Podcasts about Linneman

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Best podcasts about Linneman

Latest podcast episodes about Linneman

Keeping It Real-Estate Show
EP174 Decoding Market Dynamics with Dr. Peter Linneman

Keeping It Real-Estate Show

Play Episode Listen Later Apr 1, 2025 53:00


Join us for a profound discussion with Dr. Peter Linneman, whose 45-year career blends scholarly rigor and practical business insight, garnering accolades like the PREA's prestigious Graaskamp Award and inclusion in "100 Most Powerful People in New York Real Estate." His experience, underpinned by academic distinction at the University of Chicago and the Wharton School of Business, provides a unique perspective on the complexities of the real estate market. In this episode of Keeping It Real Estate, Dr. Linneman explores the future of multifamily properties, demographic impacts, and the chronic underproduction of single-family homes. With insights shaped by his tenure at Wharton and his extensive advisory roles, this conversation is a must-listen for anyone interested in the strategic depth of real estate investing. Keeping it Real Estate is brought to you by Granite Towers Equity Group, helping investors create passive income through multifamily real estate. To get in touch with the founders of Granite Towers, Mike Roeder and Dan Brisse, visit https://www.granitetowersequitygroup.com/contact

The Industrial Real Estate Podcast
Industrial Real Estate, Tariffs & the Economy: 2025 Edition

The Industrial Real Estate Podcast

Play Episode Listen Later Mar 8, 2025 66:04


I was pleased to be joined by the illustrious Dr. Peter Linneman to get his thoughts on the economy, tariffs and the industrial real estate market!In the interview Dr. Peter Linneman shares his perspective on current events in the industrial real estate market, emphasizing the importance of cutting through the noise to focus on fundamental economic indicators such as job growth, GDP trends, and capital flows. He uses an analogy of trying to predict the Super Bowl winner 10 years from now to illustrate the futility of long-term market forecasts based on short-term events. Linneman discusses the state of various real estate sectors, noting that office spaces have bottomed out and are starting to recover, while industrial warehouses, particularly big-box facilities, have experienced overbuilding but are expected to absorb excess supply due to steady demand growth. He also addresses reshoring and manufacturing, stating it will remain limited due to higher labor costs in the U.S., and emphasizes America's economic strength due to robust capital markets and innovation. Linneman remains optimistic about the resilience and long-term strength of the U.S. economy despite ongoing challenges.About Dr. Linneman: For nearly 45 years, Dr. Peter Linneman's unique blend of scholarly rigor and practical business insight has won him accolades from around the world, including PREA's prestigious Graaskamp Award for Real Estate Research, Wharton's Zell-Lurie Real Estate Center's Lifetime Achievement Award, Realty Stock Magazine's Special Achievement Award, being named "One of the 25 Most Influential People in Real Estate" by Realtor Magazine and inclusion in The New York Observer's "100 Most Powerful People in New York Real Estate".After receiving both his Masters and Doctorate in Economics under the tutelage of Nobel Prize winners Milton Friedman, Gary Becker, George Stigler, Ted Schultz and Jim Heckman, Peter had a distinguished academic career at both The University of Chicago and the Wharton School of Business at the University of Pennsylvania. For 35 years, he was a leading member of Wharton's faculty, serving as the Albert Sussman Professor of Real Estate, Finance and Public Policy as well as the Founding Chairman of the Real Estate Department and Director of the prestigious Zell-Lurie Real Estate Center. During this time, he was co-editor of The Wharton Real Estate Review. He has published over 100 scholarly articles, eight editions of the acclaimed book Real Estate Finance and Investments: Risks and Opportunities, and the widely read Linneman Letter quarterly report. He is also the co-creator of the popular, and highly regarded, Real Estate Finance and Investment Certification course, REFAI. Most recently, he co-authored (with Dr. Michael Roizen and Albert Ratner) the best-selling book "The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow."Peter's long and ongoing business career is highlighted by his roles as Founding Principal of Linneman Associates, LLC, a leading real estate advisory firm, and its affiliates. For more than 40 years, he has advised leading corporations and served on over 20 public and private boards, including serving as Chairman of Rockefeller Center Properties, where he led the successful restructuring and sale of Rockefeller Center in the mid-1990s.Although retired from Wharton's faculty, Dr. Linneman continues his commitment to education through his SAM Elimu educational charity for orphans and children of extreme poverty in rural Kenya. He has been married for nearly 50 years and remains an exercise enthusiast. Connect with Dr. Linneman:Website: https://www.linnemanassociates.com/LinkedIn: https://www.linkedin.com/in/peterlinneman/SAM Elimu charity: https://www.samelimucharity.org/--

Retronauts
671: Golden Axe, Second Swing

Retronauts

Play Episode Listen Later Feb 17, 2025 95:45


The screen scrolls ever onward to the end of the stage, as the second part of Retronauts' Golden Axe-tion is upon us. Linneman, Nickel, Feit, Gipp! Retronauts is made possible by listener support through Patreon! Support the show to enjoy ad-free early access, better audio quality, and great exclusive content. Learn more at http://www.patreon.com/retronauts 

Real Estate Asset Management Podcast
Episode #224: What You Must Know About the Economy and Real Estate Investing in 2025

Real Estate Asset Management Podcast

Play Episode Listen Later Feb 14, 2025 60:00


What's going to be good and bad for the economy in the next year? Dr. Peter Linneman is a renowned real estate expert and economist with nearly 45 years of experience, and he joins us today to share his keen insights into the current and future state of the US economy. Combining academic excellence from Wharton and the University of Chicago with a successful business career as Founding Principal of Linneman Associates, Dr. Linneman is an advisor to leading corporations and multiple published authors. Join us for an informative discussion and a fascinating growth forecast for the coming year in light of productivity, population growth, and geopolitical events. We also discuss tariffs and inflation, the impact of natural disasters on the housing market, and the potential of the build-to-rent market. Don't miss today's enriching conversation. Key Points From This Episode:Welcome to leading economic expert and author of Real Estate Finance and Investments, Dr. Peter Linneman. Dr. Linneman's thoughts on economic, real estate, and employment growth in 2025.How the economy has developed following the 2020 pandemic. Peter's opinions on USAID and its impact in Africa. His predictions on how the price of single-family housing and apartments will change in the coming years. How tariffs will affect inflation. Advice for lenders on how to put their money to work. How the LA fires may affect the LA inventory market. His thoughts on where student housing is reliable.Insurance rates and expenses in the future. The build-to-rent market and how it affects the market. Peter's thoughts on AI.Links Mentioned in Today's Episode:Peter Linneman on XPeter Linneman on LinkedInSAM Elimu Charity Linneman AssociatesReal Estate Finance TextbookThe Great Age RebootAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Driven By Insight
Dr. Peter Linneman, Leading Economist, Professor Emeritus, The Wharton School of Business Part 20

Driven By Insight

Play Episode Listen Later Jan 16, 2025 73:32


Willy was once again joined by Dr. Peter Linneman, live from Philadelphia, for the Most Insightful Hour in CRE. They discussed the outcome of his 2024 forecast, interest rates, the Fed's recent actions and what they signal for 2025, cap rates, how political shifts will influence the economy and CRE asset classes, the LA fires and the impact they'll have on insurance costs, predictions for the year ahead, and much more. Watch or listen to the replay. Learn more about your ad choices. Visit megaphone.fm/adchoices

Retronauts
663: Golden Axe, First Swing

Retronauts

Play Episode Listen Later Jan 13, 2025 90:08


Ax Battler! Tyris Flare! Gilius Thunderhead! And the rest. Gipp, Linneman, Nickel and Feit begin their exploration of Sega's belt-scrolling behemoth. Retronauts is made possible by listener support through Patreon! Support the show to enjoy ad-free early access, better audio quality, and great exclusive content. Learn more at http://www.patreon.com/retronauts 

Counsel for Life
Why are we so lonely? Featuring Jeremy Linneman

Counsel for Life

Play Episode Listen Later Jan 7, 2025 31:03


In this episode we talk with Jeremy Linneman, pastor and author of the book, Why Do We Feel So Lonely at Church?  Jeremy talks with us about the seriousness of the struggle of loneliness and the ways our Christian culture has potentially hindered connection between people. He shares ideas about how we can grow in building healthy and lasting connections with other believers, and he encourages us in the ongoing work of creating deep and meaningful relationships.Become a friend of the podcast by subscribing! Our subscribers are invited to quarterly zoom calls with the hosts, and they have exclusive access through Patreon messages which allows them to ask questions and make suggestions for episodes. Subscribers are also automatically entered into drawings for free books and resources given away by our sponsors. But most importantly, for just $3 a month you become part of the family of friends that keep the Counsel for Life podcast going! Your small membership fee helps to cover the production costs encountered by hosting a free podcast. Thank you for choosing to become a friend of the podcast we are glad you are here and are grateful for you! (Memberships automatically renew each month and can be cancelled at any time.)To learn more, visit our website: www.counselforlifepodcast.com

