Business Breakdowns
Episode 190 Demographics Driving Real Estate
Business Breakdowns

Episode 190: Demographics Driving Real Estate

Business Breakdowns

Episode 190

Demographics Driving Real Estate

Fernando De Leon is the founder of Leon Capital. We cover which demographic factors make a region an attractive opportunity to invest in, how nearshoring and global trade flows affect local real estate markets, and what we can expect the future of real estate to look like in an age dominated by data centers and clean energy.

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Show Notes

(00:00:00) Introduction and Background

(00:05:55) Early Life and Education

(00:08:03) Real Estate and Demographics

(00:11:02) Business Ventures and Strategies

(00:13:17) Challenges and Opportunities in Real Estate

(00:17:13) Efficient Resource Management

(00:18:12) Downside Protection Strategies

(00:19:59) Insurance and System Optimization

(00:21:43) Real Estate Cyclicality and Capital Support

(00:24:28) Challenges in Housing Development

(00:25:58) Target Markets and Demographic Trends

(00:29:39) Opportunities in Secondary Markets

(00:31:49) Nearshoring and Global Trade

(00:43:13) Future Outlook and Technological Impact

Demographics Driving Real Estate

Introduction

Matt
Welcome back to Business Breakdowns. This is Matt Reustle, and my guest today is Fernando De Leon, founder of Leon Capital. When I first came across Fernando and his business, I was interested to see what felt like a mix of a private equity portfolio, a family office, and a diversified conglomerate.

And the more I dug in, the more interested I was. Fernando operates 14 different businesses under the Leon Capital umbrella, and they vary across real estate, healthcare, and financial services. But as you will hear in our conversation, the businesses are connected and instruct one another.

I'd say there's an underlying theme or connective tissue throughout this conversation, and it's how demographic insight sits underneath everything. It's the foundation to me of what makes this business possible. And as you will hear, there's no better person to talk about demographic dynamics than Fernando. So please enjoy this breakdown that is part thematic, part insight into a modern-day operation.

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