GRO MONEY NEWS
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.
