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PODCAST

Atlanta Real Estate Report Podcast

Exploring Atlanta"s dynamic real estate market

Podcast + newsletter that explores Atlanta"s dynamic real estate market atlantarealestate.substack.com

business investing

All Episodes

14:50

Taking a sip from the Wall Street “Fire Hydrant”

Atlanta Real Estate Report Podcast ·

2023/03/18

This segment first appeared in the 12/30/22 episode of the Atlanta Real Estate Report…Taking a sip from the Wall Street “fire hydrant”* Earnings announcements* Impact* Announcements impacts stock prices in the short term* EPS growth rate (predictablity and sustainability) impacts price in the longer term* Investors focus on…* Reported vs Expected (Concensus) — by “The Street”* Guidance — provided to Wall St analysts by company management* Financial Statements* Quarterly* Annual* Investor Relations*

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17:48

Monetary & Fiscal Policy

Atlanta Real Estate Report Podcast ·

2023/03/18

This segment first appeared in my November 2022 podcast entitled, Imperfect Storm: Cat 5 Housing Market Cools to a Cat 3…Monetary PolicyRefers to the actions of central banks to achieve macroeconomic policy objectives such as price stability, full employment, and stable economic growth. “We have both the tools we need and the resolve to bring back price stability,” Jerome Powell, Chairman of the Federal ReserveA decline in rent prices is 'well out' from where we are now, says Fed Chair Powell…Fiscal

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46:15

How Public Companies Impact Main Street

Atlanta Real Estate Report Podcast ·

2023/03/18

This segment first appeared in the 12/30/22 episode of the Atlanta Real Estate Report…How do these Wall Street companies impact Main Street?* Access to capital* M&A activity* Economic impact* Wealth effectAccess to Capital* By tapping equity & debt markets* Use for expansion, R&D (innovation)Going public in a bear market…Timing is everything…Mergers & Acquisitions* Public + private combos create a liquidity event at the local level (e.g., Green Brick + Providence Group, 2011) * Public + public

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31:34

Understanding the Housing Sector Ecosystem

Atlanta Real Estate Report Podcast ·

2023/03/18

This segment first appeared in the 12/30/22 episode of the Atlanta Real Estate Report…Let’s look at some publicly-traded companies in the housing sector…Publicly-traded companies are the “fulcrum” between Wall Street and Main Street. They allow us to participate in the long-term growth of the real estate industry with a much lower investment than owning real property directly — and, in the case of rental property, with less headaches. They also allow us to focus our investment capital on very

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26:41

Using Charts to Gain Perspective

Atlanta Real Estate Report Podcast ·

2023/03/18

This segment first appeared in the 12/30/22 episode of the Atlanta Real Estate Report…Let’s look at a few charts to gain some perspective…The sheer size of the equity markets makes them a powerful force when it comes to their economic impact on Main Street…> > > Click on the images below to enlarge the charts…In the chart above, note the move from the GFC low in 2009 to the pandemic high of late 2021. Equity market cap rose from about 50% to almost 200% of GDP. That is one heck of a run!Stock prices

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23:36

Building Equity via Public Companies

Atlanta Real Estate Report Podcast ·

2023/03/18

This segment first appeared in the 12/30/22 episode of the Atlanta Real Estate Report…Discussion Outline* What defines a “public” company?* They go from private to public via an Initial Public Offering (IPO)* Securities trade in the public markets (NYSE, NASDAQ) * Business and financial information disclosed to the public on a regular basis* Ways to invest in publicly traded companies* Stocks = Equity = Owner = Wealth Creation* Bonds = Debt = Creditor = Income Generation* Derivatives (options &

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19:02

In the Eye of the "Perfect" Storm

Atlanta Real Estate Report Podcast ·

2023/03/14

This segment first appeared in the January 14 episode of the Atlanta Real Estate Report — ATL Housing Market: What can we expect in 2023 and beyond?Secular View: BUY ATL!* BUY ATL for the long-term (3+ years)* Perfect Storm (pandemic created a “Cat 5”)* RE market is hyper local* City of ATL is a city of neighborhoods* Metro ATL is a region of cities / communities / subdivisions (suburbs & exurbs)* Population of 21-county region = 6.1 million* Population of City of Atlanta = 500,000* SFHs offer the

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22:29

Are we in a housing bubble?

