The Real Estate Espresso Podcast

Latest Episodes:

Cost Segregation with Nathan Resnick Apr 18, 2026

Show notes

Nathan Resnick is based in Park City Utah where he is with the Cost Segregation Guys, the number one cost segregation firm in the US. On today's show we are talking about how cost segregation can be used with bonus depreciation to improve the cash flow of your property significantly.

To connect with Nathan you can email him at n@costsegregationguys.com or visit: https://costsegregationguys.com/estateespressopodcast/

-------------

**Real Estate Espresso Podcast:**
Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
Website: [www.victorjm.com](http://www.victorjm.com)
LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
**Y Street Capital:**
Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

The Real Counter Party Risk Apr 17, 2026

Show notes

Most people think of counterparty risk as a banking concept. Will the other party perform? Will they pay? Will they deliver? But in a supply chain, counterparty risk is much broader. It includes whether your supplier can obtain raw materials, whether their supplier can get feedstock, whether the shipper can secure insurance, whether the vessel will even sail, whether the port will accept cargo, whether a manufacturer can operate with intermittent inputs, and whether the customer at the far end still has the liquidity to take delivery when costs have doubled.

A closure in Hormuz does not mean every factory shuts down tomorrow morning. That’s not how these systems work. There is a lag. Cargoes already in transit continue moving. Inventories buffer the shock for a period of time. Companies rely on safety stock, substitute routes, and emergency procurement. For a brief window, the financial markets can tell themselves a reassuring story.

If fertilizer inputs are impaired, that impacts agriculture with a delay, but the delay does not remove the problem. It simply means the effect appears later in the form of food shortages or higher food prices.

Governments can print money to try and wall paper over the problem. But they can't print food and they can't print oil.

---------------

Global Data Center Locations Apr 16, 2026

Show notes

Today’s show is sponsored by The Cost Segregation Guys. If you own investment real estate and haven’t looked seriously at cost segregation, you could be leaving significant tax savings on the table. The Cost Segregation Guys help investors accelerate depreciation, improve near-term cash flow, and make more efficient use of capital, all without changing the underlying asset. In a business where preserving cash matters, that’s worth paying attention to. If you’re interested in learning more, click on the link in the show notes and you’ll be able to connect with them directly, and qualify for a discount because you came from the show.

https://costsegregationguys.com/estateespressopodcast/

--------------

They need reliable power, redundant fiber, cooling systems, physical security, and enough land to support expansion. But today the site selection problem has become much more complicated. It is no longer just an engineering problem. It is also a legal problem, a geopolitical problem, and increasingly, a national security problem. It’s those last elements that we’re going to be talking about today.

A number of recently published articles on data sovereignty all point to the same conclusion. Data sovereignty is not simply about where the server sits. It is about who controls the data, which laws can reach it, who holds the encryption keys, who operates the systems, and whether the data can be moved across borders in an emergency without violating local law. In other words, the old real estate mantra of location, location, location has a new cousin in the digital world, jurisdiction, jurisdiction, jurisdiction.

Now add physical risk to the equation.

Last month, Reuters reported that drone strikes damaged Amazon Web Services facilities in both the UAE and Bahrain. Amazon said the strikes caused structural damage, power disruption, and fire suppression incidents that led to additional water damage. In a separate Reuters report, Amazon described the recovery as prolonged. This was not a cyberattack. It was a physical attack on cloud infrastructure. That changes the conversation.

Then there is political opposition.

-----------

Prices Have Jumped. Pay Attention! Apr 15, 2026

Show notes

Today we’re talking about the immediate impact of price escalation on construction projects. Not next quarter. Not next year. Right now.

In the past few weeks, we’ve seen a growing list of U.S. building-product manufacturers announce price increases across roofing, insulation, siding, waterproofing, gypsum, and steel-related accessory products. This is not a theoretical inflation story. It’s not an abstract discussion about commodity markets. It’s a boots-on-the-ground problem for anyone with a project in design, in permitting, in tender, or under construction.

-------------

Leasing In An Oversupplied Market Apr 14, 2026

Show notes

https://costsegregationguys.com/estateespressopodcast/

------------

Today we’re talking about leasing strategy for new buildings in a market that is over-supplied.

This is a topic that matters a great deal right now, because in many markets, especially where there’s been a wave of new Class A deliveries, the challenge is no longer simply getting the building built. The challenge is getting it leased without destroying the economics of the project.