Leaning In
Beyond the Rate Cut with Economist Dr. Peter Linneman

Leaning In

Play Episode Listen Later Oct 4, 2024 57:18


The Federal Reserve cut interest rates for the first time in over four years. So, what does that mean for inflation, future rate cuts, and real estate? In this episode, Trademark CEO Terry Montesi speaks with esteemed economist Dr. Peter Linneman about the impacts of rate cuts and why he says the Fed's recent actions are “a year late and 150 to 200 basis points not enough.” Plus, Dr. Linneman, known for his sharp analysis, weighs in on the factors he believes truly drive inflation and economic growth. From inflation trends to interest rate trajectories in the current cycle, this episode explores the dynamics between policy and the retail, multifamily, and mixed-use real estate markets. To stay up-to-date with real estate developments and insights from industry leaders —subscribe to Leaning In. Links: Trademark Property Linneman Associates Terry on LinkedIn Peter on LinkedIn Topics: (00:00:00) - Intro (00:00:54) - Thoughts on the state of the economy (00:19:31) - How vulnerable are RE asset classes to rate cuts? (00:22:56) - Upward pressures on inflation (00:26:53) - The Federal Defecit (00:34:43) - How much will the election impact Real estate? (00:42:07) - The state of the consumer (00:47:44) - Predictions for Multi-family (00:51:38) - Macro-trends for CRE

Driven By Insight
Dr. Peter Linneman, Leading Economist, Professor Emeritus, The Wharton School of Business Part 19

Driven By Insight

Play Episode Listen Later Oct 3, 2024 67:11


Willy was once again joined by Dr. Peter Linneman for “The Best Hour in CRE,” and they certainly covered a lot of ground. They discussed some of today's hottest topics, including the impact that the election and policy objectives will have on the economy, consumer confidence, U.S. debt, inflation, cap rates, CPI, Peter's Fed predictions, where we're at in terms of economic recovery, back to office policies, hot markets, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Simple Passive Cashflow
Peter Linneman - Fed, Real Estate, Trends Part 2

Simple Passive Cashflow

Play Episode Listen Later Aug 6, 2024 25:26


Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/In this episode, we delve into part two of our podcast with Peter Linneman, exploring the upcoming impacts on the investment landscape as interest rates are poised to fall, possibly by September. We discuss various alternative investments beyond the noisy crypto and Bitcoin arenas, highlighting opportunities in rentals, hard money lending, commercial real estate, oil and gas, HVAC businesses, and senior living communities. We also announce our upcoming San Diego meetup on August 24th for a day filled with insights, networking, and exotic cars. Peter offers his views on the Federal Reserve's actions, the narrative retail investors follow, and the long-term outlook for real estate investments. We touch upon the promises of weight control drugs compared to AI, and the essential need for continuous but wise investing regardless of market cycles. Additionally, Peter shares his thoughts on staying informed through reliable sources and managing emotional biases. Wrapping up, we consider the broader economic implications of the upcoming presidential election without deep political divides. Join us for a comprehensive discussion on strategic investing amid changing economic climates.00:00 Introduction and Podcast Overview00:19 Alternative Investments and Strategies02:35 Upcoming Events and Announcements03:13 Interest Rates and Market Predictions05:03 Long-Term Investment Strategies08:35 Retail Investors and Market Cycles18:20 Technological Innovations and Real Estate20:16 Staying Informed and Avoiding Media Noise22:23 Political Landscape and Economic Impact25:10 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

Simple Passive Cashflow
Peter Linneman Part 1: Exposing the Flaw in Inflation Calculation

Simple Passive Cashflow

Play Episode Listen Later Jun 25, 2024 28:45


Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/In this week's podcast, we are joined by repeat guest Peter Linneman to discuss the flaws in the inflation calculation, specifically focusing on the role of housing and apartment rents in the CPI. We delve into the delayed impact of rental rates on inflation statistics and the broader economic implications, including the effects on the real estate market and investment strategies. Additionally, we cover the challenges people face with health screenings for insurance policies and the importance of timely financial planning. This episode provides an insightful analysis of the post-pandemic economic recovery, highlighting the shortcomings of traditional views on inflation and the Fed's response.00:00 Introduction and Guest Introduction00:07 Flaws in Inflation Calculation00:43 Current Real Estate Market Trends01:09 Investment Strategies and Market Timing01:59 Infinite Banking and Health Screenings03:52 Guest Reintroduction and Background04:40 Economic Recovery Post-Pandemic09:28 Media Influence and Social Media Impact12:52 Inflation Analysis and Housing Impact22:11 Fed's Role and Economic Tools28:19 Conclusion and Future Expectations Hosted on Acast. See acast.com/privacy for more information.

Passive Investing from Left Field
165: Interest Rates, Inflation, and Economic Trends: Insights from Peter Linneman

Passive Investing from Left Field

Play Episode Listen Later Apr 21, 2024 46:17


Join us on this enlightening episode of "Passive Investing from Left Field" as our host Jim Peifer sits down with the renowned economist, Professor Peter Linneman. With decades of experience and wisdom, Peter shares his unique insights on the current economic climate, including the real impact of interest rates, the truths behind inflation rates, and the resilience of the U.S. economy. Whether you're an investor, an economist, or just curious about the future of the economy, this episode offers valuable perspectives on navigating economic uncertainty and seizing opportunities in the market. Don't miss Peter's expert analysis and predictions for what lies ahead. Tune in now!  About Dr. Peter Linneman Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.  Here are some power takeaways from today's conversation:02:27 His real estate journey06:22 Do the fed believe they need to create a recession?10:33 Why the fed looks at the CPI and PCE 17:32 What's next?19:41 The cause of inflation24:26 Are economic cycles gone?29:22 Unemployment  33:31 Is the fed trying to push for the 5% unemployment?35:11 Standard economic measures are up, but the Economy is seen as down - why?39:03 Contact Peter This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.       Resources Mentioned:LinkedIn: https://www.linkedin.com/in/peterlinneman/Website: https://www.linnemanassociates.com/peter-linneman Advertising Partners:Left Field Investors:https://www.leftfieldinvestors.com/Rust Belt Capitalhttps://rustbeltcapital.com/Left Field Investors - BEChttps://www.leftfieldinvestors.com/bec/Midloch:https://midloch.com/Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/

Driven By Insight
Dr. Peter Linneman, Leading Economist, Professor Emeritus, The Wharton School of Business (Part 17) +

Driven By Insight

Play Episode Listen Later Apr 11, 2024 68:03


Willy was once again joined by Dr. Peter Linneman for the Most Insightful Hour in CRE – and if you didn't catch it live, you're going to want to tune into the replay. They discussed topics from the newly released Spring Linneman Letter, including inflation projections, job growth, vacancy and absorption rates, GDP growth expectations, immigration, household wealth, a breakdown of the asset classes, the tie between economic growth and climate change, and much more.  Watch or listen to the replay.   If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions.   

The Top Floor
Navigating a Shifting Real Estate Market With Industry Strategist Peter Linneman

The Top Floor

Play Episode Listen Later Mar 13, 2024 40:04


Celebrated real estate industry strategist Peter Linneman imparts his unique blend of scholarly rigor and practical business insights on this episode of The Top Floor podcast, to help property management businesses stay one step ahead of shifting market conditions in 2024 and beyond.In addition, you'll also hear his thoughts on key findings from the 2024 AppFolio Property Manager Benchmark Report, for which more than 5,000 property management professions were surveyed.Tune in now to take a data-driven look at what's in store for the year ahead. Plus, see how property management professionals are overcoming current economic challenges and positioning themselves for long-term success.Key moments: What's happening in the real estate market right nowEconomic factors influencing property management in 2024Key findings from the 2024 Property Management Benchmark ReportNew property management business benchmarks and trendsStrategies to improve property management revenueThe most important metrics for property management businessesHow to achieve both growth and profitability in 2024Balancing long-term visions with short-term needsKey links: Research report: 2024 AppFolio Property Manager Benchmark Report: https://www.appfolio.com/benchmarkOn-demand webinar: How Property Managers are Shifting Strategies for 2024: https://www.appfolio.com/sessions/research/2024-benchmark

Full Spectrum Cycling
Sam D and Justin in the Studio Talkin' Bikes, Music, Beer and Milwaukee!

