Podcasts about cap rates

We look at cap rate reports from Colliers and CBRE and discuss whats happening in the commercial real estate world. National Market Overview: Canadian CRE remains stable (all-property cap rate: 6.67%) despite economic uncertainty; Bank of Canada cuts to 2.75% created favorable lending conditions. Asset Class Performance: Industrial leads with compressing cap rates (6.16%); retail rebounds as "investor darling" (5-6% range); multifamily maintains lowest yields (mid-4%); office struggles with rising cap rates. Regional Highlights: Toronto and Vancouver have lowest cap rates; Montreal faces highest office vacancy; Calgary industrial remains strong; Ottawa saw sharpest industrial cap rate drop (-75 basis points in Q1). Exchange-Traded Funds (ETFs) | BMO Global Asset Management Buy & sell real estate with Ai at Valery.ca Get a mortgage pre-approval with Owl Mortgage Unpacking Multiplexes Tickets free 1 week trial for Realist Premium See omnystudio.com/listener for privacy information.

This episode is brought to you by HalloCasa, the SEO-ranked digital business card for real estate agents. Looking to find the right agent, no matter where you are?Visit https://home.hallocasa.com to discover and connect with top real estate agents globally.Explore and get started today: https://hallocasa.com/brokers In Episode 192 of HalloCasa, we talk with Jacqueline Danzer, an experienced real estate broker and founder of D'Lux Real Estate Services based in Southern Florida. With a legal and financial advisory background, Jacqueline shares her expert insights on the Florida real estate market in 2025, transaction processes, taxes, investment strategies, and the differences between residential and commercial real estate.Timestamps:00:01:30 – Introduction00:02:30 – Difference between Latin American and U.S. Real Estate Transactions00:04:30 – Florida Real Estate Market Situation in 202500:11:00 – Taxes and Real Estate in Florida00:14:30 – Investor Profiles in Florida00:19:40 – Buying Process & Transaction Costs00:25:00 – Agent Commissions & Vetting Investors00:33:00 – Long-Term Business Conduct as an Agent00:36:00 – About D'Lux Real Estate & Commercial vs Residential00:41:30 – Equity, Cap Rate & Investment Strategy00:47:00 – Tenant Risk Assessments00:53:10 – Honest Consulting & Running the Numbers00:57:30 – What Happens When You Can't Pay Taxes or Mortgage01:05:00 – Conclusion and Final WordsYou can reach out to her via:https://www.dluxres.com/jacqueline-danzerhttps://hallocasa.com/profile/203https://www.linkedin.com/in/jdanzer/

Discover the difference between deal and market cap rates—and how mastering both helps you spot below-market deals, gain instant equity, and increase cash flow.What You'll Learn:What cap rates really meanThe two cap rates every deal has (and why they matter)How to calculate deal cap rate vs. market cap rateReal-world examples to help you avoid costly mistakesThe ultimate strategy to buy smarter and earn more

On this episode of The Horizon, John discusses a potential game-changing executive order from President Trump that could allow U.S. retirement accounts like 401(k)s to invest in private market assets, including commercial real estate. He explores how this influx of capital could significantly reshape cap rates—not because of interest rates, but due to shifts in capital flows. Using historical data, John challenges the commonly held belief that cap rates track closely with interest rates, demonstrating instead that transaction volume and investor demand play a much stronger role. He concludes by urging investors to consider positioning themselves ahead of a possible capital wave that could drive property values higher. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn the secrets of Cash on Cash ROI and Cap Rates in Fort Collins. This class is Module 44 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The difference between capitalization rates and cash on cash return on investment Why some real estate investors prefer one over the other How to calculate each including the basic formula and deep visual dive into all the factors in the calculation Where to see these calculations in your deal analysis spreadsheet Why you might want to improve each and how to improve each Plus much more... Check out the video and additional resources related to Secrets of Cash on Cash ROI and Cap Rates. Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:https://RealEstateFinancialPlanner.com/spreadsheetImprove Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the Fort Collins real estate investor podcast? Book a free consultation to discuss.

