The Real Estate Espresso Podcast

We have had several investors ask us how we launch a new investment offering. On today’s show we are going to take a look under the covers for what it takes to launch a webinar to inform investors of a new investment opportunity.  When we have an investment opportunity in our company, we inform those who are already connected with us by email. We may also get new people inquiring about our offerin...

 On today’s show, we are looking at the difference between acute pain and chronic pain. With acute pain, such as you might experience when you hit your thumb with a hammer can be all consuming. You can think of nothing else. Acute pain is usually temporary. But while you are experiencing it, dealing with acute pain, takes priority and crowds out virtually anything else. Chronic pain on the other h...

Dan Lazar is coming to us from Melbourne Australia. He started his journey as a tennis player and eventually became Romanian national champion. Today, he's building homes in Melbourne. On today's show we get an update on what is happening in real estate in Australia since the pandemic. To connect with Dan, visit herox.com.au or reach out to him on LinkedIn. ---------------- Host: Victor Me...

On today's show I'm speaking with George Ross about the current volatility in the banking system. His perspective is extremely helpful for those trying to make sense out of what's happening. If you would be interested in participating in my monthly conversations with George, send me an email to podcast@victorjm.com to learn how you can join. -------------- Host: Victor Menasce email: p...

Today’s email comes from Adam in Riverside, Ca. Victor!  Your podcasts are the best!  I continue to be a proud, loyal listener.  Thank you for continuing to deliver fresh and relevant content. Back in October, several of your podcasts foreshadowed concerning activity you noticed in the global credit markets/ banking system. With the recent bank failures I can’t help but wonder if th...

Today's question comes from Zach who writes: First, I love your podcast and get great value from it. I really appreciate your straight forward analytical approach and using data to back your conclusions, not just opinion as is so prevalent in todays media. My question is about a parking lot lease. My company is redeveloping a historic building in a small town tertiary market in middle Georgia. We...

On today’s show we are asking the question, “Why do we need smaller banks?” After all, other countries seem to be dominated by a smaller number of very large banks. Why not rely on big banks and get rid of all the small banks altogether? In the wake of the great financial crisis that started in 2007 and 2008, lending in real estate virtually dried up. Part of the reason that prices fell so much is...

On today’s show we’re taking another look at what is happening in banking and at some of the risks that are inherent. The leaders at SVB made a strategic error. They failed to hedge their interest rate portfolio. After years of low interest rate policy and continued guidance from the Federal Reserve of another two years of low interest rates, the bank felt confident in buying long term bonds. Thes...

On today show we’re taking a deeper look at the Silicon Valley Bank failure that occurred on Friday of last week. This spectacular bang failure has been making headlines and I am not going to merely repeat the types of things you might be reading on the front page of the Wall Street Journal. That would not be adding any value to you. I’m going to go out on a limb and state categorically that the f...

Marco Santarelli is based in Laguna Beach California. From there he manages portfolios of turnkey rentals across more than 20 markets in the US. On today's show we are talking about the current market conditions. To connect with Marco, visit noradarealestate.com. ---------------- Host: Victor Menasce email: podcast@victorjm.com

Richard Canfield is based in British Columbia and specializes in a concept called "Infinite Banking". This involves using funds borrowed from an insurance policy to help fund your real estate projects. He has a white paper that can be downloaded at 7steps.ca which outlines the steps in the infinite banking concept. --------------- Host: Victor Menasce email: podcast@victorjm.com

This short segment is an invitation to an upcoming webinar scheduled for Wednesday, March 15 at 6PM Pacific Time, 9PM Eastern. Our team at Y Street Capital has been investing and developing storage product for some time.  Webinar Invitation Link:   https://bit.ly/YSC_StorageFundWebinar_RegisterHere We have a number of new storage projects in the pipeline and launching a fund just seemed...