Full Spectrum Cycling

Play Episode Listen Later Feb 22, 2024 30:47


Show #242 - Sam D and Justin in the Studio Talkin' Bikes, Music, Beer and Milwaukee! Push The Button! The Milwaukee Minute (or 5) Milwaukee County's 9.7% adult diabetes rate leads Wisconsin. Maybe ride a bike?? - https://wisconsinwatch.org/2024/02/milwaukee-county-wisconsin-diabetes-health-neighborhood-news-service/ Talkin' Schmack Dont bike in FL it seems - https://finance.yahoo.com/news/20-counties-most-bicycle-deaths-191000411.html Ebike on trails - https://matadornetwork.com/read/e-bikes-on-trails-okay/ You snooze, you lose. The Kona 50% off sale concluded early last Tuesday. Koozie Shout Out Send us Koosies and we may give you a shout out Show Beer - Tony got this for a pittance. Lakefront Brewery - Noche Mexican Dark Lager   Stuff for sale on Facebook Marketplace All Messed Up 2024 and Linneman's Call-in to 717-727-2453 and leave us a message about how cycling is making your life better! Shit Worth Doin' UP Fatbike Series  We already have the schedule set, so we wanted to share that with you: February 25th - Heartwood Hustle Mar 17th - Ride the Ridge  Bikes! Large Schlick Cycles APe for aggressive fatbiking - Purple. Possibly the last APe! Definitely the last Teesdale-built APe! Large Schlick Cycles 29+ Custom Build - Black Medium Schlick Cycles 29+ Custom Build - Orange Wu-Tang Singlespeed from State Bicycles Large Schlick Cycles Tatanka, Orange. Wyatt Medium Fatbike - Custom Powdercoat  Schlick Fatbikes A bunch of Schlick Growler (Zen Bicycle Fabrications AR 45) frames for custom builds. 29+ Schlick Cycles frames for custom builds Contact info@everydaycycles.com Call-in to 717-727-2453 and leave us a message about how cycling is making your life better! Disclosure: Some of the links on this page may be affiliate links. Clicking these and making a purchase will directly support Full Spectrum Cycling. Thanks!

Leaning In
The 2024 State of the Real Estate Economy with Dr. Peter Linneman

Leaning In

Play Episode Listen Later Feb 12, 2024 58:58


In this episode of Leaning In, we welcome back Dr. Peter Linneman, authority on real estate economics and principal at Linneman Associates, for an update on the current economic landscape. Peter shares his predictions for 2024, discussing pent-up demand, inflation, and the Federal Reserve's role. He also sheds light on how housing data affects inflation measures and the impact of lower interest rates on capital markets. Plus, broader trends like shifts in healthcare costs and demographics. Subscribe to hear future episodes as the Trademark team speaks with experts in the real estate industry. Links: Linneman Associates, LLC Topics: (00:00:00) - Intro (00:02:10) - Peter's thoughts on the state of the economy (00:14:49) - Predictions for the next 6 months (00:25:56) - Rate cuts (00:29:08) - Covid relief funds still on the sidelines (00:40:00) - Predictions for capital markets (00:43:08) - The multifamily market through 2026 (00:45:08) - The retail market through 2026 (00:48:06) - Mega trends for the rest of the decade (00:52:15) - What is the one prevailing thought economists are wrong about? (00:54:34) - How the 2024 election will impact the economy

Real Estate Asset Management Podcast
Episode #183: Peter Linneman – Interest Rates, the Economy and Multifamily

Real Estate Asset Management Podcast

Play Episode Listen Later Feb 2, 2024 38:40


Today we are joined, once again, by esteemed guest and friend of the show, Peter Linneman, to discuss his take on interest rates, the economy, and multifamily. In addition to being the Founding Principal of Linneman Associates, Peter is also a former Wharton professor, distinguished author, and co-creator of the highly regarded Real Estate Finance and Investment Certification Course by REFAI. We last had Peter on the show at the start of 2023 when he shared his predictions for multifamily real estate for the coming year. In today's conversation, we take a look back at his predictions and see how they played out, before discussing the current state of the economy, interest rates, multifamily real estate, and his predictions for 2024 and beyond. Tune in to hear Peter's eye-opening insights on The Federal Reserve's biggest weaknesses, the data supporting an ongoing demand for multifamily real estate, why he doesn't expect a recession any time soon, and much more!Key Points From This Episode:A warm welcome back to return guest, Peter Linnemanm.Looking back at Peter's predictions at the start of 2023.A breakdown of what he got right and what he got wrong.How the Federal Reserve behaved counter to what he had hoped throughout 2023.Peter's thoughts on inflation and where it's headed in 2024.A quick recap of multifamily performance before and during the COVID-19 pandemic.Peter's predictions for multifamily in 2024 and beyond.The impact of NIMBYism on multifamily over the past decade.Taking life expectancy into consideration with multifamily predictions.How the decline of office real estate occupancy rates will impact banks and lenders.Peter's insights on why he doesn't predict a recession any time soon.A closer look at the correlation, or lack thereof, between interest rates and inflation.Find out where you can contact Peter and learn more about what he does.Links Mentioned in Today's Episode:Linneman Associates Peter Linneman on LinkedInPeter Linneman on TwitterThe Linneman LetterEmail Linneman AssociatesReal Estate Finance and Investments Certification | REFAI®SAM Elimu CharityEpisode #136: Peter Linneman – 2023 Multifamily OutlookThe Walker WebcastThe Great Age Reboot: Cracking the Longevity Code for a Younger TomorrowAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

The Curious Wire
#82: Dr. Peter Linneman - Multifamily Outlook

The Curious Wire

Play Episode Listen Later Jan 25, 2024 32:52


For nearly 45 years, Dr. Peter Linneman's unique blend of scholarly rigor and practical business insight has won him accolades from around the world, including PREA's prestigious Graaskamp Award for Real Estate Research, Wharton's Zell-Lurie Real Estate Center's Lifetime Achievement Award, Realty Stock Magazine's Special Achievement Award, being named "One of the 25 Most Influential People in Real Estate" by Realtor Magazine and inclusion in The New York Observer's "100 Most Powerful People in New York Real Estate".He is the Principal of Linnneman AssociatesI'm Moshe Crane connect with me on LinkedIn. My day job is the VP of Branding and Strategic Initiatives at Sage Ventures.Sage Ventures is a commercial real estate firm based in Baltimore, MD. The company buys and operates multifamily rental properties. The company also builds and develops homes that we sell.

Driven By Insight
Dr. Peter Linneman, Leading Economist, Professor Emeritus, The Wharton School of Business (Part 16)

Driven By Insight

Play Episode Listen Later Jan 12, 2024 63:02 Very Popular


Willy was once again joined by Dr. Peter Linneman for the Most Insightful Hour in CRE. Peter nailed his 2023 predictions – so what is he forecasting for the year ahead? Tune in for highlights from the latest Linneman Letter including Peter's outlook for 2024, the state of the economy, housing and auto supply, federal and consumer debt, property plays, and much more.  Watch or listen to the replay.    If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions. 

economists professor emeritus cre dunlop linneman wharton school of business linneman letter
Simple Passive Cashflow
Financial Forecast with Peter Linneman for 2024 #412

Simple Passive Cashflow

Play Episode Listen Later Dec 14, 2023 47:31


In this comprehensive talk, prominent investor Peter Linneman sheds light on the shifts in the investment and economic landscape. He shares his experiences and insights from the 2008 collapse, the impact of the Federal Reserve's policies, and the effect of interest rates on the economy. Peter emphasizes the need for investors to adapt their strategies in accordance to these changes. He also presents his perspective on asset value, monetary policies, future investing, and overcoming times of fear. The conversation concludes with a detailed market update and forecast for 2023.00:00 Introduction and Howard Mark's Economic Predictions00:14 Personal Investment Journey and Economic Shifts00:30 Impact of Federal Reserve's Policies on Economy02:08 Investment Strategies in the New Economic Environment02:30 Exploring Alternative Investment Methods02:56 Investment Mindset in Times of Fear03:35 Creating Value and Wealth in the Current Economy04:25 Upcoming Annual Las Vegas Retreat05:32 Introduction to Guest Speaker Peter Lindemann06:09 Discussion on Economic Trends and Forecasts06:52 Impact of Covid-19 on the Economy07:52 Understanding Inflation and Federal Reserve's Response10:18 Critique of Federal Reserve's Actions17:06 Discussion on Housing Costs and Inflation21:15 Predictions for Federal Reserve's Future Actions23:06 The Inertia of Economic Thinking23:26 The Power of the Fed and Its Influence25:29 The Role of the Fed in the Economy26:10 The Impact of Fed Decisions on Banks27:17 The Future of Real Estate Investment27:34 The Role of Big Money Center Banks28:56 The Impact of Interest Rates on Construction Loans29:31 The Advantage of Investing During Capital Market Disarray34:51 The Future of Interest Rates and the Fed's Thinking39:16 The Impact of Political Influences on the Fed44:33 The Future of Commercial Real Estate Hosted on Acast. See acast.com/privacy for more information.

Driven By Insight
The Most Insightful Hour in CRE with Dr. Peter Linneman, Founding Principal of Linneman Associates

Driven By Insight

Play Episode Listen Later Oct 12, 2023 60:21


Acclaimed economist Dr. Peter Linneman joined Willy once again for the Most Insightful Hour in CRE, Live from the New York Stock Exchange – and you won't want to miss his hot takes on today's most pressing issues.  They covered topics from the latest Linneman Letter including the housing market, how the major economies across the U.S. are performing, the state of the CRE asset classes, the longstanding impact of global tensions on the economy, the Fed's next move, the public vs. private markets, and much more. Watch or listen to the replay.   If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions.   