Learn the secrets of Cash on Cash ROI and Cap Rates in Jacksonville. This class is Module 44 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The difference between capitalization rates and cash on cash return on investment Why some real estate investors prefer one over the other How to calculate each including the basic formula and deep visual dive into all the factors in the calculation Where to see these calculations in your deal analysis spreadsheet Why you might want to improve each and how to improve each Plus much more... Check out the video and additional resources related to Secrets of Cash on Cash ROI and Cap Rates. Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:https://RealEstateFinancialPlanner.com/spreadsheetImprove Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the Jacksonville real estate investor podcast? Book a free consultation to discuss.

Learn the secrets of Cash on Cash ROI and Cap Rates in Kenosha. This class is Module 44 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The difference between capitalization rates and cash on cash return on investment Why some real estate investors prefer one over the other How to calculate each including the basic formula and deep visual dive into all the factors in the calculation Where to see these calculations in your deal analysis spreadsheet Why you might want to improve each and how to improve each Plus much more... Check out the video and additional resources related to Secrets of Cash on Cash ROI and Cap Rates. Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:https://RealEstateFinancialPlanner.com/spreadsheetImprove Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the Kenosha real estate investor podcast? Book a free consultation to discuss.

Learn the secrets of Cash on Cash ROI and Cap Rates in McAllen. This class is Module 44 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The difference between capitalization rates and cash on cash return on investment Why some real estate investors prefer one over the other How to calculate each including the basic formula and deep visual dive into all the factors in the calculation Where to see these calculations in your deal analysis spreadsheet Why you might want to improve each and how to improve each Plus much more... Check out the video and additional resources related to Secrets of Cash on Cash ROI and Cap Rates. Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:https://RealEstateFinancialPlanner.com/spreadsheetImprove Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the McAllen real estate investor podcast? Book a free consultation to discuss.

Learn the secrets of Cash on Cash ROI and Cap Rates in Milwaukee. This class is Module 44 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The difference between capitalization rates and cash on cash return on investment Why some real estate investors prefer one over the other How to calculate each including the basic formula and deep visual dive into all the factors in the calculation Where to see these calculations in your deal analysis spreadsheet Why you might want to improve each and how to improve each Plus much more... Check out the video and additional resources related to Secrets of Cash on Cash ROI and Cap Rates. Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:https://RealEstateFinancialPlanner.com/spreadsheetImprove Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the Milwaukee real estate investor podcast? Book a free consultation to discuss.

Learn the secrets of Cash on Cash ROI and Cap Rates in Las Vegas. This class is Module 44 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The difference between capitalization rates and cash on cash return on investment Why some real estate investors prefer one over the other How to calculate each including the basic formula and deep visual dive into all the factors in the calculation Where to see these calculations in your deal analysis spreadsheet Why you might want to improve each and how to improve each Plus much more... Check out the video and additional resources related to Secrets of Cash on Cash ROI and Cap Rates. Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:https://RealEstateFinancialPlanner.com/spreadsheetImprove Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the Las Vegas real estate investor podcast? Book a free consultation to discuss.

Learn the secrets of Cash on Cash ROI and Cap Rates in Denver. This class is Module 44 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The difference between capitalization rates and cash on cash return on investment Why some real estate investors prefer one over the other How to calculate each including the basic formula and deep visual dive into all the factors in the calculation Where to see these calculations in your deal analysis spreadsheet Why you might want to improve each and how to improve each Plus much more... Check out the video and additional resources related to Secrets of Cash on Cash ROI and Cap Rates. Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:https://RealEstateFinancialPlanner.com/spreadsheetImprove Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the Denver real estate investor podcast? Book a free consultation to discuss.

Season 3, Episode 6: Andy Weiner, CEO of RockStep Capital, joins the show to explain why the retail apocalypse was overhyped and how his firm is turning overlooked malls into long-term cash-flow plays. With 50+ shopping centers under management, Andy walks through the real risks, the CMBS fallout, and why Class B markets still offer upside, if you know how to operate. We discuss: – Why “retail is dead” doesn't hold up in the data – The problem with chasing national tenants – How to convert retail boxes into healthcare and entertainment – Why CMBS debt caused lasting damage to retail. TOPICS 00:00 – Cold Open and Retail Misconceptions 02:20 – Andy's Path and RockStep's Strategy 07:00 – The Retail Apocalypse Was Overblown 10:30 – Picking Markets and Making Malls Work 15:45 – Why Big Boxes Can Hurt NOI 20:10 – CMBS Mistakes and Risk Discipline 26:00 – Repurposing Retail Into Healthcare and Entertainment 32:00 – Leasing Timelines and Tenant Credit Today 37:50 – Anchor Replacements and Nontraditional Uses 44:30 – Pricing Gaps, Cap Rates, and Lender Pullback 50:00 – What's Next for Retail in 2025 Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Join our community of RE investors on Skool: https://linktr.ee/gabepetersenPROPERTY MANAGEMENT MASTERY FROM 600+ DOORS MANAGED

