined leverage and capital structures that can actually survive underwriting. Until tomorrow, be the best human you can be. ~ Teresa Grobecker #AI #DataCenters #Infrastructure #CapitalMarkets #PrivateCredit #Energy #Inflation

    🚨 AI DATA CENTER DEMAND ISN’T THE PROBLEM. THE COST OF CAPITAL IS.

  4. 3d ago

    🧠 AI was meant to come before blockchain

    For the real estate applications we were building at Consortia, the missing piece was the computational capacity to make fragmented information useful before asking institutions to rely on a shared record of it. 🔗 We were presenting property identity and provenance in 2018. In 2024, I told RESO: “AI and networks are finally where I need them to be for blockchain to be efficient.” The dependency was already clear. ⚡ What we are building in stealth starts with abundant supercomputing. We have the capacity to read, parse, sanitize and organize authorized data at the most granular meaningful level, connecting individual claims to their sources and identifying contradictions that a summary would conceal. 🔍 AI helps interpret the information. Supercomputing enables that work at scale, while blockchain provides a verifiable history of what was submitted and how it changed. Together, they create a stronger foundation for decisions, provided the evidence and permissions remain attached. 🚀 Consortia was early, and I am carrying that thesis forward. The opportunity is to turn fragmented records into intelligence people can inspect and use, with greater control over the information that creates their value. The compute is here, and we are building. #ArtificialIntelligence #Blockchain #Supercomputing #RealEstateTechnology

    🧠 AI was meant to come before blockchain

  5. 4d ago

    YOUR GPU CANNOT COSIGN THE LOAN. 🧠🏦

    AI demand can grow while the investors financing it lose money. The difference sits in the purchase price, customer contract, equipment replacement cycle, and debt maturity. 📉 Treasury yields fell Thursday while AI financing concerns remained in focus. A lower benchmark does not repair a weak borrower. 🏠 The average 30 year mortgage held at 7.40%. Housing still needs payment solutions and executable transactions. 🏗️ September producer prices rose 1.3% in one month. Developers should refresh construction budgets before celebrating financing relief. Today’s GRO MONEY NEWS examines AI credit risk, housing affordability, institutional deal financing, and the documents that make a project bankable. Listen, share, and tag the person who approves the capital commitment. 🎙️ 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 October 16, 2026 | Prepared October 15, 11:20 p.m. Pacific (c) 2026 Grobecker Holland International, INC. All rights reserved.

  6. 4d ago

    🚨 AI DIDN’T BREAK. THE CAPITAL STACK DID.

    AI demand is still screaming. Credit markets have simply decided that enormous demand does not give borrowers a free pass on leverage. 🔥 PPI jumped 1.3% in September and 6.3% year over year. 📉 CoreWeave bonds are trading at yields around 15% plus, even while the company points to roughly $104B of committed revenue backlog. 💻 TSMC just reported roughly $46.7B of quarterly revenue and nearly $24B of profit, with management still extremely bullish on AI demand. 🏦 Meanwhile, Liberty Mutual and Elda River are targeting $500M of senior energy and infrastructure credit, exactly the kind of institutional capital AI infrastructure borrowers increasingly want access to. 🏠 Mortgage rates remain around 7.45% for the thirty year fixed, purchase applications fell 4% last week, and adjustable rate mortgages now represent 10.5% of applications. 🏢 In CRE, the CMBS special servicing rate just hit 11.49%, its highest level since 2013. 💰 And private capital is still buying. EQT is acquiring Stockbridge, while GTCR and Elliott announced a $6.1B acquisition of CCC Intelligent Solutions. The takeaway is simple: AI infrastructure is not failing. The market is getting more sophisticated about who should own it, who should finance it, and what the collateral and contracts are actually worth. Cheap money rewards narratives. Expensive money rewards underwriting. 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=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369

  7. 5d ago

    💰 AI WANTS YOUR INSURANCE PREMIUMS. HOUSING WANTS A PULSE.

    The AI infrastructure industry is pursuing insurance capital while American homebuyers are still paying mortgage rates above 7%. 🏦 Goldman Sachs reported $18.68 billion in quarterly revenue. ⚡ CoreWeave is pursuing insurance capital to finance AI infrastructure, while AMD is providing credit support for a 222 MW Texas data center project. 🏠 Existing home sales remain stuck below 4 million annually, and thirty year mortgage rates average 7.46%. 🌎 India is expanding its AI infrastructure manufacturing ambitions while sovereign investors pursue greater control over computing and energy assets. The real opportunity isn't chasing the AI headline. It's owning the power, collateral, contracts, and cash flows underneath it. Today's GRO MONEY NEWS examines where institutional capital is moving, what makes these projects bankable, and what family offices should investigate before committing capital. Listen, share, and tag someone who needs sharper capital markets intelligence. 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. Oct 13

    💥 AI HAS PLENTY OF BELIEVERS. IT IS RUNNING SHORT OF BUYERS AT THE ASKING PRICE.

    An Australian AI infrastructure company just scrapped a proposed multibillion-dollar IPO. Meanwhile, hundreds of millions of dollars are being committed to private real assets, institutional buyers are acquiring leased industrial properties, and the semiconductor trade is getting absolutely hammered in Asia. Welcome to Tuesday's capital markets. 📉 ASIA: South Korea's Kospi plunged approximately 7.4% during Tuesday's session as semiconductor shares sold off. 💰 PRIVATE CAPITAL: Apogem Capital announced $472 million in aggregate real assets fund and co-investment commitments. 🏢 REAL ESTATE: Link Logistics confirmed its acquisition of a 550,992-square-foot North Carolina industrial facility, fully leased to an investment-grade tenant. 🧠 M&A: IonQ agreed to acquire cybersecurity company Elisity in a transaction valued at up to $1.3 billion. 📈 RATES: The 10-year Treasury last stood at 5.24%, while Freddie Mac's latest 30-year mortgage average reached 7.40%. ⚡ THE BIG LESSON: AI infrastructure is not automatically bankable because everybody wants compute. Investors still want enforceable contracts, credible counterparties, power availability, and cash flow. My take: The next big winners in infrastructure will not necessarily be the companies promising the most capacity. They will be the ones that can actually finance, construct, and deliver it. In today's GRO MONEY NEWS, we're breaking down the market signals, transactions, and financing structures that institutional investors need to understand. 🎙️ Listen, share, and tag somebody who needs a sharper perspective on where capital is 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 Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369

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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
    298
  • Rating
    Clean
  • Copyright
    © Teresa Grobecker
  • Show Website
    GRO MONEY NEWS