Episodes

Although many of the southern U.S. markets are oversupplied with new multifamily apartments and facing challenges, midwestern markets are seeing higher occupancy levels and growing rents. These markets have also experienced o...

The value of national currencies has always plummeted to zero in the course of history, usually because of money printing and inflation. There has also never been an international fiat currency. This is what the role of crypt...

Appreciation is great, but predictable cash flow is what enables a steady retirement. Real Estate funds are a great way to achieve steady cash flow because they’re less risky than syndications because of a diversified base of...

Alternative investments produce more cash flow with less volatility than public markets. This is why money invested in alternative assets have more than doubled over the last decade, from $7.2 trillion to $18 trillion, and ex...

Many operators launch funds to achieve scale and create diversification for themselves and their investors. Funds also attract lower cost of capital and achieve operational efficiencies that result in improved yield. From an ...

Many think Private Credit has elevated risks, but the economy is strong and borrowers have healthy balance sheets. One of the least hyped but most interesting areas of credit are special situations and distressed debt. The po...

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...