The Real Estate Standard

Exploring the intersection of real estate & bitcoin

[The Real Estate Standard @REstandardPod]

Episode 18: Bitcoin Is Forcing Real Estate to Evolve

@ChrisDrz @kenny_alves and @TimKotzman are joined by commercial real estate developer and author @leonwankum to discuss the structural shifts taking place in real estate and how Bitcoin can be integrated into operations and balance sheets.

00:00 Intro
01:20 @westmainstorage stacking update
04:40 Leon’s experience and background
09:00 CRE-BTC bros mastermind event
11:45 How Leon integrates BTC into the CRE
23:20 Superior capital realigns incentives
28:50 Refinancing + opportunity cost of capital
34:30 Leveraging mining to offset OPEX and create new income stream
52:23 Closing thoughts

Preorder Leon’s book “Digital Real Estate” here: https://t.co/rt9sXLFKnZ

If you are interested in learning more about how these concepts and strategies apply to you, please contact us on X or email us at [email protected]

[The Real Estate Standard @REstandardPod]

Episode 21: Building a Bitcoin Financial Plan

@ChrisDrz @kenny_alves and @TimKotzman are joined by @wyattorourke_ to discuss financial planning with bitcoin as the base layer and hurdle rate.

00:00 Intro
01:04 @westmainstorage stacking update
14:00 Wyatt’s background
20:37 Building a financial plan around bitcoin
23:00 Changing real estate landscape
30:11 Intelligent leverage
33:45 Financial engineering vs. financial optimization
37:05 Real estate vs. $STRK
44:57 Distress in commercial real estate
49:00 Assembling the right team
54:00 Residential real estate
1:07:30 Closing thoughts

[The Real Estate Standard @REstandardPod]

Episode 20: Real Estate Treasury Operations

@ChrisDrz @kenny_alves and @TimKotzman are back to discuss the latest events and how to construct an optimal treasury strategy.

00:00 Intro
00:45 @westmainstorage Stacking Update
07:20 Increased optionality
15:16 Accelerating the flywheel
20:05 Upfront capital needs for Landlords
22:25 @Yardi integrates AI into property management
30:16 Strive pays daily dividends via $SATA
35:30 $MSTR buys back converts
38:36 Westmain goes viral
41:00 Performance can’t be ignored
46:35 Closing thoughts

[Chris Drzyzga, SIOR | Commercial Real Estate @ChrisDrz]

We’ve been using this property as our real-time Bitcoin integration use case and results have been compelling fast. This move lets owners stack hard money, enhance cash flow, and keep it tax-efficient. Perfect example of CRE evolving with sound money principles. Mega bullish on this hybrid approach.

[Tim Kotzman @TimKotzman]

West Main Self Storage is a privately held company stacking Bitcoin and Digital Credit at a pace ahead of most publicly traded Bitcoin Treasuries!

@westmainstorage @kenny_alves @REstandardPod @BTCTMedia

[The Real Estate Standard @REstandardPod]

Episode 19: Turning Commercial Real Estate Into an Energy Asset

@ChrisDrz , @kenny_alves & @TimKotzman discuss integrating solar energy as a means of improving NOI, attracting high quality tenants, creating additional revenue streams and enhancing asset value.

00:00 Intro
00:40 @westmainstorage stacking update
07:10 Solar power applications for CRE
15:44 Tax incentives for renewable energy
20:00 Financial engineering vs. optimizing operations
30:50 Commercial break
34:15 Upfront capital requirements
42:00 Creating your own micro grid with BTC mining
47:50 Closing thoughts

If you are interested in understanding how these concepts apply to your real estate DM us

[The Real Estate Standard @REstandardPod]

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[The Real Estate Standard @REstandardPod]

Episode 17: Rhode Island: Punching Above Its Weight in the Bitcoin Economy

@kenny_alves , @ChrisDrz and @TimKotzman are joined by @DanHerseyRI , founder of the Rhode Island Bitcoin Policy Initiative, to discuss the current regulatory environment in the state, educating lawmakers on bitcoin and what it means for the future of the local economy and business community.

00:00 Intro
01:15 @westmainstorage stacking update
03:38 Dan’s background and @RIBTCPolicy
08:00 Legislative landscape in Rhode Island
20:05 Jurisdictional arbitrage
26:30 Educational priorities
32:32 BTC policy 301
46:25 Orange pilling RE investors
49:26 BRE Index
56:36 Closing thoughts

Find Dan on X @DanHerseyRI or https://t.co/5jhu8MZZs6

Interested in learning more about the concepts and strategies discussed DM us on X or email us at [email protected]

[The Real Estate Standard @REstandardPod]

Episode 16: Rethinking Income, Liquidity & Timing

In this episode, @kenny_alves @ChrisDrz and @TimKotzman break down the hidden tradeoffs between income and illiquidity, explain how return of capital really works, and introduce a more flexible approach to generating yield without locking up capital. The conversation challenges conventional real estate thinking and offers a framework for staying patient, liquid, and opportunistic in a shifting market.

