of bricks and coins

The Great Recalibration: Positioning Your Real Estate for 2026 and Beyond (with a segment on Central America)

Summary In this episode, Cristian Roberts and Arnold discuss the evolving landscape of real estate investment as they look towards 2026. They explore macroeconomic trends, the recovery of capital markets, and the importance of focusing on quality assets. The conversation highlights the challenges faced by the office sector and the opportunities in Central America, emphasizing the need for tactical precision in investment strategies. The hosts provide key takeaways for investors and conclude with recommendations for navigating the changing market dynamics. Takeaways * 2026 is expected to be a year of recovery in real estate. * Inflation is easing, leading to potential rate cuts. * Capital markets are rebounding with increased investment volume. * Divergence in asset performance is evident across sectors. * Focus on quality and value-add strategies is crucial. * Central America is showing faster recovery than other regions. * Passive investing may lead to missed opportunities. * Investors should embrace complexity in their strategies. * Costa Rica presents a strong investment opportunity. * Resilient asset classes include multifamily, industrial, and data centers. Chapters 00:00 Introduction to Real Estate Trends 02:12 Macro Economic Overview for 2026 04:09 Key Takeaways on Market Dynamics 07:49 Investor Confidence and Capital Markets 09:21 Sector Performance and Divergence 16:57 Navigating the Debt Wall 20:02 Identifying Resilient Asset Classes21:41Strategic Investment Pillars 28:55 Focus on Central America35:12Conclusion and Future Outlook

EP1 - An overnight success, 50 years in the making: Costa Rica's long game

A country with no army, no oil, and no mining — yet one of the most coveted destinations for legacy investment and sustainable luxury. In this first episode, hosts Arnold and Cristián unpack Costa Rica’s extraordinary rise as a global benchmark for sustainable real estate and high-impact investment.From Four Seasons to Discovery Land Co., they dissect the proof points behind the “50-year overnight success,” revealing the playbook driving returns across hotel, residential, and branded mixed-use assets.Tune in for insights on why the next 18 months favor prepared capital and disciplined sponsors, where the smart money is moving, and how Costa Rica became the blueprint for nature-led development in the Western Hemisphere.🎧 For visionary investors, family offices, and institutions shaping the next chapter of real estate in Latin America.