Private List update

I join Mauricio to tour a luxury condo in Medellin’s most premium neighborhood, El Poblado. We do a full case study considering purchase price, operating and maintenance costs and rental income to arrive at a realistic rental yield. We also discuss different strategies to increase the return on rental units in Medellin.

I join my Buenos Aires realtor Max for a conversation on the recent removal of longstanding capital and currency controls in Argentina. We discuss the path to normalizing the economy and simplifying real estate purchases as well as the current bull market in Argentina property.

I joined Chris MacIntosh of Capitalist Exploits to dive into the forces impacting today’s equity and capital markets. Chris shares why he thinks sovereign debt poses a major threat to growth and why an extended period of stagflation may soon be upon us. We also discuss real estate investing across various geographies and how to play a collapse in global credit and turbulent rate environment.

I met up with my realtor Max to talk about the real estate bull market in Buenos Aires. We talk about recent economic developments in Argentina and their impact on the property market and do an overview of price dynamics before going on an apartment tour in San Telmo. We do a full rental yield calculation and explain why it is an interesting lifestyle and capital appreciation play. Finally, we visit the historic Monserrat neighborhood and explore a speculative play on gentrification in the area.

I spend a day with my Phnom Penh real estate agent Untac to view a number of developments in the Cambodian capital city. We visit a midrange tower project in the Russian Market neighborhood as well as the top luxury development currently being built in the city before heading to the BKK1 district to view an apartment on the secondary market. We do full rental yield calculations for each property, taking into consideration occupancy rates, developer risk, and price. We also explore how to buy Cambodian real estate remotely and with cryptocurrency.

I met with my insurance broker Warren to discuss the pitfalls of buying international health coverage as a traveler, expatriate or nomad. We go over some common mistakes that people make when browsing and signing up for plans and highlight important considerations regarding policies and insurers.