Steve Johnson · Equity Mates Investing Podcast · Steve Johnson: What the market is missing about the AI boom
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Argue that buying a house is a poor financial decision compared to stocks because net rental yield is ~2% versus 5% possible in cash or equities
Net rental return ~2%; bank cash return ~5%
“I own my house. Uh, and you know, Sam Parr who owns Hampton, who owns money wise, uh, talks about how owning a house is, is probably not the right financial decision because of the money suck”
“Industrial yields range from 4 to 6.5%… you’ve got about 4% or 4.5% rental growth on top… looking at 8% plus total returns. If you’ve leveraged that, you’re getting double-digit cash on cash.”
“It's $300 million equity cap ... they'll generate $75 million worth of cash flow over the next year. They've got $100 million of net cash”
“Buying a great tax-free family home where I can value add tax-free, cash equity out tax-free, and then fundamentals. Aim for that asset to be debt-free buy when you want to retire.”
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