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

PODCAST · business

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

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

No episodes available yet.

Type above to search every episode's transcript for a word or phrase. Matches are scoped to this podcast.

Searching…

We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.

No matches for "" in this podcast's transcripts.

Showing of matches

No topics indexed yet for this podcast.

Loading reviews...

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

CATEGORIES

URL copied to clipboard!