BTC199: Bitcoin's Collateral in Real Estate w/ Leon Wankum (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 11 September 2024

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. BOOKS AND RESOURCES Leon's X (Twitter) Account. Leon on Nostr. Leon's Newsletter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Daloopa The Bitcoin Way American Express Found Vacasa Onramp Facet SimpleMining Public Fundrise USPS AT&T Shopify Fundrise Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.0	Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals Podcast.
0:07.0	This episode is brought to you by River, the place that I personally go to securely invest in Bitcoin with confidence and with zero fees.
0:15.0	I bring back a really popular guest, Leon Vankham, who is a major investor and developer
0:20.0	in the real estate space.
0:21.6	Leon has been an instrumental voice in the Bitcoin community because he's one of the few investors that understand the value prop of Bitcoin while also continuing to build and invest in real estate in a responsible way.
0:32.0	One of the concerns that Leon brings up during the show
0:35.0	is the growing cap-ex that's associated with physical property, why underlying return assumptions
0:40.3	were grossly skewed prior to COVID, and what owners in real estate can do moving
0:44.4	forward to potentially protect themselves from very illiquid property markets in the coming
0:48.8	decade. This conversation was quite the banger and if you have friends or family in real estate
0:53.9	Leon gives you plenty to think about moving forward. So without further delay
0:57.7	here's my chat with Leon.
1:01.0	Celebrating 10 years,
1:05.0	you are listening to Bitcoin Fundamentals by the Investors Podcast Network.
1:10.0	Now for your host, Preston Pish. Hey everyone welcome to the show I'm here with Leon welcome back it was great seeing you in Riga and welcome back to the show
1:28.4	Thanks for having me again Preston. Thank you. Hey, so you crushed it.
1:33.0	You went on stage, you're talking about Bitcoin and real estate and how this is an important thing
1:37.8	that anybody in the real estate business needs to be considering for addition to their
1:41.8	balance sheet. I'm assuming you got some good
1:44.1	feedback after the presentation in Riga. Walk us through the experience.
1:48.2	Sure, I'd love to. I have to say I've got really positive reviews of feedback after doing the show with you in January.
	...

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