Working Capital The Real Estate Podcast
Real Estate: The Glass is Half Full with Peter Linneman | EP163

Working Capital The Real Estate Podcast

Play Episode Listen Later Sep 21, 2023 38:17


Peter Linneman leads as Founder and CEO of American Land Fund Management, KL Realty, and Linneman Associates. He is the author of Real Estate Finance and Investments: Risks and Opportunities, the quarterly publication, The Linneman Letter, and more than 100 scholarly publications.In this episode, we talked about:Peter's Book: Real Estate Finance and Investments: Risks and OpportunitiesOffice Real Estate Market OverviewOpportunities in Real EstateUseful links:Previous episode: https://podcasts.apple.com/ca/podcast/state-of-the-market-and-real-estate/id1505750263?i=1000557554818

Driven By Insight
Dr. Peter Linneman, Leading Economist, Professor Emeritus, The Wharton School of Business

Driven By Insight

Play Episode Listen Later Jul 13, 2023 58:51 Very Popular


Our most watched guest is back with even more hot takes on the economy and CRE. Willy was joined once again by acclaimed economist, Dr. Peter Linneman. They covered today's most pressing issues including the Fed's next move, the impact of the economy on the CRE asset classes, which regions are seeing the most growth, his predictions for the future, and much more. Watch or listen to the replay. If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions.   

Theology for the Church
E22: A Theology of Community with Jeremy Linneman

Theology for the Church

Play Episode Listen Later Jul 11, 2023 47:18


In this episode Caleb and guest Jeremy Linneman (DMin candidate at Covenant Seminary) lead pastor at Trinity Community Church in Columbia, Missouri discuss the topic of "A Theology of Community." Together they think through questions like: What does the doctrine of the Trinity and being created in the image of God have to do with life lived in community? How can we foster deep relationships? How do we help each other fight the epidemic of loneliness?, and more. Resources: Life-Giving Groups: "How-To" Grow Healthy, Multiplying Community Groups by Jeremey Linneman https://a.co/d/1hhrFuj Why Do We Feel Lonely at Church? by Jeremy Linneman https://a.co/d/3EyfGlu Thirty Years That Changed the World: The Book Acts for Today by Michael Green https://a.co/d/e2Uet6u Life Together by Dietrich Bonhoeffer https://a.co/d/b5G8sgK Find Your People: Building Deep Community in a Lonely World by Jennie Allen https://a.co/d/hBxPCkS

Passive Investing from Left Field
124. Why Increasing Supply is Key to a Thriving Economy: Lessons from Dr. Peter Linneman - Part 2

Passive Investing from Left Field

Play Episode Listen Later Jul 9, 2023 46:33


Join us for part two of our podcast interview with renowned economist Dr. Peter Linneman, principal of Linneman Associates. Get ready for more valuable insights on topics like the under-supply of single-family housing and its impact on the market, the relationship between high prices, profits, and supply, and what the Federal Reserve is doing about inflation. If you missed part one, be sure to check it out for even more great insights from Peter. Let's dive in!About Dr. Peter Linneman Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.Here are some power takeaways from today's conversation:[02:52] Why the economy is not overheated[04:07] The relationship between high prices, profits, and supply[05:52] How the pandemic skewered the numbers[10:18] How much are rents going up for apartments?[15:26] What's the Fed going to do about inflation?[17:05] The importance of gradual interest rate increases[19:44] The Impact of Bank Failures[29:45] Why the market for [39:55] The importance of asking for helpEpisode Highlights:[04:07] The Relationship Between High Prices, Profits, and SupplyPeter explains that high prices encourage suppliers to increase production, which was demonstrated in 2021-2022 when record profits led to more supply and lower prices. Despite this, the Federal Reserve has chosen to suppress demand even though it is below trend, rather than allowing it to increase and spurring more supply. This decision's long-term implications remain unknown. Instead of reducing demand, the solution to an underperforming economy is to increase supply.[17:05] The Importance of Gradual Interest Rate IncreasesIn December 2020, it was clear that interest rates needed to be raised from zero, according to Peter. However, the key was to do so slowly and without rushing. Unfortunately, it took another year and a quarter for the Federal Reserve to initiate the rate increases.Peter argues that if the Fed had started raising rates gradually earlier, both the markets and the banks could have adjusted accordingly. It is comparable to adjusting to a typhoon versus the same amount of rain spread out over a two-year period. Gradual rate increases would have allowed for a smoother adjustment period instead of sudden shocks to the economic system.[31:14] The Under Supply of Single Family Housing and Its Impact on the MarketThere's a significant three and a half percent under-supply of single-family housing, which becomes significant when considering the high demand for this type of housing. The shortfall is comparable to a shortage of Toyotas in an economy where only two types of cars exist. This creates an opportunity for multifamily properties to benefit. However, due to NIMBYISM and pent-up demand, this shortfall is unlikely to disappear soon. Therefore, it's important to address the housing under-supply with innovative solutions to meet market demands.This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.Resources Mentioned:Linneman Associates

Passive Investing from Left Field
123. Insights from Dr. Peter Linneman: Learning as a Skill, Real Estate, and the US Economy, Part 1

Passive Investing from Left Field

Play Episode Listen Later Jul 2, 2023 27:42


Let's dive into the world of economics and real estate with Dr. Peter Linneman, an accomplished economist and advisor to leading corporations. He shares his insights on finding great mentors, learning as a skill, and navigating the current state of the US economy. With years of experience in providing M&A, analysis, market studies, and feasibility analyses to various companies, Dr. Linneman is highly regarded in the industry and has been serving as an adviser and board member of several public and private companies. Get ready to learn from his wealth of knowledge and expertise in this exciting episode.About Dr. Peter Linneman Dr. Peter Linneman holds both master's and doctorate degrees in economics from the University of Chicago. He is the principal of Linneman Associates. For nearly four decades, he has provided strategic and financial advice to leading corporations through Linneman Associates. He provides M&A, analysis, market studies, feasibility analysis to many leading US international companies. In addition, he serves as an advisor to and a board member of several public and private companies. Peter was a professor of real estate at the Wharton School of Business at the University of Pennsylvania, from 1979 until his retirement in 2011. He's an accomplished author having written books, articles, and of course, The Linneman Letter, a quarterly letter for commercial real estate investors.Here are some power takeaways from today's conversation:[02:17] Introduction of Peter Linneman[04:07] Early beginnings from a blue-collar background to the real estate industry[05:31] Opportunities that arose from networking and doing good work[12:13] Importance of being a good student and knowing how to learn [16:58] The current state of the economy[21:44] The worst thing facing the economy[23:50] The Fed's crazy approach to the economyEpisode Highlights:[10:07] How to Find Great MentorsStart by identifying people who have skills and experience that you can learn from. Look for individuals who are willing to share their knowledge and expertise with you. Once you've identified potential mentors, show them that you are serious and committed to learning by demonstrating your work ethic and willingness to put in the effort. Don't be afraid to ask for their guidance and advice. Remember, learning is a skill that requires curiosity and a willingness to seek out new information. Build a relationship with your mentor by communicating regularly and showing appreciation for their time and expertise. [17:48] The Current State of the EconomyCurrently, the US economy is in a state of recovery from the pandemic. Real GDP is at about 2.5% of pre-pandemic levels, indicating that we have grown over the last three years, which is a positive sign. However, employment is still below pre-pandemic levels, and the Fed's attempt to get rid of employment is misguided. On the bright side, around two-thirds of homeowners have mortgages with an interest rate that is two to three percentage points lower than the historic norm, giving them more financial freedom. The travel and tourism industry is almost back to pre-pandemic levels, but there is still room for growth in areas such as automobile consumption. Despite concerns about the amount of debt rolling over, only 25% of corporate and real estate debt rolls over in the next three years, giving businesses some cushion and margin. Overall, there are good things happening in the economy, such as the normalization of supply chains. [21:44] The Worst Thing Facing the EconomyThe biggest challenge facing the economy is the Fed's belief that their job is to create a recession. This approach is dangerous, and they tend to overreact and be late in their responses. While we have weathered the shutdown of the economy for a year and a half, the current challenge posed by the Fed is something we can overcome.This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.Resources Mentioned:Linneman Associates

Real Grit
Real Estate: Risk and Rewards in Today's Economy with Dr. Peter Linneman

