1958: Housing Inventory Shortage, Shifting Demographics, Booming Middle Class, Deglobalization of Trade, Transportation As A Service (TaaS), Neal Bawa Part 2

Jason is still in Japan with gently falling snow as his backdrop. And today, if you are expecting a housing market crash, don't hold your breath! Jason references Mike of Altos Research showing how inventory is very low and the trend is not changing anytime soon!

Jason also finishes his interview with Neal Bawa, CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. Neal's companies use cutting edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for over 800 investors. Current portfolio over 4800 units, with an AUM value (upon completion) of over $1 Billion.

Neal believes that we are at a turning point, where traditional commercial real estate will combine with Proptech and Fintech technology disruptors, and will truly reach it's potential as a tradable, highly liquid asset class that will rival and eventually beat the stock market in its size and scope. He also believes that the Build-to-rent will become a much larger and more profitable part of the Multifamily asset class over the next 5 years, due to its uniquely desirable characteristics. Neal's vision is to combine the Build-to-rent asset class with fractionalization to democratize commercial real estate.

Key Takeaways:

Jason's editorial

1:28 Greetings from Japan! Neal Bawa is back for part 2 of his interview

2:58 Mike of Altos Research

5:04 Many sellers are refusing to sell their homes

Neal Bawa interview

6:43 Demographics and the 'overstated' housing shortage

7:28 US immigration and China's appalling demographics

8:21 On this one we disagree: immigration

10:14 The booming middle class around the world

11:06 Technology and the gap that will widen again

12:13 The rise of the middle class and the looming asset shortage

17:54 Deglobalization of the world, America's Re-industrialization and the role of Mexico

20:27 Massive shift in imports and self-driving trucks

22:27 AI and the coming massive technologies

24:43 The true self-driving vehicle in the decade to come; Transportation As A Service (TAAS)

28:06 The need for raw materials and labor will diminish

29:50 Location, location, location- NOT anymore

Quotables:

"With the rising middle class, where are all the assets?" - Jeremy Siegel

"I think the housing shortage ends sometime in the 2030s" - Neal Bawa

"Software is eating the world." - Jason Hartman

Mentioned:

Alan Turing: The Turing Test

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