Searching...
18 results for “inflation”
Concept64 mentions across episodes
inflation
...the inflation chaos that we were seeing in the construction industry where no one would do guaranteed maximum price contract anymore, and it was all time and materials.
12:00 / 13:01
from transcript12:00 – 13:01
...inflation has come down to whatever it was, three to 4% in 2024. And they're right about that. But one, the price level of everything remained high. But two, people were now like, the fuck is housing so expensive for? Like, I'm never going to be able
1:07:28 / 1:08:31
from transcript1:07:28 – 1:08:31
And you see this not just in house prices, but also in rents. Right? Yeah. Everything has gone up since the pandemic, and people people don't like it. People don't like it when the cost of housing shelter goes up. People don't like when the cost of g
3:00 / 4:03
from transcript3:00 – 4:03
...was a concern for all of the states, but I imagine it was an extra concern here in this particular one. Absolutely. You start with this just the recognition that almost everything costs more in Alaska. Why? Well, you have to import a lot of the thing
9:43 / 10:46
from transcript9:43 – 10:46
And what we've seen in cap rates is they've just started to flatten in the last few months, but they're up roughly a 100 basis points across the board. And that's where sort of that 20 to 30% hit in valuations I mentioned has come into play. Alright.
11:54 / 13:02
from transcript11:54 – 13:02
...hey. When inflation kicks in, it disproportionately impacts lower income households because the cost of bread, the cost of milk, etcetera, you know, it's not like high income people buy milk that's a 100 times more expensive. Right? But the reality i
31:26 / 32:31
from transcript31:26 – 32:31
...inflation is driving those up more and things aren't getting cheaper to import into Alaska. And I think that's why people say, you know, it's just when I try to build a property, I'm a builder, and now I have to pay higher cost to ship things in. And
10:20 / 11:33
from transcript10:20 – 11:33
...saw in the inflation print this week, inflation is starting to turn down and affordability is two parts. It is getting the price is under control. Some things we can decrease. Gasoline is coming down substantially. I would expect that it would come d
18:00 / 19:04
from transcript18:00 – 19:04
of trying to you know, commerce and housing, etcetera, in some of these extreme far flung locations. Let's just start, though, with, like, the relatively major urban centers. You know, we're in Anchorage right now, biggest city in the state. Like, wh
11:10 / 12:17
from transcript11:10 – 12:17
Our credit scores have spiked to around 700 and our age is in the low thirties. That's a well earning, strong, young American worker. And that's across our portfolio that's primarily in the Sunbelt with some Mid Atlantic and Western exposure. So you'
25:27 / 26:32
from transcript25:27 – 26:32
...inflation is starting to turn down and affordability is two parts. It is getting the price is under control. Some things we can decrease.
17:12 / 18:18
from transcript17:12 – 18:18
...as a consumer, you tend to think, oh, my coffee costs this much today, and my coffee used to cost that much five years ago. In March 2019, the commodities that make up an average BEC plus a coffee cost almost a dollar 90. If you adjusted for inflatio
3:00 / 4:01
from transcript3:00 – 4:01
All this weighs on coffee sellers like Peter, who's now selling a pound of beans for $16.99, up a whole dollar since September. There's only a finite point to which you can raise your prices before it affects your sales. After all these conversations
20:14 / 21:16
from transcript20:14 – 21:16
...they think about inflation or they think about the cost of living, housing costs are really central to their view. Right. And you see this not just in house prices, but also in rents. Right? Yeah. Everything has gone up since the pandemic, and people
2:26 / 3:16
from transcript2:26 – 3:16
delinquencies that have started coming down this year year over year, but we're still seeing mortgage and auto loans continue to increase. Which is pretty topsy-turvy when you kind of think about it. But anyway so the other thing happening now is ins
48:00 / 49:00
from transcript48:00 – 49:00
...index number that we often talk about on this show. With a floor of 1%, so the landlord, regardless of CPI, can increase rent by 1%, and a cap of 4%. So if CPI spikes for some reason, which I don't think has happened in recent times, you can charge,
24:41 / 25:48
from transcript24:41 – 25:48
With a floor of 1%, so the landlord, regardless of CPI, can increase rent by 1%, and a cap of 4%. So if CPI spikes for some reason, which I don't think has happened in recent times, you can charge, for up to 4% increase. So it limits what a landlord
25:30 / 26:30
from transcript25:30 – 26:30
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.