Fri, 20 November 2020
Jason Hartman shares his views on migration trends, supply/demand shock, and the pricing power that landlords hold right now. The millennials are a different generation with different renting versus buying trends. This opens up more opportunities for investors.
Jason Hartman talks with author, Ken Van Liew, to find out what has changed in wealth building in modern times. Ken and Jason talk about investment opportunities away from high-density cities. They also discuss a few commercial real estate sectors, including converting commercial to residential, what might come of malls, and growth in the need for self-storage.
Ask your investment counselor about our new market!
[2:00] What state is leading in-migration?
[5:00] Jason explains how we are currently experiencing supply/demand shock.
[6:30] Landlords have pricing power right now.
[10:30] Who owns most of the 16million single-family rental homes in the US?
[11:45] Every market of 63 saw an increase in rents.
[18:00] Recommendations: 1984, Fahrenheit 451, and The Unbearable Lightness of Being
Ken Van Lieu
[21:45] What’s different about ‘modern wealth building’?
[26:30] To Ken, what are your thoughts on the shift of Americans away from high-density cities?
[28:30] What commercial property can convert to residential?
[33:30] What are we going to do with malls?
[35:45] How will self-storage fair?
Wed, 18 November 2020
Jason Hartman and Adam continue discussing the fear of a housing bubble and how to be a real estate permabull. This part two begins with housing stats, how to understand the US median price, and why you can’t always trust what you read. This is especially true if you are investing in Hartman advised linear markets instead of cyclical markets in high-density areas. As well, these two discuss staple moves to make on your way to building a real estate portfolio.
[3:10] The Covid Recession continues to affect multi-family housing.
[9:40] Adam shares some stats in housing price changes from 2008-2011 (cyclical market index reports)
[12:45] Adam shares how to be a real estate permabull and have it make sense.
[18:30] In an inflationary environment, the best asset class is income-producing property.
[21:00] Almost everybody buys a house based on the payment, not the price.
[31:00] Your journey to a rental property portfolio is one door at a time.
[38:00] Check out this free webinar: jasonhartman.com/protect
[39:45] HELOC v. Cash-out Refi, which should I do right now?
Fri, 13 November 2020
Jason Hartman shares a sigh of relief; no matter who wins the presidential election, there is always a strategy in real estate, the most favorable asset-class in the world. Adam joins the show for a short, jovial debate on election fraud and the election. But Jason and Adam offer you a break from politics to discuss many concerns of a housing bubble and how this could be misinterpreted.
[1:45] Before we talk about investment property, let's discuss the 2020 election update.
[4:10] What do you think about voter fraud as a possibility?
[12:30] Is there a possible housing bubble?
[14:20] 75% of the Case-Shiller Index is based on cyclical markets, a gross misrepresentation of the complex US housing markets.
[19:45] Are we just a bunch of PermaBulls?
[22:00] Market timing is a fool's game.
Wed, 11 November 2020
373: Getting America Back to Work, The Capitalist Comeback by Andrew Puzder, CEO of CKE Restaurants Hardee's & Carl's Jr
Jason Hartman talks with Former CEO of CKE Restaurants, Carl's Jr and Hardee's, and former nominee for Secretary of Labor under President Trump. He is also the author of Job Creation: How It Really Works and Why Government Doesn't Understand It and The Capitalist Comeback: The Trump Boom and the Left's Plot to Stop It. Andrew and Jason discuss whether the solution to the coronavirus pandemic is more significant than the problem and where the help stops helping. As well, they discuss the regulation challenges with business.
[2:45] Is the pandemic an opportunity to "remake America?"
[5:20] Is the solution bigger than the problem?
[9:30] Andrew explains why he moved his company from Southern California to Tennessee.
[12:30] "It was easier to build and open a new restaurant in Novosibirsk, Siberia, or Shanghai, China than it was to open a restaurant in Los Angeles. "AP
[19:00] People should focus on where they want this economy to go.
Fri, 6 November 2020
Rick Sharga, Executive Vice President of Marketing at RealtyTrac, talks with Jason Hartman about forbearances and foreclosures. Does one lead to the other, and how will this differ from the great recession? How has COVID-19 changed how millennials approach renting vs. buying?
Rick Sharga also distinguishes between foreclosures and opportunities. Rick also gives an excellent insight into every sector of what he thinks is to be expected in the commercial real estate market.
[1:00] Everyone is asking, "is Covid going to cause a housing crash?"
[2:00] Covid has not slowed down the housing market even a little bit.
[3:45] The pandemic accelerated millennials' trend to stop as urban renters and move to a place of homeownership.
[10:30] The 2006 median price home was $650 more expensive than the median price home today, adjusted for interest rates and inflation.
[12:00] Rick distinguishes between foreclosures and opportunities.
[18:00] Will 3 million in forbearance programs end up in foreclosures?
[21:00] What happens when all of these loans come out of forbearance?
[26:45] Discussing California's new law that the institutional buyer cannot buy foreclosures.
[28:45] We already see a higher number of commercial foreclosure properties popping up.
[30:00] Rick breaks down his expectations for each sector of the commercial real estate environment.
[33:30] One of the most significant shortages in housing is in the low price tiers. Here's why.
Wed, 4 November 2020
David Sussman, Founder and CEO of Valcor Worldwide joins Jason Hartman in discussing insights into what is going on with small-medium sized business, real estate, and the impact of COVID-19. David suggests that mainstream media has narrowed its focus on Coronavirus and the 2020 election; meanwhile, it hasn’t covered much to any of the potential economic tsunamis we face. Like lungs, our economy breathes in and out, and we are a few years late to our regularly scheduled recession.
[2:45] The mainstream media can only focus on one or two top stories at a time, the pandemic, and the 2020 election. David predicts a possible economic tsunami headed our way, a story the media cannot currently focus on.
[6:10] Warehouses and industrial real estate spaces are increasing.
[8:45] 67% of employees in the country rely upon the 32 million small US businesses.
[13:00] Small retail is dying, especially in bluer states.
[16:45] What kind of financing is available to small businesses (2020)?
[19:00] What are merchant cash advances?