Today I had a realization. Amidst all of the confusion, all of a sudden the economic picture came clear. I was driving in the car this morning and a certain calm came over me. I’ve been wondering for weeks why there is conflicting economic data and I was unable to make sense out of it. I know what you’re thinking, Victor you need to get a life. When a moment of clarity about the economy is excitin...

On today’s show we are talking about the fallout of Chairman Powell’s testimony to the House Financial Services Committee on Wednesday and the corresponding Senate committee on Tuesday. In his remarks, he reiterated that the Fed sees raising rates further in response to the unexpectedly strong employment, GDP and inflation numbers. On Tuesday, he said the central bank would consider raising t...

On today’s show we are looking at where companies are making major investments. This is happening at time when economic uncertainty and higher cost of capital would suggest that it is not a great time to make major investments in new plant or equipment. There are two main drivers for investment in new manufacturing in today’s environment. Expansion of capacity for new and emerging technologies Glo...

On today’s show we are talking about the theory behind economic cycles and how the theory completely fails to take into account the reality of our world. If you want to learn more about projects that we have underway at Y Street Capital, visit https://ystreetcapital.com/investors/ -------------- Host: Victor Menasce email: podcast@victorjm.com

On today’s show we’re looking at the impact of black markets on the quality of data in today’s data rich environment. In particular, we are going to be looking at energy and trying to make sense out of numbers that just don’t add up. We have experienced one year since the start of the war in the Ukraine. At the start of the war oil prices shot through the roof as energy supply chains around the wo...

Neal Bawa is based in Silicon Valley and he invests in multi-family apartments mainly in Texas. On today's show we are talking about the market conditions and the impact of loan interest rates and terms on multi-family projects. To connect with Neal, visit multifamilyu.com. He hosts live webinars on a wide range of topics every two weeks.  ----------------- Host: Victor Menasce email: podcast...

Brent Bowers is based in Vero Beach Florida. Formerly from Colorado Springs, he now invests in land nation wide. On today's show we are talking about land investment strategy.  To learn more or to connect with Brent you can find him as Brent L Bowers on TicTok or at his company https://www.thelandsharks.com/ --------------- Host: Victor Menasce email: podcast@victorjm.com

Today's question comes from Zoe who asks: I purchased my first investment property, a mix-use triplex (commercial main floor and two 2bed/1bath residential above) downtown Hamilton on October 1, 2021 - At the time, we paid $1,100,000, put 25% down, and started a $825,000 mortgage at 2% for 1 year fixed rate. Prior to closing, my lawyer hadn't received the zoning verification back from th...

On today’s show we are looking at an absolute housing crisis in Canada. For many people this translates into a crisis of pricing. But in truth, this is rapidly emerging as a crisis of availability at any cost. Canada is a relatively small country in terms of population of 38.6M. That’s up from 37.7M in 2020. You might be wondering, how can that be? Most mature western economies are experiencing an...

Our book this month is definitely worthy of the book of the month. Our book is Daily Rituals: How Artists Work by Mason Currey. I was put onto this book by Tim Ferris who has been recommending it for some time. Daily Rituals is a fascinating book by Mason Currey that delves into the daily habits and routines of some of the most creative minds in history. From writers and painters to composers and...

It’s no secret that home buyer activity has shrunk significantly over the past year. But which parts of the market have cooled the most? On today’s show we’re taking a look at which segments have cooled the fasted. ------------- Host: Victor Menasce email: podcast@victorjm.com

Today's question comes from Martin who writes: I thoroughly enjoy the invaluable resource that you provide on the RE espresso podcast. I would like to get your opinion on a project that has come across my desk. Many aspects of the project are subject to the normal DD process. However, having done some research on the special permit that was approved to entitle a 6 unit commercial site to a 56 unit...

On today's show I'm having a conversation with George Ross about separation of mineral rights on one of our properties located in Colorado Springs and whether the separate mineral rights could represent a risk to any activities taking place on the property.  ------------------ Host: Victor Menasce email: podcast@victorjm.com