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 learnWhy more capital is avoiding public markets right nowHow inflation and jobs shape Fed decisionsThe case for real estate fixed income over treasuriesSingle-family housing supply and demand in plain termsWhere industrial and multifamily still make senseHow accredited investors are finding private opportunitiesEnjoyed this episode? Subscribe for more practical real estate and market breakdowns. Watch related videos on finding deals and funding strategies, and connect with us on our site and socials. Your support helps this channel reach more people—thanks for being here.Chapters/Timestamps0:00 - Who is Nic D’Angelo4:52 - Why fixed income in real estate10:40 - Stock market concentration concerns16:28 - Inflation, jobs, and the Fed’s dual mandate24:35 - Global reserves, rates, and confidence in the dollar31:22 - The 3 real estate plays: SFR, industrial, multifamily38:10 - Accessing private deals and final thoughtsResources MentionedSaint Investment Group - Real estate fixed income fund and education: saintinvestment.comPine Financial Group - Private lending and mortgage funds: pinefinancialgroup.comTiger 21 Portfolio Mix - Private and real assets focus: tiger21.comCAPE Ratio (Shiller) - Long-term valuation data: multpl.com/shiller-peBuffett Indicator - Market cap to GDP context: gurufocus.com/stock-market-valuations.phpHosted by Ausha. See ausha.co/privacy-policy for more information.

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