What happens to property value when cap rates and NOI start moving in opposite directions—and how should investors prepare for that?   In this episode, Angel Williams speaks with Rich Neuharth and Moses Lucero about the realities of underwriting in multifamily investing. They break down cap rates, NOI (Net Operating Income), and the complex relationship between market forces and property performance. Rich walks through examples that clarify how small shifts in cap rates can drastically affect valuations and explains why mindset and transparency matter in underwriting. Angel challenges the assumptions with sharp questions, leading to a clear discussion of how to stress-test deals, factor in risk, and use underwriting tools responsibly.     [00:01 - 04:30] Cap Rates in Action How a $1M NOI changes value depending on cap rate shifts Why cap rate compression inflates property value—and vice versa The importance of separating property-level performance from market dynamics   [04:31 - 08:15] Mindset and Learning Through Repetition How mindset impacts willingness to ask questions and learn Why repeating and reframing concepts leads to deeper understanding The need for more open conversations about not understanding financial concepts   [08:16 - 12:30] Market Cap vs. Purchase Cap What the significance of market cap rate is during appraisals How to handle disconnects between deal-level and market expectations Why accurate comps and broker input guide realistic underwriting assumptions   [12:31 - 16:00] The Push-Pull of NOI and Cap Rate in Valuation How to analyze proportional changes in cap rate and NOI Why understanding opposing forces is key to modeling The importance of building performance scenarios and exit plans   [16:01 - 19:48] Stress Testing and Long-Term Thinking How to structure deals to withstand market fluctuations Why historical cap rate trends matter when forecasting The need to balance investor expectations with conservative assumptions       Connect with Rich:   https://www.linkedin.com/in/realmindsetrich   Connect with Moses:   https://www.linkedin.com/in/moses-lucero-9026b220b/     Key Quotes:   “The market cap only affects your sale or refinance. It doesn't affect how your property operates day to day.” - Rich NeuhartH   “You're correcting for where you think cap rates are going. That helps you target NOI growth through CapEx and rent bumps.” - Angel Williams       Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

Are you staring at spreadsheets without really knowing what they're telling you? In this episode, I break down the most important return metrics in multifamily real estate—from cash-on-cash and IRR to DSCR and equity multiple. I explain what they actually mean, why they matter, and how to use them to make smart investment decisions. We're not just guessing here. These numbers tell a story—and if you know how to read them, you'll stop overpaying, start protecting your capital, and finally start growing real wealth. Whether you're an LP trying to spot BS in a pitch deck or an operator building your summary page, this one is for you.

What's the real connection between mindset and underwriting, and why should both matter to passive and active investors alike? In this episode, Rich Neuharth and Moses Lucero of Aviana Capital Group explore the surprising overlap between mindset and underwriting in multifamily real estate. They talk through how relationships, trust, and mindset influence underwriting quality, and how both GPs and LPs can better evaluate deals. The conversation also covers the importance of involving family in real estate, how projections can mislead passive investors, and why conservative underwriting is a necessity, not an option. Whether you're diving into spreadsheets or just want to know how to avoid a bad deal, this episode breaks down real lessons with real numbers and real experiences.   [00:01 - 04:45] Mindset Meets the Math How Moses and Rich's friendship evolved into a business partnership Why mindset is a key factor in approaching underwriting The importance of alignment in personal relationships when pursuing real estate   [04:46 - 08:25] Underwriting: A Learnable Skill Rich's perspective on whether analytical thinking is innate or learned Moses's journey from confusion to confidence in underwriting Why loving the process matters more than being naturally inclined   [08:26 - 12:45] What Every Investor Should Understand Why all partners—active or passive—should grasp basic underwriting The importance of vetting your team, not just the deal How equity multiple and IRR are interpreted differently by different investors   [12:47 - 17:30] Getting Burned and Learning From It Angel shares a personal story of a deal gone wrong How emotional signals and missed cues affected her trust What passive investors can do to protect themselves from poor projections   [17:31 - 22:28] Cap Rates and Exit Strategy Breakdown What exit cap rate assumptions mean and why they matter How unrealistic assumptions mislead investors Why conservative underwriting is critical in a volatile market     Connect with Rich:   https://www.linkedin.com/in/realmindsetrich   Connect with Moses:   https://www.linkedin.com/in/moses-lucero-9026b220b/     Key Quotes: “If you separate family and business, you're always juggling both. If you bring them together, you get to do it all the time.” - Rich Neuharth   “As an LP, you want to underwrite the person and underwrite the deal. That's how you protect your capital.” - Moses Lucero   Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

