The Real Estate Espresso Podcast

Victor Menasce

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. 19H AGO

    Property Management Changes with Kelley Brine

    Kelley is based in NYC and is the President of Rose Valley Management, an institutional firm with over 10,000 apartments in their portfolio nationwide. On today's show we are talking about how market dynamics have changed with the current over-supply in many primary markets. It involves adapting to market conditions to create a more competitive offer for existing tenants. To connect with Kelley, you can find her on LinkedIn at https://www.linkedin.com/in/kelley-brine-37a4525/ or visit https://www.rosevalleymanagement.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)

    12 min
  2. 2D AGO

    Beware The Data Center Land Speculators

    Today we’re talking about a phenomenon that’s showing up in land markets across North America, especially in regions being marketed as “next wave” data center corridors. There is real data center demand. No question. But there’s also a growing layer of speculative behavior that is creating noise, inflating expectations, and in some cases putting landowners at risk. Here’s what’s happening. A group of land speculators, often with no backing from an actual data center owner or operator, are putting large acreage under contract with the hope of reselling those contracts. They’re not buying the land to build. They’re trying to control the land long enough to flip the paper. In hot markets, controlling the asset is sometimes more valuable than owning it, at least for a short window. If you can tie up 200 acres near transmission lines and a proposed substation, you can market the contract like you’re bringing a “site” to the table, even when you have no real end user. ------------- **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. 2D AGO

    Old Tankers Will Impact The World Economy

    You’ve heard me say it numerous times. Energy is the economy. If you don’t believe me, just look at Cuba. The country is being starved for oil and the country is unable to function. At first it was just the United States imposing sanctions on countries that it sees as violating international law. That includes Russia, Venezuela, Iran, North Korea, and certainly a few others. But those sanctions have been largely paper exercises involving money and financial instruments.  It’s only when a physical blockade of oil tankers severed energy trade routes that we started to see a real tangible impact. Other countries have joined in and impounded vessels that were carrying sanctioned oil.  When it comes to global oil prices, the usual metrics of supply and demand seem to rule the day. The measure surplus or shortage is based on inventories consisting of tank storage and “oil on the water” which is oil in the hold of a ship. But what about the dark fleet that doesn’t report its inventories?  They are called “dark" because they turn off their AIS transponders which allows for position tracking. They participate in ship-to-ship (STS) transfers in international waters, and these ships frequently change country of registration to make tracking more difficult. That is how a “shipping problem” becomes an “oil price problem,” even when there is plenty of crude in the ground. An oil tanker crunch is coming. New ships are not being built fast enough and these older ships are going to be very difficult to bring back into good standing with the world’s major insurers. We could see a global oil shortage because of a shortage of insurable ships.  -------------- **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
  4. 3D AGO

    It's Hard To Compete With Free

    I asked an AI tool to write a program for me from scratch. Let me be clear, I’ve never written a software program for MacOS. I have not read any of the documentation on where to start or how to do it.  I asked Claude to create a game of tic-tac-toe. The AI tool did the entire job in less than 15 minutes. I now have a functioning game of tic-tac-toe on my computer. It cost only a few pennies to create it, far less than the $2-5 that it originally estimated. The true power of the process is that I got the AI to write the instructions for writing the software from a pretty vague set of specifications. It showed me that far more complex problems can be solved using this approach with only a few minutes of thought. This opens up the world of solutions that would have been unthinkable only a few months ago. These tools are collapsing the cost of writing software virtually down to zero. The large scale adoption of these approaches will change the world. It has already.  ------------- **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
  5. 5D AGO

    What Happened To Home Sales?

    Mainstream headlines are saying, “home sales have slowed.” And on the surface, that’s true. January’s existing-home sales number came in down 8.4% from December, to a seasonally adjusted annual rate of about 3.91 million units, according to the National Association of Realtors.  But here’s the question I want to explore today. Did demand actually slow, or did unusually cold January weather interfere with the mechanics of completing transactions in a way that makes the data look worse than the underlying reality? Now before you leave, today’s podcast episode was an experiment. The podcast sounded like me, even to me. But it was not me. It was actually a synthesized version of my voice using artificial intelligence. This is the technology of Eleven Labs at work. I provided about 30 minutes of recorded audio from myself in order to train the AI to create a voice that sounds like me. I’d like feedback from you the listener. Drop me an email at victor@victorjm.com and let me know if you could tell it was not me. Maybe you thought it was actually me talking. Let me know that as well. I’d like to know either way. Let me be clear, I have no intention of stopping recording the podcast live.  --------------- **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. 6D AGO

    How You Design Your Organization

    There’s an article in the most recent issue of the Harvard Business Review making the rounds arguing that organizations are doing too many transformations, too often, and that constant change is damaging. The authors point to change fatigue, shaken confidence from customers and investors, and leadership teams spending more time “doing transformation” than building products, serving customers, and creating value. They even recommend getting off what they call the “transformation treadmill,” and instead building a system that senses change early and makes steady adjustments. No question, the diagnosis of change fatigue is real. If you’ve ever watched a company reorganize itself three times in two years, you know exactly what they mean. People stop believing anything is real. They wait it out. The organization learns helplessness. The best people leave. So yes, random change, change for optics, and change that is disconnected from a real business problem, that is destructive. But here’s where I want to rebut the conclusion. We are entering a period where the rate of change is not just high, it’s accelerating, and it’s being driven by artificial intelligence. And AI is not a productivity feature you bolt onto last year’s workflow. AI is a general-purpose capability that changes how work is performed, who performs it, what skills matter, and how decisions get made. Treating it like an “add-on” is the corporate equivalent of adding a turbocharger to a horse. -------------- **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
4.9
out of 5
132 Ratings

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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