Exploring the intersection of real estate & bitcoin
Joined December 2025
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Episode 39: CRE's Shakeout is Only Beginning
@ChrisDrz @DanielBitHedge and @TimKotzman sit down to discuss the latest headlines and CRE industry trends including CMBS delinquency rates, types of volatility, $ASST newest product and the industry's newest favorite property type.
00:00 Intro
01:35 RES Market Monitor update
04:15 Debrief on Token2049 in Singapore
17:20 Interest rates by property type
19:00 CRE’s newest competitor $SATS
27:05 CMBS delinquency rates
31:05 The volatility double standard
40:00 Tenant activity
51:40 Shallow bay industrial’s time to shine
59:00 Closing thoughts
The Real Estate Standard Podcast xitter.cf/i/broadcasts/1DxleVaMl…
Episode 38: Keeping the Ranch in The Family
@ChrisDrz , @DanielBitHedge and @TimKotzman are joined by @modernTman to get an update on the beef and agricultural industries and how bitcoin is the solution to the rising costs of doing business.
00:00 Intro
00:45 RES Market Monitor update
06:55 State of affairs in farming
11:38 Bitcoin helps solve business issues
17:30 Centralization of the agricultural industry
23:05 The education gap
42:40 Broken monetary system squeezing farmers
50:00 bitHedge as the solution
01:10:06 Closing thoughts
Remember to find your local farmer beefmaps.com/ and go shake his hand
The Real Estate Standard retweeted
Bitcoin is bringing a new group of professionals to the same table.
CRE, CPAs, financial advisors, bankers and lenders are all figuring out how Bitcoin fits into their businesses and client strategies.
I’ll be speaking at the Bitcoin Financial Services Summit in Denver, Oct. 20–22, from the CRE perspective.
Worth checking out if you’re working at this intersection.
bffs.media/summit
@SpaceDenver @wyattorourke_ @jordanguess
We are live with @modernTman discussing how Bitcoin is a tool that enhances and complements the ranching business. Come join us!
The Real Estate Standard Podcast Episode 38 xitter.cf/i/broadcasts/1yxBePNEj…
The Real Estate Standard Podcast Episode 38 xitter.cf/i/broadcasts/1yxBePNEj…
Episode 37: Texas Ranchers Meet bitHedge
@ChrisDrz , @DanielBitHedge and @TimKotzman discuss the recent industry conferences and the latest on bitHedge identifying their ideal real estate partner.
00:00 Intro
01:20 RES Market Monitor update
06:20 The no lose option
13:50 Recapping recent conferences
29:25 The ideal real estate partner profile
36:20 Ranchers all have the same problem
48:00 Fund mechanics
01:00:40 Closing thoughts
The Real Estate Standard retweeted
Digital Real Estate LAUNCH PARTY (w/ Leon Wankum) | Live at PubKey NYC xitter.cf/i/broadcasts/1yGBePyXa…
Episode 36: Testing Real Estate's Breaking Point
@ChrisDrz , @DanielBitHedge and @TimKotzman discuss the recent fed rate hike, sunbelt multifamily distress and the downside case for the bitHedge Fund.
00:00 Intro
00:50 RES Market Monitor Update
04:00 Fed rate hike
26:00 BTC price action
30:25 What’s the downside case for bitHedge
42:00 Appropriate position sizing
49:00 Closing thoughts
Get your copy at @BitcoinMagazine
Thursday morning reading.
Huge congrats to my friend @leonwankum on the launch of Digital Real Estate.
I was lucky enough to get an early look and provide feedback during the writing process. Leon has put serious work into this and has become one of the strongest voices at the intersection of Bitcoin, real estate and capital allocation.
If you work in real estate, this should be at the top of your reading list. Get your copy at @BitcoinMagazine
This book is going to make waves in the real estate + Bitcoin space. Don’t be the person catching up six months from now.
Tune in Monday 12pm PST!
NEW: Episode 36 of The Real Estate Standard Podcast: Testing Real Estate’s Breaking Point, drops this week with @ChrisDrz & @DanielBitHedge.
Episode 35: Real Estate Partners, Bitcoin Distributions
@ChrisDrz , @DanielBitHedge and @TimKotzman discuss the latest valuation metrics across US commercial real estate markets, technology's impact on excess land and parking structures, and take a deeper dive into the mechanics of the bitHedge fund.
00:00 Intro
00:45 RES Market Monitor Update
06:00 Technologies impact on CRE
09:45 Surplus vs. excess land
12:48 Mechanics of the @bitHedgefund
19:35 Capital raising environment
37:38 Criteria for real estate partners
49:20 Custody set up
51:40 LP’s get bitcoin distributions
56:00 Closing thoughts
The Real Estate Standard retweeted
Bitcoin mining may be most useful to CRE owners when mining revenue isn’t the primary goal.