Join our community of RE investors on Skool: https://linktr.ee/gabepetersenTURNKEY RENTAL PROPERTY SUCCESS STRATEGY

Today's episode is from #782 that originally aired on Aug. 19, 2024. Drew Wahlgren is the VP and director of capital markets for MAG Capital Partners. MAG Capital specializes in sale lease backs, net lease investments, and various development projects throughout the US. Drew has been investing in real estate since 2011, and joined MAG Capital Partners in 2019 after 8 successful years as a risk analyst and program manager at Liberty Mutual Insurance. Prior to that experience at a large corporation, Drew had started his entrepreneurial experience at the age of 20, owning and operating a food and beverage distribution company for 6 years. Drew holds a Bachelor of Science in Finance from California State University at Hayward & resides in the Fort Worth, TX with his wife and three children. Connect with Drew: MAGCP.com | Drew@magcp.com Highlights: 2:25 - Drews BG / His Real Estate Start 11:40 - Drew's Business Model as an Investor 20:00 - Cap Rates 36:15 - Where The Market is Now   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

How do Cap Rates work? Why & how they change & why every investor needs to understand them, especially in a down market. Cap Rate Math Impact: A 2.5% cap rate increase (4% to 6.5%) can cause a 38.5% property value drop, potentially eliminating equity for leveraged investors. Recession Patterns: Cap rates rise during downturns as investors require higher returns for increased risk, even when interest rates initially fall. Investor Strategy: Savvy investors avoid assuming further cap rate compression and instead stress-test for expansion to ensure investments can withstand market changes. Exchange-Traded Funds (ETFs) | BMO Global Asset Management Buy & sell real estate with Ai at Valery.ca Get a mortgage pre-approval with Owl Mortgage Canadian Investor Rodeo Tickets free 1 week trial for Realist PremiumSee omnystudio.com/listener for privacy information.

Today, we're uncovering the key metric that commercial real estate investors use for evaluating deals - the cap rate.  It's more than just a formula, so make sure to stick around until the end of this episode to know how to use the cap rate effectively. Join Our Investor Club: https://bit.ly/4kD0QA1 This episode was originally released on March 1, 2024.   

Richard Barkham joined CBRE in 2014 as Global Chief Economist and in 2018 he was appointed Senior Economic Advisor. He is based in Dallas and leads a team of 600 researchers worldwide. He holds a PhD in Economics and is the author of two books and numerous academic publications. On apart-time basis he is Senior Fellow and Lecturer in Real Estate at Harvard University and Professor of the Practice at University of North Carolina. He is a Chartered Surveyor, Counsellor of Real Estate and Honorary Professor of the Bartlett School of Sustainable Construction at The University of London. Connect with Richard: 

