Episodios

  • How Robo Taxis Will Change Real Estate Design

    How Robo Taxis Will Change Real Estate Design
    Apr 10 2026
    Today’s show is sponsored by The Cost Segregation Guys. If you own investment real estate and haven’t looked seriously at cost segregation, you could be leaving significant tax savings on the table. The Cost Segregation Guys help investors accelerate depreciation, improve near-term cash flow, and make more efficient use of capital, all without changing the underlying asset. In a business where preserving cash matters, that’s worth paying attention to. If you’re interested in learning more, click on the link in the show notes and you’ll be able to connect with them directly, and qualify for a discount because you came from the show. https://costsegregationguys.com/estateespressopodcast/------------Today we’re talking about autonomous taxis, also called robo taxis, and how they’re going to revolutionize real estate.When people think about autonomous vehicles, they usually think about transportation. They think about convenience, safety, maybe labor disruption. Think about all of those folks driving for Uber who will be out of work. But from a real estate perspective, the more important question is this: what happens to the built environment when the it makes more sense from a convenience and an economic perspective to call for a robot-taxi instead of owning a car. For the past hundred years, we’ve designed cities, apartment buildings, shopping centers, office properties, and even single-family homes around the assumption that every household needs one or more private vehicles sitting still most of the day.That assumption is about to be challenged.Today, most privately owned cars are parked roughly 95 percent of the time. They are extraordinarily expensive assets with very low utilization. Autonomous taxis flip that model on its head. A shared vehicle can serve many riders in sequence throughout the day. The result is higher utilization per vehicle, fewer idle hours, and a materially lower need for parking at the point of destination.Now, does that mean fewer vehicles on the road? Not necessarily, at least not right away. In fact, in some markets you may still see a similar number of vehicles circulating, especially during peak commuting hours. But even if the number of vehicles on the road doesn’t decline dramatically, the number of parked vehicles absolutely will.------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
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    8 m
  • Saving Thousands on Engineering

    Saving Thousands on Engineering
    Apr 9 2026

    Today I want to talk about a very practical use of artificial intelligence, from a real world use case.

    I’m talking about using a well-written AI prompt to eliminate unnecessary engineering cost by finding existing tested assemblies that already solve the problem.

    This came up recently in the context of a wood framed floor assembly. The plans examiner at the city rejected the proposed assembly as not meeting the code. Now when that happens, you generally have two ways forward.

    The first is to use a prescribed assembly, something that is already recognized, already tested, already accepted.

    The second is to have an engineer design the assembly and stamp it.

    That second path is often perfectly valid, but it can also cost thousands of dollars. Sometimes many thousands. And if the assembly you want already exists in tested form somewhere in the world, then paying to reinvent it is not adding value. It’s just adding cost and time.

    If a published result exists, an AI tool can often find it in ways that a conventional search tool could not.

    --------------

    **Real Estate Espresso Podcast:**
    Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
    iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
    Website: [www.victorjm.com](http://www.victorjm.com)
    LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
    YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
    Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
    Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
    **Y Street Capital:**
    Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
    Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
    Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

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    6 m
  • Hospitality Held Hostage

    Hospitality Held Hostage
    Apr 8 2026
    Our sponsor is The Cost Segregation Guys. If you own investment real estate and haven’t looked seriously at cost segregation, you could be leaving significant tax savings on the table. The Cost Segregation Guys help investors accelerate depreciation, improve near-term cash flow, and make more efficient use of capital, all without changing the underlying asset. In a business where preserving cash matters, that’s worth paying attention to. If you’re interested in learning more, click on the link above and you’ll be able to connect with them directly. -----------Today we’re talking about an issue that at first glance sounds like an energy story, or maybe an airline story, but it is also very much a real estate story. There is a pause in the fighting in Iran. But significant damage to energy markets has already been done. The disruption in the Strait of Hormuz is now working its way through the travel economy. Airlines are facing sharply higher jet fuel costs. Some carriers have already warned that if fuel supply problems persist, they may cancel flights. United Airlines has already cancelled long haul flights. Many discount carriers in Asia have cancelled flights. Others are raising baggage fees and other ancillary charges to offset those costs. Reuters reported that Delta and Southwest raised checked baggage fees on April 7, and that United and JetBlue had already moved in that direction. Reuters also reported jet fuel rising from roughly $85 to $90 per barrel in February to about $209 per barrel. Airlines usually operate with about 30% of their cost structure based on fuel. So when fuel prices double, airlines flip from profitability to money losing in a heartbeat. Now, what does that mean for real estate investors?It means that any property whose revenue depends on people getting on an airplane needs to be re-underwritten, at least mentally, for a period of turbulence.--------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
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    7 m
  • Gain Control Over AI In Your Business

    Gain Control Over AI In Your Business
    Apr 7 2026

    Today I want to talk about artificial intelligence, not from the standpoint of hype, but from the standpoint of using it in your real business.

