The Real Estate Espresso Podcast

Victor Menasce
  • 4.9 (132)
  • INVESTING
  • UPDATED DAILY

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. 10H AGO

    A Weak Investment Thesis

    Today’s show is focused on an investment thesis that sounds good on the surface. It comes from a listener question. The idea is that a logistics hub like Houston is a growing market which continues to experience population growth.  The need continues for more apartments, for more industrial warehouses, for more commercial, and for more industrial storage. Specifically, the argument was that there is need for more truck parking in Houston.  The problem with this thinking is that it is focused purely on the demand side of the equation. I am a student of the law of supply and demand. To me, supply and demand is to be respected with the same reverence as a law of physics, maybe even gravity. If you try and cheat gravity, chances are you will fall and get hurt. Violating the law of supply and demand will have similar consequences. Today we're talking about assessing the existing supply, but more importantly, the hidden supply that could enter the market at any time. It's that hidden supply that is much more difficult to assess. -------------- **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. 1D AGO

    Austin Is The Canary In The Coal Mine

    Today’s show is sponsored by The Cost Segregation Guys. If you own investment real estate and haven’t looked seriously at cost segregation, you could be leaving significant tax savings on the table. The Cost Segregation Guys help investors accelerate depreciation, improve near-term cash flow, and make more efficient use of capital, all without changing the underlying asset. In a business where preserving cash matters, that’s worth paying attention to. If you’re interested in learning more, click on the link in the show notes and you’ll be able to connect with them directly, and qualify for a discount because you came from the show.   https://costsegregationguys.com/estateespressopodcast/ --------------- Austin has become one of the clearest case studies in the country for what happens when supply gets too far ahead of demand. It’s not the only market in that position, but it may be the most visible. For several years, Austin was one of the hottest multifamily markets in America. Population growth was strong. Job growth was strong. Tech expansion was strong. A lot of tech companies were relocating people from the more expensive silicon valley location to Austin where quality of life is better, cost of living is lower. For years, Austin was a poor second cousin to Silicon Valley in the tech industry. For example, if you were at Apple and wanted to have influence, you needed to be in Cupertino. Austin simply didn’t have critical mass. That’s no longer the case.  Developers responded exactly the way you would expect. They built, and they built aggressively. From 2020 through 2025, apartment inventory in Austin expanded at one of the fastest rates in the United States. That construction wave was enormous. Tens of thousands of new units hit the market. At the same time, rent growth that had once been spectacular started to reverse. What had been a landlord’s dream turned into a concession-heavy leasing environment. Today, the market is working through the consequences. --------------- **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

    Did You Know Your Website is Broken?

    Here's a question for you. When was the last time you actually checked — really checked — whether your website was working? Not just glanced at it on your phone, but actually verified that every link works, every form submits, every automated response fires the way it's supposed to? If you're like most real estate operators, the honest answer is: not recently.  Here's the reality of modern software: nothing is static. I could give you a dozen examples.  The tools and platforms we depend on — website builders, CRM integrations, booking systems, payment portals, tenant screening services — all of them are constantly changing underneath us. APIs get deprecated. SSL certificates expire. Third-party services get acquired and sunset. WordPress plugins stop receiving security updates. Payment processors change their webhook format. The hosting environment that worked perfectly last year rolls out a server-side update that silently breaks your contact form. This is where AI agents change the game. Not AI in the theoretical sense — AI in the practical, deploy-it-this-week sense. You can now set up an AI agent that runs a daily verification sweep of your entire digital footprint. Every morning, before you've poured your first cup of coffee, that agent has already visited every page of your website, clicked every link, tested every form, checked your SSL certificate expiry, pinged your integrations, and verified that your automated email sequences fire correctly. If something's broken, you get a notification before your first tenant does. An AI agent doesn't get tired. It doesn't forget to check the maintenance request form because it was a busy Monday. It runs the same checklist, every day, at the same time, with the same thoroughness. --------------- **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

