GRO MONEY NEWS

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.

GRO MONEY NEWS is a news podcast hosted by Teresa Grobecker, with 277 episodes on record and a Required Pod Score of 80.

Teresa Grobecker hosts GRO MONEY NEWS, a news show with 277 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  GRO MONEY NEWS

  AI JUST ENTERED THE INFLATION MODEL.

  Sep 30, 202629 min

  Australia raised rates to 4.60% and explicitly cited AI demand as one force driving global technology prices higher. AI has moved from software, to chips, to data centers, to power, and now into central bank inflation analysis. Reserve Bank of Australia ⚡ Samsung just committed $1B to KKR’s Helix Digital Infrastructure platform, joining an ecosystem with Kuwait Investment Authority, Nvidia, and Vistra. Helix launched with more than $10B of committed capital and integrates data centers, power generation, transmission, and fiber. Samsung Global Newsroom Meanwhile, the 10 year Treasury is above 5.2% and the 30 year touched approximately 5.61% . Private capital now has to justify every basis point of spread over government debt. The Wall Street Journal ️ Real estate is showing the same platform economics. JLL arranged a $150M credit facility for Brennan Investment Group and Barings to aggregate industrial outdoor storage assets instead of financing every acquisition independently. JLL Today’s sales idea: build a Bottleneck Ownership Map for every infrastructure project. Identify who actually controls the land, power, transmission, cooling, fiber, equipment, customer, and capital, then find the single missing dependency capable of delaying revenue. The red box is the mandate. Listen to today’s GRO Money News and share it with someone financing AI infrastructure, power, private credit, or real estate. Until tomorrow, be the best human you can be. ~ Teresa Grobecker Read the daily GRO Money News newsletter on LinkedIn Listen to GRO MONEY NEWS on Apple Podcasts

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  GRO MONEY NEWS

  AI INFRASTRUCTURE JUST DISCOVERED WORKING CAPITAL.

  Sep 29, 202627 min

  Hut 8 closed a $1.07B corporate revolver after already raising $7.5B of nonrecourse project financing for its AI data centers. ⚡ That matters because development liquidity, utility deposits, equipment, and permanent project debt should not all be funded with expensive common equity. Meanwhile: Nvidia authorized another $150B of stock buybacks Nscale raised $3.36B from investors including Nvidia, Apollo and Abu Dhabi Investment Council The 10 year Treasury remains above 5.2% New York Life financed $386M on a Manhattan office tower after a major tenant signed a 15 year commitment The message is simple: capital is available, but the structure matters more than ever. Today’s sales idea: build a Capital Efficiency Map . Identify every dollar of deposits, power collateral, equipment, construction and reserves, then ask whether common equity is really the cheapest capital that can fund it. If a letter of credit, equipment loan, tenant contribution or project debt can replace equity, use it. Great assets can still produce mediocre returns when the capital stack is lazy. Listen to today’s GRO Money News and share it with someone financing AI infrastructure, power, private credit or real estate. Until tomorrow, be the best human you can be. ~ Teresa Grobecker

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  GRO MONEY NEWS

  ANTHROPIC SIGNED $11.6 BILLION. THE DEBT MARKET STILL WANTS 9.25%.

  Sep 28, 202624 min

  Akamai signed a 7 year, $11.6B infrastructure commitment with Anthropic and expects roughly $5.5B of capex to support it. The relationship could ultimately reach $20B , with Anthropic also able to earn warrants representing up to roughly 5% of Akamai . Now look at the debt market: a CoreWeave linked Virginia data center, fully leased under a 15 year, $2.94B contract , just raised $1.1B of bonds at a 9.25% yield . That tells you everything. A huge customer contract does not eliminate ⚡ construction risk, tenant concentration, delivery delays, technology depreciation, refinancing risk, or time. The broader market agrees. The 10 year Treasury hit ~5.23% , the 30 year is ~5.52% , and Brent is back near $106 . ️ Meanwhile, SoftBank is closing its roughly $4B DigitalBridge acquisition , buying access to a platform that managed about $108B of digital infrastructure assets . And JLL just arranged $406M of financing for Dallas’ 92% leased Trammell Crow Center. The message: capital is available for strong assets. It is just expensive and increasingly selective. Today’s sales idea: build a Contract to Capital Conversion Memo . Take the headline customer contract, strip it down to minimum enforceable payments, then calculate how much senior debt it actually supports after timing, termination rights, service commencement, and customer concentration are stressed. A billion dollar contract is not a billion dollars of financing. The difference between those two numbers is the mandate. Listen to today’s GRO Money News and share it with someone financing AI infrastructure, private credit, power, commercial real estate, or industrial assets. 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

