Date: September 3, 2025 · Edition #04
Wednesday Intel Drop
Awarded (Confirmed Spend)
Paducah, KY → Department of Energy awarded a $405M infrastructure support services contract. Expect contractor migration and workforce housing demand.
Groton, CO → DOE funded a $1.2M grid circuit breaker replacement as part of utility modernization.
Pipeline (Presolicitations & Solicitations)
Bay Pines, FL → VA preparing site work for an Emergency Department CT Scanner replacement. Healthcare build and supplier demand ahead.
Pembina, ND → GSA PBS planning a commercial gate system replacement at the land port of entry. Border trade and logistics demand rising.
Tucson, AZ → USACE solicitation open for construction of a POTFF Facility at Davis-Monthan AFB.
Permits (Local Proof)
Corona, CA → Interior commercial demolition permit issued (Aug 28). Clearing space for redevelopment.
Corporate & PE Moves
Wytec International (Aug 29) → SEC 8-K filed, early signs of a telecom repositioning.
Macerich Co. (Aug 21) → SEC filing hints at strategic shifts in commercial real estate.
Ribbon Communications (Aug 29) → Leadership changes filed with SEC; possible pivot in tech strategy.
Quick Take + Four Things
Federal money locked in at Paducah, new VA and border projects entering the pipeline, and corporate filings point to shifts in telecom and REITs. Watch housing in Kentucky, logistics at the North Dakota border, and real estate repositioning through Macerich.
Learn what the Philadelphia real estate boom in 2013 taught me about early investing.
This ONE thing is just as important to home prices as supply.
Holy Toledo.
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– Smart Movers Club Team
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Disclaimer: This intel is educational only. Always consult a licensed professional before major financial or development decisions.