The Real Estate Espresso Podcast

Latest Episodes:

Prices Are Set In The Margin Nov 13, 2023

Show notes

Prices in real estate are not determined by the broad market. Instead they’re often set by transactions at the margins of the market, by a tiny percentage of properties that transact, and not the majority of the market that is just staying put. On today’s show I’m going out on a limb to predict that we have just experienced several bellwether events that are signalling to the market the contagion of financial distress.

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Host: Victor Menasce

email: podcast@victorjm.com

Asset Management with Matt Picheny Nov 13, 2023

Show notes

Matt Picheny is based in NYC where he acquires and manages multi-family apartment assets across the southern US. Matt is also partnered with Y Street Capital on two projects. On today's show we are talking about asset management. To connect with Matt and to learn more, visit picheny.com

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Host: Victor Menasce

email: podcast@victorjm.com

Lending with Paul Winterowd Nov 11, 2023

Show notes

Paul Winterowd is based in Salt Lake City where he specializes in helping sponsors capitalize commercial real estate projects. On today's show we're talking about the difficulties being faced by borrowers in the current environment. To connect with Paul, visit paulwinterowd.com

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Host: Victor Menasce

email: podcast@victorjm.com

AMA - Why Does Taiwan Dominate Semiconductors Nov 10, 2023

Show notes

On today's show, Robby asks: "Why does Taiwan dominate the semiconductor industry?"

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Host: Victor Menasce

email: podcast@victorjm.com

Buy On The Line Nov 09, 2023

Show notes

On today's show we are talking about the Buy On The Line Strategy

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Host: Victor Menasce

email: podcast@victorjm.com

We Work No More Nov 08, 2023

Show notes

In September of 2019, I published an episode on the podcast entitled “Why Wework doesn’t work.” This week Wework filed for Chapter 11 bankruptcy protection in NJ. The bankruptcy filing affects the main company, and over 400 subsidiary entities that also simultaneously filed for bankruptcy.

The landscape is littered with companies that have made long term obligations and have only secured short term sources of revenue to cover those long term obligations. Wework signed long term leases, many with payment guarantees that stretched years into the future. The only way out of those leases was would be to force a reorganization in a bankruptcy proceeding. The company’s balance sheet shows about 16B in assets and $18B in debts.

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Host: Victor Menasce

email: podcast@victorjm.com

When Oil is Not the Same as Oil Nov 07, 2023

Show notes

On today’s show we are looking at the energy transition away from fossil fuels. This is not real estate per-se. But it is a macro economic factor that affects our economy very deeply, even though most members of the population are completely oblivious. With global geopolitical tensions rising, understanding energy sources is critical to understanding what is happening in the economy. Energy is the economy. For every unit of economic output, there is an equivalent unit of energy consumed somewhere in the world.

You might be wondering why the price of gasoline is falling at the same time that the price of diesel is rising. On today’s show we’re going to answer that question.

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Host: Victor Menasce

email: podcast@victorjm.com

Car Dealership Tricks In Real Estate Nov 06, 2023

Show notes

On today’s show, we are talking about the importance of offering a discount without lowering your price. There is so much emphasis on sale price that the value of inventory is strongly linked to the most recent comparable sales. From the perspective of the end customer, affordability is a function of the total sale price and more importantly, the monthly carrying cost associated with that purchase.

When you visit a car dealership and the dealer is offering that shiny new vehicle with a 1.9% interest rate don’t be fooled by thinking you’re getting a discount. The dealer is charging you thousands more for that vehicle in order to give you that 1.9% interest rate. They actually tell you what it costs for that financing when they say, take $5000 off the sticker price or 1.9% financing.

Most people understand the game when we’re talking about buying a new car. These techniques are not typically associated with real estate.

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Host: Victor Menasce

email: podcast@victorjm.com

Olympic Qualification with Clayton Young Nov 05, 2023

Show notes

Clayton Young is an elite distance runner. He is currently ranked among a handful ot top runners in the US and top 50 in the world. On today's show we are talking about the mindset and habits that are required to do anything at a high level, whether it's in sport or in business.

To connect with Clayton you can email him at claytonyoung88 at gmail.com. You can also follow him on social media with the handle _clayton_young_

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Host: Victor Menasce

email: podcast@victorjm.com

Industrial Outdoor Storage With Chris Long Nov 04, 2023

Show notes

Chris Long is based in Central Florida where he builds and operates Longyards facilities across the US and Canada. On today's show we are talking about the market characteristics of industrial outdoor storage and what customers are asking for.

To connect with Chris, visit longyards.com

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Host: Victor Menasce

email: podcast@victorjm.com

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