The Margin of Error Has Vanished: What CRE Investors Should Be Watching Now Commentary on a conversation with John Chang, Senior Vice President and National Director, Research and Advisory Services, Marcus & Millichap   The New CRE Investment Mandate: Survive First, Then Thrive “The margin of error has narrowed to virtually zero.” This was John Chang's stark assessment of today's commercial real estate environment – an era marked by fragile capital markets, rising Treasury yields, policy instability, and speculative hangovers from a decade of cheap money. According to Chang, the headline playbook hasn't changed: keep leverage low, maintain reserves, underwrite for downside. But the stakes have changed. What used to be prudent is now required. Those who forget that, particularly those lulled by the long post-GFC bull run, risk extinction.   Cap Rates, Treasury Yields, and the Compressed Spread A central theme of our conversation is the vanishing spread between borrowing costs and asset yields. Cap rates have risen 100–200 bps depending on asset class and geography, but Treasury rates have risen more. That's compressed spreads, rendering most acquisitions reliant on a value-creation story or an eventual rate reversal.   Investors are still transacting, says Chang, but only if they believe they can bridge the spread gap through operational improvements i.e. leasing, renovation, management upgrades. Passive cap-rate arbitrage is no longer viable. “The potential for something to go wrong is high,” Chang warns, especially in a policy environment that remains erratic.   The Treasury Market's Imminent Supply Shock Chang outlines why he expects upward pressure on Treasury yields for the balance of the year – contrary to the market's general expectations of rate cuts. Key reasons: Federal Deficits: With a delayed budget, Treasury issuance has been running below historical norms. That's about to reverse, with $1–1.5 trillion in supply expected by October. Shrinking Buyer Base: The Fed is reducing its balance sheet. Foreign holders, especially China and Japan, are net sellers. Even traditional allies are showing less appetite, driven partly by frictions over U.S. trade policy. Trade Tensions: Tariffs of up to 145% on imports from China, EU saber-rattling, and a broad retreat from globalization are alienating the very buyers of U.S. debt. “People don't want to do us any favors right now,” Chang says. “That uncertainty alone elevates risk premiums.”   Normalcy Bias and the Myth of the Perpetual Up Cycle Chang pulls no punches on the market psychology underpinning risky underwriting in recent years. He describes a bifurcated investor landscape: Those who entered post-GFC and think 2–3% interest rates and infinite rent growth are normal. Veterans of the 1990s S&L crisis, the dot-com bust, or the GFC, who know better. What's striking is the lack of long-term data. Even Marcus & Millichap, he notes, only has robust CRE data going back to 2000. Without context, many have mistaken the tailwind-fueled 2010s as a standard baseline.   “We're back to old-world real estate,” Chang says. “Where you have to actually understand the property, the tenant mix, the microeconomics of location. The era of pure financial engineering is over.”   Lessons from the Pandemic and GFC: Underwrite for Downside, Not for Hype Chang recounts closing on an investment in April 2020 at the very onset of pandemic uncertainty. “What if we rent at breakeven?” he asked. If the answer was yes, he proceeded. That conservative approach worked then and still applies today.   The biggest blow-ups, he says, came from sponsors who: Modeled double-digit rent growth. Over-leveraged. Used floating-rate debt without hedges. Ignored capex and reserves. By contrast, Chang praises sponsors who locked in fixed debt, kept leverage under 65%, and stayed humble. “They're embarrassed to be earning 7% IRRs,” he jokes, “but in this climate, that's a win.”   Washout in the Syndication Space: Good Riddance? Perhaps most damning is Chang's commentary on the wave of underqualified syndicators who entered during the boom years.   “Thousands came in with no operating experience,” he says, pointing to the proliferation of coaching programs offering checklists instead of expertise. These new entrants mimicked industry language – AUM figures, fund manager titles – but often had no institutional track record or risk management skills.   Many of them, Chang believes, are now out or on their way out. And while some may return with hard-earned wisdom, he expects the flow of “tourists” into the syndication world to dry up for the foreseeable future.   Tailwinds Still Exist: But Only for the Well-Prepared Despite the short-term risks, Chang sees multiple long-term tailwinds: Demographics: Millennials are delaying homeownership, renting into their 40s and fueling demand for multifamily. Inflation Resistance: Assets like multifamily, self-storage, and even select retail have pricing power in inflationary environments. Constrained Supply: Rising costs (e.g., lumber, steel tariffs) are slowing new construction, which will support existing asset values over time. He also flags tax policy as a positive surprise: The “BBB” tax bill, now working its way through the House, offers accelerated depreciation and expansion of Opportunity Zones particularly in rural areas. This could buoy returns in an otherwise challenging environment.   On the Aging of America: A Selective Case for Healthcare-Adjacent Assets Chang views medical office and senior housing through a bifurcated lens: Medical office: Attractive if tenants are stable, young, or anchored by heavy equipment. Long leases. Minimal turnover. Durable income. Assisted living: Demographic tailwinds are real, but operators matter more than ever. The Achilles heel? Labor. “About 30% of healthcare workers in the U.S. are foreign-born,” he warns. “And immigration policy, especially under restrictive regimes, will constrain the labor supply.” No staff, no NOI.   Final Signals: What He's Watching Closely If you want to forecast CRE performance, Chang suggests watching: University of Michigan Consumer Sentiment: A leading indicator of retail sales and housing trends. Currently falling. Inflation-adjusted Retail Sales: Shows how real consumption is holding up. Trade Policy & Supreme Court Rulings: The potential invalidation of Trump-era tariffs could reset inflation and Treasury outlooks but introduces a new kind of uncertainty. “We're not facing one black swan,” he concludes. “We're facing a whole flock. Pick your bird.”   Bottom Line This is not a time for heroic assumptions. It's a time for competence, humility, and discipline. If you must deploy capital, do so with sponsors who have been through a major downturn GFC style, and focus on those who didn't make capital calls, who still generate yield, and who underwrite to reality, not to hope.   The next 2–3 years may be rocky. But the long term still belongs to those who survive the short term.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