    When Staff Have No Place To Live

    Today’s show is sponsored by The Cost Segregation Guys. If you own investment real estate and haven’t looked seriously at cost segregation, you could be leaving significant tax savings on the table. The Cost Segregation Guys help investors accelerate depreciation, improve near-term cash flow, and make more efficient use of capital, all without changing the underlying asset. In a business where preserving cash matters, that’s worth paying attention to. If you’re interested in learning more, click on the link in the show notes and you’ll be able to connect with them directly, and qualify for a discount because you came from the show.   https://costsegregationguys.com/estateespressopodcast/ Today we’re talking about the shortage of workforce housing at resorts and near manufacturing plants.  Our case study today is the Campus Ryan project at Mont-Tremblant in Quebec—a blueprint for how we can apply similar models in places like Vail, Breckenridge, Aspen, Banff, Whistler and countless others. ------------ **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. 4D AGO

    Industrial Manufacturing with Drew Wahlgren

    Drew Wahlgren is with Mag Capital Partners based in Dallas. His company specializes in sale lease-back transactions for industrial space, primarily in manufacturing. On today's show we are taking about how the business has evolved from there to expand into two new vertical segments while maintaining primary focus on single tenant industrial. To connect with Drew, visit magcp.com or email him directly at drew@magcp.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)

    13 min

  6. 5D AGO

    Cost Segregation with Nathan Resnick

    Nathan Resnick is based in Park City Utah where he is with the Cost Segregation Guys, the number one cost segregation firm in the US. On today's show we are talking about how cost segregation can be used with bonus depreciation to improve the cash flow of your property significantly. To connect with Nathan you can email him at n@costsegregationguys.com or visit:  https://costsegregationguys.com/estateespressopodcast/ ------------- **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)

    13 min

  7. 6D AGO

    The Real Counter Party Risk

    Most people think of counterparty risk as a banking concept. Will the other party perform? Will they pay? Will they deliver? But in a supply chain, counterparty risk is much broader. It includes whether your supplier can obtain raw materials, whether their supplier can get feedstock, whether the shipper can secure insurance, whether the vessel will even sail, whether the port will accept cargo, whether a manufacturer can operate with intermittent inputs, and whether the customer at the far end still has the liquidity to take delivery when costs have doubled. A closure in Hormuz does not mean every factory shuts down tomorrow morning. That’s not how these systems work. There is a lag. Cargoes already in transit continue moving. Inventories buffer the shock for a period of time. Companies rely on safety stock, substitute routes, and emergency procurement. For a brief window, the financial markets can tell themselves a reassuring story. If fertilizer inputs are impaired, that impacts agriculture with a delay, but the delay does not remove the problem. It simply means the effect appears later in the form of food shortages or higher food prices. Governments can print money to try and wall paper over the problem. But they can't print food and they can't print oil. --------------- **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

  8. APR 16

    Global Data Center Locations

    Today’s show is sponsored by The Cost Segregation Guys. If you own investment real estate and haven’t looked seriously at cost segregation, you could be leaving significant tax savings on the table. The Cost Segregation Guys help investors accelerate depreciation, improve near-term cash flow, and make more efficient use of capital, all without changing the underlying asset. In a business where preserving cash matters, that’s worth paying attention to. If you’re interested in learning more, click on the link in the show notes and you’ll be able to connect with them directly, and qualify for a discount because you came from the show.   https://costsegregationguys.com/estateespressopodcast/ -------------- They need reliable power, redundant fiber, cooling systems, physical security, and enough land to support expansion. But today the site selection problem has become much more complicated. It is no longer just an engineering problem. It is also a legal problem, a geopolitical problem, and increasingly, a national security problem. It’s those last elements that we’re going to be talking about today.  A number of recently published articles on data sovereignty all point to the same conclusion. Data sovereignty is not simply about where the server sits. It is about who controls the data, which laws can reach it, who holds the encryption keys, who operates the systems, and whether the data can be moved across borders in an emergency without violating local law. In other words, the old real estate mantra of location, location, location has a new cousin in the digital world, jurisdiction, jurisdiction, jurisdiction.  Now add physical risk to the equation. Last month, Reuters reported that drone strikes damaged Amazon Web Services facilities in both the UAE and Bahrain. Amazon said the strikes caused structural damage, power disruption, and fire suppression incidents that led to additional water damage. In a separate Reuters report, Amazon described the recovery as prolonged. This was not a cyberattack. It was a physical attack on cloud infrastructure. That changes the conversation. Then there is political opposition. ----------- **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)

    7 min
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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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