1957: Demography Affects Real Estate, Income Property - Low Tech Asset Class, Supply Chain & Massive Worldwide Inflation, Neal Bawa Part 1
02/06/23 • 31 min
Greetings from the "Land of the Rising Sun!" Today, Jason welcomes you all from Niseko, Japan! It's fitting that Jason and Neal talk about demographic collapse while visiting Japan because Japan is facing a drastic population decline.
A very big thank you as well to all who attended the Empowered Investor LIVE conference! And to all who missed it and/or want to have the video recordings, we will have those recordings available to you in about a week, so please stay tuned. You can purchased all of the event recordings HERE.
And today Jason welcomes the 'mad scientist of multifamily' Neal Bawa of Grocapitus investments. They talk about how demography affects real estate, where the housing market is and where it might be headed and the factors affecting your investments. Neal is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.
Neal treats his $1+ billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 800+ investors.
Key Takeaways:
Jason's editorial
1:22 Welcome to Niseko, Japan!
1:56 Demographic collapse
4:00 Overview of Neal's interview
4:58 Thank you to all who attended the Empowered Investor LIVE conference last January!
Neal Bawa interview
6:08 Welcome Neal Bawa, Investigating blockchain and fractionalizing crypto
10:30 Outlook on the economy and the real estate market
16:06 Supply chain and the massive effects on inflation worldwide
20:43 Real estate, a very low-tech asset class; current state of 3D printing
25:44 Difficult to disrupt over-funded tech companies
27:53 The housing shortage and new household formations
Quotables:
"If you want to have a country, you must have children." - Jason Hartman
"Real estate is extraordinarily difficult to disrupt." - Neal Bawa
Mentioned:
David Graeber, Debt: The First 5,000 Years
Ivy Zelman
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
Greetings from the "Land of the Rising Sun!" Today, Jason welcomes you all from Niseko, Japan! It's fitting that Jason and Neal talk about demographic collapse while visiting Japan because Japan is facing a drastic population decline.
A very big thank you as well to all who attended the Empowered Investor LIVE conference! And to all who missed it and/or want to have the video recordings, we will have those recordings available to you in about a week, so please stay tuned. You can purchased all of the event recordings HERE.
And today Jason welcomes the 'mad scientist of multifamily' Neal Bawa of Grocapitus investments. They talk about how demography affects real estate, where the housing market is and where it might be headed and the factors affecting your investments. Neal is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert.
Neal treats his $1+ billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization. The Mad Scientist lives by two mantras. His first mantra is that: We can only manage what we can measure. His second mantra is that: Data beats gut feel by a million miles. These mantras and a dozen other disruptive beliefs drive profit for his 800+ investors.
Key Takeaways:
Jason's editorial
1:22 Welcome to Niseko, Japan!
1:56 Demographic collapse
4:00 Overview of Neal's interview
4:58 Thank you to all who attended the Empowered Investor LIVE conference last January!
Neal Bawa interview
6:08 Welcome Neal Bawa, Investigating blockchain and fractionalizing crypto
10:30 Outlook on the economy and the real estate market
16:06 Supply chain and the massive effects on inflation worldwide
20:43 Real estate, a very low-tech asset class; current state of 3D printing
25:44 Difficult to disrupt over-funded tech companies
27:53 The housing shortage and new household formations
Quotables:
"If you want to have a country, you must have children." - Jason Hartman
"Real estate is extraordinarily difficult to disrupt." - Neal Bawa
Mentioned:
David Graeber, Debt: The First 5,000 Years
Ivy Zelman
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
Previous Episode
1956 FBF: Cyprus Bailout & The Race to Debase Currencies with John Rubino of TheStreet.com and DollarCollapse.com
Today's Flashback Friday is from episode 308 published last March 25, 2013.
Jason Hartman and John Rubino of DollarCollapse.com tackle the latest hot EU issue happening in Cyprus with the potential implosion of the Cyprian banking system. John discusses what is on the table to bail out Cyprus and the consequences of any deals reached. He also shares his outlook for Japan, the U.S. and other countries around the world, including the race to debase currencies and the run to gold. John Rubino manages the popular financial website DollarCollapse.com. He is co-author, with GoldMoney’s James Turk, of The Collapse of the Dollar and How to Profit From It (Doubleday, 2007), and author of Clean Money: Picking Winners in the Green-Tech Boom (Wiley, 2008), How to Profit from the Coming Real Estate Bust (Rodale, 2003) and Main Street, Not Wall Street (Morrow, 1998). After earning a Finance MBA from New York University, he spent the 1980s on Wall Street, as a Eurodollar trader, equity analyst and junk bond analyst. During the 1990s he was a featured columnist with TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. He currently writes for CFA Magazine.
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
Next Episode
1958: Housing Inventory Shortage, Shifting Demographics, Booming Middle Class, Deglobalization of Trade, Transportation As A Service (TaaS), Neal Bawa Part 2
Jason is still in Japan with gently falling snow as his backdrop. And today, if you are expecting a housing market crash, don't hold your breath! Jason references Mike of Altos Research showing how inventory is very low and the trend is not changing anytime soon!
Jason also finishes his interview with Neal Bawa, CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. Neal's companies use cutting edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for over 800 investors. Current portfolio over 4800 units, with an AUM value (upon completion) of over $1 Billion.
Neal believes that we are at a turning point, where traditional commercial real estate will combine with Proptech and Fintech technology disruptors, and will truly reach it's potential as a tradable, highly liquid asset class that will rival and eventually beat the stock market in its size and scope. He also believes that the Build-to-rent will become a much larger and more profitable part of the Multifamily asset class over the next 5 years, due to its uniquely desirable characteristics. Neal's vision is to combine the Build-to-rent asset class with fractionalization to democratize commercial real estate.
Key Takeaways:
Jason's editorial
1:28 Greetings from Japan! Neal Bawa is back for part 2 of his interview
2:58 Mike of Altos Research
5:04 Many sellers are refusing to sell their homes
Neal Bawa interview
6:43 Demographics and the 'overstated' housing shortage
7:28 US immigration and China's appalling demographics
8:21 On this one we disagree: immigration
10:14 The booming middle class around the world
11:06 Technology and the gap that will widen again
12:13 The rise of the middle class and the looming asset shortage
17:54 Deglobalization of the world, America's Re-industrialization and the role of Mexico
20:27 Massive shift in imports and self-driving trucks
22:27 AI and the coming massive technologies
24:43 The true self-driving vehicle in the decade to come; Transportation As A Service (TAAS)
28:06 The need for raw materials and labor will diminish
29:50 Location, location, location- NOT anymore
Quotables:
"With the rising middle class, where are all the assets?" - Jeremy Siegel
"I think the housing shortage ends sometime in the 2030s" - Neal Bawa
"Software is eating the world." - Jason Hartman
Mentioned:
Alan Turing: The Turing Test
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/creating-wealth-real-estate-investing-with-jason-hartman-16591/1957-demography-affects-real-estate-income-property-low-tech-asset-cla-27996483"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to 1957: demography affects real estate, income property - low tech asset class, supply chain & massive worldwide inflation, neal bawa part 1 on goodpods" style="width: 225px" /> </a>
Copy