Inflation, the Fed’s tough choices, and a stock market leaning on the Magnificent Seven—so where’s the real opportunity? In this episode, Kevin sits down with Nic DeAngelo of Saint Investment Group to break down why many investors are shifting toward fixed income in real estate and other private market plays. If you care about stable returns, housing fundamentals, and what’s next for rates, this conversation is for you.

We cover how the dual mandate guides rate moves, why wage growth doesn’t always equal a better life, and the data behind stock market concentration. Nic also shares three areas with strong long-term potential: single-family housing, industrial (including data centers), and multifamily—plus practical ways to access private deals.

What you’ll learn

• Why more capital is avoiding public markets right now

• How inflation and jobs shape Fed decisions

• The case for real estate fixed income over treasuries

• Single-family housing supply and demand in plain terms

• Where industrial and multifamily still make sense

• How accredited investors are finding private opportunities

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Chapters/Timestamps

0:00 - Who is Nic D’Angelo

4:52 - Why fixed income in real estate

10:40 - Stock market concentration concerns

16:28 - Inflation, jobs, and the Fed’s dual mandate

24:35 - Global reserves, rates, and confidence in the dollar

31:22 - The 3 real estate plays: SFR, industrial, multifamily

38:10 - Accessing private deals and final thoughts

Resources Mentioned

• Saint Investment Group - Real estate fixed income fund and education: saintinvestment.com

• Pine Financial Group - Private lending and mortgage funds: pinefinancialgroup.com

• Tiger 21 Portfolio Mix - Private and real assets focus: tiger21.com

• CAPE Ratio (Shiller) - Long-term valuation data: multpl.com/shiller-pe

• Buffett Indicator - Market cap to GDP context: gurufocus.com/stock-market-valuations.php

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