Cash Flow Connections - Real Estate Podcast

Latest Episodes:

E91 - Low Unemployment + Low Interest Rates = Low Home Sales? - w/Bruce Norris Apr 24, 2019

Show notes

Paying attention to the economics of the business is extremely important because even if you have a stable real estate business and an investment thesis that makes sense, the market can blindside you. Many people got completely devastated during 2008, even though they made money for decades beforehand. While this economic expansion may go on for a while, eventually there is going to be a correction, so being prepared and knowledgable beforehand can protect you and your assets.

Our guest for today is Bruce Norris who is an active investor, hard money lender, and real estate educator with over 35 years of experience. He has been involved in more than 2,000 real estate transactions as a buyer, seller, builder, and hard money partner. Bruce is well-known for his ability to forecast long-term real estate market trends and timing. He released The California Comeback report in 1997 which gained him a significant amount of notoriety. In January 2006, Bruce released The California Crash which is an in-depth look into the California market correction and the statistics behind his predictions.

Today we are going to discuss...

What our guest believes is the single most important metric you need to know when attempting to time the real estate market
How it is possible that we are simultaneously at a 50-year low in unemployment and a 10-year low in sales volume
Why our guest has focused on residential as opposed to commercial
Where our guest is currently investing

Learn more about our guest:

thenorrisgroup.com

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E90 - MM - Can Charisma Be Learned? Apr 22, 2019

Show notes

In this Monday Minutes episode, Hunter discusses the book "The Charisma Myth" by Olivia Fox Cabane, and how you can learn to be charismatic.

Interested in investing with Hunter? Visit asymcapital.com

Email us at: info@asymcapital.com

E89 - Unlocking Family Office Capital: How to Raise Money from Billionaires Apr 17, 2019

Show notes

Family offices are firms that serve the ultra-high net worth investors such as centimillionaires and billionaires. While many people would be over the moon after receiving a $1mm check after hours of negotiations and meetings, those same individuals from family offices wouldn't even show up for such a low amount. In fact, a similar meeting for a family office would leave them in control of an additional $500mm in equity or more. How exactly does the family office business model work?

Our guest for today is Richard Wilson who helps families with a net worth of $100mm or more create, manage, and maintain their family office. Richard currently manages 14 clients including mandates with 3 billionaire families. He is also the CEO of a $500M+ single family office and Head of Direct Investments for another with $200M+ in assets. Richard is also the author of a bestselling book in the family office industry, The Single Family Office: Creating, Operating and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office.

Today we are going to discuss...

What categorical shifts need to be made if you are planning on working with centimillionaires and billionaires
The three main investing buckets most family offices need to consider filling
Some of the strategies that family offices implement that accredited investments can also implement on their own
What the future of the family office looks like in the US

Learn more about our guest:
familyoffices.com

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E88 - MM - Why Diversified Risk Profiles Are Critical When Building A Portfolio Apr 15, 2019

Show notes

In this Monday Minute episode of the Cash Flow Connections podcast, Hunter discusses achieving two goals, cash-flow and value-add creation that will boost the IRR profile.

Interested in investing with Hunter? Visit asymcapital.com

Email us at: info@asymcapital.com

E87 - What Does $5mm of Research Say About the Self-Storage Market? Apr 10, 2019

Show notes

Numerous things have made this real estate cycle interesting and unique, but one of the most compelling stories over the last 10 years has been the self-storage sector. This asset class is relatively new, but its popularity continues to grow as an investment vehicle since it has proven permanent due to the fantastic price appreciation it has experienced since the Great Recession. Self-storage and mobile home parks have experienced more same-store NOI growth than any other asset class. There are always unknowns about the future and in order to mitigate these risks research and market analyses should be done.

Our guest for today is John Chang who leads Research Services for Marcus & Millichap, which is a prominent source of commercial real estate market analysis, insight, and forecasting. John is a regular speaker at conferences with thought-provoking and insightful dialog spanning economic, financial, and performance trends for virtually all commercial property types.

Today we are going to discuss…

Why you should be cautious about over development
Buying tendencies of baby boomers and millennials
Markets where our guest thinks things are really over-heated
Markets that are showing a lot of promising signs of opportunities
Learn more about our guest:

Website: marcusmillichap.com

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E86 - How to Achieve the Mindset of a Multi-Family Millionaire Apr 03, 2019

Show notes

Each person has their own reasons for motivation and they may be dramatically different from one another. There's a good chance that your colleague, friend, or family member has a much different motivating factor than you that gets them up in the morning, and keeps them going. What makes you excited to get out of bed in the morning? What motivates you to put in that extra 20%?

Our guest for today is Rod Khleif who is a passionate real estate investor who has personally owned and managed over 2,000 apartments and homes. As an accomplished entrepreneur, Rod has built several successful multi-million dollar businesses, however, he is most proud of his 15+ years of community building and philanthropy. He founded the Tiny Hands Foundation, which has benefited more than 55,000 children in need.

