The Real Estate Espresso Podcast

On today's show we are putting the fear of uncertainty into context of the bigger picture. There is not shortage of uncertainty. But even with uncertainty, there is underlying predictability. ------------- **Real Estate Espresso Podcast:**  Spotify: [The Real Estate Espresso Podcast]( https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1 )    iTunes: [The Real Estate Espress...

On today’s show we are talking about why the Fed is so disconnected from the other central banks around the world.  Only a few short months ago, you would regularly hear that the historically low interest rates of the 2010’s were a thing of the past and we can’t expect to see them again in our lifetime.  Well, we are not far from those rates again, except in the good old US of A.  The Federal Open...

Today’s show is another in our beginner series. We have people in our lives who are still in the learning phase. The audience for the Real Estate Espresso podcast is a sophisticated audience. Many of you own large portfolios of properties. But you probably have people in your life who are less experienced. Where do they go for information? So many of the information sources that are focused on the...

On today’s show we are looking ahead a few decades and thinking about what changing demographics means for real estate investors.  But first, if you believe that there is more to real estate than residential, then you may want to look at the Y Street Capital Storage fund. At Y Street Capital, we believe there is a significant opportunity in the storage industry. But it’s not the traditional view o...

Scott Langham is with Whitestone Wealth Management, based in San Antonio Texas. On today's show we are talking about the different tax deferral strategies that are possible under the US Tax code. The 721 is a variant or derivative of the 1031 exchange that offers some unique advantages. Scott explains some of the nuances that could play a role in effective tax and estate planning. To connect w...

Joseph Root is based in Chicago where he is a principal at East Superior Real Estate Partners. This multi-generational family business invests in Chicago an other markets in the midwest. On today's show we are talking about the dynamics and merits of midwestern markets along with the complexity of vintage buildings. To connect with Joseph you can find him on LinkedIn at https://www.linkedin.co...

Today is another AMA episode (Ask Me Anything). Our question comes from Steve who asks: " What is the next potential technology that could dramatically change or revolutionize construction?" ------------- **Real Estate Espresso Podcast:**  Spotify: [The Real Estate Espresso Podcast]( https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1 )    iTunes: [The Real Estate Es...

On today’s show we are talking about the evolution of digital marketing. The problem is the digital marketing has changed dramatically in the past 12 months and chances are if you are a business owner and you are still in business you are probably still marketing the same way that you did 12 months ago perhaps 24 months ago maybe even five years ago.  Google has changed the way that it presents se...

On today's show we are examining a hypothesis as to why long bond rates are falling, with the corresponding benefit to interest rates for investors. --------------- **Real Estate Espresso Podcast:**  Spotify: [The Real Estate Espresso Podcast]( https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1 )    iTunes: [The Real Estate Espresso Podcast]( https://podcasts.apple.com/ca...

To learn more, visit https://ystreetcapital.com or visit our investor portal at https://ystreetcapital.invportal.com/login On today’s show we are talking about how the active adult segment is one of the most important new segments in residential real estate. When we think about residential real estate, we need to think about demographics. All people tend to go through a housing life cycle. They st...

On today's show we are quantifying the impact of lumber tariffs on new construction. The fact is, the market has already priced in the cost of the tariffs. We're breaking down the contribution of lumber, the tariff, as a percentage of the overall construction. As a result, I expect the impact to be at most 4%, and in fact much less. This assumes that lumber prices rise across the board to...

Adiel Gorel is based in Northern California where he is focused on investing across the sun belt of the US. On today's show we are talking about long term investment strategy that is resilient in the face of economic cycles. To connect with Adiel, visit icgre.com where you will find numerous resources. --------------- **Real Estate Espresso Podcast:**  Spotify: [The Real Estate Espresso Podcast](...

