Best Victor Menasce Podcasts (2025)

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When Jobs Move 5:52

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19m ago5:52

5:52

On today’s show we are talking about what happens when there is an announcement about jobs moving. It seems like a zero sum game in which there are winners and losers. Yesterday’s announcement from the White House had those characteristics. If you’ve been following this show for a while, you know that my development firm Y Street Capital, together …

1
Is AI Affecting Employment? 7:17

1d ago7:17

7:17

On today’s show we are taking a look at a paper published in the past week by Stanford University. But first, I’d like to let you know about an opportunity for one lucky individual to participate in the creation of the real estate espresso podcast. This is an unpaid internship position which will give you the opportunity to learn and to contribute …

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BOM - The Four Obsessions by Patrick Lencioni 7:30

24h ago7:30

7:30

Our book this month is "The Four Obsessions of an Extraordinary Executive: A No-Nonsense Breakdown" by Patrick Lencioni. It's not a new book. It was first published in 2000. The author is founder and president of The Table Group, a firm dedicated to helping leaders improve their organizations’ health since 1997. Prior to founding The Table Group, L…

1
Modular Construction with Galiano Tiramani from Boxable.com 14:09

3d ago14:09

14:09

Galiano Tiramani is based in Las Vegas, Nevada where the factory for Boxable.com is located. The idea behind Boxable is optimizing the entire end to end construction process and creating an efficient shipping package that allows for cost effective transportation. By reducing as much of the site work to the bare minimum, it is possible to reduce the…

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Connecting Through LinkedIn with Adam Gower 19:27

3d ago19:27

19:27

Adam Gower is based on the Central Coast of California. He has over 40 years experience in commercial real estate. On today's show we are talking about how to connect authentically using LinkedIn as a vehicle for building relationships. To learn more, visit gowercrowd.com. -------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate E…

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Jackson Hole - Beyond The Taylor Rule 5:23

3d ago5:23

5:23

Every year the Kansas City Fed hosts the Jackson Hole symposium. All eyes are on the opening speech from Jerome Powell which was widely covered by the news media. To me, the more interesting talks are the invited speakers who give talks on various elements of the economy. The theme this year at Jackson Hole is demographics and the impact on the lab…

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Who Are You Negotiating With? 5:40

4d ago5:40

5:40

On today’s show we are talking about the global response to US negotiating tactics. The President is used to negotiating with a single party across the table. But he lacks experience negotiating with millions of people who are not party to the negotiation. The current negotiating stance of the US administration is highly combative and employs metho…

1
Jackson Hole - Declining Labor Mobility 5:55

6d ago5:55

5:55

Every year the Kansas City Fed hosts the Jackson Hole symposium. All eyes are on the opening speech from Jerome Powell which was widely covered by the news media. To me, the more interesting talks are the invited speakers who give talks on various elements of the economy. The theme this year at Jackson Hole is demographics and the impact on the lab…

1
Jackson Hole Symposium - The downside of fertility 6:56

7d ago6:56

6:56

Every year the Kansas City Fed hosts the Jackson Hole symposium. All eyes are on the opening speech from Jerome Powell which was widely covered by the news media. To me, the more interesting talks are the invited speakers who give talks on various elements of the economy. The theme this year at Jackson Hole is demographics and the impact on the lab…

1
The Anchorage Rental Market 4:21

9d ago4:21

4:21

On today's show I'm coming to you live from Anchorage Alaska. Based on the most recent data available, the rental vacancy rate in the Municipality of Anchorage was 4.6% in 2024. This indicates a relatively tight rental market, although it's a slight increase from some of the historically low rates seen in recent years. The recent population decline…

1
Avoiding Investment Scams with Dave Shirkey 12:42

10d ago12:42

12:42

Dave Shirkey is based in Michigan where today he specializes in mobile home park investing. On today's show we are talking about the darker side of investing which sometimes attracts bad actors. We're discussing how to avoid the possibility of being lured into a scam. To connect with Dave, you can reach him on LinkedIn. -------------- **Real Estate…

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Parking Assets with Kevin Bupp 15:16

11d ago15:16

15:16

Kevin Bupp is based in Tampa, Florida where he invests in mobile home parks and structured parking assets. On today's show we are focusing on the investment mandate for parking lots and structured parking assets. To connect with Kevin you can find him on LinkedIn or at https://sunrisecapitalinvestors.com/fund-4/ ------------- **Real Estate Espresso…