In this episode of Coffee & Cap Rates, Shimon Shkury, President and Founder of Ariel Property Advisors, and Ariel Partner, Sean R. Kelly, Esq., interview Justin Pelsinger, COO of Charney Companies, who will be one of the panelists at Ariel's next Coffee & Cap Rates event 8:30-11 am on Wednesday, July 30. Pelsinger discussed how and why his firm became a pioneer developer in Gowanus and the recent acquisition by Charney and Tavros Capital of a vested 421-a site at 175 Third Street where the developers are planning 1,000 residences across approximately 1 million square feet. The project will be the fourth building in their Gowanus Wharf campus. When completed, Charney and Tavros will have developed and will own over 2 million square feet and 2,200 residences in Gowanus, making them the largest owner in the neighborhood. Pelsinger also discussed New York State's new Housing Policy, which was approved last year, the old 421a tax abatement program versus the new 485x program, and how the 467-m tax incentive is encouraging office to residential conversions. 

What makes one investor's offer stand out over another's—even when the numbers look the same?   In this episode, Angel hosts Fernando Arias and Anna Latysheva for a detailed walkthrough of how underwriting variables impact real estate valuations, investor returns, and bidding strategies. They examine the unseen levers—like DSCR, interest rates, amortization schedules, and capital expenditures—that can shift IRRs dramatically. With real-world scenarios and expert commentary, this episode provides valuable insights for both novice and seasoned investors navigating a tightening lending environment.     [00:01 - 04:14] Why Debt Terms Change the Game The significance of DSCR in determining actual loan amounts—not just LTV assumptions How interest rates and loan terms affect down payments and investor returns The need to build strong banking relationships for accurate underwriting inputs   [04:15 - 08:44] The Impact of Amortization on IRR What amortization periods reveal about monthly debt service and deal feasibility Why a higher down payment reduces IRR—even if the NOI stays constant The importance of recalculating purchase offers based on updated debt quotes   [08:45 - 13:28] Expense Assumptions That Can Break a Deal How slight changes in operating expenses significantly affect valuation The importance of classifying capital expenditures below the line Why expense accuracy is essential in low-cap markets   [13:29 - 18:00] Income Projections vs. Market Realities Why underwriting based on realistic rent comps boosts your competitiveness The significance of local PM data over online averages like Rentometer How fluctuating lending terms can lead to broken contracts   [18:01 - 23:40] Cap Rates, Risk, and Investor Psychology Why understanding cap rate spreads is essential for valuation decisions The relationship between NOI, cap rate, and perceived asset risk How market psychology and alternative income streams influence investor behavior       Connect with Anna:   LinkedIn: https://www.linkedin.com/in/ibuybuildings/   Connect with Fernando:   LinkedIn: https://www.linkedin.com/in/fernandoapartments/     Key Quotes:   “Just because your pro forma shows a 1.89 DSCR a year from now doesn't mean the bank will underwrite that way.” - Fernando Arias   “Every $1,000 in NOI can mean a $20,000 swing in valuation in low-cap markets.” - Anna Latysheva     Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!

