This episode covers key real estate market trends amid rising inflation and interest rates, particularly in city centers. We discuss the markdown of commercial properties, the impact on rental vs. ownership rates, and regional pricing variations. The conversation also explores how Bitcoin can serve as collateral for real estate development, acting as a hedge against inflation, and the potential of Bitcoin-backed loans.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:08 - How rising inflation impacts real estate, particularly in city centers.
03:12 - The effect of higher inflation on CAPEX and operational expenses for developers.
05:08 - Key reasons for the markdown of commercial real estate and its potential evolution.
08:42 - Predictions for rental rates vs. ownership rates in a high-interest environment.
13:15 - Regional variations in real estate pricing and how they affect investment strategies.
19:35 - How Bitcoin can serve as a hedge against inflation in real estate development.
27:38 - The potential for Bitcoin to protect against property confiscation.
33:59 - The benefits of using Bitcoin as collateral versus traditional assets.
34:22 - How Bitcoin-backed loans differ in terms of risk and structure from traditional real estate financing.
45:40 - The future of Bitcoin as a standard asset class for real estate collateral.
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