X is obsessed with oil barrels, sanctions, and geopolitics.
That’s not where the mispricing is hiding.
Look lower, at the assets nobody has bothered to re-evaluate yet.
Today in Venezuela:
• 3 bed homes in major cities: $40k $90k
• Single family houses in decent areas: $100k $180k
• Land: $10 $50/m²
These aren’t distressed luxury numbers.
These are capital flight prices.
Why this happened (facts only):
— Domestic credit collapsed years ago
— Locals lost purchasing power
— Tourism demand went to zero
— Foreign buyers completely disappeared
So prices adjusted downward… and then stayed there.
But here’s what quietly changed 👇
• Transactions now happen in USD
• Foreign ownership is legally allowed
• Rental demand never went to zero, it shifted
Who is renting today?
— Expats
— NGOs
— Energy & infrastructure workers
— Contractors and diplomats
Typical rents:
• Furnished apartments: $300–$600/month
• Houses: $500–$900/month
• USD yields: mid-single to low-double digits
Not explosive. Just functional.
This creates a specific setup:
• Entry prices reflect worst-case assumptions
• Cash flow offsets holding risk
• Upside comes from normalization, not miracles
No tourism boom required.
No political perfection required.
Just time + stability.
Most people wait until the story feels safe.
Markets move when things stop getting worse.
By the time confidence returns, prices won’t be debating survival, they’ll be pricing opportunity.
That transition is where quiet money operates.
#venezuela #DonaldTrump