Saturday, March 11, 2023

Reventure Consulting's initial take on the Silicon Valley Bank and Silvergate collapses


Last year, maybe mid-June, as The Fed got serious about raising interest rates, I went looking for a good source of timely real estate information.  Reventure Consulting is the best, overall, national U.S. real estate info I've found.  He's made unpopular calls for months, since I've been watching, and they are pretty much all coming true.  He

Nick looks at the latest data, has a long term perspective, and has done a lot of research on the history of real estate and economic markets in the U.S..  Even more impressing, he's spent part of the last 2-3 months (winter of 2022-23), actually driving around parts of the U.S., seeing with his own eyes what's happening in several regions.  This is an incredibly well done (if depressing) look at the Silvergate and Silicon Valley Bank collapses, and how they fit into the economic timeline of history.  I believe this video is well worth 20 minutes of your time, if you run a business, have any investments, or just want to better understand why a couple of bank collapses in other parts of the country matter.  

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