  THE 10-YEAR IS AT ~5.2%. SO WHY IS INSTITUTIONAL CAPITAL STILL WRITING $10 BILLION AND $25 BILLION CHECKS?

  Sep 25, 202616 min

  That is the question underneath Friday's GRO Money News. The risk-free rate moved sharply higher this week, oil returned to roughly $105, jobless claims stayed at only 197,000, and the Fed is still talking about additional tightening. Yet look at where capital moved: ️ $20–25B: BlackRock and IFM-backed investors entered exclusive talks for STACK's Asia-Pacific data centers. $10B+: Microsoft announced new AI and cloud infrastructure investment across Saudi Arabia, Qatar, Kuwait and the UAE. ️ ~$300B: Big Tech's increasingly sophisticated residual-value guarantees are helping finance the physical AI buildout outside conventional corporate debt. $386M: New York Life refinanced a major Manhattan office tower. ️ $800M: New debt is being lined up against a major Chicago-area mall. $18B+: Barry Diller's MGM take-private went the other direction. The proposal was withdrawn and MGM immediately lost roughly 10%, demonstrating exactly what happens when transaction premium meets completion risk. That is a much better picture of today's capital markets than simply saying “rates are high.” Capital has not disappeared. Its hurdle rate changed. Friday's episode goes inside real yields, sovereign AI, digital-infrastructure M&A, AI's emerging structured-finance machine, selective CRE liquidity, merger-arbitrage risk and the exact reunderwriting exercise bankers should run this weekend on every deal quoted ninety days ago. The opportunity now is finding the capital gap created by the repricing . Listen to GRO Money News, share it, and tag someone who needs to know where serious capital is actually moving. GRO GROUP is actively looking to place $5B of equity financing in 2026 for qualified developments, data centers and solar projects. 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

  THE 5.11% TREASURY JUST PUT EVERY PRIVATE DEAL ON TRIAL.

  Sep 24, 202620 min

  The ten year Treasury jumped to 5.11% Wednesday, its highest level since 2007 , while the S&P 500 fell 0.75%, the Nasdaq dropped 1.13%, and the Russell 2000 lost 1.77%. The catalyst was not economic weakness; September business activity accelerated to its fastest pace in more than five years while cost pressures also increased, which is exactly the combination capable of keeping capital expensive. That hurdle rate is already reaching the private economy. Mortgage rates hit 7.12% , commercial real estate debt is repricing, and every private transaction now has to explain why its illiquidity, execution risk, leverage, and terminal value deserve capital when government debt pays more than 5%. Royal Caribbean provided a useful case study Wednesday by agreeing to pay approximately $3 billion for 50% of Sandals and Beaches Resorts , implying roughly $6 billion of enterprise value at about 10 times forward EBITDA. Morgan Stanley has committed the debt financing, which solves closing risk but leaves the real investment question intact: what does that debt cost, and does the acquired cash flow comfortably outrun it? Strategic infrastructure is being financed at the same time. Mercuria committed $500 million to Project Vault , the U.S. critical minerals reserve backed by up to $10 billion of EXIM financing , while Glencore joined as a founding supply partner. This is what supply chain resilience looks like once somebody builds an actual balance sheet around it. Today’s sales idea is the 5.11% Debt Capacity Recut . Take every live mandate, rerun the debt against the current Treasury, add 100 basis points of additional spread pressure, and show the sponsor exactly how much the required equity changes rather than sending another generic note that says rates moved. The private market does not have a shortage of money. It has a shortage of deals that still make sense when money is priced correctly. 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

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