Real Grit

Play Episode Listen Later Jun 12, 2023 57:26


To access a FREE collection of resources, go to www.TheMaverickVault.com   Explore the intricacies of real estate investing and delve into the current state of the economic market in this episode featuring Dr. Peter Linneman. Gain valuable insights into emerging trends, metrics, and strategies to maximize returns while mitigating risks. Unveil the opportunities that await in this ever-evolving landscape by tuning in today!   Key Takeaways From This Episode Important inflation metrics you need to know in the current economic market  The impact of Federal Reserve System policies on property investors and capital markets  A simple analysis of the economic growth of various nations  Ultimate benefits of investing in multifamily and retail properties  Qualities to look for in a real estate investment partner  Advantages of learning from seasoned investors   References/Links Mentioned Principles for Dealing with the Changing World Order by Ray Dalio | Kindle and Hardcover About Dr. Peter Linneman Dr. Peter Linneman, a renowned figure in real estate, has gained global recognition for his combination of rigorous scholarship and practical business insights. With over 45 years of experience, he has received prestigious accolades, including the Graaskamp Award for Real Estate Research from PREA, the Lifetime Achievement Award from Wharton's Zell-Lurie Real Estate Center, and the Special Achievement Award from Realty Stock Magazine. He has been named one of the "25 Most Influential People in Real Estate" by Realtor Magazine and included in The New York Observer's list of the "100 Most Powerful People in New York Real Estate." Dr. Linneman earned his Master and Doctorate in Economics under the guidance of esteemed Nobel Prize winners, such as Milton Friedman, Gary Becker, George Stigler, Ted Schultz, and Jim Heckman. He was the Founding Chairman of the Real Estate Department and Director of the renowned Zell-Lurie Real Estate Center. During his tenure at Wharton, he co-edited The Wharton Real Estate Review and published over 100 scholarly articles. He authored eight editions of the acclaimed book "Real Estate Finance and Investments: Risks and Opportunities" and the widely read quarterly report, the Linneman Letter. He co-created the highly regarded Real Estate Finance and Investment Certification course, REFAI. Recently, he co-authored the best-selling book "The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow" with Dr. Michael Roizen and Albert Ratner. Besides his academic accomplishments, Dr. Linneman has enjoyed a successful business career as the Founding Principal of Linneman Associates, LLC, a leading real estate advisory firm, and its affiliates.   Connect with Dr. Peter Website: Linneman Asscociates, LLC  Email: dlinneman@linnemanassociates.com    Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter. Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.   About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow. Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.   Click here to see video of the podcast. 

Real Estate Runway
129: Mastering the Post-Pandemic Economy

Real Estate Runway

Play Episode Listen Later Jun 8, 2023 55:35


  Join us as we venture into a realm of knowledge with the brilliant Dr. Peter Linneman, author of the renowned Linneman Letter—an exceptional macroeconomic resource. Unveiling the US economy's resilient recovery from the 2020 pandemic, Dr. Linneman explores the intriguing concept of "economic long covid." This riveting discussion encompasses monetary policy, inflation rates, housing costs, supply chain disruptions, and more. It serves as a cautionary tale, highlighting the dangers of overcorrecting during these trying times. Together, we delve into the dynamics of the housing market, the prospects of hospitality and industrial sectors, and the significance of collaborative decision-making for investment success. Prepare to unlock a wealth of insights!   Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL! LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com  TikTok:@realestaterunwaypodcast   [00:00 - 08:02] Dr. Peter Linneman welcome: Exploring Economic Long Covid and Maximizing Wealth • Dr. Peter Linman is the author of the Lineman Letter, one of the most advanced and current macroeconomic letters in the market today • Before 2020, the US economy was doing just fine with low unemployment and steady job growth • When Covid happened, governments shut down huge swaths of the economy and individuals panicked • The only two possibilities were either supply would come back before demand or demand would come back faster than supply   [08:02 - 17:25] Faster Interest Rate Hikes Lead to Systematic Inflation and Overreaction Damage • Prices went up due to systematically short supply • Profits went up a lot as supply lagged behind demand • Fed first said no to raising interest rates, but then changed its mind and raised them by 5% in a year, the fastest in history • The slower the Fed raises rates, the longer it takes for the first rate cut; the faster they raise rates   [17:25 - 26:38] Fed's Abnormal Inflation and Supply Chain Disruptions Could Lead to Another Cycle of Interest Rate Changes • Need to be cautious when making decisions as overcorrecting can cause more damage • Main driver of inflation has been housing, which lags by 6 months • Two thirds of households had no increase in costs, and one third are being counted as if it's the rental increase of 6 months ago • Supply chain disruptions were 4 standard deviations above normal in 2021 and 2022   [26:38 - 35:53] Exploring the Long-Term Supply and Demand Imbalance in Housing • Job openings have narrowed and wage growth has diminished • Real estate is a long-term game, with an imbalance in supply and demand for homes • Low interest rates, lack of down payments, and nimbyism are factors contributing to the deficit in housing • Investing during periods of capital market disarray can generate higher returns over the long term   [35:54 - 45:14] The Fundamentals of Housing and Retail • Single-family housing is underproduced, leading to a 3.5% shortfall • Low interest rates have given homeowners a 5% income subsidy not to sell their homes • Hospitality and Industrial sectors are poised for growth due to pent-up demand • Retail is always hard work and requires changing consumer demand   [45:16 - 55:31] Optimal Retail Location, Quality, Collaboration, and the Influence of Sam Zell • Retail needs to be in a good, walkable spot to attract people • Quality is more important than convenience when it comes to retail • Sam Zell was an avid reader and a great mentor who taught Dr. Linneman a lot • They stole each other's best material and made their presentations better by collaborating • Collaboration is key to success in investment management   Quotes:  "It's not about spamming people, it's about building a meaningful relationship in a systematic and engaged way." - Dr. Peter Linneman   Connect with Peter through LinkedIn, Facebook, or visit Linneman Associates   LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how Team Quattro can help you by visiting www.TheQuattroWay.com. Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.   Quattro Capital invites you to join Agora: Don't miss out on the opportunity to experience the forefront of investment management technology with Quattro Capital. Join Agora and schedule a demo to see our all-in-one investment management tool in action. As a bonus, enjoy Quattro's Promotion 10% discount on Yearly Subscription and Onboarding Priority! Our platform includes a powerful CRM, market-leading investor portal, and a fundraising tool that makes it easier to raise capital for new offerings. With our collaborative space, you can ensure transparency with investors and make reporting more accessible than ever before. Click here to schedule your demo and claim your discount today!   Entity Keeper CTA:  Join the EntityKeeper community today to simplify the way you manage your entities and org charts while reducing manual errors. Easily organize corporate data, visualize ownership structures, store unlimited documents, and manage important filing dates with one secure solution. Click here to start simplifying your entity management with EntityKeeper now!

CAPITAL CONNECTIONS
SVB and the Fed's Anti-inflationary Policy with Dr. Peter Linneman

CAPITAL CONNECTIONS

Play Episode Listen Later May 13, 2023 44:52


In this episode, we explore the economic impacts of the Fed's recent anti-inflationary policy on the banking system with the help of Dr. Peter Linneman, the Founding Principal of Linneman Associates, LLC, a leading real estate advisory firm, and its affiliates.

Driven By Insight
Dr. Peter Linneman Live and Unplugged

Driven By Insight

Play Episode Listen Later Apr 15, 2023 60:56


Driven By Insight
Dr. Peter Linneman, Leading Economist, Professor Emeritus, The Wharton School of Business

Driven By Insight

Play Episode Listen Later Apr 13, 2023 61:04


On a special, live-streamed episode of the Walker Webcast, Willy was joined by renowned economist Dr. Peter Linneman for an in-person conversation. They discussed the most pressing issues facing the economy, pandemic repercussions, market predictions, and so much more. You won't want to miss the most insightful hour in CRE – live & unplugged.  GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: https://www.youtube.com/channel/UC5jhzGBWOTvQku2kLbucGcw » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts/ Listen to the replay! If you have any comments or questions, please reach out to your main Walker & Dunlop point of contact. We are all available to answer questions and provide assistance. Additionally, if you have topics you would like covered during one of our future webcasts, we would be happy to take your suggestions.

American Ag Network
Commodity Classic 2023 - Indigo Ag - Jake Linneman

American Ag Network

Play Episode Listen Later Mar 20, 2023 2:24


Leaning In
Early 2023 Economic Trends with Dr. Peter Linneman

Leaning In

Play Episode Listen Later Mar 14, 2023 54:02


Dr. Peter Linneman, real estate economist and principal of Linneman Associates, joins Terry for another dynamic discussion on the current state of the economy. Listen for Peter's projections on how the coming year may unfold in the U.S. and major Texas markets. Plus, he examines the potential impacts of interest rate hikes and the battle of the economy vs. The Fed. The conversation then moves to capital markets and the future of multifamily and retail, as well as demographic and technology trends to watch for in real estate. Leaning In is published every month, subscribe to stay up to date! Links: Linneman Associates, LLC Peter on LinkedIn Topics: (0:47) - What are your thoughts on the current economic cycle? (15:23) - What do you think happens to the Fed Funds rate in 2023? (17:54) - What are you seeing in Capital Markets? (27:28) - How do you advise those working on projects where there is static-negative leverage? (31:19) - What are you seeing in Multifamily and Retail assets for 2023? (38:00) - Do you have any insight in rents and demand within Multifamily? (42:43) - What key trends for this year we need to watch for? (49:38) - Do you see any changes in the Texas market?

