Episodes

Most of the problems in multifamily over the past few years have been related to debt. Many operators are now in their second extension phase and not making payments or keeping up with their properties. Several of these have ...

An asset class that thrives in different economic cycles is student housing, especially at the best colleges. The demand to attend these schools always far exceeds supply. On the operations side, revenue per square foot often...

Multifamily investing can be profitable, but it is not without risks. One of the ways to generate mid-teen returns while mitigating risk is to invest in pref equity. As an investor in pref equity, you’ll be paid after the fir...

80% of new apartments built in the last ten years are luxury class A. As a result, the supply of B class workforce housing has not nearly kept up with demand. Unless someone can afford to own a home or pay close to $4,000 per...

Supply-demand imbalance drives value in Real Estate. In this country, we have a severe shortage of affordable housing in many markets and therefore high occupancy levels. In the case of Mobile Home Parks, supply is not only n...

Although the Southeast and Southwest are still oversupplied with new multifamily units, markets in the Midwest have seen little to no new supply and therefore perennially low vacancy rates. Many of these markets are also grow...

When deciding who to invest with, experience is what matters most, starting with the number of deals someone has done. Forty percent of Multifamily operators have done fewer than five full cycle deals. Like anything else, Rea...

Alternative assets are getting a greater share of investor allocations as they seek higher yields and less volatility. Pension funds, endowments and other large institutions are directing more dollars to these assets in order...

Capital is pouring into steady, cash-flowing midwestern markets. Investors appreciate the predictable, steady growth and performance of these markets with affordable entry points. This applies especially to supply constrained...

An interesting asset class that lends itself to significant value creation through entrepreneurialism and creativity is boutique hotels. Each property is different, so there’s intrinsic inefficiency. Many of these properties ...

Although it may seem like public companies such as Exxon and Chevron generate the lion share of our domestic oil production, they only produce roughly 30%. The other 70% is produced by smaller to mid-size companies. Many of t...

It’s no secret that AI will revolutionize the world. Elon Musk thinks computers will overtake humanity as the collective intelligence of AI exceeds that of the collective intelligence of humanity. In the short and immediate t...

Although multifamily is facing major headwinds with operators who took on floating rate debt combined with oversupply and unprecedented expense increases, this is not the whole story. Some multifamily investors who took on le...

Investing in private market offerings outside of public stocks or funds can offer diversification and better returns, but these vehicles are often inaccessible to retail investors. There tend to be high minimums and restricte...

Industrial properties were at 80% occupancy and selling at 5 cap rates pre-pandemic. Now, they’re over 90% occupied and selling at 8.5% cap rates. With interest rates most likely coming down, this represents a great opportuni...

Buying at a discount is the most dependable way to make money. Suburban office is one of the few examples left where you can still find considerable value. In some markets, you can buy these properties for as little as $10/ft...

Investing in NNN fast food franchises and limited-service hotel Real Estate is a great way to profit from steady operating businesses. Joe Tagliente is Managing Partner of Tage Capital Partners, a firm founded in 1970 with a ...

Despite ample sentiment to the contrary, we may not be headed into a recession any time soon according to at least one well known, respected economist. In fact, we’re just four years past the pandemic, and we’re seeing steady...

One way to generate large, short-term profits in Real Estate is flipping houses. There are many methods to finding great deals, and the money to acquire these properties is readily available when the deals make sense. You can...

Nothing has caused more loss of principal in Real Estate than too much debt. Leverage works great in an upward trending market, but it cuts the other way in a downturn. Joel Friedland, Principal of BRIT properties, has been ...

AI will change the world even more than the internet, with profound implications for most aspects of society, including massive wealth creation. It will impact many sectors of commerce, including Real Estate. Amongst other im...

For fix and flip entrepreneurs of single-family homes, it’s hard to get financing from traditional lenders. This lack of access to capital creates a market for private lenders who have the flexibility and access to capital. I...

Although cracks are starting to appear in various commercial real estate asset classes, prices have still not come down enough to be investible. Prices have come down, but they’ve come down off record highs and lenders are st...

Despite its initial trajectory, ecommerce has plateaued at 16% of total retail sales. Concurrently, the cost of land, borrowing, and construction has made it prohibitive to build new retail centers. As a result, occupancy lev...