Can the equipment produce needed heat, reduce net energy costs or monetize underused power?
Start with the building’s needs, not the mining hardware.
Explore the full roadmap: tftc.io/CRE
Episode 34: The Newest Tool for CRE Owners
@ChrisDrz and @TimKotzman are joined by Daniel Holbrook, founder of bitHedge. They discuss Daniel’s background in valuations and appraisal, the state of CRE lending markets and which segment of the market bitHedge is catering to.
00:00 Intro
00:47 New RES format
03:45 Dashboard update
14:20 @DanielBitHedge background
19:00 Valuations and appraisals
32:08 bitHedge fund overview
35:09 Debt-free CRE owners
40:00 Fund mechanics
1:02:00 Closing thoughts
The Bitcoin Playbook for Commercial Real Estate Owners & Investors is available now!
How do these strategies apply to your situation?
Thanks for having me @MartyBent
If you own commercial real estate this playbook is a must read because the strategies discussed will define the next era of real estate investing.
Download your copy at tftc.io/CRE
The thesis is playing out right before our eyes
One year ago I posted this video.
It went viral and started a much bigger conversation around Bitcoin and commercial real estate.
The thesis was built around three things I believed CRE owners needed to start paying attention to:
Monetary debasement.
Obsolescence.
New financial products competing for capital.
A year later, I think those 3 issues matter even more.
M2 has expanded roughly 5.4% in the last 12 months, adding about $1.2 trillion to the money supply and U.S. debt has now crossed $40 trillion.
At the same time, the CRE market has started aggressively dealing with obsolete inventory. Demolitions and conversions of U.S. office buildings exceeded new construction in 2025 for the first time on record, and that gap is expected to widen again this year.
And then there is capital allocation...
Bitcoin is in the middle of a bear market and is down significantly from where it traded when I made this video. Yet adoption has kept moving forward.
$IBIT has roughly $60B in assets.
$STRC went from a $2.5B IPO to nearly $10B of notional in about a year.
$SATA didn't even exist when I recorded this. Today nearly 8 million shares are outstanding and it is paying dividends every business day 🤯
That may be the most important development of all.
Real estate isn't just competing against other real estate anymore. Owners now have entirely new ways to store capital, generate yield and manage a balance sheet.
Over the past year I've tried to take that idea from theory to practice.
I've had the opportunity to speak about them at roughly half a dozen conferences and events.
I launched The Real Estate Standard Podcast to discuss these ideas every week.
I published the Bitcoin Playbook for Commercial Real Estate Owners & Investors in conjunction with @TFTC21 (launches next week).
And we're now beginning to implement these strategies on actual real estate assets.
A lot has changed in one year.
I have a feeling the next one is going to be even more interesting.
Episode 33: Real Estate Firms Lead Bitcoin Adoption
@ChrisDrz and @TimKotzman are joined by @benepling for an update on business bitcoin adoption, leading industries, allocation decisions and long-term outlooks.
00:00 Intro
00:45 Unveiling the RES Market Monitor
04:35 Welcome Ben Epling
06:00 Businesses adopting bitcoin at increasing rate
15:00 Real estate-specific approaches
28:00 Stigma of holding Bitcoin
35:30 Bitcoin interest on cash
39:10 Bitcoin-only providers
44:00 Proof of reserves
48:10 Outlook on future adoption
55:00 Closing thoughts
Episode 32: The State of the Office Market
@ChrisDrz and @TimKotzman discuss the latest in U.S. office properties. The good, the bad and how tenants and investors should approach the market place.
00:00 Intro
00:45 Updates on RES pod format
02:00 US office market overview
05:50 Who is leasing office space
08:02 Flight to Quality
15:00 When does distress turn into opportunity
21:35 Advice for tenants
34:48 Headlines to consider
39:55 CRE’s lost decade
43:40 Closing thoughts
The Real Estate Standard retweeted
What happens when you start evaluating your real estate portfolio in Bitcoin terms? youtu.be/qklDP-GAaGA
The Real Estate Standard retweeted
The next generation of real estate operators will not just be real estate experts.
They will understand technology.
They will understand Bitcoin.
They will understand energy.
They will know how to vertically integrate.
The operators who control their data, costs, and capital stack will have the advantage.
Cedar Creek Capital and @westmainstorage are early examples of where this is going.
@kenny_alves @AjOsborne1
Watch the full episode @REstandardPod
open.spotify.com/episode/0rD…