The Real Estate Espresso Podcast
The Real Estate Espresso Podcast offers a daily dose of real estate investing insights. Host Victor Menasce, an experienced investor and author, shares his market outlook in short, high-energy episodes. Weekday episodes provide quick, actionable content, while weekend editions feature interviews with notable figures like Robert Kiyosaki and Peter Schiff.
Episodes
Top 4 Rookie Infill Development Mistakes
Some of the most expensive mistakes in infill development happen before construction even begins. They're often made by relatively inexperienced investors who assume that because something exists, it must be suitable for their proposed development.Today we're examining four of the biggest risks that can turn an apparently profitable infill project into a financial disaster.The first, and a
When AI Relies On The Wrong Version
On today's show we're going to talk about a disease that affects almost every organization. It's a disease that can cost a ton of money, delay projects, create disputes between business partners, and undermine the quality of decisions.I've coined a new word to describe this disease. I'm calling it versionitis.Versionitis is what happens when a project becomes negatively impacte
Saving on Escrow Fees with Nate Cater
Nate Cater is based in Los Angeles. His company is PHOCIS which specializes in providing escrow services for smaller independent private lenders. The value proposition is to save on escrow fees. As always, perform your own due diligence. Request state-by-state escrow or money transmitter licenses.Ask for copy of regulatory compliance policy and legal opinion on FBO structure. Request a tri-party o
US Apartment Distress with Anton Mattli
Anton Mattli is the founder of Peak Financing, based in Dallas Texas. Anton got his start in banking in Switzerland and held global commercial bank positions in NY, and in Asia before launching Peak Financing. On today's show we are talking about the state of the market and which segments are seeing the most activity. To connect with Anton, visit https://www.peakfinancing.com/home-338322. You
A Surprise in the New National Electrical Code
On today's show, we're talking about a sneaky regulatory change that could cost your next development project tens of thousands of dollars.If you've built, flipped, or remodeled a property in the last thirty years, you know the drill. When you design a kitchen island or a peninsula, the electrical code required you to install at least one electrical outlet on the island or the peninsul
RealPage Cancels A 3rd Party AI Integration
There's a battle brewing in the property management software industry that could have far-reaching implications for real estate investors.The battle is between RealPage, one of the largest property management software companies in the industry, and EliseAI, one of the fastest-growing artificial intelligence companies serving multifamily housing.On October 7, RealPage notified customers that it
Is Senior Housing Affordable?
When we talk about affordable housing, the conversation usually centers on two groups of people. We talk about low-income families struggling to pay the rent, and young adults who cannot afford to purchase their first home.But there's another demographic that rarely receives the same attention. It's a demographic that's growing rapidly, and one where the affordability challenge becomes
Mandatory Extended Warranty?
On today's show we are talking about warranty legislation and new rules around consumer products and appliances. The Province of Quebec just implemented the most comprehensive warranty legislation in North America. But other states in the US have also implemented rules that affect how repairs and maintenance get handled for major appliances and HVAC equipment. ------------**Real Estate Espress
Are You Buying Wasted Insurance?
