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Everything the podcasts said · one show
The Best Ever CRE Show
≈ 2–3 a week
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Commercial real estate investing interviews.

In the last 30 days, The Best Ever CRE Show produced 124 attributed ideas; most-discussed: SPY.

26
Ideas · 7d
124
Ideas · 30d
513
Ideas · all time
104
Episodes
Names this show discusses most
30D
SPY · 1
90D
SPY · 1

Theses first heard here · 1

Multifamily in a bust cycle with 30% price correctionFIRST HEARD 4 SEP
Latest attributed ideas · most recent first
16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
CRE debt costs resetting to 7-8% range
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16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
Multifamily 2021-22 vintage facing hardest pummel
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16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
Survive till 2025 mantra no longer viable
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16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
Sell distressed or underwater CRE assets now
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16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
Pent-up rental demand from delayed household formation
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16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
New construction pipeline thinning fast
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16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
Ditch the old playbook, draft a new CRE strategy
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16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
Opportunity in the gap between fear and future supply crunch
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16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
Shop now while masses are on the sidelines
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16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
Sellers should move fast ahead of repricing
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16 OCT3D AGOCommercial Real Estate’s New Rate Reality ft. John Chang
Niche into specific markets and asset types for deal flow
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14 OCT5D AGOHow Entity Mistakes Trap Real Estate ft. Tal Binder
S-Corps trap real estate assets and basis
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14 OCT5D AGOHow Entity Mistakes Trap Real Estate ft. Tal Binder
Separate real estate from operating business
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14 OCT5D AGOHow Entity Mistakes Trap Real Estate ft. Tal Binder
Every tax move has a trade-off cost
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14 OCT5D AGOHow Entity Mistakes Trap Real Estate ft. Tal Binder
Rushing into year-end tax purchases backfires
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14 OCT5D AGOHow Entity Mistakes Trap Real Estate ft. Tal Binder
Q2-Q3 as the optimal tax planning window
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14 OCT5D AGOHow Entity Mistakes Trap Real Estate ft. Tal Binder
Low-income year as a Roth conversion opportunity
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14 OCT5D AGOHow Entity Mistakes Trap Real Estate ft. Tal Binder
IRS audits are reasonable with good records
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14 OCT5D AGOHow Entity Mistakes Trap Real Estate ft. Tal Binder
Clean books as a baseline for wealth management
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14 OCT5D AGOHow Entity Mistakes Trap Real Estate ft. Tal Binder
Never fail to report rental income
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12 OCT1W AGOHow to Pitch Multifamily Deals to LPs
Real estate as a diversification tool, not a stock replacement
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12 OCT1W AGOHow to Pitch Multifamily Deals to LPs
Conservative multifamily deals for easier capital raising
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12 OCT1W AGOHow to Pitch Multifamily Deals to LPs
Separate your deal from the bad national story
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12 OCT1W AGOHow to Pitch Multifamily Deals to LPs
Value-add multifamily is highly speculative now
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12 OCT1W AGOHow to Pitch Multifamily Deals to LPs
Dead money is the enemy of IRR
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12 OCT1W AGOHow to Pitch Multifamily Deals to LPs
Supply bullwhip supports multifamily rent growth
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9 OCT1W AGOSelf-Storage Isn’t as Resilient as Manufactured Housing ft. Matt Ricciardela
Manufactured housing's supply-demand imbalance
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9 OCT1W AGOSelf-Storage Isn’t as Resilient as Manufactured Housing ft. Matt Ricciardela
Manufactured housing's supply-demand tailwind
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9 OCT1W AGOSelf-Storage Isn’t as Resilient as Manufactured Housing ft. Matt Ricciardela
Filling vacant sites as major NOI lever
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9 OCT1W AGOSelf-Storage Isn’t as Resilient as Manufactured Housing ft. Matt Ricciardela
Fragmented ownership as alpha source
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION