Nuvo Capital Partners

📊 #NuvoResearch Why Mortgage Rates May Stay Higher For Longer The key highlights: 🔹The average spread between the 30-year mortgage rate and the 10-year Treasury yield is 1.81%. 🔹The largest spread occurred in April 1980, with a spread of 4.85% (Mortgage Rate: 16.33%, 10-Year Yield: 11.47%). 🔹In recent years, spreads have widened significantly, with the largest spreads occurring in 2023 (2.84%), 2024 (2.53%), and 2022 (2.38%). 📩 Sign up in the comments #NuvoResearch #NuvoCapitalPartners #UndercoverRealEstate #MultifamilyInvesting

One of the interesting things I’ve noticed when talking to new wealth accumulators is the misconception surrounding the money they’ve acquired. Just because someone successfully ran a $150M lawn chair operating company doesn’t mean they’re well-versed in real estate, tech, AI, or other industries. The right approach is an advisory one. Don’t assume that just because someone has significant wealth, they understand the intricacies of the space you’re in. It’s less about making them meet you where you are and more about meeting them where they are. I take an advisory approach when engaging with high-net-worth families and individuals. Most of the time, I build these relationships well before I even have a deal to pitch. The focus is on understanding, building relationships, and meeting people where they are. Investing $5-$10M into a real estate project takes time and comfort. And maybe the way to add value first is by sending them some lawn chair AI software opportunity you can across from another relationship of yours, as I guarantee they’d be more ready to invest in that before your real estate project. Meet people where they are—don’t force them to meet you where you are. Disclaimer: The lawn chair operating company is purely an example. I mention this because I wouldn’t be surprised if a quiet, wealthy lawn chair founder came across this post. I have nothing against lawn chair companies!🤣

Tune in to hear Lenny Pisano, and Brian Underdahl discuss our recent #NuvoResearch article titled “The Fed Cut 50 Bps. Now What?”. 👇 Check out the full article in the comments! Lenny Pisano Brian Underdahl #NuvoCapitalPartners

📊 #NuvoResearch The Fed Cut 50 Bps. Now What? The key highlights: 🔹Economic Uncertainty: With a 50bps rate cut and expectations of another 50 by the end of 2024, questions arise about whether these cuts are really just a recalibration of monetary policy or if they signal deeper economic troubles. 🔹Real Estate Outlook: For now, real estate professionals are celebrating much anticipated rate cuts. If fears of a downturn grow, lending standards could tighten and limit real estate activity rather than boost it. 🔹Housing Inflation: The housing sector is a major component of CPI, accounting for approximately 30% of the index. Lower financing costs may keep housing inflation high and limit the Fed’s ability to justify future cuts (which are largely priced in). 📩 Sign up in the comments #NuvoResearch #NuvoCapitalPartners #UndercoverRealEstate #MultifamilyInvesting

Celebrating the strength, dedication, and hard work of all workers this Labor Day. Your contributions shape our world. #NuvoCapitalPartners

📊 #NuvoResearch Rate Cuts Are Good For Real Estate. Right?? The key highlights: 🔹Uncertain Economic Signals: The market has priced in 100bps of rate cuts by the end of 2024, raising questions about whether these cuts signal deeper economic troubles or merely a recalibration of monetary policy. 🔹Real Estate Impact: Real estate owners often expect rate cuts to lower mortgage rates and spur market activity, but cuts made in response to recession fears could actually freeze lending and investment. 🔹Labor Market Focus: Recent downward payroll revisions and cooling job growth have increased market sensitivity to upcoming labor and inflation data, which will likely dictate how the Fed's next move is perceived by markets. 📩 Sign up in the comments #NuvoResearch #NuvoCapitalPartners #UndercoverRealEstate #MultifamilyInvesting

📊 #NuvoResearch The Rise of Part-Time Employment The key highlights: 🔹Flexibility in Work: Part-time work and the gig economy, led by companies like Uber and DoorDash, are gaining popularity, whether for work-life balance or out of necessity to supplement income. 🔹Housing Market Shifts: The increase in part-time employment may lead to fewer qualified borrowers and more ‘would-be’ owners pushed into the rental market. 📩 Sign up in the comments #NuvoResearch #NuvoCapitalPartners #UndercoverRealEstate #MultifamilyInvesting

Tune in to hear Lenny Pisano, and Brian Underdahl discuss our recent #NuvoResearch article titled “This Time Is Different (Somewhat) Reliable Recession Indicators”. 👇 Check out the full article in the comments! #NuvoCapitalPartners

📊 #NuvoResearch This Time Is Different (Somewhat) Reliable Recession Indicators The key highlights: 🔹Yield Curve Inversion: An inverted yield curve, where short-term interest rates are higher than long-term rates, often signals looming economic slowdowns. The inversion implies investors are uncertain about the near term future of the economy, opting to buy longer dated 10 year treasuries as the “risk free” rate of return and driving long term yields down while lack of demand pushes short term rates up. Below are charts on a normal yield curve and an inverted curve. An inversion has preceded every recession in modern history. 🔹Negative Full Time Employment: Perhaps even more indicative of recessions than yield curve inversions, a loss of full time jobs has occurred simultaneously with every recession since 1980. 📩 Sign up in the comments #NuvoResearch #NuvoCapitalPartners #UndercoverRealEstate #MultifamilyInvesting

📊 #NuvoResearch IRR v AAR, A Pragmatic Review 📩 Sign up in the comments #NuvoResearch #NuvoCapitalPartners #UndercoverRealEstate #MultifamilyInvesting