PK
Phil KirschnerExpertJun 11, 2026
Floor plates kill 80% of candidates. The ones that work were built pre-1940 with narrow cores.
Started by James Kaminsky · Jun 11, 2026
Everyone's writing about it. Who's actually penciled one that works without a subsidy?
Floor plates kill 80% of candidates. The ones that work were built pre-1940 with narrow cores.
Subsidy or a basis reset to land value. Anything in between is a pitch deck, not a deal.