Let me start with a simple observation. Insurance companies are in the business of selling policies, and one of the most effective ways to sell more coverage is to describe what could go wrong. Fire, flood, fraud, lawsuits. Every scenario sounds plausible when someone paints the picture for you. And once you've heard the worst-case story, saying no feels reckless.But here's the thing. A sc
What's Working with Spencer Patton
Spencer Patton is based in Atlanta as a partner in ICM Asset Managment. The company is headquartered in Calgary and invests in both Canadian and US projects. On today's show we are talking about the macro challenges facing the industry and where the opportunities are emerging. They currently have about $2B in assets under management. To connect with Spencer, email him at spencer@icmgroup.ca or
Affordable Housing wiht Nathaniel Kiger
Nathaniel Kiger is based in Seattle Washington. He specializes in affordable housing using government subsidies. On today's show we are talking about the criteria that make for a viable project versus one that meets demand, but loses money. Ton connect with Nathaniel, visit https://www.lee-associates.com/northwest/nate-kiger/------------**Real Estate Espresso Podcast:** Spotify: [The Real Esta
Oops! The Jobs Report Missed Again
On today’s episode, we’re peeling back the layers on the latest U.S. Nonfarm Payroll report. If you turn on the news or listen to government officials at the podium, the narrative remains steadfast: the economy is robust, the labor market is resilient, and the elusive "soft landing" has been achieved.But as real estate investors and market operators, we know that headline figures are wri
BOM - The Hard Thing About Hard Things by Ben Horowitz
Our book this month is The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers by Ben Horowitz. Ben co-founded Loudcloud, a cloud computing company launched during the technology boom of the late 1990s. Soon afterward, the dot-com crash created an extremely difficult operating environment. The company faced declining markets, financial pressure, layoffs, strategic cha
The AI Balance Sheet Is Broken
I’m seeing some scary parallels between the dot com era and today. I was part of the dot com era and there were some powerful lessons from that time. It’s tempting to say this time is different. But even if there is demonstrable customer demand and revenue, there are still some what where the same troubling trends are showing up. When I was at Nortel we had numerous strategy meetings about how we
Property Tax Out of Bounds
On today’s show we’re examining a form of apartment distress that can hide in plain sight. One of our team members recently visited , a 500-unit apartment complex in Pflugerville, Texas, just north of Austin.It is relatively new. Construction began in 2021 and the completed project was turned over in May of 2023. This isn’t a tired 1970s apartment complex suffering from decades of deferred mainten
The Next Stock Market Crash
I’m going to go on record with a prediction that’s somewhere in the next six months, we will see a major pull back in the stock market specifically tied to artificial intelligence. My reasoning for this is three-fold:There was a change to the generally accepted accounting principles (GAAP), a few years ago. Data center investments have been delayed due to community opposition.We have a large amoun
Due Diligence with Shane Pogue
Shane Pogue is based in Dallas Texas. He has a background in criminal investigation from his years at Fidelity. Today he helps real estate investors with all forms of due diligence. To connect with Shane, visit his website at Aegis Risk Solutions Investigations or on Linkedin at https://www.linkedin.com/in/shane-pogue-6b900a11a/------------**Real Estate Espresso Podcast:** Spotify: [The Real Estat
Live Talk - Land Development Pitfalls
On today's show I'm sharing a segment of the Land Development Mastermind hosted by Brandon Cobb. We're touching on a subset of the top 10 land development pitfalls. -----------**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://podcast
Should I Wait For The Midterms?
On today’s episode, we are tackling a question that is front and center for almost every capital allocator, developer, and buy-and-hold investor right now: Should you freeze your major investment decisions until after the upcoming U.S. midterm elections?When you turn on the news, the message seems clear: danger ahead. The equity markets get jittery. Bond yields swing unpredictably, taking mortgage
Outsource or Vertical Integration?
If you look back through the history of modern business, you’ll notice a distinct pendulum swing. There are eras where vertical integration is the ultimate gold standard, and there are eras where asset-light outsourcing is the only way to survive.So, where does real estate fit into this pendulum swing? And more importantly, as a real estate business owner, should you be building everything on your
Another Law Struck Down By Supreme Court
On today’s show we’re going to talk about a Washington Supreme Court decision that, on the surface, is about natural gas.But I think the much more interesting story is what this ruling could mean for the way laws are written, and by extension, for real estate investors trying to understand the rules under which they are making long-term investment decisions.The case is called Climate Solutions ver
Multifamily From The Curb Appeal?