Mr. Nice Guy
Pescatarian At Best

Mr. Nice Guy

Play Episode Listen Later Feb 22, 2023 46:30


I sat down w “funk-adjacent post punk” band (coined by Fred Kenyon) band Pescatarian At Best, consisting of vocalist Benton Belzer, guitarists Mason West and Courtney Martel, bassist Liz Adkins and drummer Nikki Nelson. The band's got three singles out - "Hey Winner", "Pah to Pasture", and "Soap and Butter". We discussed the band's formation, moving to Milwaukee from the Green Bay area, the singles they've dropped, being pro and anti power chords, and what they're working on now. Pescatarian At Best play Bremen Cafe on March 2nd, Cactus Club for their Butterfly Collective benefit show on March 12th, Last Rites on March 19th, Shank Hall on March 31st, Anodyne on April 20th, Promises on June 2nd, and Linneman's on June 9th. --- Support this podcast: https://podcasters.spotify.com/pod/show/ben-slowey/support

The Industrial Real Estate Podcast
Interest Rates, Inflation, Supply Chains, Manufacturing & the Super Bowl!

The Industrial Real Estate Podcast

Play Episode Listen Later Feb 11, 2023 64:13


I had the pleasure of being joined by Dr. Peter Linneman to discuss the economy, interest rates, the industrial real estate market, China, manufacturing and even our Super Bowl predictions for this Sunday! It was another fascinating conversation where Dr. Linneman offered a ton of great insights. Let me know in the comments if you agree or disagree with anything we talked about in the interview. -- Register for Linneman Associates/REFM Winter 2023 Capital Markets Webinar: https://tinyurl.com/mumnryxh Sam Elimu Charity: https://www.samelimucharity.org/donate -- Tyler Cauble's Industrial Real Estate Course Link: https://tyler-cauble.mykajabi.com/a/2147523927/oyFKFh6n ⚡ Subscribe: https://www.youtube.com/@industrialize?sub_confirmation=1

Real Estate Asset Management Podcast
Episode #136: Peter Linneman – 2023 Multifamily Outlook

Real Estate Asset Management Podcast

Play Episode Listen Later Feb 3, 2023 40:20


The demand for multifamily has exploded since 2020, and today we are joined by the imperial Peter Linneman to discuss what this means for 2023 and beyond. Boasting an impressive resume, Peter is the Founding Principal of Linneman Associates, a former Wharton professor, and a distinguished author, among many other traits. He gives us his take on the current multifamily conditions and how he sees these playing out in 2023, touching on the lenders' strike, interest rates, construction costs, and the capital market. We discuss how nimbyism affects housing, why The Federal Reserve (Fed) and consumers are at war, how labor impacts construction costs, and what the housing shortfall could look like in 2023. Finally, Peter explains why COVID could be the reason for the surge in multifamily demand, what the ‘I care' market is looking for, his most and least favored market picks for the year, and when he believes the Fed will lower interest rates. Key Points From This Episode:Introducing the Founding Principal of Linneman Associates, Peter Linneman. Who Peter is, and what he does. The current multifamily market conditions and how Peter sees it playing out in 2023.Exploring the lenders' strike, interest rates, construction costs, and the capital market. How nimbyism contributes to the shortfall in housing, and a look at housing demand.The war between The Federal Reserve (Fed) and consumers. Why construction is still projected to be higher even with the current flat interest rates.Peter's forecast for the housing shortfall in the US.What he thinks drove the recent surge in multifamily demand. Why he would pull out of a build-to-rent situation, and what the ‘I care' market demands. Peter's top and bottom market picks for 2023 and beyond.  His prediction for when the Fed will lower interest rates. Links Mentioned in Today's Episode:Peter Linneman on LinkedInPeter Linneman on TwitterLinneman Associates Rockefeller Group Real Estate Finance and Investments The Linneman Letter Real Estate Finance Textbook The Great Age RebootWharton A. Alfred Taubman SAM Elimu CharityAsset Management Mastery Facebook GroupBreak of Day CapitalBreak of Day Capital InstagramBreak of Day Capital YoutubeGary Lipsky on LinkedIn

Driven By Insight
Dr. Peter Linneman, Leading Economist and Professional Emeritus

Driven By Insight

Play Episode Listen Later Jan 27, 2023 61:01


Dr. Peter Linneman joined Willy for another hour of insight. He shared his thoughts on the Fed, inflation, rising rates, the potential recession, and asset class performance, as well as predictions for the future.

Driven By Insight
Former CEO of Forest City Realty Trust, Albert Ratner and Economist Dr. Peter Linneman

Driven By Insight

Play Episode Listen Later Jan 3, 2023 58:47


Driven By Insight
Dr. Peter Linneman, Leading Economist

Driven By Insight

Play Episode Listen Later Oct 15, 2022 59:25


In today's episode, Willy welcomes Dr. Peter Linneman. He is the principal of Linneman Associates, KL, Realty, and American Land Fund. He is cited as one of the 25 Most Influential People in Real Estate by Realtor Magazine and one of the 100 Most Powerful People in New York Real estate by the New York Observer. He is a highly sought-after speaker and author with his quarterly research, The Linneman Letter. Willy begins by citing a quote from The Linneman Letter, “​​The increases in interest rates to date will enhance economic growth, not cause a recession.” Dr. Linneman says, “of course.” He mentions that valuable things shouldn't have zero price if the goal is maximizing resource efficiency. Interest rates going up to a certain point give a better signal of where money should flow. And that will enhance economic output. It is not where interest rates are; it's the journey.

Leaning In
State of The Industry with Dr. Peter Linneman (Part 2)

Leaning In

Play Episode Listen Later Sep 28, 2022 24:04


In Part 2 of our discussion, dive further into the current economic cycle with Dr. Peter Linneman, real estate economist and principal of Linneman Associates. Peter and Terry explore the future of shopping centers, how midterm election results could impact inflation and legislation, and what types of businesses are sure to weather challenges head-on. Leaning In is published every second and fourth Wednesday of the month. Be sure to subscribe on your preferred podcast app to the next episode with Venture Commercial's Mike Geisler. Links: Linneman Associates, LLC Real Estate Finance & Investments: Risk & Opportunities The Great Age Reboot by Dr. Peter Linneman Topics: (0:34) - Peter's thoughts on the Retail RE market (5:27) - Do you have anything to add on the future of shopping malls? (10:43) - How would you advise companies entering into the Multifamily asset class? (16:11) - Do you have any thoughts on how the outcomes of the November midterms would affect the economy? (18:38) - Do you have any comments on the Inflation Reduction Act? (20:46) - Final thoughts

Elevate with Tyler Chesser
E265 The Commercial Real Estate Investor's Rebooted Future Amidst Groundbreaking Longevity, Science & Technological Advances, and its Compound Effect on Investments

Elevate with Tyler Chesser

Play Episode Listen Later Sep 20, 2022 47:31


Today, Peter Linneman shares how people's life expectancies limit us from embracing our full potential and capabilities. Peter has been in the business and has been giving gifts of greater quality of living standards.    Peter believes that the most unvalued skill in life is intellectual curiosity. Intellectual curiosity will make people take action, but sometimes, it leads them to be blind but smart enough to recover from that. The inspiring words from Peter are that people are just afraid of conditions, not age. Realizing you're capable will be a big help, so listen to this!   Key Points from This Episode:   How to notice cognitive bias? Peter shares how to check people's thinking Why are people constantly distracted by things that seem unimportant but are not that important? How can people be active and reactive to people from tough times? Ten years from now, Peter explains why the success and failure of people have nothing to do with what happens six months from now. How is it empowering oneself to give the most extraordinary talents? Peter shares that a lot of people settle for mediocrity. How important is it that people should be aware of how they behave and interact with the environment? Peter shares how people can do better than mediocre.  Why is it important to focus on what matters? Tweetables: “Don't get distracted by shiny objects ” - Peter Linneman  “And I could promise you, it's not, it's not easy. It's just what you do ” - Peter Linneman “There are times when you can do so much better than mediocre ” - Peter Linneman   Links Mentioned Peter Linneman's Website   About Peter Linneman For nearly 45 years, Dr. Peter Linneman's unique blend of scholarly rigor and practical business insight has won him accolades from around the world, including PREA's prestigious Graaskamp Award for Real Estate Research, Wharton's Zell-Lurie Real Estate Center's Lifetime Achievement Award, Realty Stock Magazine's Special Achievement Award, being named "One of the 25 Most Influential People in Real Estate" by Realtor Magazine and inclusion in The New York Observer's "100 Most Powerful People in New York Real Estate".   After receiving both his Masters and Doctorate in Economics under the tutelage of Nobel Prize winners Milton Friedman, Gary Becker, George Stigler, Ted Schultz and Jim Heckman, Peter had a distinguished academic career at both The University of Chicago and the  Wharton School of Business at the  University of Pennsylvania. For 35 years, he was a leading member of Wharton's faculty, serving as the Albert Sussman Professor of Real Estate, Finance and Public Policy as well as the Founding Chairman of the Real Estate Department and Director of the prestigious Zell-Lurie Real Estate Center.  During this time, he was co-editor of The Wharton Real Estate Review. He has published over 100 scholarly articles, eight editions of the acclaimed book Real Estate Finance and Investments: Risks and Opportunities, and the widely read Linneman Letter quarterly report. He is also the co-creator of the popular, and highly regarded, Real Estate Finance and Investment Certification course, REFAI.    Peter's long and ongoing business career is highlighted by his roles as Founding Principal of Linneman Associates, LLC, a leading real estate advisory firm, and its affiliates. For more than 40 years, he has advised leading corporations and served on over 20 public and private boards, including serving as Chairman of Rockefeller Center Properties, where he led the successful restructuring and sale of Rockefeller Center in the mid-1990s.   Although retired from Wharton's faculty, Dr. Linneman continues his commitment to education through his SAM Elimu educational charity for orphans and children of extreme poverty in rural Kenya. He has been married for nearly 50 years and remains an exercise enthusiast.   --------------- Are you a real estate investor looking to elevate your income, freedom & lifestyle? If so, optimize your daily performance by downloading our free guide, Raising the Bar - 5 Steps to Elevate Your Habits, at elevatepod.com. In this guide, created by your host Tyler Chesser, you'll learn why you do what you do, how to easily institute cues in your environment to trigger desired behavior, directly applicable steps to create a fulfilling future and much more. Get your free copy at elevatepod.com and kick-start your new habits today. Your future self will thank you! This episode of Elevate is brought to you by CF Capital, a national real estate investment firm. CF Capital's mission is to provide property investment and asset management solutions to help investors like you maximize their returns by investing in high-value multifamily communities. If you are looking for risk-adjusted alternative investments in quality apartment communities, and are seeking tax optimized cash flow with appreciation upside without all the hassle of management, you might benefit from learning more about investing alongside our team. You're invited to reach out and learn how you can invest with us by visiting cfcapllc.com. We're also currently offering a free ebook called The Bottom Line - 10 Ways to Increase Cash Flow in an Apartment Complex. Whether you're a new or an experienced investor, we're confident you'll find massive value in this resource. Get your free copy today at cfcapllc.com.

