#147 - From Cap Rates to Cash Flow: Strategic Moves for 2026

#147 - From Cap Rates to Cash Flow: Strategic Moves for 2026

February 17, 2026 · 36 min · Episode 147

About this episode

Tait Duryea and Ryan Gibson discuss strategic investment opportunities for 2026, focusing on macroeconomic trends and cash flow strategies.

Tait Duryea and Ryan Gibson sit down for a special hosts-only episode to break down where they see the biggest opportunities for 2026. From reshoring trends fueling industrial growth to the demographic wave driving senior living demand, they unpack the macro forces shaping real estate right now. They also explain why falling interest rates, reduced new construction, and renewed capital flows are creating a unique window for investors. Plus, they dive into debt funds, tax considerations, and why consistent cash flow can be a game-changer for high-income professionals looking to upgrade their money strategy. Show notes: (0:00) Intro (01:16) Announcing the 2026 Vegas conference (03:16) 2026 investment focus areas (04:18) Reshoring and industrial growth (08:25) Real estate cycle breakdown (12:52) Cap rate expansion explained (14:07) Self-storage supply trends (18:23) Senior living demand wave (21:48) Baby boomer wealth shift (29:27) Debt funds and cash flow (31:03) Tax strategy for debt investing (35:32) Outro If you’re interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at…

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