The Real Estate Espresso Podcast

On today's show we're talking about a looming crisis in pensions that has not been reported widely in the mainstream media.  -------------- Host: Victor Menasce email: podcast@victorjm.com

On today's show we're talking about how monetary policy is dominating business fundamentals.  ----------------- Host: Victor Menasce email: podcast@victorjm.com

On today's show George demonstrates his extraordinary prowess in negotiation when speaking about controlling the pace of negotiation.  ------------------ Host: Victor Menasce email: podcast@victorjm.com

Bronson Hill lives in Los Angeles but invests in multi family apartments in Jacksonville, Florida. On today's show we're talking about the current market conditions and why he chose the Jacksonville market. You can connect with Bronson at bronsonequity.com where he has a free e-book entitled "How to use inflation to your advantage."

On today’s show we’re talking about how to rethink construction projects that might have made sense a year ago, but today’s higher cost, higher interest rate environment are looking questionable. Costs are up across the board. The cost of capital has risen faster than the cost of construction and the compounding of those two makes for a massive increase in the cost of any new construction. Buyers...

On today’s show we are talking about the cost of home ownership and how the consumer price index fails to properly account for housing cost in its metrics. Agency loans make up 70% of the mortgage market in the United States. These are typically underwritten by Fannie Mae or Freddie Mac as the guarantor of the high ratio loan. The average down payment is 5%, as compared with the minimum down payme...

On today’s show we’re talking about the link between risk and reward. The conversation started over a lunchtime discussion in Dallas. We’ve all heard the phrase “high risk, high reward”. The opposite side of that coin is low risk low reward. On today’s show I’m here to tell you that there is no real link between risk and reward. The phrase which has been repeated so many times is utterly false and...

The National Association of Home Builders Housing Market Index was published on Monday of this week. The NAHB publishes a housing index that is based on a monthly survey of NAHB members designed to take the pulse of the single-family housing market. The survey asks respondents to rate market conditions for the sale of new homes at the present time and in the next six months as well as the traffic...

On today’s show I’m going to give you a historical perspective on behind the scenes trade that if it occurred as I observed, would have evaded international trade sanctions. The cold war between NATO countries and the eastern bloc lead by the Soviet Union initiated in the wake of WW2, when it became clear the Stalin, while an ally during the war, was an ideological and military threat to western d...

Billy Brown is based in Nashville where he runs a commercial lending business. But his real passion is golf. On today's show we're talking about the Gold Sanctuary, located at the epicenter of numerous high end membership golf courses. You can connect with Billy at billybrown.me ------------------------ Host: Victor Menasce email: podcast@victorjm.com

Today's show is a live talk from the Secrets of Successful Syndication Conference in Dallas. Today is a case study that focuses on the troubles that investors are facing when transitioning from bridge financing to permanent financing.  ------------- Host: Victor Menasce email: podcast@victorjm.com

On today’s show we’re talking about the driver for the value of real estate. Some people will tell you that location is the number one factor influencing the value of real estate. Size and features of the property might be another factor affecting the price of a new home. If we look back at the great financial crisis which started in 2008 and over a five year period decimated real estate, we can l...

Today's question comes from Marc who asks: "I’m hearing from a few institutional investors that they’re not making any decisions for the next 90 days. Some of the investments they made in 2021 have run into difficulty and the investment committee is gun-shy about making any decisions about new projects in the current environment. Given this feedback, Would it be unethical for me to discuss the pro...

On today’s show we’re taking a look at the effect of rising interest rates on virtually all real estate projects. On today’s show we are going to do some math so that you can see the impact on the underwriting of projects. It will clearly show why so many projects are getting cancelled in the current rising interest rate environment. These numbers are coming directly out of our own underwriting to...

On today’s show we are talking about what manufacturers look for when deciding where to locate manufacturing for their products This decision usually comes down to four main factors. The availability of skilled labor at an acceptable wage. A plentiful low cost energy supply. A favourable tax structure Access to major transportation routes by rail, ship, and highway. If you eliminate one or more of...

This question comes from John who writes: "I listen to your show all of the time.  I have been studying macro economics hard for about 5 years.  I feel very well informed and knowledgeable regarding the macro economic picture most of the time,  Then I listen to you and I feel like a brand new apprentice.  You are one the smartest people I have listened to.  And I listen to...

Chris is the founder and principal at Harvest Returns, a Fort Worth based venture capital firm that specializes in agricultural investments. The company is an early adopter of new agricultural technologies and they have grown the company to the point where they are investing in advanced production methods that can apply equally in the warehouse environment as in the field. To connect with Chris an...

Inaky Strick is based in New Braunfels Texas. But before moving back to Texas, he specialized in selling investment properties in Belize at the amazing Mahogany Bay Village Resort. It was this experience that built both comfort and expertise in international investing. On today's show, we're talking about owning short term rentals in Tulum Mexico. To learn more or to connect with Inaky, connect wi...

On today’s show we’re talking about the art of negotiating minor zoning variances. Now let’s be clear, I’m not here to tell you that I’m the authority on successfully getting zoning variances. But I have a little experience on the topic and think it could be valuable to talk about some of the nuances. Let’s be clear, zoning is a legal land use doctrine and like many things that are legal in nature...

Most business owners set goals at the start of each year. You had an intended plan back in January, a fresh start of a new year. In our company, we do our goal setting in December. So much has happened in the world in 2022. We had two more waves of the pandemic. The world watched in horror as Russia invaded the Ukraine and brutalized the population and traumatized the world. We experienced a runaw...

On today's show we're talking about the dangerous updraft of rising market conditions. ----------------------- Host: Victor Menasce email: podcast@victorjm.com

On today’s show we are looking at the auto industry for any clues that might predict future impact in the housing market. Whenever interest rates rise, we often see the impact in auto repossession six to eight months before we see foreclosures in the housing market. Foreclosures are a judicial process in most jurisdictions which involves a much longer process than an auto repossession. When resear...

On today's show we are taking a look at what's happening to energy prices in Europe. We are very insulated in North America from the energy shock in Europe.  ------------------- Host: Victor Menasce email: podcast@victorjm.com

Scott Saunders has been working on 1031 capital gains tax sheltering and is extremely active in influencing the legislative process. To connect with Scott or to learn more, visit 1031exchange.com host: Victor Menasce email: podvast@victorjm.com

Paul Moore is the head of Wellings Capital where the company has launched its sixth diversified fund. To learn more, visit wellingscapital.com/resources where you can download white papers covering the different asset classes covered by the Wellings Capital funds.  ---------------------- Host: Victor Menasce email: podcast@victorjm.com