Driven By Insight
Dr. Michael Roizen, Chief Wellness Officer & Dr. Peter Linneman, Leading Economist

Driven By Insight

Play Episode Listen Later Sep 17, 2022 59:26


Willy welcomes Dr. Michael Roizen and Dr. Peter Linneman. Dr. Michael Roizen is the Chief Wellness Officer and Chair of the Wellness Institute at Cleveland Clinic. His books, RealAge and YOU: The Owner's Manual: An Insider's Guide to the Body that Will Make you Healthier and Younger, has been translated into more than 44 languages and became #1 in the NY Times Bestsellers list. Dr. Peter Linneman is the principal of Linneman Associates, KL, Realty, and American Land Fund. He is a highly sought-after speaker and author, with his quarterly research, The Linneman Letter, the most respected publication in real estate for the past 11 years. The podcast begins with Dr. Michael Roizen defining RealAge as "the actual age of your body as opposed to your calendar age." It is the most accurate predictor of cardiovascular and all-cause mortality. The critical factors to maintaining one's health and lowering one's RealAge are stress management (having a purpose and a posse), food choices (portion size and timing), physical activity, unforced errors, sleep and brain health, and supplements. He adds that creatine has been proven to decrease muscle mass loss for people over 65 and improves cognitive function. Around 18 supplements or small molecules have beneficial data. Dr. Peter Linneman takes over the conversation and emphasizes how much control we have over our destinies regardless of genetics. "We control 80% of our DNA settings," he says. This can be done through self-engineering. Dr. Roizen adds that exercise improves blood flow to the brain, prevents dementia, and turns on a new protein in your body that increases your hippocampal size. Whatever exercise you enjoy, as long as you stress a muscle, produces this protein. When comparing different types of exercises, Dr. Roizen says that some people benefit from cardio more than resistance training and vice versa. He adds that we should also consider jumping because it keeps our back disks lubricated, especially if you jump at times of the day when you lose mobility. He reminds everyone to consult a professional before doing it. He says that resistance training encourages muscles to be replaced with stronger ones the next day. Jumping also increases bone accretion and bone strength in one's hips and back. Dr. Roizen lists the five foods that increase aging: simple sugars, added syrups, simple carbohydrates, processed and red meats, and egg yolks. He recommends eating earlier because we become more insulin-resistant later in the day. People who avoid these foods and practice these portions sleep better, have more energy and are not hungry at night. Dr. Linneman gave up red meat in 1983. "Not only do you feel better, but you live better," he says. He discusses "staying healthy until the cavalry gets there." He also emphasizes how we cannot afford as a society not to reboot. The more we take care of ourselves, the more years are added to our lives, and the larger the increase in productivity. "Ten years is a 25% increase in your productive output in life," he says. Dr. Roizen explains how exercise can change the bacteria inside us. Studies have also shown that living healthy lives can knock out bodily mechanisms that don't attack cancer cells. Jim Allison's extensive work has produced KEYTRUDA, the medicine we use today to combat malignant melanoma, with a 63% cure rate. Internally, we can also produce killer T cells that can fight viruses. The strongest thing that knocks out our immune system is stress, so Dr. Roizen recommends doing exercises that don't stress you out, taking multivitamins, and having a dedicated group of friends.

Leaning In
State of The Industry with Dr. Peter Linneman (Part 1)

Leaning In

Play Episode Listen Later Sep 14, 2022 34:55


Dr. Peter Linneman, real estate economist and principal of Linneman Associates, returns for his bi-annual discussion with Terry on the current economic cycle and what makes it unique from others. Hear his prediction on if we're approaching a recession, and key risks and opportunities in commercial and multifamily real estate regarding supply chain issues, inflation and interest rates.Leaning In is published every second and fourth Wednesday of the month. Be sure to subscribe on your preferred podcast app to hear part 2 of the discussion with Peter. Links: Linneman Associates, LLC Real Estate Finance & Investments: Risk & Opportunities Topics: (0:44) - What do you think is different about this economic cycle compared to previous ones? (5:16) - How likely is it that we enter a recession and how do you think the major Texas markets will be impacted? (8:55) - Would you predict a mild or steep recession? (10:38) - What do you see happening in Commercial Real Estate over the next 18 months? (16:48) - Where do you see key risks & opportunities in Commercial Real Estate right now? (21:59) - What are your thoughts on inflation and the supply chain issues we face? (28:00) - When oil prices go down, how long does that take to impact items in the system? (29:05) - What is your forecast for Multifamily over the next 1-3 years?

Purpose-Driven Wealth
Episode 42 - Perspectives from a Preeminent Real Estate Thought Leader

Purpose-Driven Wealth

Play Episode Listen Later Sep 1, 2022 51:25


In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Peter Linneman weigh everything about today's uncertain world economic market. During the early take-off of the real estate industry, Peter saw how things developed. With years of insight into the investing world, here, Peter answers whether or not the FED should raise interest rates, how Russia's war on Ukraine benefits the US, his perspective on today's inflation, and so much more. In this episode, Peter talks about: How real estate was back then… Keeping a balanced view of the inflation Yes—the FED should raise interest rates Higher oil prices help the US Peter Linneman's opinion on crypto and so much more! About Peter Linneman:   For nearly 45 years, Dr. Peter Linneman's unique blend of scholarly rigor and practical business insight has won him accolades from around the world, including PREA's prestigious Graaskamp Award for Real Estate Research, Wharton's Zell-Lurie Real Estate Center's Lifetime Achievement Award, Realty Stock Magazine's Special Achievement Award, being named "One of the 25 Most Influential People in Real Estate" by Realtor Magazine and inclusion in The New York Observer's "100 Most Powerful People in New York Real Estate".   After receiving both his Master's and Doctorate in Economics under the tutelage of Nobel Prize winners Milton Friedman, Gary Becker, George Stigler, Ted Schultz, and Jim Heckman, Peter had a distinguished academic career at both The University of Chicago and the  Wharton School of Business at the  University of Pennsylvania.   For 35 years, he was a leading member of Wharton's faculty, serving as the Albert Sussman Professor of Real Estate, Finance, and Public Policy as well as the Founding Chairman of the Real Estate Department and Director of the prestigious Zell-Lurie Real Estate Center. During this time, he was co-editor of The Wharton Real Estate Review.   He has published over 100 scholarly articles, eight editions of the acclaimed book Real Estate Finance and Investments: Risks and Opportunities, and the widely read Linneman Letter quarterly report. He is also the co-creator of the popular and highly regarded Real Estate Finance and Investment Certification course, REFAI.   Peter's long and ongoing business career is highlighted by his roles as Founding Principal of Linneman Associates, LLC, a leading real estate advisory firm, and its affiliates. For more than 40 years, he has advised leading corporations and served on over 20 public and private boards, including serving as Chairman of Rockefeller Center Properties, where he led the successful restructuring and sale of Rockefeller Center in the mid-1990s.   Although retired from Wharton's faculty, Dr. Linneman continues his commitment to education through his SAM Elimu educational charity for orphans and children of extreme poverty in rural Kenya. He has been married for nearly 50 years and remains an exercise enthusiast.   Follow Peter Linneman on:   Website:          https://www.linnemanassociates.com/ Email:              dlinneman@linnemanassociates.com   Connect with Mo Bina on:   Website:          https://www.high-risecapital.com/ Medium:          https://mobina.medium.com/ YouTube:        https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram:       https://www.instagram.com/highrisecapital/   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index      

Cash Flow Connections - Real Estate Podcast
E501 - Will This Be the Weakest Recession on Record?