On today's show we are live from the Pearl Islands in Panama where we are inspecting a 2000 acre property with 3 miles of beach front. This is largely a fact finding mission to see if and how this property could be developed. Join us on this tour of Isla Del Rey. ------------------ **Real Estate Espresso Podcast:**  Spotify: [The Real Estate Espresso Podcast]( https://open.spotify.com/show/3Gv...

On today’s show we are talking about the impact of tariffs on real estate investors and on global events. I believe we need to listen to what the President says, but also more importantly observe what he does. These don’t always line up perfectly.  As real estate investors we should prepared to adapt our supply chains for new construction and for construction materials as they pertain to improving...

On today’s show we are talking about how to buy surplus real estate from the US government. But first, if you believe that high quality real estate with strong operators and developers is still a good long term investment, irrespective of any executive order in the past 24 hours, then check out our projects at Y Street Capital. Register for our investor portal where you will get to see the numerou...

On today’s show we are looking at the evolving cost of capital for real estate investors.  There seem to be 3 main variables that affect short term interest rates. The first is the inflation metrics which quite frankly are showing themselves to be quite sticky. Tariffs and trade wars could also increase consumer prices.  The second factor is employment and the third factor is the economy overall. ...

On today's show we are live on location in Houston Texas. I'm sharing some insights on the Houston market that are only possible with a direct boots on the ground perspective. ---------------- **Real Estate Espresso Podcast:**  Spotify: [The Real Estate Espresso Podcast]( https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1 )    iTunes: [The Real Estate Espresso Podcast...

On today’s show we are talking about security for your real estate projects. But first, we have several opportunities for investment within the Y Street Capital portfolio. Our storage fund continues to make investments in some great projects across the US. To learn more about our storage projects, visit https://ystreetcapital.invportal.com/login These opportunities are only visible to those who re...

Lisen Kaci is the lead developer of Discrepancy AI, a suite of tools that provide financial document analysis and verification. On today's show we are talking about the state of the art in using AI tools to streamline the financial document due diligence process. To learn more, visit discrepancyai.com . ----------------- **Real Estate Espresso Podcast:**  Spotify: [The Real Estate Espresso Pod...

On the first day of each month we review the book of the month. Our book this month is " The Mountain is You - Transforming Self-Sabotage Into Self-Mastery" by Brianna Wiest. Coexisting but conflicting needs create self-sabotaging behaviors. This is why we resist efforts to change, often until they feel completely futile. But by extracting crucial insight from our most damaging habits, b...

On today’s show we are taking another look at the changing landscape of hospitality. AirBnb disrupted the hotel world with the gig economy’s answer to a short term stay. Legions of property owners saw the potential for higher income and went all-in on the rental win-fall.  The hotel industry has relied on Online Travel Agents to bring them a lot of traffic. Pricing in the hotel industry tends to f...

On today’s show we are taking a look at what I see in Panama after having spent three weeks here touring the country. There are some lovely aspects to the country. The climate is amazing. The people are warm and inviting. The country has amazing beaches. The country has properties for sale everywhere. I mean everywhere. We are here during high season. This is the dry part of the year when expats s...

Today is another episode that is tracking the initiatives coming from the White House. There is a lot to report on. In fact way more than we can cover in a single episode. Even the mainstream  media is struggling to keep up and quite frankly, the reports I’m reading in the media are extremely superficial.  On today’s show we are looking at the end of an investment vehicle that brought about $9B in...

Today's question comes from Eddie who asks: Out of a 50/50 split how much should be allocated to "bringing investors, bringing property or bringing deal know-how"? ------------- **Real Estate Espresso Podcast:**  Spotify: [The Real Estate Espresso Podcast]( https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1 )    iTunes: [The Real Estate Espresso Podcast]( https:...

Today is another AMA episode (Ask Me Anything). Today’s question comes from Joseph who asks:   This is kind of a real estate question as well as tech question, that may be up your alley. Electricity delivered to a house/business; is currently monopolized by a single company in whatever territory it located. I’m sure there are some government regulations, they still seem to do whatever they want. (...