What Does The US Debt Bubble Mean For Real Estate Investors? - E986 - CFC

Most real estate investors are focused on the Fed's next rate cut… But according to Greg Makoff, a former Salomon Brothers executive who's studied debt crises worldwide… …we're missing the bigger picture. The Congressional Budget Office projects US debt will surge from 100% to over 150% of GDP… …and the implications for real estate can be severe. Listen in as Greg reveals what Argentina's debt crisis can teach us about protecting our portfolios. Greg has deep experience advising Fortune 100 companies on interest rate risk and wrote the book on Argentina's economic collapse. In today's episode, we break down: Why a 300 basis point rate spike isn't as unlikely as you think How politics make meaningful debt reduction nearly impossible What happens when markets stop buying US Treasuries The real reason floating rate debt destroyed so many deals Plus, he shares the exact economic indicators he watches to spot the trouble ahead... If you want to understand how the debt crisis could impact your real estate investments listen to the episode now. Take Control, Hunter Thompson Resources mentioned in the episode: Gregory Makoff X/Twitter Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge. Learn more here: https://raisingcapital.com/cre

Om Podcasten

Welcome to the Cash Flow Connections Real Estate Podcast. This podcast provides insights into the intricacies of commercial real estate investing through interviews with some of the leading investors, sponsors, and managers in the U.S. The program centers on cash flow focused asset classes such as mobile home parks, self-storage, multi-family, and office, but virtually all types of real estate transactions will be covered. The podcast is hosted by Hunter Thompson, founder of Cash Flow Connections and full-time real estate investor. Cash Flow Connections is a private equity firm that assists accredited investors achieve diversification though recession-resistant real estate.