The Starlink arbitrage may be the greatest real estate repricing of all time. Details matter, and prices may be propped up by bailouts, so a long-only strategy is probably best.

But conceptually: short NY/SF/LA/etc, long rural areas & well-run cities around the world. https://twitter.com/austinschless/status/1350890208515002368
Note: I'm not a real estate investor and this is an intellectual exercise at this point. But would be interested in thoughts from people on how to operationalize this trade, if only for the prove-them-wrong aspect.

How to bet on decentralization...a custom REIT?
Why call it the "Starlink arbitrage"? Because huge areas of the map just became much more habitable thanks to Starlink satellite internet, *just* as remote went vertical *and* poorly run cities became a health hazard. https://twitter.com/balajis/status/1254297261200138240
You can follow @balajis.
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