    There’s no question AI is powerful. It can summarize documents, draft communications, analyze markets, answer customer questions, and automate tasks that used to consume hours of staff time. But there’s a dangerous mistake I see many businesses making right now. They are trying to use AI to paper over broken processes and disorganized data.

    That is not a technology strategy. That is an accident waiting to happen.

    Most companies, including many of the major AI companies, are focused on the visible layer. They’re focused on the prompt, the chatbot, the agent, the interface, the demo. What they are often ignoring is the underlying organization of the data itself.

    --------------

    **Real Estate Espresso Podcast:**
    Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
    iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
    Website: [www.victorjm.com](http://www.victorjm.com)
    LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
    YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
    Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
    Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
    **Y Street Capital:**
    Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
    Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
    Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

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    6 m
  • Why Rates Will Fall

    Why Rates Will Fall
    Apr 6 2026

    If you want to save a ton in taxes, visit The Cost Segregations Guys and learn how cost segregation can improve your tax situation.

    --------------

    On today’s show, we’re talking about weakness in the labor market, and why the headline unemployment rate is telling a much more optimistic story than what many people are feeling on the ground. Moreover, the surge in energy prices is causing some people to sound the inflation alarm bell which has led to a surge in yields on Treasuries. But this is not telling the whole story and frankly I believe we will see a reversal in interest rates soon. Yes, the Fed has signalled that they intend to keep rates unchanged at the next meeting. But the Fed doesn’t set market rates.

    ------------

    **Real Estate Espresso Podcast:**
    Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
    iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
    Website: [www.victorjm.com](http://www.victorjm.com)
    LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
    YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
    Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
    Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
    **Y Street Capital:**
    Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
    Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
    Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

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    7 m
  • Slow and Steady with John Casmon

    Slow and Steady with John Casmon
    Apr 5 2026

    John Casmon is based in Cincinnati where he invests in multi-family apartments. On today's show we are talking about how their investment thesis has shifted to meet market conditions.

    To connect with John, visit https://casmoncapital.com/, check out their podcast at Multifamily Insights on all of the major podcast platforms. Also download their 7 Questions Guide for investing in multi-family apartments.

    ------------

    **Real Estate Espresso Podcast:**
    Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
    iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
    Website: [www.victorjm.com](http://www.victorjm.com)
    LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
    YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
    Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
    Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
    **Y Street Capital:**
    Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
    Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
    Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

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    13 m
  • California Infill with Jared Jones

    California Infill with Jared Jones
    Apr 5 2026

    Jared Jones is based in Riverside California where he leads Middle Housing Partners. On today's how we are talking about how the zoning rules have changed and what is working in today's environment. To connect with Jared, visit https://middlehousingpartners.com/ or connect with him on LinkedIn.

    ---------------

    **Real Estate Espresso Podcast:**
    Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
    iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
    Website: [www.victorjm.com](http://www.victorjm.com)
    LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
    YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
    Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
    Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
    **Y Street Capital:**
    Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
    Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
    Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

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    15 m
  • Healthcare Could Drive Your Investment Thesis

    Healthcare Could Drive Your Investment Thesis
    Apr 3 2026

    On today’s show, we’re talking about a real estate thesis that I believe deserves a lot more attention, and that is investing within a radius of major healthcare institutions.

    When I say healthcare institutions, I’m talking about hospitals, regional medical centers, specialty clinics, research hospitals, cancer treatment centers, rehabilitation campuses, and large outpatient networks. These are not simply buildings where doctors work. They are economic engines. They create employment, they attract patients, they generate supporting businesses, and they create demand for housing.

    Now, as real estate investors, we need to remember a very simple principle. People need a place to live close to where they work. Employment and housing demand are directly connected. If you can identify sectors of the economy that are growing, resilient, and difficult to automate, and then match your real estate strategy to those sectors, you’ve got the foundation for a very solid investment thesis.

    ------------

    **Real Estate Espresso Podcast:**
    Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)
    iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)
    Website: [www.victorjm.com](http://www.victorjm.com)
    LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)
    YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)
    Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)
    Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)
    **Y Street Capital:**
    Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)
    Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)
    Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)

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    7 m