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

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: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/ 

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*Legal Disclaimer*

The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions