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Real Vision: Finance & Investing

When Opportunity Meets Reality: Real Estate in a Post-Covid World

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.11.1K Ratings

🗓️ 17 July 2021

⏱️ 79 minutes

🧾️ Download transcript

Summary

The Interview: Nick Halaris, president at Metros Capital, welcomes Jim Rehlaender, CEO at JLP Asset Management, to discuss the US housing market, Covid-19's impact on real estate, and the effects of rising raw materials prices. He argues that rising construction costs and heightened demand for suburban land have contributed to the increase in home prices. This has presented a unique opportunity in rental properties as families decide where they want to settle after the pandemic. Rehlaender does not believe that high lumber prices are sustainable as an uptick in interest rates and delaying developments will curtail the demand for homes. The pair also discuss the impact on commercial real estate as businesses decide if their employees will return to work in person or remain remote. Recorded on June 8, 2021. Key Learnings: Rehlaender explains his firm’s strategy of investing in publicly listed companies that are owners or operators of real estate assets. As Rehlaender analyzes potential investments, he ensures that the company has a good management team and an effective business strategy. He stresses that it is important to invest in people that can help poorly managed properties recover. However, if Rehlaender's team does not understand the market dynamics or property type, they will avoid investing in that company. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

This episode is brought to you by Kraken.

0:03.0

Crypto is like finance, but different.

0:06.0

It doesn't care when you invest, trade or save.

0:09.0

Do it on weekends or at 5 a.m.

0:12.0

Or on Christmas Day at 5 a.m.

0:14.0

Crypto is finance for everyone, everywhere, all the time.

0:19.0

Visit Kraken.com slash see what crypto can be to learn more.

0:23.0

Don't invest unless you're prepared to lose all the money you invest.

0:26.0

This is a high risk investment and you should not expect to be protected if something goes wrong.

0:30.0

Music

0:42.0

Welcome to Real Vision Gym.

0:44.0

Thanks so much for being here.

0:46.0

It's such an honor to have this opportunity.

0:48.0

I've been looking forward to this conversation for a while now.

0:51.0

It's not too often that you get a chance like this to talk to someone with your level of experience, your track record.

0:59.0

And also your approach, you know what?

1:01.0

In our industry, investors tend to be really focused on a specific strategy or a specific locality.

1:09.0

But you've developed a strategy that is sort of go anywhere.

1:12.0

So you'll invest across the globe and across all different property types.

1:16.0

So I think we're going to learn a lot today from you and thank you for being here.

1:20.0

Well, Nick, it's my pleasure as well and delighted to also talk about my favorite subject, which is real estate markets.

1:28.0

So look forward to the conversation.

...

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