The Real Estate Espresso Podcast

Latest Episodes:

Energy And The Economy with Dr. Chris Martenson Mar 23, 2024

Show notes

Today's show is an extract from a longer talk given by Dr. Chris Martenson at the Ottawa Real Estate Investors Organization on March 13. Chris is the founder of Peak Prosperity. You will find lots of amazing content on a wide spectrum of topics at the Peak Prosperity website. To learn more and to connect with Chris visit peakprosperity.com

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Host: Victor Menasce

email: podcast@victorjm.com

Changing Demand For Student Housing Mar 22, 2024

Show notes

On today’s show we are talking about how education is changing, and in particular what that means for owners of student housing.

When you make an investment in student housing you are making a few fundamental assumptions.

The enrolment in the institution will grow or at least remain constant.
Students will still need to come to campus to attend classes.
Foreign students entering the country will generally need more student housing than local students who might be able to live at home with parents.
The demand for student housing will grow over time, or at least remain constant. If the demand drops, then you can expect vacancy to increase in the local market and for rental rates to drop. Students will make housing decisions based on lowest price.

When you make an investment in student housing you want these assumptions to hold true for longer than your forecast holding period for your investment.

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Host: Victor Menasce

email: podcast@victorjm.com

Interpreting The Latest Fed Guidance Mar 21, 2024

Show notes

On today’s show we are making sense out of the latest results from the Federal Open Market Committee’s two day meeting which concluded on Wednesday of this week with J Powell’s press conference on Wednesday afternoon. I watched the press conference in its entirety.

Chair Powell didn’t field too many difficult questions.

There were a couple of things in the press conference that I thought were noteworthy. The mainstream media keep talking about 3 rate cuts this year. But I didn’t hear that in his talk. What I did pay attention to was his target for interest rates in the next month, and by the end of the year.

NAR Class Action Lawsuit Settlement Implications Mar 20, 2024

Show notes

Earlier this week, the National Association of Realtors announced a settlement agreement to the class action lawsuit that was widely publicized late last year. On today's show we are talking about the implications of the settlement. Sadly, the likely result is that it will harm the very people the lawsuit was designed to help. For commercial transactions, there is no impact. The practices in residential real estate are being brought into line with what is already the practice in the world of commercial. Commercial real estate puts the burden of risk on the buyer and this is understood.

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What's in Store for 24 Mar 19, 2024

Show notes

On today's show we are looking at what investors are predicting for the coming year. Data from Colliers and CBRE form the basis of today's show. The CBRE investor sentiment survey indicates what investors think will happen this coming year.

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Host: Victor Menasce

email: podcast@victorjm.com

Why Is Japan's Stock Market Rising During Recession? Mar 18, 2024

Show notes

On today’s show we are talking about market fundamentals. Our listeners are real estate investors. But that means they’re investors first. The investor mindset is based on fundamentals.

When we assign value to a corporation, that translates into a share price if that stock is publicly traded. All other things being equal, the stock will trade at a multiple of net earnings.

The conventional wisdom is that in times of economic boom, net earnings tend to swell and the share price of the company will increase to reflect the higher earnings of the company.

In times of recession, revenues fall, and earnings usually take an even bigger hit. The share price of those publicly traded companies get punished accordingly.

So we have a strange situation going on in Japan at the moment. The economy is clearly in recession, and has been for some time.

We have a Japanese stock market index that is up by 30% over the past six months during a time when the economy is limping along.

There’s nothing like a good old Wall Street style share buyback to wallpaper over weak corporate earnings.

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Host: Victor Menasce

email: podcast@victorjm.com

Design Sensibility with Jon and Kevin Ratner Mar 17, 2024

Show notes

Jon and Kevin Ratner form part of the Forest City legacy and are currently leading a new venture called The Max Collaborative. They've taken their decades of experience running a public real estate development company and translated into unique product offerings with energy efficiency, design and sustainability as underpinning qualities.

To connect with Jon and Kevin, visit themaxcollaborative.com

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Host: Victor Menasce

email: podcast@victorjm.com

Cost Segregation with Erik Oliver Mar 16, 2024

Show notes

Erik Oliver is based in Salt Lake City where he specializes in Cost Segregation. On today's show we are talking about how to handle the uncertainty of changing legislation in the realm of depreciation. To connect with Erik and to learn more visit costsegauthority.com

You can also reach out the team directly at Cost Segregation Authority

Scott Santiago

Phone Number: 385-853-7011

ssantiago@costsegauthority.com

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Host: Victor Menasce

email: podcast@victorjm.com

Short Term Rental News Mar 15, 2024

Show notes

On today's show we are talking about some news items on short term rentals.

1 ) New policy at AirBnb governing the use of security cameras

2) European Union passes new rules for data sharing between the platforms and regulatory bodies

3) Some interesting short term rental stats from the European Union

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Host: Victor Menasce

email: podcast@victorjm.com

AMA - Is Corporate Ownership of Homes A Good Thing? Mar 14, 2024

Show notes

This question comes from Marc who writes:

I’m not sure how I feel about corporately owned single family homes. Part of me thinks that ultimately this will destroy the fabric of a community if too much of the country’s single family housing stock is owned by large corporations. Maybe I’m not seeing it, but how in your mind does corporate ownership of single family homes benefit communities?

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Host: Victor Menasce

email: podcast@victorjm.com

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