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Cash Flow Connections - Real Estate Podcast

The Stock Market Might Be Worse Than You Think - E1050 - CFC

Apr 17, 2025
35:59

The number of publicly traded companies has dropped by more than 40% over the last 30 years...

And the concentration of wealth in the stock market is at an all-time high…

…with just 10% of companies representing over 75% of market value.

This is why Goldman Sachs is predicting just 3% annual returns for the next decade.

Today I sat with Nic DeAngelo, President of Saint Investment Group…

…who shared a fascinating perspective on what’s causing these market shifts.

Nick has been investing in industrial real estate for over a decade and has a unique perspective on today's market dynamics.

In today's episode, he broke down…

  • Why private equity is doing 6x the investment into small companies while the stock market shrinks

  • How tariffs are reshaping manufacturing and creating opportunities in industrial real estate

  • The real reason Jerome Powell might actually welcome a shallow recession

  • Why industrial buildings with a single tenant require precise market entry timing

  • The surprising similarities between today's market and pre-2008 conditions

Plus, he shares his views on interest rates staying "sticky" for the next several years...

If you want to understand what's actually driving today's markets...

Tune in to today's episode.

Take Control,

Hunter Thompson

Resources mentioned in the episode:

  1. Nic DeAngelo

Resources

Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge.

Learn more here: https://raisingcapital.com/cre

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