When I first started investing in real estate, I was taught a very simple technique.Drive the neighborhoods. Look for the houses where the lawn is overgrown, the gutters are falling off, the paint is peeling, and the maintenance has clearly been deferred.The year was 2010. We were in the middle of the aftermath of the Global Financial Crisis, and hundreds of thousands of homeowners were in financi
Too Old For News. Too New For History
On August 2, I published an interview with Dr. Anas Alhajji on this podcast. Dr. Alhajji is an energy economist, and during our conversation one thing was clear: a shortage of oil tankers was coming, and it was going to ripple through the global energy supply chain.That was the story in early August for anyone who was paying attention.Now it's mid-September, and this is a front-page story in t
The Broken Environment with Mark Shuler
Mark Shuler is based in Seattle, Washington. He currently has over 4,000 apartments in his portfolio, largely in Texas. On today's show we are talking about the irrational exuberance of the past few years and the reckoning that is taking place in the market. To connect with Mark you can visit is architecture peactice at https://www.shulerarchitecture.com/ or his investment firm at https://sgre
New Retail with Tim Dowling
Tim Dowling is. based in Austin Texas. He is building a shopping center in a suburb of Austin along the I-35 corridor. On today's show we are talking about what is driving the demand and the design of the project. To connect with Tim, reach out to him on LinkedIn at https://www.linkedin.com/in/dowlingtim/ or at https://budacapitalpartners.com/-------------**Real Estate Espresso Podcast:** Spot
Supreme Court Squashes Referendum
If you’ve been in the development game for more than five minutes, you know the scenario. You find a parcel. You spend eighteen months and hundreds of thousands of dollars on environmental studies, traffic impact analyses, civil engineering, and public hearings. You work tirelessly with the city planning staff, you follow the local comprehensive plan to the letter, and finally—finally—the city cou
Mega Answer to Bonus Depreciation
Today’s show is sponsored by the Cost Segregation Guys. To save on taxes, visit the Cost Segregation Guys and learn how they can reduce your taxes. ------------When the media talks about a trade war, the discussion usually focuses on tariffs.The United States puts a tariff on Canadian steel. Canada responds with a tariff on American products. Then economists calculate how much prices might rise an
The Fed Didn't Influence Your Decision
Today is Fed rate day. This afternoon Federal Reserve Chairman Kevin Warsh announced a unanimous decision to increase the Fed funds rate by 0.25%. Today we’re going look deeper into the bond market functioning and not focus on the Fed. But the real question is whether the Fed leads the market, or whether the market has in fact determined interest rates independently of any committee decision. Was
Free Help For Builders With New DOE Program
On September 11, the U.S. Department of Energy launched a new initiative called Building America New Construction Support program.The stated goal is pretty simple.Help builders build faster, reduce costs, and deliver lower-cost, higher-quality buildings.The program is available to residential, commercial, and industrial builders, and it connects participants directly with technical experts from th
Rules Don't Flow Downhill
On today's show we're talking about one of the quietest ways a deal gets killed. Not a rate move, not a cost overrun. A city council vote you assumed would never happen.Let's start with the constitutional plumbing, because it explains everything that follows.In the United States, municipalities are creatures of the state. They have no inherent sovereignty. Their zoning power, their tax
Shopping Center Revival with Michael Flight
Michael Flight has been specializing in shopping centers since the mid 1980's. On today's show we are talking about how shopping centers are going through a revival of sorts. We're talking about where the demand is and how to create value in shopping centers. To connect with Michael, you can find him on LinkedIn at https://www.linkedin.com/in/michael-flight/ or at his company Concordia
Software Innovation in Apartments with Eddie Fong
Eddie Fong is based in Seattle and he started his career at companies like Microsoft, Dropbox and Salesforce. In the past year he has taken that software development expertise and started applying it to the world of multi-family investing. On today's show we are talking about the US of AI in real estate and how the capabilities are evolving. To conenct with Eddie visit https://mistryos.com/ or
Should Foreign Buyers Be Banned?
Canada has a housing shortage. But at the same time, parts of the country have too many condominiums for sale.Those two statements sound contradictory. They’re not.Toronto has experienced a historic collapse in new condominium sales. In 2025, only about 1,600 new condos were sold across the Greater Toronto and Hamilton Area. That was down roughly 60 percent from the previous year and approximately
Can ICE Impact Your Construction Project?
