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Pratik.jadhav
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Finance also hard to crack especially IB, PE and VC

Prior experience needed , with industries down it will be crowded
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Quote:

*Zosima08 writes:*
Financial didn’t get hit too bad, and 3,6,12 month is increase
By Financials if you banking sector , they usually go up post rate cuts and we all know whatever goes up comes down badly post that 🤣🤣🤣🤣
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Finance also hard to crack especially IB, PE and VC

Prior experience needed , with industries down it will be crowded
Yes it is always a tough nut to crack regardless if economy
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Agree, Investment Banking can be very susceptible because number of deals will decline but big banks like JP and Goldman are well diversified against recession
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Without the rate cut the real estate is stuck. Seems nothing’s moving on the market these days because it’s unaffordable with the current interest rates.
Real Estate mixed bag.. I don’t think purely Fed rate cut will make it boom

Housing may not pick up even after rate cuts - With job uncertainty no one willing to get into mortgage

Office/ Commercial - Died thanks to hybrid / remote , there is already lot of vacant office space

Clean energy projects was booming with lot of jobs and poor until trump killed it recently

Data center construction- super Booming but most of them specialist jobs , not many MBAs required

Healthcare Construction - always stable

Hospitality construction down - Tourism and visa impact

Public infrastructure- Stable but most MBA jobs goes to US citizens

One bright spot
Logistics !

I was working on student housing project for University of Florida it was supposed to start in June got pushed to 2026 because of tariff on materials and student visa stemmed demand

Quote:

Agree, Investment Banking can be very susceptible because number of deals will decline but big banks like JP and Goldman are well diversified against recession
Everyone thought there will be M&A boom in 2025 that never happened
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Given how much of real estate is owned or rather controlled by Vanguard and Black Rock, I am sure real estate will be fine.
And I never checked that info but heard most people are forced to work on site, wonder why? xD
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I actually don’t hear a whole lot about Vanguard. I always thought that they were a passive investor but that was just what I thought doesn’t mean they are ...
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You’re right
That’s fun thing

Construction is recession proof in general

Economy booming so many jobs
Economy bad .. govt pump money into infrastructure building .. because it can generate more jobs than any other industry per $ invested


7000 jobs cut you’re seeing here not because of lack of work.. mostly because no one willing come to work due to ICE raids

80% of construction workforce is immigrants unfortunately that includes illegals

So many projects are stalled
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If people are putting money into a real estate fund, Vanguard buys real estate and if they take it out, they sell it but I guess they do have a choice of which of the real estate companies they will be adding to their portfolio... what is pretty much the investors were making the choices which industry the money is going to. Or at least that was my naïve belief

sri23
That’s fun thing

Construction is recession proof in general

Economy booming so many jobs
Economy bad .. govt pump money into infrastructure building .. because it can generate more jobs than any other industry per $ invested


7000 jobs cut you’re seeing here not because of lack of work.. mostly because no one willing come to work due to ICE raids

80% of construction workforce is immigrants unfortunately that includes illegals

So many projects are stalled
Oh. I did not think of that.
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Given how much of real estate is owned or rather controlled by Vanguard and Black Rock, I am sure real estate will be fine.
And I never checked that info but heard most people are forced to work on site, wonder why? xD
That’s not actually true

When I joined as construction engineer , my plumbers , electricians and floor installers made more money per hour than me


Construction is last high paying blue collar job.. but unfortunately not many willing to pick up because it’s very jobs
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Fun fact
BlackRock does buy commercial properties, but they are not snapping up houses like some think. And Vanguard mostly just tracks the market through REIT’s. So yeah, labor issues or stalled projects can still hit real estate no matter how much capital is sitting there.

Someone with more insights can correct me
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Quote:

*bb writes:*
If people are putting money into a real estate fund, Vanguard buys real estate and if they take it out, they sell it but I guess they do have a choice of which of the real estate companies they will be adding to their portfolio... what is pretty much the investors were making the choices which industry the money is going to. Or at least that was my naïve belief
No-no, you are actually spot on about this. Vanguard is more passive and investors do choose which industries money flows. So I guess high investment into real estate is a mirror of people’s demand.
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*sri23 writes:*
> Given how much of real estate is owned or rather controlled by Vanguard and Black Rock, I am sure real estate will be fine.
> And I never checked that info but heard most people are forced to work on site, wonder why? xD
That’s not actually true

When I joined as construction engineer , my plumbers , electricians and floor installers made more money per hour than me


Construction is last high paying blue collar job.. but unfortunately not many willing to pick up because it’s very jobs
Contractors earn way more than anyone else in construction

i agree with you 1000%
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That’s brings to next thing

Search funds acquiring small business is next big opportunity


in physical industries SMB control big chunk of market, and most of SMB owners are boomers who want to exist ... by 2030 80% of this owners will retire

Opening big opportunity for MBA folks who want to acquire and operate these $5-$15 M businesses
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sri23
That’s brings to next thing

Search funds acquiring small business is next big opportunity


in physical industries SMB control big chunk of market, and most of SMB owners are boomers who want to exist ... by 2030 80% of this owners will retire

Opening big opportunity for MBA folks who want to acquire and operate these $5-$15 M businesses
Yes, this has been going on for a while, maybe a year or two - PE forms buying HVAC and plumbing businesses and consolidating them. Pretty nutty.
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Sharing info got from adcom on Dual campus track





Q- Campus selection & timing: Are decisions made at admission or after first-year review, and is indicating interest in the application sufficient?

Adcom response- Applicants who indicate interest in the dual campus track will be considered for the option from the start. If not admitted directly to the program at the time of admission, first-year students may apply during the first year. It is possible to receive an admissions offer without direct admission to the dual campus track too.
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