Winners and Losers in Real Estate Over the Next 10 Years — The Panel Breaks It Down

Treasuries Went the Wrong Way, AI Is Taking Jobs and Private Credit Could Break — Cash Flow Quest Ep. 55 The Cash Flow Quest panel sits down on April 8th, one day after a major ceasefire in the Iran conflict, to break down what just happened in the bond market, who wins and loses in real estate over the next decade, and why AI is creating one of the most important career forks the next generation has ever faced. We also get into private credit defaults, why the 9.2% default rate is worth watching, and why mobile home parks are positioned better than almost anything else regardless of what happens next. 🔔 Subscribe so you never miss an episode of Cash Flow Quest! ⏱️ Timestamps 0:00 - Cold open — winners and losers, de-risk into cash flow 0:45 - Welcome back — Iran ceasefire, April 8th market recap 1:22 - Treasury yields went the wrong direction during the war 2:03 - Why the bond market broke its own rules 3:01 - Oil at 120 a barrel and the inflation threat to rate cuts 4:24 - How to manage deals when treasuries are swinging 5:53 - The liquidity crisis explained — why countries sold treasuries 6:41 - Turkey sold 58 tons of gold — what that tells us 7:22 - California imports 30% of oil from the Middle East 9:06 - Stock market resilience and the ceasefire rally 10:10 - The Strait reopens — two week ceasefire breakdown 12:33 - Strategic angle on oil tolls and US dollar dominance 13:49 - Why we love mobile home parks when markets are this noisy 14:16 - De-risk your stock portfolio into cash flow assets 21:11 - Starlink, drones and the aviation internet shutdown 24:40 - Turn off the news — focus on what you can control 28:27 - Winners and losers in real estate over the next 10 years 29:14 - Operations will determine who wins the next decade 29:56 - Losers: high CapEx assets, office, downtown high rises 33:48 - Why mobile home parks have the lowest CapEx in residential 35:15 - Winners: last mile industrial, necessity retail, Dollar General 37:10 - AI is displacing jobs — but also creating new ones 39:27 - The problem for college grads entering the workforce 41:07 - Two paths for the next generation: AI or trades 42:51 - Attorneys, CPAs and knowledge workers under pressure 46:34 - Private credit explained and why the default rate matters 52:24 - How private credit became a 2 trillion dollar market 54:23 - The contagion risk and why it is different from 2008 60:35 - Q1 drop comparison — tariffs vs Iran conflict 61:01 - De-risking into recession resilient cash flow assets 62:54 - Houston market spotlight — California exodus and GDP growth #CashFlowQuest #RealEstateInvesting #MobileHomePark #ManufacturedHousing #PrivateCredit #AIJobs #TreasuryYields #HousingMarket #RecessionProof #CashFlow #RealEstateMarket2026 #WealthBuilding #AffordableHousing #IranOilPrices #PassiveIncome #RealEstatePodcast #FinancialFreedom #AIDisruption #TradesVsCollege #InvestingTips