On today's show we're talking about a construction risk that may not be in your pro forma.You might say, "Victor, I only hire legally authorized workers. Why should immigration enforcement affect my project?"That's a perfectly reasonable question.But it misunderstands how a construction labor market works.Construction pricing is not determined solely by who works on your job
Which Auto Plants Will Close Next?
On Sept 10 at 8PM EDT, 5PM PDT, I'm hosting a live conversation with Jacob Blackett, CEO of Sponsorcloud. We are going to be talking about how software can improve the investor relationship for private investments. If you can't attend, register anyway and we will send you the recording. CLICK HERE to register. -------------For generations, automobile manufacturing has been one of the great
The Recreation Segment is Bleeding
On today's show, we're looking at what boats, recreational vehicles, and cottages can tell us about the economic cycle.The pattern is familiar. Demand exceeds supply. Prices rise. Producers expand. Buyers accelerate purchases because waiting appears expensive. Lenders become comfortable financing assets whose prices keep climbing.But supply takes time to arrive. By the time factories expand, subdi
Tour The World of Interest Rates
On today’s show we’re going to take a trip around the world through one very specific lens: the yield on the 10-year government bond.This is not just a tour of interest rates. The 10-year bond is one of the clearest places where investors collectively put a price on inflation, fiscal policy, monetary policy, currency risk, and increasingly, geopolitics.As we record this, the U.S. 10-year Treasury
Middle Housing with Jared Jones
Jared Jones is based in Riverside California. On today's show we are talking about the newest housing legislation and the impact it is having on adding supply to the housing stock. To connect with Jared, visit middlehousingpartners on Instagram or Jared Jones on LinkedIn.**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8c
After The Fires with Bronson Hill
Bronson Hill is based in Pasadena California. On today's show we are talking about how accelerate the rebuilding process after the devastating fires that destroyed thousands of homes in Los Angeles County and in communities like Altadena. To connect with Bronson and to learn more, visit https://bronsonequity.com/ or send test message to with the word "Cashflow" to 33777 he will send
Can AI Revolutionize Property Management?
Traditional property management software digitized filing cabinets: it recorded payments, stored documents, and logged complaints, but did not change how work moved through the process.Managing a community is not one job. It is a constant relay race among residents, boards, managers, accountants, banks, vendors, and regulators. A homeowner reports a leak. Someone identifies the property, checks re
Can AI Speed Up City Council?
I spent some time this week looking at a new playbook out of the AI world, describing what they call the "AI-native software development life cycle." And the more I read it, the more I realized: this isn't really a software story. It's our story. The steps engineers use to build a software application are almost identical to the steps we use to take a piece of dirt and turn it in
BOM - Learned Optimism
Our book this month is “Learned Optimism: How to Change Your Mind and Your Life” by Martin Seligman. It is an influential book about the way people explain success, failure, adversity, and disappointment to themselves. Seligman, one of the most important figures in the development of positive psychology, argues that optimism is not simply a personality trait that people either possess or lack. In
What Do We Know For Certain?