Today we are going to discuss...

What the realization felt like, and how our guest was able to dig himself out of that
How our guest gained and lost over $20 million dollars
Visualization strategies that helped the world through philanthropy
What makes our guest excited to get out of bed

Learn more about our guest: rodkhleif.com

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E85 - Yield Curve Inversions and What They Mean for Real Estate Mar 27, 2019

Show notes

One of the most accurate predictors of a recession is the yield curve, which is why so many people keep an eye on it. However, there is much more to unpack than simply watching the spread between the 10 and the 2. Our guest for today is Ali Wolf who is the Director of Economic Research for Meyers Research. As head of the Economics Department, Ali manages and analyzes the content for the firm, provides data analytics, runs special research projects, and does presentations across the country on topics spanning both the housing market as well as the wider economy.

In this episode, we are going to discuss...

What we mean by the "yield curve inversion" and why this metric communicates that there is fear in the market
What does an inversion of the 5-year and 3-year mean for the 10-year and the 2-year
What does it mean for real estate prices if we do have a recession

Learn more about our guest:

Website: meyersresearchllc.com
Email: awolf@meyersllc.com
Previous Appearance: Will We Set The Record For Longest Economic Recovery Ever?

https://fred.stlouisfed.org/series/T10Y2Y

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E84 - Gerald Celente’s Predictions on Trade Wars, Stocks, Real Estate, and Gold Mar 20, 2019

Show notes

Not having the ability to predict the future makes it extremely challenging when it comes to investing because you never know what the next black swan event will be. Since there are so many potential challenges in the economy that could cause a recession, accurate predictions can be almost impossible. Due to the division of labor, most people are only focused on one sector of the economy and may be completely oblivious to the changes happening in numerous other industries. Having a broad range of knowledge can lead to more accurate predictions and help keep your investments safe.

Our guest for today is Gerald Celente who is the publisher of The Trends Journal. He has earned the reputation as "today's most trusted name in trends" due to his consistent accuracy in identifying upcoming changes as well as his timely forecasts since 1980 regarding global financial markets and other important events.

Today we are going to discuss...

What are some of the potential black swans our guest is keeping an eye on and what they could mean for the economy
If this could be a 1987-style correction, 1929 crash, or if the US could enter a decade of low-negative GDP growth
Whether or not there is trade war going on with China and what implications this could have

Learn more about our guest:

The Trends Journal - Monthly Magazine

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E83 - Is There An Untapped Investment Opportunity In Industrial Parks? Mar 13, 2019

Show notes

Private equity groups and accredited investors have been looking everywhere for returns, even outside of their typical comfort zone. Many groups are seeking less competitive asset classes that can cause huge success, even if they are not well versed in the particular sector. Back in 2013, our guest saw some extremely bullish trends taking place in the industrial sector which led to his belief that they are well-positioned as more and more groups move outside of their comfort zone.

Our guest for today is Richard Kent, who is the Managing Principal of Avistone which is a CRE investment firm that focuses on multi-tenant industrial parks. Richard has more than 30 years of experience in financial services, real estate investing, and capital markets. He has completed more than $2B of transactions in commercial properties and has also worked in Wall Street, commercial banks, and real estate operating companies including Smith Barney, Commercial Capital Bank, and Deutsche Bank.

Today we are going to discuss...

How you can purchase assets significantly below replacement cost, although they are difficult to replace in the first place since they take up a lot of land
The misconception about Amazon eating retail and the correlation between the amount of products Amazon ships, and the more warehouse space that is needed
When it comes to industrial, how you can identify markets where there simply isn't additional supply coming online

Learn more about our guest:

Website: Avistone.com

Subscribe in iTunes.

Click here to access our investment opportunities.

E82 - What Do Rising Interest Rates Actually Mean for Cap Rates? Mar 06, 2019

Show notes

We all know that when interest rates go up, borrowing money becomes more expensive. This also has a profound effect on properties, because the more expensive borrowing becomes, the less debt the property can substantiate, in turn decreasing the property value. As those property values decline, cap rates will continue to climb, meaning that as interest rates rise, cap rates increase as well. What do those rising interest rates actually mean for real estate investors?

Our guest for today is Mike Zlotnik who is the CEO of Tempo Funding and the Founder of TH Management Groups, which are real estate investment companies. He has been a debt and equity investor in real estate since 2000 and has always had a passion for it because of its predictability of outcome and well-understood risks. Mike is also a member of multiple real estate and investor mastermind groups including Collective Genius and hosts a podcast called Big Mike Fund.

Today we are going to discuss...

Why watching unemployment is critical if you are going to try to predict anything about interest rates
Why rising interest rates can significantly impact most US citizens, even if they aren't buying a house
Our guest's prediction about the outcome of the unheard of monetary policies which started in 2008

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