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When Do Government Denials Become Unlawful? 6:04

12d ago6:04

6:04

On today’s show we are asking questions about property rights. Our team has been working on a development site in Utah. The property in question has a broad commercial zoning associated with it. The purpose of zoning is to restrict land use to specific uses that are in line with the city’s master plan. The intent is to ensure that developments of t…

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Beginner Series on Underwriting 7:51

13d ago7:51

7:51

On today’s show we are doing another in the beginner series. The Real Estate Espresso Podcast is unlike other podcasts in that most others are focused on a more entry level audience. Our listeners are sophisticated. Many of you own large portfolios of apartments. But you also have people in your life who are interested in learning more, but maybe d…

1
How Has A Career In Investing Change With AI? 5:41

14d ago5:41

5:41

On today’s show we are talking about whether Real estate investing as a career require more tech skills in the future? Will it require more finance skills? How do you find that person? The advent of AI has changed the way that the real estate investing is done. It’s a fundamental shift in the real estate investment landscape, moving the industry fr…

1
Impressed But Not Fooled By This Scam 5:26

15d ago5:26

5:26

On today’s show we are talking about ways in which business people and regular citizens are being targeted for financial fraud. This was prompted by an attempt to get $9,000 from our company earlier this week. The attempt to defraud us failed, but it showed how much more sophisticated these attempts are becoming. ----------------- **Real Estate Esp…

1
The Lagging Economy 6:24

16d ago6:24

6:24

The headlines on the Wall Street Journal have been marvelling at the lack of inflationary pressure as a result of tariffs. The latest CPI announcement had the annualized rate at 2.7% against the backdrop of a weakening labor market. This is converging on the Fed’s 2% target for inflation. We are looking at inflation because the Fed’s interest rate …

1
Land Use Politics with Ryan Hawkins 15:17

17d ago15:17

15:17

Ryan Hawkins is based in St. Louis where he consults as a campaign manager for developers all across North America on the politics of land use. On today's show we are talking about the types of opposition that materialize and how to respond to them. To connect with Ryan and to learn more, visit https://www.sabrepointpa.com/ -------------- **Real Es…

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Economic Cycles with Luis Belmonte 13:54

18d ago13:54

13:54

Luis Belmonte is based in San Francisco. He's been active in real estate development since the 1960's and has lived through 7 economic cycles in his career. On today's show we are talking about how to spot and survive these cycles. To connect with Luis, visit 7hp.com. He has several books on Amazon including Real Estate 101 Streetdog MBA Streetdog …

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Live From Campus Ryan 6:32

19d ago6:32

6:32

On today's show we are doing a walk-through of a new project that is hosting an open house tomorrow. This is a 253 unit housing project at Mont Tremblant in Quebec, an hour North of Montreal. Mont Tremblant, like many resort communities suffers from a shortage of housing for the employees of the resort. On today's show I'm sharing some of the atten…

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How Much Government Do We Need? 5:42

20d ago5:42

5:42

On today’s show we are talking about government involvement in the economy. Countries vary widely in terms of the extent to which government plays a role in the total economy. At the extreme end of the spectrum there are the purely authoritarian states based on communism. Places like Cuba and the old Soviet Union where government was the economy. B…

1
A New White Paper on Industrial Outdoor Storage 7:01

21d ago7:01

7:01

On today’s show we are taking a look at a relatively new product category. This is something that Y Street Capital has been active in for some time. But the industry and the investment community are waking up and taking notice. A recent white paper from the folks at Green Street is entitled : "Industrial Outdoor Storage: A Beautiful Ugly Duckling."…

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Economic Report Distortions. What Distortions? 5:58

22d ago5:58

5:58

On today’s show we are looking at the integrity of economic data. This has been making headlines with the President firing the head of the bureau of labor and statistics and installing a longtime critic of the BLS to head the agency. The BLS has received a lot of questions and criticism for their data collection methods. The world seems up in arms …

1
Texas May Change Its Constitution 5:00

23d ago5:00

5:00

Capital tends to flow where it is treated the best. Well the state of Texas is considering a change to its constitution which will have no immediate impact on taxes. Currently the state of Texas has no state income tax for individuals or businesses. It also has no capital gains tax. Texas is currently in the process of considering a constitutional …

