Anthony Dilweg, veteran real estate investor and Founder & CEO and of Dilweg, joins Forward Guidance to share shocking information from the world of commercial real estate (CRE) in general and office in particular. Dilweg, whose firm owns over 5.5 million square feet of real estate, mostly located in the Southeast United States, argues the challenges CRE wil ... Show More
Nov 20
AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup
This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving cryp ... Show More
1h 1m
Nov 19
Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows
In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent hawkish shift has introduced short-term volatility without meaningfully raising re ... Show More
51m 45s
Nov 14
Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup
This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. Enjoy!
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51m 11s
Aug 2023
Phil Bak, Armada ETFs - Masterclass in (Liquid) Real Estate Investing | #496
Today’s guest is Phil Bak, CEO of Armada ETFs, which provides investors broad access to the real estate asset class. In today’s episode, Phil gives a masterclass on real estate investing. He covers the residential real estate space, the problem investors have come across this yea ... Show More
1h 2m
Mar 2020
374: What Real Estate Investors NEED to Know About the Coronavirus, the Economy, and the Problems At Your Door
Rent's due... or is it?
From quarantines to eviction moratoriums to a plummeting stock market, COVID-19 has upended seemingly everything -- and today we talk through what it all means for real estate investors.
J Scott, author of Recession-Proof Real Estate Investing, and Scott T ... Show More
2h 8m
May 2024
Analyzing Market Trends and Investment Opportunities - Insights from Matty A and Ryan Breedwell | Money Moves
<p dir="ltr"><strong>Hosts:</strong> Matty A. and Ryan Breedwell<br /> <br /> <strong>Episode Overview:<br /> <br /></strong>In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the econo ... Show More
44m 12s
Sep 2020
Michael Mauboussin – Great Migration Public to Private Equity - [Invest Like the Best, EP.189]
My guest this week is Michael Mauboussin, the head of consilient research at Counterpoint Global. Michael is an all-time favorite guest here on the show, and this is his fourth appearance. We discuss one of the biggest topics in the world of investing: the shift from public to pr ... Show More
1 h
Jun 2023
NNN Leases In Nashville: How Tyler Cauble Built a $50,000,000 Commercial Real Estate Portfolio In His Hometown
<p>Tyler Cauble is a massive commercial real estate investor, broker, and developer in Nashville, TN.<br/><br/> Our guest, Tyler Cauble, shares his incredible journey into the world of commercial real estate and how he transitioned from leasing agent to developing multi-million d ... Show More
40m 27s
Apr 2021
104: How Anyone, Anywhere, Can Start Buying Profitable Real Estate with Andrew Luong
It’s hard for real estate investors to get started, especially without a mentor, a background in real estate, or an existing network. Many of those interested in buying profitable, cash-flowing real estate are busy with their 9-5 job or even running their own business. This was a ... Show More
1 h
Sep 2023
Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]
My guest today is Michael Simanovsky. Mike is the Managing Partner of Conversant Capital, a real estate investment firm he founded in early 2020. Conversant aims to be the most flexible capital provider in real estate, investing across public and private markets as well as equiti ... Show More
1h 6m