Podcast Episodes

Economic Cycles with Luis Belmonte

Season 8 Episode 228

Luis Belmonte is based in San Francisco. He's been active in real estate development since the 1960's and has lived through 7 economic cycles in his career. On today's show we are talking about how t…

Published on 2 weeks, 6 days ago

Live From Campus Ryan

Season 8 Episode 227

On today's show we are doing a walk-through of a new project that is hosting an open house tomorrow. This is a 253 unit housing project at Mont Tremblant in Quebec, an hour North of Montreal. Mont Tr…

Published on 3 weeks ago

How Much Government Do We Need?

Season 8 Episode 226

On today’s show we are talking about government involvement in the economy. Countries vary widely in terms of the extent to which government plays a role in the total economy. 

At the extreme end of t…

Published on 3 weeks, 1 day ago

A New White Paper on Industrial Outdoor Storage

Season 8 Episode 225

On today’s show we are taking a look at a relatively new product category. This is something that Y Street Capital has been active in for some time. But the industry and the investment community are …

Published on 3 weeks, 3 days ago

Economic Report Distortions. What Distortions?

Season 8 Episode 224

On today’s show we are looking at the integrity of economic data. This has been making headlines with the President firing the head of the bureau of labor and statistics and installing a longtime cri…

Published on 3 weeks, 3 days ago

Texas May Change Its Constitution

Season 8 Episode 223

Capital tends to flow where it is treated the best. Well the state of Texas is considering a change to its constitution which will have no immediate impact on taxes. Currently the state of Texas has …

Published on 3 weeks, 4 days ago

A Tax Efficient Method with Joel Landon

Season 8 Episode 222

Joel Landon is based in Salt Lake City where he helps investors administer their retirement savings. On today's show we are talking about how to use a Roth Conversion as a tax efficient method for in…

Published on 3 weeks, 6 days ago

Net Lease Retail with Mike Kron

Mike Kron is based in Newport Beach California. His strategy has pivoted lately to focusing on retail credit tenant net leases. These are the national brand operators that provide corporate guarantee…

Published on 4 weeks ago

The Echo From 2008

On today’s show we are looking at an echo from the Great Financial Crisis. There was collapse of a banking house of cards triggered a drop in lending liquidity which then precipitated a fall in real …

Published on 4 weeks ago

Supply and Demand is Like Gravity

As many of you know, I follow macro economics and from time to time I share perspectives on the implications of underlying aspects of industries that ultimately affect real estate or the economy in s…

Published on 4 weeks, 1 day ago