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Ownership Perspectives

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by Eric L. Dunavant, Kristina Schuler, Drew Brown, Carson Rich

17 episodes

Updated Daily

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Podcast Overview

Stocks, News, and Principles of Intentional Ownership Investment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor. Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such.

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Publishing Since

6/24/2025

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Recent Episodes

November 17, 2025

The American Dream Is Getting Harder. Real Estate Tells Us Why.

Resources and Next Steps: 📖 Learn more about Intentional Ownership → https://intentionalownership.com 🎯 See The Performance Of Our Portfolio → https://linktr.ee/bistrobook ✅ Download the Rich Report, our weekly news brief on Geopolitics and markets, updated weekly→ https://resources.intentionalownership.com/richreport The mainstream media says real estate is crashing. But behind the noise? A massive wealth migration is unfolding — and only a few are paying attention. In this episode of The War Room, Intentional Ownership’s investment team sits down with guest investor Johnathan Sparks to discuss key forces reshaping today’s real estate landscape. Here’s What We Discuss:How AI-powered data centers are influencing U.S. economic development Why multifamily rents have cooled in major markets — and what history suggests may follow The demographic and migration trends behind Sunbelt growth Whether we’re heading for a housing shortage or a housing reset Trends emerging in lesser-known real estate sectors How Opportunity Zone updates could shape future tax policy Capital and population flows into Texas, Tennessee, and Arizona How investors think about infrastructure exposure beyond direct ownership Paradiem, LLC dba Intentional Ownership, is a Registered Investment Advisor. This content is for informational purposes only and does not constitute investment advice or a guarantee of results. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. 🕒 Timestamps 0:00 - Real Estate with Jonathan Sparks0:40 - Quick Disclaimer1:20 - AI’s Role in Real Estate2:10 - Fear vs. Opportunity3:00 - Interest Rates Breakdown4:00 - 80 Years of Rate Trends5:50 - Sunbelt Migration Surge7:00 - Oversupply Myth8:00 - AI and the Next Phase of Economic Expansion?9:30 - Stocks vs. Real Estate11:00 - AI's Construction Wave12:40 - Inside Data Centers14:00 - Why the Sunbelt Wins15:30 - Power-Ready Land Plays17:00 - Utility Sector Growth and Energy Demand18:00 - AI Saving Office Space?19:30 - Class A, B, C Explained21:00 - Office Underdog Plays22:00 - Rental Market Reality23:30 - Built in the Wrong Places24:40 - Will You Ever Own a Home?26:00 - Rise of the Renter Class27:30 - Condo Life: The Future?28:10 - Why U.S. Rates Lag30:10 - AI vs. Shrinking Population31:20 - Jobs AI Will Replace32:30 - Africa: The Next Boom33:30 - Senior Housing Truth Bomb35:00 - The Economics of Senior Housing & Memory Care36:30 - Operator Over Asset37:50 - Eldest Daughter Effect38:50 - Where Small Investors Win40:00 - Retail & Rentals for Starters41:30 - Single-Family Outlook42:00 - Opportunity Zones 10143:50 - New OZ Rules Coming44:50 - Real Estate That Always Works46:30 - Final Thoughts47:10 - Rich Report Plug Tags to Help Others Find This Video: real estate investing 2025, data center development trends, Sunbelt real estate, commercial real estate trends, opportunity zones explained, housing shortage 2025, AI infrastructure real estate, multifamily market trends, real estate outlook 2025, real estate for high net worth, HNWI investment considerations, real estate legacy planning, emerging regional growth trends 2025, real estate market shift, generational wealth real estate, Real estate 2025, Data centers, Housing shortage, Sunbelt migration, Wealth investing, AI infrastructure, Opportunity zones #RealEstate2025 #SunbeltBoom #DataCenterInvesting #GenerationalWealth #OpportunityZones #PassiveIncome #AIandRealEstate #HNWI #WealthMigration

