0:45

In this brief YouTube short, Speaker A addresses the deal room about "Katya's deal," emphasizing that investors are drawn to high‑dollar, well‑scrubbed transactions that can be marketed with a 40%+ upside. The speaker argues that the proposed translation build is prohibitively expensive, high‑risk, and not viable in the current market, citing past failures: CRG spent $2 million and walked away, Pidgawalkie failed twice, and Placo left a $15 million escrow. The core criticism is that the cost‑plus‑interest‑plus‑rent financial assumptions underpinning the deal did not hold up under diligence, making the opportunity unattractive to investors.

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