Back in 2018 we made the decision to invest in Lake Charles Louisiana. The thesis behind investing in this market is that the community is at the epicenter of a network of natural gas pipelines. Like some things in the energy industry, the timelines can be long and major projects often get delayed. As a result, not all of our projects in Lake Charles have gone as planned. The south coast of the U
State of MultiFamily Apartments in 2Q 2026
Today's show is a talk that I gave to the members at American IRA last week. We're talking about how the old value add playbook for apartments is broken and a different asset segment that we believe is working instead. --------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [Th
SE Market Perspective with Michael Bull
Michael Bull is based in Atlanta and he heads up Bull Realty. He is also the host of America's Commercial Real Estate Show. To connect with Michael email him at michael@bullrealty.com or visit bullrealty.com. The podcast can be found at https://www.creshow.com/-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es
Short Term Rental Rules Are Changing
On today’s show we’re talking about short-term rentals, and more specifically, a change in how governments are enforcing short-term rental regulations.For years, most short-term rental regulation focused primarily on the property owner.Do you have a license? Are you collecting the correct lodging tax? Are you violating occupancy limits? Are you operating in a location where short-term rentals are
The Changing Regulatory Landscape
There is a strange thing happening in rental housing across the United States.If you looked only at national statistics, you might conclude that the business of owning an apartment is largely unchanged. Since January 2025, more than forty states have passed, published, or court-decided something that touches deposits, notices, fees, or evictions. Each individual change can look small.Taken togethe
Why Electricity Rates Are Rising
On today’s episode, we’re taking a deep dive into an issue that is quickly becoming one of the most critical factors in site selection, underwriting, and property development across North America: the state of our electrical grid.If you’ve been reading the headlines, you’ve probably seen a lot of finger-pointing. The mainstream narrative goes something like this: artificial intelligence and hypers
Shakeup At Fannie Mae
Today, we are taking a closer look at last week’s executive shakeup at Fannie Mae. A lot of market commentators are treating this as a simple administrative hurdle—telling investors to prepare for extended processing times and minor closing delays.While extended processing times are annoying, that perspective misses the real danger facing real estate investors today.The major risk isn’t that your
Impact Of The Trade War
There has been a lot of discussion over the past few days about tariffs and the trade relationship between Canada and the United States. The events of Friday where Canada withdrew from the negotiations put the impasse in stark terms. Most of that discussion has focused on manufacturing, autos, steel, aluminum, and politics.The trade war is clearly escalating. Tariffs are just the start. What happe
Grocery Anchored Shopping with John McNellis
John McNellis is based in Palo Alto and has been in commercial real estate for more than 40 years. He has been focused on grocery anchored shopping centers in Northern California for most of that time. On today's show we are talking about what is working today and the fundamentals that have stood the test of time. He is also the author of the book "Making it In Real Estate", now in i
Senior Housing with Dani Lyn Robison
Dani Lyn Robison is based in Orlando Florida, but operates a real estate business located in Ohio. On today's show we are talking about Senior Housing. This is one of several asset classes in their portfolio. To connect with Dani and to learn more, visit chatwithfreedom.com-----------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3Gv
Underwriting A Matter of Perspective
On today's show, we're talking about a situation that confuses a lot of investors. How can the same property have two different underwriting models, and how can both of them be correct?The answer comes down to perspective.A lender is underwriting the property for one purpose. An investor is underwriting the property for a different purpose. Those two objectives overlap, but they are not id
Is The Software Business Model Dead?
Today we’re going to venture outside real estate for a few minutes and talk about software. But this is really a discussion about business economics, and those principles apply to every industry.For the past twenty years, one of the most attractive business models in technology has been Software as a Service, or SaaS.Instead of buying software once, customers pay every month or every year. From th
Will Treasury Intervention Make A Difference?
On August 20, I'm going to be hosting a webinar on how to use AI to validate the quotes you receive from contractors and subcontractors. To register for the webinar click HERE. Even if you can't attend live, we will send you the recording. --------------Today we're talking about an announcement from the U.S. Treasury Department that has generated a surprising amount of noise in the fin
AMA - Can Office Conversions Deliver Class B?