00:00 Intro
05:50 @westmainstorage stacking update
05:10 Real estate cashflows vs. digital credit cashflows
11:45 Quality of cashflows
17:13 Managing cash reserves
23:06 Dampening volatility
31:35 Bearer asset & self-custody
34:10 Highest and Best use of capital today
35:32 Realigning incentives
41:58 Numerical examples
54:32 Asset valuations
59:00 Closing thoughts

[The Real Estate Standard @REstandardPod]

Episode 15: Dynamic Self Storage Operations

@ChrisDrz @kenny_alves and @TimKotzman are back to discuss how commercial real estate operations are changing and what it takes to remain competitive.

00:00 Intro
01:25 @westmainstorage Stacking Update
06:20 Westmain vs. Storage REITs
15:20 Property management software
19:40 Custom software stacks via AI
24:10 Operation consolidation
28:15 Upcoming CRE layoffs
31:10 BTC vs. STRC exposure
33:38 Future of REITs
40:45 Real estate vs. STRK
45:31 A David vs. Goliath Story

[The Real Estate Standard @REstandardPod]

Episode 14: Bitcoin's Role in the Capital Stack

@ChrisDrz @kenny_alves and @TimKotzman are joined by Thierry Adant, CIO of Newmarket Capital and Battery Finance, to discuss the role of Bitcoin in the capital stack. Integrating bitcoin into the commercial real estate lending products acts as a hedge, better aligns incentives and offers asymmetric upside to real estate investors.

00:00 Intro
00:47 Westmain Storage Stacking Update
03:42 Thierry Adant’s background
08:10 Orange-pilling the $350 trillion real estate market
12:15 State of commercial real estate
19:53 Financialization of real estate
24:30 Better aligned incentives
27:00 Long-duration credit structures with Bitcoin
32:07 Bitcoin custody practices
41:45 Creative deal structures
49:21 Evaluating deals and site selection
54:30 Jurisdictional arbitrage

Connect with Thierry at https://t.co/1n29j5op1V and out more about Battery Finance https://t.co/lsJPvce8DC

Interested in learning more DM us on X or email us at [email protected]

[The Real Estate Standard @REstandardPod]

Episode 13: Owner-Occupied Real Estate

@ChrisDrz @kenny_alves and @TimKotzman discuss how tenants and business owners determine if its better to lease or own their commercial real estate.

00:00 Welcome back!
01:04 @westmainstorage stacking update
08:09 Historical performance
10:25 Owner-Occupied real estate
16:45 Lease vs. Own
30:00 Highly appreciated real estate vs. operating business
37:00 This time is different
42:28 Benefits of SBA loans for businesses
49:32 Maintaining adequate reserves
51:26 Closing thoughts

[Tim Kotzman @TimKotzman]

The Real Estate Standard Podcast: Episode 13 https://t.co/EV5X5xuyCK

[The Real Estate Standard @REstandardPod]

@TimKotzman Follow @TimKotzman for weekly selfies 😉

[The Real Estate Standard @REstandardPod]

Episode 12: Using Bitcoin to Qualify for Home Loans

@ChrisDrz @kenny_alves and @TimKotzman are joined by Greg Ranz of Revolution Mortgage to discuss the state of the residential real estate market and how bitcoin is starting to play a bigger role in home affordability and purchase decisions.

00:00 Intro
00:50 @westmainstorage Stacking Update
05:55 Welcome @BTCMortgageGuy with Revolution Mortgage
08:57 Savills acquires Eastdil Secured
14:50 Yamaha announces plans to leave California for Georgia
17:21 City of Santa Ana bans apartment landlords from using AI pricing software
25:56 Residential market update
32:10 Using Bitcoin to qualify for home loans
43:40 Expectations for loan terms
58:32 Closing thoughts

[Tim Kotzman @TimKotzman]

The Real Estate Standard Podcast: Episode 12 https://t.co/cn2PeWubv6

[The Real Estate Standard @REstandardPod]

@ChrisDrz , @kenny_alves and @TimKotzman are joined by Justin Essner, a veteran in the hotel sector, to break down the state of the hotel & hospitality sector and share his opinion on how hotel owners can integrate Bitcoin in their strategy.

0:00 Intro
0:53 @westmainstorage Update
7:22 Justin's background & experience
12:25 Changes in the hotel sector
17:22 Digital credit as a treasury strategy
23:05 Occupancy and revenue rates
33:40 Brand Value
40:31 How to structure a hotel deal + Bitcoin
54:46 First mover advantage
57:15 Closing thoughts

[The Real Estate Standard @REstandardPod]

The Real Estate Standard Podcast Episode 11: Hotel & Hospitality Real Estate With Justin Essner https://t.co/cleOcPvm0k

[Chris Drzyzga, SIOR | Commercial Real Estate @ChrisDrz]

https://t.co/VCv5vVhG4H

[The Real Estate Standard @REstandardPod]

Episode 10: Corporations Adopt Digital Credit

@ChrisDrz @kenny_alves and @TimKotzman
are back to discuss recent travels to @Strategy World 2026 and the Heat Punk Mining Summit.

00:00 Opening
01:19 Westmain Stacking Update
4:30 Strategy World Recap
20:56 Corporations Adopting STRC
28:45 Heat Punk Summit Recap
49:06 OpenClaw for CRE
01:45:46 Closing Thoughts