Northstone Holdings Podcast

Northstone Holdings

Episodes for property owners and investors on disciplined real estate investing — underwriting, cash flow, risk, and long-horizon strategy across North America. Educational, not investment advice.

Episodes

  1. Jul 16

    Northstone Holdings: Reading Interest-Rate Signals

    How real estate investors read interest-rate signals from the Fed and Bank of Canada, bond yields, and cap rates to underwrite deals in a higher-for-longer environment. Educational, no hype.

  2. Jul 9

    Northstone Holdings: Value-Add vs Stabilized Assets

    Two very different bets on the same building. This Northstone Holdings deep dive compares value-add and stabilized real estate on risk and return, execution risk, cash-flow stability, financing, and investor fit, and when each makes sense across a cycle. Educational, not individualized financial advice.

  3. Jul 9

    Northstone Holdings: Risk Management for Property Investors

    Returns get the headlines; risk decides who survives. This Northstone Holdings deep dive covers leverage and rate risk, vacancy and liquidity risk, reserves and insurance, stress-testing underwriting, diversification, and not overpaying at the peak. Educational, not individualized financial advice.

  4. Jul 3

    Northstone Holdings: What a real-estate cycle actually looks like

    Northstone Holdings deep dive: What a real-estate cycle actually looks like. Educational, no hype.

  5. Jun 23

    Northstone Holdings: Cash Flow vs Appreciation

    Cash flow survives cycles; speculation doesn't. This Northstone Holdings deep dive weighs cash-flow vs appreciation strategies and the discipline that compounds over time. Educational, not investment advice.

  6. Jun 23

    Northstone Holdings: Underwriting in a Higher-Rate World

    You don't buy the market, you buy the underwriting. This Northstone Holdings deep dive covers disciplined real-estate underwriting when rates are high - cash flow, cap rates, and conservative assumptions. Educational, not investment advice.

  • 6 Episodes

About

Episodes for property owners and investors on disciplined real estate investing — underwriting, cash flow, risk, and long-horizon strategy across North America. Educational, not investment advice.

Information

  • Creator
    Northstone Holdings
  • Years Active
    2026
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © 2026 Northstone Holdings
  • Show Website
    Northstone Holdings Podcast