1.今日对M&A的Purchase price allocation和I/S里的Net Income要做哪些调整做了复盘，感觉过去不懂的逻辑都重新说通了。但是一些Assumption仍然比较Tricky，Pro-Forma毕竟还是假设状态。
2.最近要好好看Macro：预计美国2021年第二季度的GDP会同比增长12.5%，不仅来源于疫情恢复，accommodative fiscal and monetary policy也提供了支持。通胀反弹，PCE的通胀率达到了3.6%（22年美联储的Target是2%）。Long-term inflation expectations ^_^。非农就业岗位总数增量远低预期。目前失业率6.1%，2020年2月为3.5%(unemployment can be categorized as recall unemployment or jobless unployment)
3.今日有趣小问题：
If I paid 100M for a building and it has 75% leverage, how much does it need to sell for to double my equity?
If you purchase a property for 1M at a 7.5% cap rate, have 0% NOI growth throughout the hold period, and exit at the same cap rate after 3 yrs, what’s your IRR?
If you purchase a property for 1M at a 5% cap rate with 60% leverage and a 5% fixed cost of debt, what is the cash-on-cash yield?
2.最近要好好看Macro：预计美国2021年第二季度的GDP会同比增长12.5%，不仅来源于疫情恢复，accommodative fiscal and monetary policy也提供了支持。通胀反弹，PCE的通胀率达到了3.6%（22年美联储的Target是2%）。Long-term inflation expectations ^_^。非农就业岗位总数增量远低预期。目前失业率6.1%，2020年2月为3.5%(unemployment can be categorized as recall unemployment or jobless unployment)
3.今日有趣小问题：
If I paid 100M for a building and it has 75% leverage, how much does it need to sell for to double my equity?
If you purchase a property for 1M at a 7.5% cap rate, have 0% NOI growth throughout the hold period, and exit at the same cap rate after 3 yrs, what’s your IRR?
If you purchase a property for 1M at a 5% cap rate with 60% leverage and a 5% fixed cost of debt, what is the cash-on-cash yield?
#杨幂[超话]#｜#杨幂FashionNotes#｜#杨幂爱的二八定律#
@杨幂 私服LOOK｜《爱的二八定律》上班｜20210613
卫衣｜Brandy Melville Christy Yellowstone Sweatshirt @BrandyMelville
帽子｜Brandy Melville KATHERINE COLORADO CAP @BrandyMelville
骑行裤｜CALZEDONIA /MODP032A/ @CALZEDONIA
帆布鞋｜回力
囤了多少BM啊[思考]
@杨幂 私服LOOK｜《爱的二八定律》上班｜20210613
卫衣｜Brandy Melville Christy Yellowstone Sweatshirt @BrandyMelville
帽子｜Brandy Melville KATHERINE COLORADO CAP @BrandyMelville
骑行裤｜CALZEDONIA /MODP032A/ @CALZEDONIA
帆布鞋｜回力
囤了多少BM啊[思考]
海纳谈诺伊尔的第 100 场国际比赛：“这是对诺伊尔杰出职业生涯的奖励，对我来说，他已经是世界上最好的守门员很多年了。如果他继续这样下去，还可以再打 10 年。”
[@ JonasBA90] #拜仁#
Herbert Hainer on Manuel Neuer's 100th international cap: "That's a reward for Manuel's outstanding career. For me he's been the world's best goalkeeper for many years. If he continues like this, he can play for another 10 years" [@ JonasBA90]
[@ JonasBA90] #拜仁#
Herbert Hainer on Manuel Neuer's 100th international cap: "That's a reward for Manuel's outstanding career. For me he's been the world's best goalkeeper for many years. If he continues like this, he can play for another 10 years" [@ JonasBA90]
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