Today's episode is another AMA, or Ask Me Anything.Today's question comes from Charles, who asks:"What is your opinion of office-to-residential conversions? Namely, are they attractive enough to become a Class B property? I see repurposed motels as apartments, which I personally do not like, but I suppose there is a market for those properties."------------**Real Estate Espresso
AI In Construction
Later this week we're hosting a deep dive webinar on AI In Construction. To register, click HERE .Since the beginning, construction drawings have been one of the hardest documents for artificial intelligence to understand.That makes sense when you think about it. A construction drawing is not simply a page of text. It contains symbols, dimensions, schedules, notes, details and references to in
Remote Management with Christina Kovacs
Christina Kovacs is based in Fort Lauderdale, but she invests primarily in Missouri. On today's show we are talking about the pitfalls of remote management and how to set things up for success. To connect with Christina, visit https://www.christinakovacs.com/-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8c
Apartment Portfolios with Andrew Cushman
Andrew Cushman is based in Southern California, but invests mostly in the South Eastern states. On today's show we are talking about the distress in the market and what is driving the distress. Portfolios in secondary markets in states like Georgia and the Carolinas are seeing high occupancy and rent growth.To connect with Andrew visit https://www.vpacq.com/--------------**Real Estate Espresso
Lessons From WeWork
On today’s show we’re talking about Adam Neumann, the founder of WeWork.There are probably few entrepreneurs in recent memory whose rise and fall has been documented as extensively as Adam Neumann.WeWork went from being one of the most celebrated private companies in the world, valued at roughly $47 billion at its peak, to one of the most spectacular failed IPOs in recent history.The company ultim
Japan's Intervention Failed
On today’s show we’re going to connect three things that might seem completely unrelated: the Japanese yen, United States Treasury bonds, and the interest rate on your next real estate loan.They are more closely connected than you might think.So why should a real estate investor in Dallas, Atlanta, or Phoenix care what happens to the Japanese yen?Because Japan is the largest foreign holder of Unit
City Hall Is a Partner In Your Project
The question is whether you want to partner with the city or not. The city can add value (or erode it) without being formally at the partnership table. How many people underwrite the city as part of their due diligence? ------------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes:
This Land Is Worthless
Today's show is sponsored by The Cost Segregation Guys. If you own investment real estate and are not taking advantage of accelerated depreciation, you're probably leaving money on the table. Check out the Cost Segregation Guys using the link and you will qualify for a discount on their services. ---------------Today's show is a case study of a property that is about to go to tax sale.
When Your Condo Doesn't Qualify
Today we’re talking about a change in the condominium market that has received surprisingly little attention.The question is not whether your condo is worth $300,000 or $500,000.The question is whether a buyer can get a mortgage on it.We saw this problem extensively in the wake of the 2008 financial crisis. There were condominium projects all over the country where individual owners stopped paying
Mobile Home Parks with Frank Rolfe
Frank Rolfe is based in Missouri and invests in mobile home parks across the US. He is the fifth largest owner of mobile home parks in the country. On today's show we are talking about the "buy box" for mobile home parks and the which properties you should stay clear of. To connect with Frank, visit mhu.com-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espre
State of Apartment Market with Neal Bawa
Neal Bawa is based in Silicon Valley where he invests in multiple asset classes including new development in several markets across the US. On today's show we are talking about the state of the apartment market in the sunbelt. In particular, Neal makes a distinction between the syndication market and the rest of the apartment market. To connect with Neal, visit https://multifamilyu.com/club---
Central 2Q Industrial
On today’s show, we’re continuing our look at industrial real estate across the United States.Today we’re moving through the central states, starting around the Great Lakes, moving through the Midwest and Memphis, and finishing in Texas along the Gulf Coast.The Marcus & Millichap second-quarter reports reveal a pattern we’ve seen in several parts of the country.But there are distinct differenc
West Coast Industrial
On today’s show, we’re looking at the industrial outlook across the Western United States, based on Marcus & Millichap’s second-quarter 2026 market reports.We’ll examine ten markets: Las Vegas, Los Angeles, Oakland, Orange County, Phoenix, Portland, the Inland Empire, Sacramento, San Diego, and Seattle-Tacoma.The broad theme is straightforward.Western industrial markets are still digesting a m
Northeast Industrial 2Q2026 Outlook
On today’s show, we’re looking at the industrial real estate outlook across the Northeast corridor.Marcus & Millichap recently published its 2Q 2026 industrial forecasts for 36 metropolitan markets across the United States. Today, we’re going to focus on six of them: Boston, New York City, Northern New Jersey, Philadelphia, Baltimore, and Washington, D.C.These markets are connected geographica
Industrial In The Southeast USA
Today is the first in a four part mini-series on Industrial Real Estate across the US. The folks at Marcus & Millichap recently published 36 submarket reports across the US focusing on Industrial Real Estate. Today we are concentrating on six markets in the Southeast. --------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3Gvtw
Will The Japan Carry Trade Affect Real Estate?
