Transistor (https://transistor.fm) https://feeds.transistor.fm/northstone-holdings-podcast Episodes for property owners and investors on disciplined real estate investing — underwriting, cash flow, risk, and long-horizon strategy across North America. Educational, not investment advice. © 2026 Northstone Holdings b8c38e8a-8d3b-5ce1-9930-8c5db9801cf8 yes en Fri, 17 Jul 2026 18:10:31 -0700 Fri, 17 Jul 2026 18:11:14 -0700 https://www.northstoneholdings.com https://img.transistorcdn.com/e-_RFHRa_Mn0KJ0E98YMV9M6cD-dZuOBLzPMJ4xXOgU/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9lY2I5/YzVhOTMxMGVkM2Fj/ZmVlNWJjMDAzM2Y0/OWE4Yy5wbmc.jpg https://www.northstoneholdings.com episodic Northstone Holdings Episodes for property owners and investors on disciplined real estate investing — underwriting, cash flow, risk, and long-horizon strategy across North America. Educational, not investment advice. Episodes for property owners and investors on disciplined real estate investing — underwriting, cash flow, risk, and long-horizon strategy across North America. real estate investing, underwriting, cash flow, cap rates, property investment, holdings Northstone Holdings No No Northstone Holdings: Reading Interest-Rate Signals full d4bfc469-761b-4fc1-a4a7-1850be20dfa5 https://share.transistor.fm/s/3e2a67a2 Thu, 16 Jul 2026 06:00:00 -0700 Northstone Holdings Northstone Holdings 1494 How real estate investors read interest-rate signals from the Fed and Bank of Canada, bond yields, and cap rates to underwrite deals in a higher-for-longer environment. Educational, no hype. How real estate investors read interest-rate signals from the Fed and Bank of Canada, bond yields, and cap rates to underwrite deals in a higher-for-longer environment. Educational, no hype. real estate investing, underwriting, cash flow, cap rates, property investment, holdings No Northstone Holdings: Value-Add vs Stabilized Assets full b018856a-74c8-4c3a-bf5e-8f40e151faa5 https://share.transistor.fm/s/9f960d93 Thu, 09 Jul 2026 07:12:53 -0700 Northstone Holdings Northstone Holdings 1412 Two very different bets on the same building. This Northstone Holdings deep dive compares value-add and stabilized real estate on risk and return, execution risk, cash-flow stability, financing, and investor fit, and when each makes sense across a cy Two very different bets on the same building. This Northstone Holdings deep dive compares value-add and stabilized real estate on risk and return, execution risk, cash-flow stability, financing, and investor fit, and when each makes sense across a cy real estate investing, underwriting, cash flow, cap rates, property investment, holdings No Northstone Holdings: Risk Management for Property Investors full 125023e5-830c-48a7-8a83-2346c05b7fbd https://share.transistor.fm/s/75557e81 Wed, 08 Jul 2026 19:14:35 -0700 Northstone Holdings Northstone Holdings 1443 Returns get the headlines; risk decides who survives. This Northstone Holdings deep dive covers leverage and rate risk, vacancy and liquidity risk, reserves and insurance, stress-testing underwriting, diversification, and not overpaying at the peak. Returns get the headlines; risk decides who survives. This Northstone Holdings deep dive covers leverage and rate risk, vacancy and liquidity risk, reserves and insurance, stress-testing underwriting, diversification, and not overpaying at the peak. real estate investing, underwriting, cash flow, cap rates, property investment, holdings No Northstone Holdings: What a real-estate cycle actually looks like full 9b41ea5a-6e30-44a1-8479-996dbfa4a680 https://share.transistor.fm/s/cf7fbf40 Fri, 03 Jul 2026 11:05:02 -0700 Northstone Holdings Northstone Holdings 3073 Northstone Holdings deep dive: What a real-estate cycle actually looks like. Educational, no hype. Northstone Holdings deep dive: What a real-estate cycle actually looks like. Educational, no hype. real estate investing, underwriting, cash flow, cap rates, property investment, holdings No Northstone Holdings: Cash Flow vs Appreciation full 90b6dd49-f371-4946-9297-794fc6deaa65 https://share.transistor.fm/s/d2e159d7 Tue, 23 Jun 2026 13:30:42 -0700 Northstone Holdings Northstone Holdings 2313 Cash flow survives cycles; speculation doesn't. This Northstone Holdings deep dive weighs cash-flow vs appreciation strategies and the discipline that compounds over time. Educational, not investment advice. Cash flow survives cycles; speculation doesn't. This Northstone Holdings deep dive weighs cash-flow vs appreciation strategies and the discipline that compounds over time. Educational, not investment advice. real estate investing, underwriting, cash flow, cap rates, property investment, holdings No Northstone Holdings: Underwriting in a Higher-Rate World full 7dbd6fcf-07fc-4bf2-902c-53629218054b https://share.transistor.fm/s/7ec8a6c5 Tue, 23 Jun 2026 13:16:20 -0700 Northstone Holdings Northstone Holdings 3103 You don't buy the market, you buy the underwriting. This Northstone Holdings deep dive covers disciplined real-estate underwriting when rates are high - cash flow, cap rates, and conservative assumptions. Educational, not investment advice. You don't buy the market, you buy the underwriting. This Northstone Holdings deep dive covers disciplined real-estate underwriting when rates are high - cash flow, cap rates, and conservative assumptions. Educational, not investment advice. real estate investing, underwriting, cash flow, cap rates, property investment, holdings No