Podcast + newsletter that explores Atlanta's dynamic real estate market <br/><br/><a href="https://atlantarealestate.substack.com?utm_medium=podcast">atlantarealestate.substack.com</a>
Atlanta Real Estate Report Podcast
Claim This Podcastby Exploring Atlanta's dynamic real estate market
13 episodes
Updated Daily
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Podcast Overview
Podcast + newsletter that explores Atlanta's dynamic real estate market <br/><br/><a href="https://atlantarealestate.substack.com?utm_medium=podcast">atlantarealestate.substack.com</a>
Language
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Publishing Since
11/2/2022
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Recent Episodes
March 18, 2023
Taking a sip from the Wall Street “Fire Hydrant”
<p>This segment first appeared in the <a target="_blank" href="https://atlantarealestate.substack.com/p/wall-st-main-st">12/30/22 episode</a> of the Atlanta Real Estate Report…</p><p>Taking a sip from the Wall Street “fire hydrant”</p><p>* Earnings announcements</p><p>* Impact</p><p>* Announcements impacts stock prices in the short term</p><p>* EPS growth rate (predictablity and sustainability) impacts price in the longer term</p><p>* Investors focus on…</p><p>* Reported vs Expected (Concensus) — by “The Street”</p><p>* Guidance — provided to Wall St analysts by company management</p><p>* Financial Statements</p><p>* Quarterly</p><p>* Annual</p><p>* Investor Relations</p><p>* Earnings Calls (live + recorded)</p><p>* Investor Presentations</p><p>* Research Reports</p><p>* Wall Street Analysts</p><p>* Company and industry / sector specific</p><p>* Strategy (asset allocation, market outlooks, etc.)</p><p>* Economic forecasts (consumer spending, etc.)</p><p>* Thematic (innovation, etc.)</p><p>* Company-sponsored content</p><p>* Third-party (Market Watch, Seeking Alpha, etc.)</p><p>* Financial journalism</p><p>* Barron’s, Bloomberg, CNBC, Financial Times, Forbes, Fortune, Wall Street Journal, etc.</p><p>* Free vs. subscription-based</p><p>* Bloggers, vloggers & podcasters</p><p>* Social media</p><p>* Twitter — preferred platform for journalists</p><p>* YouTube — long-form content; interviews</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://atlantarealestate.substack.com?utm_medium=podcast&utm_campaign=CTA_1">atlantarealestate.substack.com</a>
March 18, 2023
Monetary & Fiscal Policy
<p>This segment first appeared in my November 2022 podcast entitled, <a target="_blank" href="https://atlantarealestate.substack.com/p/imperfect-storm">Imperfect Storm: Cat 5 Housing Market Cools to a Cat 3</a>…</p><p>Monetary Policy</p><p>Refers to the actions of central banks to achieve macroeconomic policy objectives such as price stability, full employment, and stable economic growth. </p><p><strong>“We have both the tools we need and the resolve to bring back price stability,” Jerome Powell, Chairman of the Federal Reserve</strong></p><p><strong>A decline in rent prices is 'well out' from where we are now, says Fed Chair Powell…</strong></p><p>Fiscal Policy</p><p>Refers to the tax and spending policies of the federal government. Fiscal policy decisions are determined by the Congress and the Administration; the Fed plays no role in determining fiscal policy.</p><p>The Fed</p><p>The U.S. Congress established maximum employment and price stability as the macroeconomic objectives for the Federal Reserve (aka, The Fed); they are sometimes referred to as the Federal Reserve's dual mandate. </p><p>The monetary policymaking body within the Federal Reserve System is the Federal Open Market Committee (FOMC). The FOMC currently has eight scheduled meetings per year, during which it reviews economic and financial developments and determines the appropriate stance of monetary policy. In reviewing the economic outlook, the FOMC considers how the current and projected paths for fiscal policy might affect key macroeconomic variables such as gross domestic product growth, employment, and inflation. In this way, fiscal policy has an indirect effect on the conduct of monetary policy through its influence on the aggregate economy and the economic outlook. For example, if federal tax and spending programs are projected to boost economic growth, the Federal Reserve would assess how those programs would affect its key macroeconomic objectives--maximum employment and price stability--and make appropriate adjustments to its monetary policy tools.</p><p>Source: <a target="_blank" href="https://www.federalreserve.gov/faqs/money_12855.htm">Board of Governors of The Federal Reserve System</a></p><p><p>Atlanta Real Estate Report by ATLsherpa is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></p><p></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://atlantarealestate.substack.com?utm_medium=podcast&utm_campaign=CTA_1">atlantarealestate.substack.com</a>
March 18, 2023
How Public Companies Impact Main Street
<p>This segment first appeared in the <a target="_blank" href="https://atlantarealestate.substack.com/p/wall-st-main-st">12/30/22 episode</a> of the Atlanta Real Estate Report…</p><p>How do these Wall Street companies impact Main Street?</p><p>* Access to capital</p><p>* M&A activity</p><p>* Economic impact</p><p>* Wealth effect</p><p>Access to Capital</p><p>* By tapping equity & debt markets</p><p>* Use for expansion, R&D (innovation)</p><p>Going public in a bear market…</p><p>Timing is everything…</p><p>Mergers & Acquisitions</p><p>* Public + private combos create a liquidity event at the local level (e.g., <a target="_blank" href="https://greenbrickpartners.com/about/">Green Brick</a> + <a target="_blank" href="https://theprovidencegroup.com/blog/the-providence-group-celebrates-20-years-of-success-in-homebuilding/">Providence Group</a>, 2011) </p><p>* Public + public combos seek to create diversification, scale and/or synergy (e.g., <a target="_blank" href="https://ir.homedepot.com/news-releases/2020/11-16-2020-130214974">Home Depot + HD Supply</a>, 2020) — MRO (Maintenance, Repair, and Operations) </p><p>* Especially significant in CRE market (size)</p><p>* Primarily REITs and public companies like Blackstone and Blackrock</p><p>* Private equity, pension funds and foreign investors</p><p>Economic Impact</p><p>* Huge multiplier effect</p><p>* Residential Housing: 15-18% of GDP ($3.9 - 4.7 trillion) + 33% of consumer spending (Source: NAHP + Hoya Capital)</p><p>* Commercial Real Estate: $1.2 trillion in GDP + $418.7 billion in salaries and wages (Source: NAIOP)</p><p>* Commercial Real Estate: 8.5 million jobs </p><p>* Construction employment = 7.6 million jobs (3.1M residential) </p><p>* Construction jobs: ~300,000 to 400,000 per month</p><p>NOTE: Economic impact and employment data are for the entire real estate industry, which includes both public and private companies</p><p>Wealth Effect</p><p>* Equities = ownership = wealth <strong>creation</strong></p><p>* Bear markets lead to wealth <strong>destruction </strong>which, in turn, can lead to <strong>demand destruction </strong>(including real estate and related sub-sectors)</p><p>* Stock prices affect <strong>consumer confidence</strong> which, in turn, impacts consumer spending</p><p>* Most 401(k) plans invest in stocks</p><p><p>Atlanta Real Estate Report by ATLsherpa is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></p><p></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://atlantarealestate.substack.com?utm_medium=podcast&utm_campaign=CTA_1">atlantarealestate.substack.com</a>
13 total episodes available
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- What is Atlanta Real Estate Report Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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