The Real Estate Espresso Podcast

Victor Menasce
  • 4.8 (29)
  • INVESTING
  • UPDATED DAILY
The Real Estate Espresso Podcast Podcast

Welcome to The Real Estate Espresso Podcast, your morning shot of what's new in the world of real estate investing. Join investor, syndicator, developer, and author Victor J. Menasce as he shares his daily real estate investment outlook. Our weekday episodes deliver 5 minutes of high-energy, high-impact content to fuel your success. Plus, don't miss our weekend editions featuring exclusive interviews with renowned guests such as Robert Kiyosaki, Robert Helms, Peter Schiff, and more.

  1. 3 HRS AGO

    Gridlock On The Ocean

    On today’s show we are taking a look at an impending risk. We have talked about this on the show in recent weeks.  There have been several news reports in the mainstream media about an impending labour strike by US Longshoremen on October 1. There are reports in Reuters, Bloomberg, CNBC and others.  The international longshoremen’s association held a two day meeting on September 4-5 with their wage scale delegates. At the end of two days, the delegates voted last week unanimously to strike on October 1 if a new contract is not negotiated by Sept 30. The longshoremen are looking for a 77% increase in their wages over the life of the contract. They are also looking for assurances that jobs won’t be lost to automation. By comparison, their West coast counterparts received a 32% wage increase in their most recent contract negotiations.  Nearly 10 days later and no discussions have taken place between the ports and the union.  -------------- **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://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

    5 min

  2. 1 DAY AGO

    Consequence Of The Japanese Carry Trade

    On today’s show we are talking about a new paper published last Friday by Brent Johnson and  Michael Peregrine of Santiago Capital. Brent Johnson is famous for his dollar milkshake theory. This 44 page article is a deep dive into the Japanese carry trade. Many of you might remember a banking crisis that erupted in Japan last month as a result of the implosion of widespread carry trade activity. While the Yen is likely to rise in the short term when the carry trade truly blows up, it is probably going to fall after that. As I said, the BOJ can protect the bond market or the currency, but not both.  So why do we care about this? If Japan dumps a trillion dollars worth of US Treasuries in a short time period, we could see the supply of US Treasuries exceed demand. That means a sharp and unexpected rise in the yield for US Treasuries which will impact the cost of borrowing for real estate investors. Just because the Fed is in a lowering cycle for the Fed Funds rate, doesn’t mean that the cost of borrowing for real estate investors will follow suit.  -------------- **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://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

    6 min

  3. 1 DAY AGO

    Private Lending with Kevin Amolsch

    Kevin Amolsch is a principal at Pine Financial, based in Denver Colorado. His firm lends locally in Colorado, Minnesota, Wisconsin and DC. On today's show we are talking about the criteria for lending and what makes sense for their business in the current environment. To connect with Kevin, visit https://pinefinancialgroup.com/ ------------- **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://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

    11 min

  4. 2 DAYS AGO

    Scaling A Business With Brad Smotherman

    Brad Smotherman is based in the Florida panhandle where he operates a large scale, nation wide real estate business. On today's show we are talking about the complexity that is the enemy of scaling a business. To connect with Brad or to learn more, search for Investor Creator on Instagram, and check out the Investor Creator Podcast. ------------- **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://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

    10 min

  5. 3 DAYS AGO

    Can You Trust The Market Report?

    On today’s show we are talking about how to find good data.  Last night I hosted an event and invited the Keynote Speaker from Costar to present to our audience. It was a great presentation and the speaker had lots of relevant statistics that would be of interest to anyone in my local market. There were numbers on multi-family apartments, on office, industrial.  During the informal part of the evening we got into a debate about the best sources of data. Every company that specializes in analytics seems to have their own special sauce for how they gather and validate their data.  Some property management companies like Yardi and Realpage also have data analytics products. Both companies are leaders in property management and they can rely on the vast quantity of data that is hosted in their system to provide an accurate picture of the market, but only for the properties they have viability of.  Companies like Costar and ALN use a more old school approach. They have legions of analysts who will monitor the market and pick up the phone and call property owners when a transaction takes place on a commercial property. They will call the property managers at a property and interview them. It’s hard to know whether the property managers are being fully honest in the interview process.  One of the reasons why the reports differ has to do with the methodology.  ---------- **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://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

    5 min

  6. 4 DAYS AGO

    A Softening Is A Recession You Can't Say Out Loud

    On today’s show, we are looking at what global commodities prices are telling us very clearly about the global economy. You can manipulate inflation numbers. You can adjust GDP numbers. You can even fudge the unemployment rate.  But what thing we know beyond a shadow of a doubt is that when demand exceeds supply prices rise, and when supply exceeds demand, prices fall. When we think of pricing, some prices only fluctuate in one direction. Salaries go up and they rarely go down.  But for commodities, prices have no real ceiling, nor any real floor. So looking at commodity prices can tell you more about the general economy on a global basis than any report from any one government.  ------------- **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://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

    6 min

  7. 5 DAYS AGO

    Preparing For Hurricanes

    On today’s show we are talking about storm preparations. Hurricane Francine is making landfall along the Gulf coast as we speak. Our team owns and operates multiples properties along the Gulf coast. When a tropical system starts to form in the Gulf of Mexico we take notice and pay attention to the storm track several times a day.  Preparation involves communicating with residents to be ready for any eventuality. That means the possibility of an evacuation. If an evacuation is imminent, what will be the route? Will you be heading to safety or into the path of the storm?  On today's show we are sharing our experience on how best to prepare. ------------------ **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://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

    5 min

  8. 6 DAYS AGO

    The Broken US Healthcare System

    We’ve all heard the rhetoric. The US has the best health care in the world. That’s true for some who can afford to pay for it. But on average, that’s not true.  On today’s show we are going to look at a report published by the Commonwealth Fund a little over a year ago. It was also reported in the American Journal of Managed Care earlier this year.  Now you might wonder why we would focus on this on a real estate podcast. Well, it’s because anywhere there are problems, there is a solution waiting to be implemented. Often, any large scale solution has a real estate component to it.  According to the Commonwealth Fund report, United States experiences the worst health outcomes overall of any high-income nation. ------------- **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://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

    6 min
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4.8
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About

Welcome to The Real Estate Espresso Podcast, your morning shot of what's new in the world of real estate investing. Join investor, syndicator, developer, and author Victor J. Menasce as he shares his daily real estate investment outlook. Our weekday episodes deliver 5 minutes of high-energy, high-impact content to fuel your success. Plus, don't miss our weekend editions featuring exclusive interviews with renowned guests such as Robert Kiyosaki, Robert Helms, Peter Schiff, and more.

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