5 Talents Podcast - Passive Investing, Cashflow, & Wealth Creation in Commercial Real Estate

Stefan Tsvetkov - $90B in Joint Derivatives Portfolio; Overvalued Real Estate Markets

June 07, 2021 Abel Pacheco Episode 168
5 Talents Podcast - Passive Investing, Cashflow, & Wealth Creation in Commercial Real Estate
Stefan Tsvetkov - $90B in Joint Derivatives Portfolio; Overvalued Real Estate Markets
Show Notes

Stefan Tsvetkov moved into the United States with the hope of building a successful professional career. Back then, he needed to overcome language and cultural barriers, as well as the feeling of being away from his loved ones to realize his dreams. 

His hard work eventually paid off, turning a $100,000-debt into a $90-billion derivatives portfolio with his colleagues. Now, he is helping his clients gauge overvalued real estate markets through his data analytics firm, Envvy Analytics. 

Let’s listen to Stefan and learn how to measure the value of real estate markets! 

[00:01 - 04:31] Opening Segment

  • Let’s get to know Stefan Tsvetkov 
    • Data analytics expert
    • Investment strategist 

[04:32 - 14:49] Migrating in the United States

  • The 2 focuses of Stefan in the real estate space
  • Don’t miss our informative exchange about capitalization rates 
  • What was it like being an immigrant in the US? 
    • Listen to Stefan’s story 

[14:50 - 29:19] Measuring Overvalued Real Estate Markets 

  • Stefan describes the mindset shift he went through in real estate
  • How can Stefan’s team tell that a real estate market is overvalued?
    • Stefan breaks down his firm’s approach 
  • Why look at the Price-to-Earnings Ratio? 

[29:20 - 39:12] Looking for Undervalued Markets 

  • The 10 undervalued states according to Stefan 
  • What’s Stefan’s outlook for the future of real estate? 

[39:13 - 41:45] Closing Segment

  • Connect with Stefan 
    • Links below
  • Final words from Stefan and me 


Tweetable Quotes: 

“What seems to be best predictive and a slightly more advanced metric...is just taking the price-to-income ratio historically in their market over a moving time window.” - Stefan Tsvetkov

“It was a good experience for me to see a relatively broad sector like [real estate].” - Stefan Tsvetkov


Resources mentioned:

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Connect with Stefan on LinkedIn, Facebook, Twitter, and Instagram. Check out Envvy Analytics and learn how to gauge overvalued real estate markets! 


Guest email: [email protected]



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