Description
Inflation, the Fed’s tough choices, and a stock market leaning on the Magnificent Seven—so where’s the real opportunity? In this episode, Kevin sits down with Nic DeAngelo of Saint Investment Group to break down why many investors are shifting toward fixed income in real estate and other private market plays. If you care about stable returns, housing fundamentals, and what’s next for rates, this conversation is for you.
We cover how the dual mandate guides rate moves, why wage growth doesn’t always equal a better life, and the data behind stock market concentration. Nic also shares three areas with strong long-term potential: single-family housing, industrial (including data centers), and multifamily—plus practical ways to access private deals.
What you’ll learn
Why more capital is avoiding public markets right now
How inflation and jobs shape Fed decisions
The case for real estate fixed income over treasuries
Single-family housing supply and demand in plain terms
Where industrial and multifamily still make sense
How accredited investors are finding private opportunities
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Chapters/Timestamps
0:00 - Who is Nic D’Angelo
4:52 - Why fixed income in real estate
10:40 - Stock market concentration concerns
16:28 - Inflation, jobs, and the Fed’s dual mandate
24:35 - Global reserves, rates, and confidence in the dollar
31:22 - The 3 real estate plays: SFR, industrial, multifamily
38:10 - Accessing private deals and final thoughts
Resources Mentioned
Saint Investment Group - Real estate fixed income fund and education: saintinvestment.com
Pine Financial Group - Private lending and mortgage funds: pinefinancialgroup.com
Tiger 21 Portfolio Mix - Private and real assets focus: tiger21.com
CAPE Ratio (Shiller) - Long-term valuation data: multpl.com/shiller-pe
Buffett Indicator - Market cap to GDP context: gurufocus.com/stock-market-valuations.php
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