『The Business of Real Estate with Fexingo: Commercial, Residential, and Investment Properties』のカバーアート

The Business of Real Estate with Fexingo: Commercial, Residential, and Investment Properties

The Business of Real Estate with Fexingo: Commercial, Residential, and Investment Properties

著者： Fexingo
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Lucas and Luna dissect real estate as an asset class, covering commercial, residential, and investment properties with the precision of financial analysts. Each episode isolates a single property type or market segment—office REITs, build-to-rent single-family, industrial logistics, luxury condos—and examines it through three lenses: current supply-demand dynamics, historical returns vs. equities and bonds, and the regulatory tailwinds or headwinds (like zoning reform or rent control). Lucas, a journalist who has covered housing policy for a decade, opens with a macro thesis or a specific deal (e.g., Blackstone's $10B acquisition of a logistics portfolio). Luna, an engaged interlocutor with a background in urban economics, challenges assumptions, asks for the numbers behind the narrative, and pushes Lucas to compare asset classes across risk-adjusted returns. They never opine without data: rent-to-price ratios, cap rates, NOI growth, construction starts, mortgage delinquency trends. The listener is an accredited investor, a portfolio manager, or a serious independent landlord who wants to allocate capital to real estate but needs to understand where we are in the cycle. By the end of each episode, you'll have a clear thesis on one property type—and a lingering question about whether your own portfolio is overweight in a sector about to turn. #RealEstateInvesting #CommercialRealEstate #ResidentialRealEstate #REITs #PropertyMarket #CapRates #MortgageRates #HousingMarket #RentControl #ZoningReform #Multifamily #OfficeSpace #IndustrialRealEstate #VacancyRates #NOI #FexingoBusiness #BusinessPodcast #Business Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How Land Leases Unlock Cheaper Real Estate Deals

    How Land Leases Unlock Cheaper Real Estate Deals
    2026/06/09
    Lucas and Luna explore the growing appeal of ground leases, where investors buy buildings but not the land beneath them. They unpack a specific case: a $450 million Manhattan hotel built on leased land, explaining how this structure reduces upfront costs, creates tax advantages, and introduces unique risks like lease expiration and rent resets. The episode contrasts ground leases with traditional fee-simple ownership, looks at why pension funds are increasingly funding ground-lease projects, and considers whether this model could expand beyond commercial real estate into residential markets. Listeners learn one concrete mechanism and the key question every ground-lease investor must ask: what happens when the lease runs out? #GroundLeases #RealEstateInvesting #CommercialRealEstate #LandLeases #PropertyFinance #CRE #RealEstateStrategy #Leasehold #FeeSimple #PensionFunds #ManhattanRealEstate #HotelInvestment #TaxAdvantage #LeaseExpiration #ResidentialRealEstate #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Manufactured Housing Is Attracting Institutional Capital

    Why Manufactured Housing Is Attracting Institutional Capital
    2026/06/08
    In this episode, Lucas and Luna explore the quiet boom in manufactured housing communities — also known as mobile home parks. They break down why institutional investors like Blackstone and Brookfield have poured billions into the asset class, how the land-lease model delivers steady cash flows, and the tension between affordable housing and rent hikes. Lucas walks through the economics: a typical park generates 30–40 percent cash-on-cash returns, vacancy rates below 5 percent, and residents often own their homes but lease the lot. Luna asks the hard questions about resident vulnerability and the lack of tenant protections. The episode closes with a look at what happens when Wall Street meets trailer parks — and whether the model can scale without breaking the social contract. #ManufacturedHousing #MobileHomeParks #InstitutionalInvesting #Blackstone #Brookfield #AffordableHousing #LandLease #RealEstateInvesting #CashFlow #HousingCrisis #TrailerParks #PrivateEquity #PropertyManagement #CapRate #RentStabilization #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • How Opportunity Zones Are Luring Big Money to Neglected Neighborhoods

    How Opportunity Zones Are Luring Big Money to Neglected Neighborhoods
    2026/06/08
    Episode 38 of The Business of Real Estate dives into the quiet boom of Opportunity Zone investing. Lucas and Luna break down how a 2017 tax incentive is channeling billions into distressed census tracts — and why the early results are mixed. With $75 billion raised through 1,200 Qualified Opportunity Funds, developers are building luxury apartments, data centers, and even a massive solar farm in places that rarely saw institutional capital. But critics point to gentrification and projects that miss the community. The hosts walk through a specific case in Atlanta where a fund turned a shuttered Kmart into a mixed-use hub, and unpack the tax mechanics that make it work. They also ask whether the ten-year timeline gives investors enough time to see real returns. If you've ever wondered how tax policy shapes the built environment — or where the next development frontier might be — this episode offers a grounded look at one of the most consequential real estate programs of the decade. #OpportunityZones #TaxIncentives #RealEstate #REITs #CommunityDevelopment #Gentrification #QualifiedOpportunityFund #CapitalGains #Atlanta #MixedUse #Developers #CommercialRealEstate #Housing #SolarFarm #CensusTract #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    12 分
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