Odd Lots · Monday, September 28, 2026
Developers are still facing challenges in obtaining construction materials like HVAC components and electricity transformers, requiring them to actively 'fight for' these items. This involves building relationships with suppliers, buying in advance, and potentially storing materials, indicating ongoing supply chain pressures impacting development timelines.
“I have a question, you know, this is a question that I probably would have asked very first off in like 2021 or 2022, then it faded. But I'm curious now, how hard is it to like. Find construction materials or like HVAC things or all or the electricity transformers yeah like because what now we know there's incredible competition for a lot of that stuff is that showing up in your development timelines transformers yeah so what's.”
“Happening up with that you got to fight for it yeah yeah what does That actually mean though do you pay a higher price or do you I don't everyone always talks about building the relationship with the supplier do you become their best friend how does fight for it.”
“Mean Yeah, you got to find a guy who knows a guy.”
“And then you got to buy it in advance and then store it somewhere.”