1
A Tax Efficient Method with Joel Landon 11:58

24d ago11:58

11:58

Joel Landon is based in Salt Lake City where he helps investors administer their retirement savings. On today's show we are talking about how to use a Roth Conversion as a tax efficient method for investing in real estate. This is not a rookie move, and of course we are not providing tax advice on this show. Consult your own tax specialists who are…

1
Net Lease Retail with Mike Kron 12:27

25d ago12:27

12:27

Mike Kron is based in Newport Beach California. His strategy has pivoted lately to focusing on retail credit tenant net leases. These are the national brand operators that provide corporate guarantees on the retail lease for businesses that are not vulnerable to e-commerce and shrinking retail footprints. To connect with Mike visit https://guardian…

1
The Echo From 2008 5:24

25d ago5:24

5:24

On today’s show we are looking at an echo from the Great Financial Crisis. There was collapse of a banking house of cards triggered a drop in lending liquidity which then precipitated a fall in real estate prices. There were several areas across the US that got caught up in that mess in a big way. On today’s show we are looking at which areas of th…

1
Supply and Demand is Like Gravity 5:43

27d ago5:43

5:43

As many of you know, I follow macro economics and from time to time I share perspectives on the implications of underlying aspects of industries that ultimately affect real estate or the economy in some way. On today’s show we are talking about oil. It’s been a while since we have looked at what’s happening in oil and gas. To start with we have not…

1
Are Data Centers Good Neighbors? 5:11

28d ago5:11

5:11

On today’s show we are talking about the impact of data centres on nearby residents. You would think that a data centre is a large rectangular building filled with electronics and the high speed optical connections coming in and out of the data centre will connect the servers with the end users. Beyond the fact that the data centre is probably not …

1
Three Major Market Moves In Three Days 5:17

29d ago5:17

5:17

On today’s show we are looking at three clear signals that financial markets are sending us over the past three days. There are three moves in the market that are noteworthy. We are going to unpack all three The US dollar has risen dramatically in the past week Short term rates dropped dramatically in the past two days We have a resignation on the …

1
How Are Banks Allowed To Lend? 6:55

30d ago6:55

6:55

On today’s show we are looking at banking and how banks make decisions. Access to capital is one of the key pillars in real estate. Now let me be clear. I am not a banker. I’m not a mortgage broker in any jurisdiction and I’m not her to provide advice of any kind. I’m merely sharing what have been my own observations, which may be incomplete or dow…

1
George Ross on Imbalanced Negotiation 14:10

1M ago14:10

14:10

George Ross is a repeat guest on the podcast. On today's show we're talking about how to negotiate when there is a power imbalance between the parties. -------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espres…

1
High Net Worth Mandates with Jacob Sybrowsky 12:37

1M ago12:37

12:37

Jacob Sybrowsky is based in Provo Utah where he specializes in working with high net worth families on their investment mandates. On today's show we are talking about what ultra high net worth families are looking for when it comes to getting deals done. To connect with Jacob, visit diversify.com or email his directly at [email protected]. -…

1
BOM - The Design of Everyday Things by Don Norman 5:55

1M ago5:55

5:55

If you have been following me for a while you will know that I come from an engineering and product design background. I view the world through the lens of product design where you are designing a specific product for a specific customer. If you buy a rental apartment building and decide you are going to lease it out to tenants, this is still a pro…

1
Why Are Home Sales Falling? 5:02

1M ago5:02

5:02

On today’s show we are talking about the softening of the residential housing market that is underway across both the US and Canada. The seasonally adjusted numbers are in for the month of June which now shows four months of steady decline compared with the previous months. Again, we need to remember that these are seasonally adjusted numbers. The …

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The Economy is Red Hot. Is It Really? 5:58

1M ago5:58

5:58

On today’s show we are unpacking the shocking GDP announcement that was published at 8:30 on Wednesday morning July 30. The market expected a 2.3% growth rate and the actual published number blew past the expectation with a 3% annualized growth rate in the second quarter. This is in stark contrast to the negative 0.5% growth rate in the first quart…

1
How To Select Apartment Access Systems 4:55

1M ago4:55

4:55

On yesterday’s show we talked about building perimeter access. This is part of an entire building system for your residential apartments. The other main question is how to provide keys for your apartments. If you use a hotel key card system then you are sending an indirect message to your residents that you don’t expect them to stay for very long a…