November 13, 2025

Building a 100-Year Family Legacy: Why Strategy Matters More Than a Single Move

Resources and Next Steps: 📖 Learn more about Intentional Ownership → https://intentionalownership.com 🎯 See Our Audited Portfolio Performance → https://linktr.ee/bistrobook ✅ Download “The Rich Report” by Carson Rich, our weekly news brief on Geopolitics and markets, updated weekly→ https://resources.intentionalownership.com/richreport✅ Take The Great Wealth Assessment! →https://linktr.ee/kingdomroi With the markets sending mixed signals and 2026 on the horizon, how are thoughtful families preparing their plans for the next season of opportunity and change?In this episode, our Investment Committee shares a behind-the-scenes look at how we’re thinking about today’s markets — from earnings trends and inflation pressures to the power of intentional rebalancing and values-aligned investing.This discussion is educational in nature and designed to help families think long-term about stewardship, not short-term about speculation.🔍 In this video, we explore: • How to interpret today’s market data without reacting emotionally • What corporate profits and valuations reveal about investor behavior • Key considerations when reviewing portfolio exposures this quarter • Why housing and wage trends are reshaping long-term planning • The role of proxy voting in aligning investments with values • How high-net-worth families integrate giving into their wealth strategy • Preparing for uncertainty — without panic or prediction Paradiem, LLC dba Intentional Ownership is a Registered Investment Advisor. The information presented is for educational and informational purposes only and should not be considered investment advice or a recommendation of any particular strategy or security. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 🕒 Timestamps: 0:00 - Viewer Warning & Disclaimer 0:30 - Housing Market Cooling? 1:30 - Are Stocks Overpriced? 3:30 - Profit Margins vs. Reality 6:30 - Wages Beating Housing? 9:00 - Who’s Buying Homes Now? 11:00 - Net Worth Hits Record 13:00 - Big Opportunity in Small Homes 15:00 - Fed Just Cut Rates 17:00 - China Trade Drama 18:00 - Who’s Voting Your Shares? 20:00 - AI & Child Safety Risks 22:00 - Cracker Barrel & Puberty Blockers? 24:00 - Why Companies Go Too Far 26:00 - Small Shares, Big Impact 27:00 - Cash, Growth, or Dividends? 30:00 - Bear Market Gameplan 32:00 - Beating the Market 34:00 - What We Bought & Sold 36:00 - One Stock Dropped 50%, Then... 38:00 - Taxes Are Coming 40:00 - Stop Writing Checks! 42:00 - Win Big with Rebalancing 44:00 - How Emotions Kill Gains 46:00 - What’s a Giving Account? 48:00 - Make Giving Easy 49:10 - Wrap-Up Tags to Help Others Find This Video: wealth management 2025, high net worth investing, portfolio rebalance strategy, dividend vs growth investing, conservative investing, family office strategy, estate planning for wealthy families, charitable giving tax strategy, bear market 2025, intentional ownership, proxy voting investing, values-based investing, donor advised fund explained, per diem investing, legacy wealth planning, long-term investment strategy, market insights 2025, investing during economic uncertainty Hashtags: #WealthStrategy #HighNetWorth #PortfolioManagement #LegacyPlanning #DividendInvesting #ValuesBasedInvesting #DonorAdvisedFund #FamilyOffice #MarketUpdate #BearMarketPrep #2025Investing #InvestmentCommittee #PerDiem #IntentionalOwnership #GenerationalWealth

October 16, 2025

Is This the Top? What a Century of Data Says About 2025 Markets | News Vs. Noise

Resources and Next Steps: 📖 Learn more about Intentional Ownership → https://intentionalownership.com 🎯 See The Performance Of Our Portfolio → https://linktr.ee/bistrobook ✅ Download the Rich Report, our weekly news brief on Geopolitics and markets, updated weekly→ https://resources.intentionalownership.com/richreport Over the past three years, the S&P 500 has gained roughly 75% – well above its long-term average. For investors managing significant wealth, that raises an important question: What might history tell us about what typically follows periods of strong returns? In this episode of News vs. Noise, you'll get behind-the-scenes insights from experienced advisors who work with high-net-worth families and legacy-focused investors navigating volatile markets. 🧠 Here's What You'll Learn in This Video:What past market surges have meant for future volatility Why some institutional investors are showing caution after strong gains Historical trends following multi-year bull markets Ways investors can stay disciplined if markets turn Why valuation metrics appear stretched in some sectors (including AI & tech) Common pitfalls investors face after periods of strong returns How long-term liquidity planning can help families weather volatility Key priorities for legacy-minded investors amid current uncertainty Whether you're managing a $5M+ portfolio or overseeing a $50M+ family enterprise, this conversation provides perspective for those focused on long-term stewardship and legacy planning. 🕒 Timestamps 0:00 - S&P 500: +20% Per Year?!0:40 - Quick Disclaimer1:20 - News or Noise?2:10 - Can This Growth Last?3:00 - History Repeats Itself?4:30 - Fed Moves Matter6:00 - Are Stocks Overpriced?7:40 - Is This Another Tech Bubble?8:20 - "This Time Is Different"?9:20 - Index vs. Smart Picks10:20 - Tech Mania Again?12:00 - Why Bear Markets Are a Healthy Part of Market Cycles13:30 - What Real Strategy Looks Like14:30 - How Panic Destroys Wealth15:40 - FOMO Investing Risks16:30 - Buffett’s Lesson on Crashes17:00 - Playing Defense with Cash17:30 - Are We Doing It Right?18:30 - Data-Driven Decisions19:00 - Building a Smarter Playbook19:50 - Get the Rich Report20:20 - See You Next Time Paradiem, LLC dba Intentional Ownership (“IOWN”) is a Registered Investment Adviser. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice or a solicitation to buy or sell any security. Past performance does not guarantee future results. All investing involves risk, including the potential loss of principal. Before making any financial decisions, please consult with your financial advisor. #StockMarket2025 #BearMarketPrep #SmartMoneyMoves #WealthStrategy #LegacyPlanning #SP500Analysis #HighNetWorthFamily #Paradiem #NewsVsNoise #InvestmentOutlook

17 total episodes available

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What is Ownership Perspectives?: Stocks, News, and Principles of Intentional Ownership

Investment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor.

Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: 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?: Yes, this podcast regularly features guests.

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