When markets become over-supplied, a lot of owners make the same mistake. They become emotionally attached to their pro forma rent. They want to defend the number on the spreadsheet, even when the market has already moved on.

In an over-supplied market, the first objective is not to maximize rent. The first objective is to maximize occupancy. That may sound counterintuitive, especially if you’ve just delivered a shiny new asset with premium finishes, nice amenities, and a construction loan that doesn’t care about your excuses. But it’s the truth.

A vacant unit is the most expensive unit in the building.

-------------

What Is Data Center Demand? Apr 13, 2026

Show notes

Today we’re asking a question that sounds simple, but it is actually the wrong question. People ask, how many data centers will be required over the next decade? The research says the better question is, how much compute, power, cooling, and land will be required? Because one 15 megawatt enterprise facility is not the same thing as one 100 megawatt AI campus. Counting buildings without counting power is like counting apartment buildings without counting units. It does not tell you what you need to know.

------------

Pivoting During A Drought with Chad Zdenek Apr 12, 2026

Show notes

Chad Zdenek is based in Southlake Texas where he is working with PassiveInvesting.com. On today's show we are talking about pivoting during periods of difficult market conditions. To connect with Chad, visit https://www.passiveinvesting.com/

Chad also has an engineering background in space and aviation. He was the host of the show "Inside Mighty Machines" on the Smithsonian Channel. You can check out some of his trailers at

https://www.youtube.com/@chadzdenek5252/videos

----------

Helping Land Owners with Max Hansen Apr 11, 2026

Show notes

Max Hansen is a lawyer and Managing Director at Accruit. He is an industry veteran when it comes to sheltering tax using Section 1031 and Delaware Statutory Trusts. On today's show we are talking about the family farmers and ranchers that are going to be divesting in the coming decade and how to create income passive streams for them while preventing a huge tax bite at retirement.

Max can be reached at Accruit at 800-237-1031 or his direct line at 406-660-4206. Accruit at a lot of resources and more contact options at accruit.com

--------------

How Robo Taxis Will Change Real Estate Design Apr 10, 2026

Show notes

https://costsegregationguys.com/estateespressopodcast/

------------

Today we’re talking about autonomous taxis, also called robo taxis, and how they’re going to revolutionize real estate.

When people think about autonomous vehicles, they usually think about transportation. They think about convenience, safety, maybe labor disruption. Think about all of those folks driving for Uber who will be out of work. But from a real estate perspective, the more important question is this: what happens to the built environment when the it makes more sense from a convenience and an economic perspective to call for a robot-taxi instead of owning a car.

For the past hundred years, we’ve designed cities, apartment buildings, shopping centers, office properties, and even single-family homes around the assumption that every household needs one or more private vehicles sitting still most of the day.

That assumption is about to be challenged.

Today, most privately owned cars are parked roughly 95 percent of the time. They are extraordinarily expensive assets with very low utilization. Autonomous taxis flip that model on its head. A shared vehicle can serve many riders in sequence throughout the day. The result is higher utilization per vehicle, fewer idle hours, and a materially lower need for parking at the point of destination.

Now, does that mean fewer vehicles on the road? Not necessarily, at least not right away. In fact, in some markets you may still see a similar number of vehicles circulating, especially during peak commuting hours. But even if the number of vehicles on the road doesn’t decline dramatically, the number of parked vehicles absolutely will.

------------

Saving Thousands on Engineering Apr 09, 2026

Show notes

Today I want to talk about a very practical use of artificial intelligence, from a real world use case.

I’m talking about using a well-written AI prompt to eliminate unnecessary engineering cost by finding existing tested assemblies that already solve the problem.

This came up recently in the context of a wood framed floor assembly. The plans examiner at the city rejected the proposed assembly as not meeting the code. Now when that happens, you generally have two ways forward.

The first is to use a prescribed assembly, something that is already recognized, already tested, already accepted.

The second is to have an engineer design the assembly and stamp it.

That second path is often perfectly valid, but it can also cost thousands of dollars. Sometimes many thousands. And if the assembly you want already exists in tested form somewhere in the world, then paying to reinvent it is not adding value. It’s just adding cost and time.

If a published result exists, an AI tool can often find it in ways that a conventional search tool could not.

--------------

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Real Estate Espresso Podcast

Related Podcasts

Links

Stay Connected