1
Smart Building Perimeter Security 5:07

1M ago5:07

5:07

On today’s show we are looking at one of the most over-looked aspects of real estate product design. The problem is that the architects don’t get involved. The electrical engineer and electricians don’t get involved, and the general contractor doesn’t get involved. These systems often end up as an oversight or an afterthought. Let’s start with buil…

1
Corporate Residential Tenants with Marc Koran 13:09

1M ago13:09

13:09

Marc Koran is based in Montreal, Quebec which is the headquarters of Campus Habitations. The first of several projects is in Mont Tremblant, a ski resort just North of Montreal. On today's show we are talking about the benefits of renting apartments to corporate clients and not just individual tenants. To connect with Marc and to learn more, visit …

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Asset Diversification with Patrick Grimes 13:23

1M ago13:23

13:23

Patrick Grimes is based in Honolulu Hawaii where he is a principal at Passive Investing Mastery. On today's show we are talking about what true diversification looks like. As many of you know, our team develops senior housing and this coming week, I'll be part of a panel on senior housing. To connect with Patrick and to learn more about the panel d…

1
What Is A Candidate For Office Conversion? 5:08

1M ago5:08

5:08

On today’s show we are talking about the conversion of office space. The problem with most office buildings is that they are the wrong shape to build apartments. Many office buildings are square in shape and most apartment buildings are rectangular, or L shaped, or U shaped. Apartment buildings need lots of windows. Living rooms need windows and be…

1
The Latest White House Tax Code Idea 5:15

1M ago5:15

5:15

On today’s show we are looking at what might become another tectonic force in the world of real estate investing. The White House provides a steady stream of topics that are worthy of discussing on any real estate podcast. This week is no exception. On Tuesday of this week, the President floated the idea that maybe houses will be exempted from capi…

1
What Do Data Centers Require? 6:58

1M ago6:58

6:58

On today’s show we are looking at the impact of data centres on the local economy where these are located. We are looking at the energy component, and the technology life cycle. You have no doubt heard the statement that “energy is the economy.” It is true that for every unit of GDP there is an equivalent unit of energy consumed somewhere in the wo…

1
Pay Attention - Lending Policy Changes 6:17

1M ago6:17

6:17

On today’s show we are talking about changes in lending policies and how these are affecting commercial real estate loans. But first. I’d like to give the listeners to the podcast the opportunity to be among the first to get visibility of an exciting new project that will form part of our industrial portfolio. The project is located on a 21 acre pa…

1
Time Value of Money 5:34

1M ago5:34

5:34

On today’s show we are talking about math. Yes, I know, not everyone likes math. We are going to be talking about the concept behind the time value of money and the different measures that are used to describe the time value of money. So when we are talking about time value of money, we can talk about the present value, the future value, and rates …

1
Historic Properties with Zach Westerfield 18:37

1M ago18:37

18:37

Zach Westerfield is based in Forsyth Georgia where he specializes in renovating historic properties. The economics of these projects are impossible without the inclusion of either Federal or State tax credits that are confined to specific historic districts and properties that meet the historic designation criteria. This is a fascinating segment th…

1
Mineral Rights Investing with Jace Graham 13:37

2M ago13:37

13:37

Jace Graham is with Rising Phoenix Capital where he invests in oil and gas leases. This is the real estate end of the oil industry which is entirely based on royalties. To learn more, visit https://www.laplatapeakfund.com/ ---------------- **Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3G…

1
Can You Make Sense of Macro Economic Data? 6:21

2M ago6:21

6:21

I’d like to give the listeners to the podcast the opportunity to be among the first to get visibility of an exciting new project that will form part of our industrial portfolio. The project is located on a 21 acre parcel in Bradenton Florida. This is an area that has an acute shortage of property that is even zoned for industrial uses. The project …

1
A Generation of Delinquent Teenagers 6:58

2M ago6:58

6:58

On today’s show we are talking about how some trade measures make no sense whatsoever. If you have children who grow into adults, you know that if those children become overly dependent on their parents, they ultimately fail to launch. These are the children in their 30’s and 40’s still living at home with their parents and having their parents sub…

1
Where Is The Dry Powder? 6:22

2M ago6:22

6:22

We keep hearing the refrain that there’s billions of dollars sitting on the sidelines for commercial real estate. Well if that’s true, then why is it so hard to raise capital in the current environment? Every investor and every developer I speak with is saying that investors are sitting on their wallets. There is a substantial amount of dry powder …