Atlanta Real Estate Report Podcast ·

2023/03/14

This segment first appeared in the January 14 episode of the Atlanta Real Estate Report — ATL Housing Market: What can we expect in 2023 and beyond?“For every action, there is an opposite and equal reaction.”— Sir Isaac Netwon (1666)Cyclical View: BubbliciousDemand Pull Forward in the Local Housing Market* The House Price Index in the ATL MSA bottomed in Q2/2012 at 132.14. At the end of Q3/2022, the index stood at 344.83 (~16% per year)* The S&P/Case-Shiller U.S. National Home Price Index rose ~13%

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6:35

Update: Microsoft Campus "Pause"

Atlanta Real Estate Report Podcast ·

2023/02/12

The news sends shockwaves throughout ATL and especially the real estate community…“Call it what you want, but this is a bubble; a bubble of epic proportions. Nowhere this more apparent than in Grove Park and the surrounding areas.”ATLsherpa(*) The Atlanta Business Chronicle is the best resource for local business and real estate news. If you’re not a subscriber, you are missing out on one of the best resources when it comes to business intel.More from ATLsherpa…Thanks for reading Atlanta Real Estate

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49:46

Microsoft Stops Work On 90-Acre Atlanta Campus

Atlanta Real Estate Report Podcast ·

2023/02/09

Some thoughts Microsoft’s decision to “pause” Quarry Yards development…THIS PODCAST WAS UPDATED AND RERECORDED ON 02.10.23* Previous presentations & podcasts* Microsoft is an extraordinary company* Financial powerhouse* Trajectory-changer for ATL* We don’t know what we don’t know* My comments at 12:42 in the “Game-Changer” video below* My “Tip of the Iceberg” podcast on ATLsherpa* Especially important when it comes to making long-term investment decisions* Economic headwinds* 10,000 employees laid

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5:15

ATL Housing Market: What can we expect in 2023 and...

Atlanta Real Estate Report Podcast ·

2023/01/14

The Atlanta Real Estate Report by ATLsherpa is a podcast & companion website for those interested in the Atlanta real estate market. This includes individual buyers, sellers and investors. It also includes architects, builders, developers, lenders, realtors and urban planners; anyone involved with the local real estate ecosystem.In addition to the Substack app, this podcast is available on Spotify and Apple Podcast.In this episode…NOTE: This podcast consists of four separate segments and each has

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14:21

Wall Street Meets Main Street

Atlanta Real Estate Report Podcast ·

2022/12/30

The Atlanta Real Estate Report is a podcast & companion website for those interested in the Atlanta real estate market. This includes individual buyers, sellers and investors. It also includes architects, builders, developers, lenders, realtors and urban planners; anyone working in or supporting the local real estate ecosystem. NEW » In addition to the Substack app, this podcast is available on Spotify and Apple Podcast.PRO TIP » The text portion of this podcast contains dozens of hyperlinks, charts

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76:14

Imperfect Storm: Cat 5 Housing Market Cools to a Cat 3

Atlanta Real Estate Report Podcast ·

2022/11/02

Welcome to the Atlanta Real Estate ReportThe Atlanta Real Estate Report by ATLsherpa is a podcast & companion website for those interested in the Atlanta real estate market. This includes individual buyers, sellers and investors. It also includes architects, builders, developers, lenders, realtors and urban planners; anyone involved with the local real estate ecosystem. In addition to the Substack app, this podcast is available on Spotify and Apple Podcast.In this episode…Timestamps appear below in

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13 results

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