Cash Flow Connections - Real Estate Podcast

Play Episode Listen Later Aug 31, 2022 47:32


Congratulations!!! We all have $4 Trillion dollars in our bank accounts! Obviously, not each of us, but the total value of personal savings is around $4T, and there is another $1T on the books of U.S. banks. But here's the question: Where will all this money go?   Dr. Peter Linneman, Wharton Economist and long-time guest on the show, is very bullish. Here's his analogy: If we have 4 tubs of Häagen-Dazs in the freezer, we are probably not just going to let them sit there for 4 months. Over the last few months, there has been a lot of uncertainty and volatility at The Fed. This has made Banks and Private Equity skittish. At the moment, FEAR has an edge over GREED… However, the story at The Fed is becoming more clear, and Dr. Linneman expects institutional and retail investors to start putting all their money to work again. If you want our expert economist's full perspective, tune in to today's episode! So now the question is, how about some ice cream?  Take Control, Hunter Thompson Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

Real Estate Investing For Your Future
Dr. Peter Linneman - What An Increasing Life Expectancy Means For The Economy

Real Estate Investing For Your Future

Play Episode Listen Later Aug 24, 2022 57:51


Dr. Peter Linneman, joins us on the podcast to discuss his upcoming book, The Great Age Reboot co-authored by Michael Roizen - Emeritus Chief Wellness Officer at the Cleveland Clinic and Albert Ratner - an expert on Population Economics. Dr. Peter Linneman shares his insights on how longer lifespans could impact the economy and the real estate market. He also gives us his stance regarding today's rising interest rate environment.About Linneman AssociatesLinneman Associates, LLC is a premier consulting and research firm, specializing in commercial real estate investment strategy. Their clients represent a wide range of industries and countries, but primarily include institutional investors, REITs, developers, and opportunistic private equity firms seeking to implement thoughtful and disciplined investment strategies. Their clients value their market insights and analyses as well as their ability to assess and simplify the ever-changing macroeconomic, political, and capital market environments, particularly as they relate to commercial real estate investing. LinksLearn More About Linneman Associates, click hereLinneman Letter, click here The Great Age Reboot: Cracking the Longevity Code for a Younger Tomorrow, click here

Driven By Insight
Dr. Peter Linneman, Leading Economist & Former Wharton Professor

Driven By Insight

Play Episode Listen Later Jul 26, 2022 60:14 Very Popular


Willy welcomes Peter Linneman. He is the principal of Linneman Associates, KL, Realty, and American Land Fund. Having been a member of the Wharton School of Business's faculty at the University of Pennsylvania for 32 years, he is the Albert Sussman Emeritus Professor of Real Estate, Finance, and Business Public Policy and is the co-founding editor of The Wharton Real Estate Review, publishing 80 articles. He is cited as one of the 25 Most Influential People in Real Estate by Realtor Magazine and one of the 100 Most Powerful People in New York Real estate by the New York Observer. He is a highly sought-after speaker and author, with his quarterly research, The Linneman Letter, the most respected publication in real estate for the past 11 years. The Walker Webcast begins with Peter emphasizing inflation is transitory with supply lagging demand due to 23% of the workforce collecting unemployment insurance. Also, industrial output is only 3% in Q1. Expanding output would be profitable, but most companies are not following through. Oil prices would normalize when production increases. The US remains the largest producer of oil in the world, and the situation of $260 a barrel is unlikely because supply is predicted to adjust. Besides, the US exports weapons and food, which Southeast Asian countries will highly favor due to tensions with China. Peter advises giving the supply 3-4 years of adjustment. The Federal Reserve System would not have control over long-term interest rates as $5 trillion in cash is set aside. He describes how debt should not be the main concern but “getting your money's worth” and continues to say how federal debt is largely misunderstood. The higher the debt is, the bigger the political problems are because debt is owed by US citizens individually, not the state. Tune in to this new episode of the Walker Webcast — The Best Hour in CRE with Peter Linneman, Leading Economist, Former Wharton Professor. ▶️ Key Points In The Webcast: 00:35 Willy welcomes Peter Linneman 03:21 Inflation is transitory, and supply lags demand 08:02 Decrease in oil prices due to supply adjustment 10:33 The US posed to export more weapons, oil, and food 14:21 Why the Fed has no control over long-term interest rates 20:19 Peter's opinion on national debt concerns 26:13 Significant growth exists despite COVID-19 32:06 Stress tests and fear holding banks back from lending 34:33 Lowering debt to cope with interest 38:14 The strength of the US dollar 41:20 Returning to office and productivity vs. profit 45:29 Generation gap and what inflation means in real estate 49:45 The trend of moving to coastal gateway cities 52:57 The economic state under Joe Biden

Driven By Insight
Dr. Peter Linneman, Leading Economist & Former Wharton Professor

Driven By Insight

Play Episode Listen Later Apr 9, 2022 59:41 Very Popular


Leading Economist and former Wharton Professor Dr. Peter Linneman is optimistic about the U.S. economy, although not every moment. With a divided Congress, the war in Ukraine, rising interest rates, and skyrocketing oil prices amid an ongoing pandemic, Dr. Linneman shares his quarterly predictions and provides insights to help you understand what's to come. Dr. Linneman presents the most prescient analysis, and he cites that before things got so hard, nobody could have guessed in February 2020 that the GDP could still grow by 3.5%. He considers it staggering and the main point. "We've undergrown, and we have potential just to catch up and then have normal growth. So I think that that's what's going to happen now over the next few years." Dr. Linneman mentions that a devastating variant of the virus can change anything, but the biggest wildcard he considers would stop the left to right upward kind of recovery is price controls. "I remember in 1971 when Nixon, a Republican, put in wage and price controls, and I remember the disaster that ensued. And yet, the U.S. economy grew over the five years, but it was a mess. It was an absolute mess because it's like fooling Mother Nature, right? Once you do this price, there's a knock-on effect on another. That's what we found out during the shutdown. You shut down one thing, but you also shut down many other things. So the biggest risk to the recovery is not interest rates, it's not inflation, it's wage and price controls." The leading economist adds that looking at the real factors matter. Over two years, real GDP, a crude measure of demand in the economy, has been up 3.5%. Industrial output, a crude measure of industrial goods capacity, is down 1% and employment, a crude measure of service sector supply down 1%, and demand's up 3.5%. Willy and Dr. Linneman cover how to bridge the gap as new government policies create an imbalance between the carbon economy and a green economy, pushing into renewables when there is still the demand for fossil fuels while exploration and refining companies are not investing anymore. In the world of CRE, Dr. Linneman cites things to consider when you're considering an investment in 2022. You have to look at the relative demand growth versus supply. "Generally over a three to five year period, supply and demand are going to grow about the same. If you're a developer, you want to be where demands grow because you're in the business of servicing growth with your fees and creating products and so forth. If you're an investor, you care about supply and demand. So the red hot cities are certainly industrial, people are looking at them pretty attractively for investing, and in the red hot cities, they're looking at them, certainly from multifamily. The cold cities are starting to get a relook." Tune in to this new episode of the Walker Webcast - The Best Hour in CRE with Dr. Peter Linneman GET NOTIFIED about upcoming shows: » Subscribe to our YouTube channel here: https://www.youtube.com/channel/UC5jhzGBWOTvQku2kLbucGcw » See upcoming guests on the #WalkerWebcast here: https://www.walkerdunlop.com/webcasts/

Cash Flow Connections - Real Estate Podcast
E401 - Peter Linneman's Economic Predictions and Indicators

Cash Flow Connections - Real Estate Podcast

Play Episode Listen Later Mar 9, 2022 45:28


Economics is the foundation on which the real estate sector stands. Investors who don't understand this reality will make incorrect decisions that will either put their capital at risk or cause them to spend too much time on the sidelines. Neither of these is an option for investors who are focused on protecting and growing their wealth. Today, we are joined by Dr. Peter Linneman, the author of the Linneman Letter, and the former Professor of Real Estate, Finance, and Public Policy at the Wharton School of Business. He was previously listed as one of the 25 most influential people in commercial real estate by Realtor Magazine. In this episode, we're going to discuss… Why Peter was so bullish on multifamily during 2020-2021, and his outlook on the sector for 2022-2025 What data points Peter uses to make the case that the health of the consumer is at, or nearing, all-time highs What leading indicators he is keeping an eye on which would suggest a recession is coming, and what that might mean for real estate investors Dr. Peter Linneman has been referred to me several times by listeners of this program, so I'm sure I don't have to convince you to tune in to this special episode. Take Control, Hunter Thompson Resources mentioned in the podcast: 1. The Linneman Letter Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group