The Real Estate Espresso Podcast

On today’s show we’re talking about the coming economic winter. The US Commerce Department reported new inflation metrics for the month of June, showing that inflation metrics are accelerating. The official current inflation rate is running at 9.1% in the US. In Canada, the inflation rate topped 7.7% in May and is expected to average 8% in the second and third quarter. Only a month ago, the bank o...

On today’s show we’re talking about the rising risk of defaults in the US residential real estate market. There is a real estate data company called ATTOM. They’re based in Irvine California. The specialize in correlating data from numerous sources to create data that is uniquely useful in ways that raw data might be more difficult to use. They just issued a new report on distressed properties in...

On today’s show we’re talking about Inclusionary Zoning. This is a new term that you might not have heard before. Inclusionary zoning is code for building affordable housing. Many North American cities, including Vancouver, New York, San Francisco, and Boston have implemented inclusionary zoning. In fact there have been hundreds of inclusionary zoning initiatives around the world. The City of Toro...

On today’s show we are looking at what is going on in global commodity markets to try and understand what it means for our economy and how it will affect the domino chain of interdependencies throughout our economy. In the past two weeks we have seen a sharp drop in commodity prices across a wide range of commodities. This includes oil, copper, steel, silver, cobalt, tin, nickel. The broad interpr...

Today's show was recorded live at the 20th annual Investor Summit on Sand on June 13 at the Mahogany Bay Village Hilton in Belize.  ----------------- Host: Victor Menasce email: podcast@victorjm.com

Gene Trowbridge is based in Southern California, and practices securities law across the US. He specializes in helping syndicators produce compliant offerings when real estate investors work with money partners. On today's show Gene talks about the most common rookie mistakes that are rampant in the industry. To connect with Gene, visit trowbridgelawgroup.com or call him directly at 949-855-8399.&...

On today’s show we’re talking about cost segregation, accelerated depreciation and ultimately paying taxes. First of all, I’m not an accountant, and this show is not intended to be tax advice in any way. Always seek your own tax advice. Most investors know that you can record a depreciation expense to recognize the wear and tear on your property. While this is not an actual cash outlay, it can be...

On today’s show we are talking about the changes that are happening in residential real estate. What I’m about to share with you on today’s show is a stratification of the market into three main segments. Now what I’m sharing is not a scientific study. It’s the result of observation. The observation has raised questions. I’m going to share a thesis that might explain what we are seeing in the mark...

On today’s show we are talking about creating value with land. You’ve all heard the platitude: Location, location, location. Land value is definitely determined by location. But even more important than location is entitlement. When we look at land we are most concerned with three factors in addition to the location. Zoning Topography Soil condition Access to utilities ----------------- Host: Vict...

On today’s show we’re breaking down specifically how the low interest rate environment has translated into inflated asset prices in the stock market. Unless you’re deeply immersed in the system, it may not be obvious how and why that relationship has happened. We’re going to connect the dots for you so that you understand how compensation structures are design in most public companies, and how tho...

On today’s show we’re going to break down the lending market into its constituent components and examine each of them independently. The lender is the loan originator who underwrites the loan. The loan servicer is the one who collects the interest. The Investor set an interest rate at which they’re willing to lend money and its up to the loan originator to find a borrower with the correct risk pro...

On today's show, Rod and I are talking about the market inflection point we are experiencing. Rod is also hosting a three day bootcamp in Denver at the end of July. To learn more about this three day event, visit rodindenver.com ------------------- Host: Victor Menasce email: podcast@victorjm.com

On today's show we're talking about how to navigate the current economic uncertainty. George puts forth some risk reduction ideas that are pure gold. Listen to what he has to say.  ------------------- Host: Victor Menasce email: podcast@victorjm.com

Our book this month is called “Fed up” by Danielle DiMartino Booth. Danielle worked at the federal reserve bank of Dallas for nine years where she ascended to the inner sanctum of those tasked with crafting Fed policy. Last month we reviewed Ben Bernanke’s newest book, “21st Century Monetary Policy “. The contrast between these two books that deal roughly with the same historic timeframe is dramat...

On today’s show we are taking a look at counter party risk. This is a term that every investor should be familiar with. It’s an issue that we investors face on a daily basis. We are waiting for another transaction to close before a loan can be paid off. That’s counter party risk. We’re waiting for materials to arrive in order to complete a certificate of occupancy in order to switch from construct...

In another sign that things are upside down in our current economy, rents are continuing to rise for single family homes. There is an acute shortage of homes for rent in a lot of primary markets. You might be wondering what is behind that incredible metric. In fact, some tenants are in such an acute need for the rental property of their choice, that some tenants are offering above asking rent. Wha...

We real estate investors are entrepreneurs. Every time we purchase a new asset, it’s like starting a new business. But if we’ve done it before, that new business is more like starting a new instance of a franchise than an outright new business. There are systems in place, designed to replicate and scale. Our commercial tenants are entrepreneurs. Some are starting new businesses. Well, thanks to Si...

We have seen a large decrease in the value of crypto-currencies. That’s both bitcoin, etherium and the thousands of other coins out there that make up the eco-system. The question is, how has the crypto market influenced the labor market? We know that in 2020 and 2021, government stimulus has created an incentive for people to collect a pay check and not work. That is reflected in the large reduct...

Dana Samuelson is a real expert when it comes to physical gold. On today's show we're talking about how physical gold can be an effective hedge against inflation. You can actually purchase physical gold from within the US at Dana's company American Gold Exchange. To connect visit amergold.com or email info@amergold.com.  ------------------ Host: Victor Menasce email: podcast@victorjm.com

Robert Helms is the host of The Real Estate Guys Radio Show, and the organizer of the annual Investor Summit, now in its 20th year. On today's show we're talking about how to make sense of the current economic environment.  ------------------ Host: Victor Menasce email: podcast@victorjm.com

On today’s show we are talking about bad behaviour in the world of construction. When you are building anything in the world of construction, whether it’s a light renovation or a high rise building, you will experience the full spectrum of responses from suppliers and trades people. You would think that the best prices are found in the volume market and with those suppliers who serve the largest b...

On today’s show we are talking about my forecast for the stock market this year. Why are we talking about the stock market on a real estate investment podcast? Many investors are investors first and real estate investors second. I happen to be one of those people who has lost faith in the inner workings of the stock market and am heavily weighted in real estate, but I’m not exclusive to real estat...

On today’s show we’re talking about the use of digital tokens for trading real estate. Over the past week I had numerous discussions with people making investments to create a digital token platform that would allow for the derivative trading of fractions of real estate or shares in exempt market offerings. I personally know of at least five companies that are making investments to develop the tok...

On today’s show we’re talking about a question that is on everyone’s mind. Construction prices are rising. Interest rates are rising. Not only are rates rising, but it looks like lender liquidity is shrinking. Rents are rising, but who knows for how long? Salaries are rising for now, but could flatten or even decline if we experience an economic downturn. Will that apartment project be affordable...

On today's show we're talking about energy insecurity and why we can expect to see continued high energy prices well into 2023. ------------------ Host: Victor Menasce email: podcast@victorjm.com