On today’s show, we’re examining the Japanese yen carry trade and why its possible unwinding should be of interest to real estate investors thousands of miles away from Tokyo.A carry trade sounds complicated, but the basic idea is simple. An investor borrows money in a currency with a low interest rate and invests that money in an asset offering a higher return.The carry trade has its roots in an
The Everything Crisis with Dr. Anas Alhajji
Dr. Anas Alhajji is one of the preeminent energy analysts in the world today. He is based in Dallas Texas. On today's show we are talking about the multiple factors that are affecting energy markets and global supply chains. Most of these factors are not making headlines and are largely being ignored by the markets. To connect with Dr. Alhajji you can find him on Twitter at https://x.com/anasa
BOM - 1929 Inside the Greatest Crash in Wall Street History, and How It Shattered a Nation.
On today’s show, we’re reviewing a new book by Andrew Ross Sorkin called 1929: Inside the Greatest Crash in Wall Street History, and How It Shattered a Nation.Sorkin is best known for Too Big to Fail, his account of the 2008 financial crisis. In this book, he goes back nearly eighty years earlier to examine the most famous market collapse in American history.Most people know the basic outline. The
Panama Is Not In The Headlines
Cost Segregation Is The Key to Bonus Depreciation. To Take advantage of bonus depreciation and lower your taxes, reach out to the Cost Segregation Guys.-------------Panama is not in the headlines, but maybe it should be. Today we’re talking about water levels in the Panama Canal.When most people hear that the canal is experiencing low water, they assume the immediate result will be fewer ships pas
What Does The Fed Mean?
The progression from Alan Greenspan to Kevin Warsh is not simply a change in personality. It reflects four different views of how much the Federal Reserve should shape market expectations.At one end is the belief that ambiguity preserves flexibility. At the other is the belief that communication itself is a monetary-policy instrument. Warsh appears to be pulling the institution back toward flexibi
Dear Diary
It’s rare that I get wrapped up in the news cycle. I’m not a news junkie. But this week, something crossed my desk that I simply could not ignore. We all lived through the pandemic and were presented with data from the media that did not always line up with basic science. Those scientists, pathologists, and doctors who presented data that contradicted the official narrative were ostracized as quac
Using AI to Find Cheap Dirt
We're building a project in Louisiana that has a lot of site work associated with it. In fact we need to import about 60,000 cubic yards of material to raise the finished grade of the property. The price per yard can vary widely depending on transportation. On today's show we are showing how AI is being used to find creative solutions to reducing the cost of the dirt work.----------**Real
Stranded Deductions with Eric Brunner
Eric Brunner is a CPA based in Milwaukee. On today's show we are talking about which types of improvements must be capitalized versus expensed. Many accountants get this wrong and create tax liability for their clients by mistake. To connect with Eric, visit him on LinkedIn------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3G
Hotel Conversion with Mitchell Rice
Mitchell Rice is based in Salt Lake City, Utah. He is the founder of ElkStone Capital Partners. He got his start in the investment management group at The Church of Jesus Christ of Latter Day Saints working on large commercial projects in multiple asset classes. After a few years he launched his own investment management business. On today's show we are talking about converting functionally ob
Is There A Business Case For Solar?
China is manufacturing solar panels at a scale that has transformed the economics of the global market. High-efficiency panels leaving China are currently priced at roughly eleven cents per watt. Some domestic Chinese prices are even lower.That sounds extraordinarily cheap. But the panel is only one component of a solar installation.The proper analysis begins with the building’s hourly electrical
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