PODCAST · business
The Business of Real Estate with Fexingo: Commercial, Residential, and Investment Properties
by Fexingo
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. Th
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ABOUT THIS SHOW
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. Th
HOSTED BY
Fexingo
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