Manny Fernandez (@mfernandez3) header
Manny Fernandez (@mfernandez3) profile picture

GM @BEVAHomes · Real estate investor · Entrepreneur · Pastor, husband, and dad — faith shapes everything I build. 20 yrs in global missions.

Arlington, TX
Joined October 2007
Photo by Manny Fernandez (@mfernandez3)Photo by Manny Fernandez (@mfernandez3)Photo by Manny Fernandez (@mfernandez3)Photo by Manny Fernandez (@mfernandez3)Photo by Manny Fernandez (@mfernandez3)Photo by Manny Fernandez (@mfernandez3)Photo by Manny Fernandez (@mfernandez3)Photo by Manny Fernandez (@mfernandez3)Photo by Manny Fernandez (@mfernandez3)Photo by Manny Fernandez (@mfernandez3)
88% of CRE firms are running AI pilots. 5% actually hit their goals. The gap isn't the software, it's the fact that nobody owns the outcome.
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Net absorption in US data centers hit 2,497.6 MW in 2025. For context, a healthy apartment market runs 5-7% vacancy. Data centers aren't even in the same conversation right now.
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$930 billion in CRE loans mature this year. Office is first in line. And 36% of those loans can't pencil a refi at current rates.
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Liquid operators have roughly a 12-18 month window to buy at 2020 prices with 2026 information. That window doesn't stay open.
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Rob Gilman at Anchin said he wouldn't give AI $20M to invest. That's the most honest thing anyone has said about underwriting tech in two years.
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Full breakdown in today's Doorchain. Subscribe for the daily. $1/mo at launch.
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