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We start with a major market signal: Treasury Secretary Scott Bessent is pushing for deregulations, a move that, according to the 18.6-year real estate cycle thesis, could ignite the final speculative boom before a major crash in late 2026.
We welcome self-storage icon Terry Campbell (Jonhson Insurance) as our new insurance partner to discuss why costs are soaring due to catastrophic losses.
In this episode, we discuss:
The Debasement Trade: Why Gold, Silver, and Bitcoin are hitting all-time highs as investors lose confidence in the dollar's value due to government debt and monetary expansion.
Lending & Risk: We analyze the push to change Basel Accords to get banks lending again with highly aggressive terms (e.g., 1.15 DSCR, 35-year amortizations), potentially leading to a market pop.
The AI Advantage: We share how we use ChatGPT and Tract IQ data to generate a full feasibility study and rigorously vet potential sites.
Residential vs. Commercial: We show the staggering math: many are better off renting their primary home because the mortgage payment far exceeds the rent. This highlights why commercial assets like self-storage—the highest performing asset class over the last 40 years—remain the smarter investment.
Community: We conclude with personal reflections on the power of mentorship, faith, and community in building a successful life.
Tune in for an in-depth analysis of the current market and a roadmap for investing in hard assets!
Connect with Chris Berg (Abernathy Holdings):
LinkedIn: https://www.linkedin.com/in/chrisbergreal/
Connect with Thaddeus Campbell (S3 Partners):
LinkedIn: https://www.linkedin.com/in/itsthadcampbell/
Our Insurance Partner (Terry Campbell):
Johnson Insurance Services: https://www.gojohnsoninsurance.com
This episode was brought to you by: https://tractiq.com/
By Thaddeus CampbellWe start with a major market signal: Treasury Secretary Scott Bessent is pushing for deregulations, a move that, according to the 18.6-year real estate cycle thesis, could ignite the final speculative boom before a major crash in late 2026.
We welcome self-storage icon Terry Campbell (Jonhson Insurance) as our new insurance partner to discuss why costs are soaring due to catastrophic losses.
In this episode, we discuss:
The Debasement Trade: Why Gold, Silver, and Bitcoin are hitting all-time highs as investors lose confidence in the dollar's value due to government debt and monetary expansion.
Lending & Risk: We analyze the push to change Basel Accords to get banks lending again with highly aggressive terms (e.g., 1.15 DSCR, 35-year amortizations), potentially leading to a market pop.
The AI Advantage: We share how we use ChatGPT and Tract IQ data to generate a full feasibility study and rigorously vet potential sites.
Residential vs. Commercial: We show the staggering math: many are better off renting their primary home because the mortgage payment far exceeds the rent. This highlights why commercial assets like self-storage—the highest performing asset class over the last 40 years—remain the smarter investment.
Community: We conclude with personal reflections on the power of mentorship, faith, and community in building a successful life.
Tune in for an in-depth analysis of the current market and a roadmap for investing in hard assets!
Connect with Chris Berg (Abernathy Holdings):
LinkedIn: https://www.linkedin.com/in/chrisbergreal/
Connect with Thaddeus Campbell (S3 Partners):
LinkedIn: https://www.linkedin.com/in/itsthadcampbell/
Our Insurance Partner (Terry Campbell):
Johnson Insurance Services: https://www.gojohnsoninsurance.com
This episode was brought to you by: https://tractiq.com/