In this episode of the Jake & Gino podcast, Gino Barbaro breaks down one of the most pressing questions for multifamily investors in 2025: Are C-class assets still worth buying?With inflation, high interest rates, and tighter lending, the multifamily market has shifted. Gino dives deep into the evolution of the C-class investment model, reflecting on how it worked in the early 2010s and why it may no longer make sense for today's investors—unless you understand cost basis, yield on cost, and positive leverage. Subscribe for more investor insights, how-to lessons, and real estate market updates. Learn more at: https://jakeandgino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

On this episode of The Horizon, John discusses the rising risk of higher interest rates and their impact on commercial real estate. He breaks down recent shifts in FedWatch predictions, explains why inflation fears are growing despite current readings, and explores how political uncertainty—especially around tariffs and the stalled federal budget—is pushing markets into volatility. John also examines cap rate trends and evaluates whether investors and sellers should act now or wait, with a strong argument for deploying capital soon if there's a path to positive leverage. He wraps up by highlighting the CRE sectors he believes are best positioned for growth, including multifamily housing, well-located retail, infill industrial, and medical office. Get a 4-week trial, free postage, and a digital scale at⁠ ⁠https://www.stamps.com/cre⁠⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at ⁠https://www.linkedin.com/BRE⁠. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What the Debt Markets Are Telling Us — and Why Sponsors Should Listen Insights from Lisa Pendergast, Executive Director, CREFC   In today's capital markets, where debt is more expensive, less available, and slower to move, understanding how credit flows work has become just as important as understanding your deal. That's why I sat down with Lisa Pendergast, Executive Director of the Commercial Real Estate Finance Council (CREFC) – a central figure in the $5 trillion CRE debt markets – to ask what the institutions upstream are seeing, and what that means for those of us operating on the front lines of equity, operations, and acquisitions.   A Market in Holding Pattern Lisa noted that while Q4 2024 sentiment among debt market participants had turned unexpectedly upbeat, that optimism collapsed in Q1 2025. The cause? Policy uncertainty, rate volatility, and a reemergence of geopolitical and trade risks, most notably the return of tariffs under the Trump administration.   The result is hesitation. From the largest bond desks to the average sponsor refinancing a stabilized deal, participants are stuck in wait-and-see mode. "When there's uncertainty," Lisa explained, "things just stop."   The Math Has Changed Lisa pointed to a roughly 300-400 basis point gap between legacy loan coupons and current market rates. Even where property fundamentals are stable, that rate delta is making refinancings difficult, especially when higher cap rates have also eroded asset valuations. The implication: more equity must be written into every deal, or the loan won't pencil.   This is the backdrop to rising CMBS delinquencies, particularly in office and, increasingly, multifamily markets where excess supply and rent softening have converged. Lenders aren't panicking, but they are requiring more diligence, more equity, and more confidence in borrowers.   Why Sponsors Should Watch the CMBS Market For sponsors who don't interact directly with capital markets, Lisa offered a critical point: trends in CMBS spreads and issuance are leading indicators. When investors demand higher spreads (i.e., more compensation for risk), lenders raise rates, reduce proceeds, or pull back altogether. She explained the distinction between conduit deals (pools of smaller loans) and SASB structures (large, single-sponsor or single-asset bonds). The conduit market, a lifeline for mid-sized deals, has slowed dramatically. That signals tightening liquidity for smaller sponsors or niche asset classes. Meanwhile, large SASB deals continue but only with strong assets, strong borrowers, and deep-pocketed equity partners.   The Regulatory Horizon Lisa also addressed deregulation under Trump 2.0. While she hasn't seen core rules like Dodd-Frank or the Volcker Rule reversed outright, she's watching how new leadership at key agencies may soften enforcement.   Dodd-Frank was enacted after the 2008 financial crisis to rein in excessive risk-taking by lenders and increase transparency in financial markets. The Volcker Rule, a key provision, restricts banks from making speculative bets with their own capital, especially in risky vehicles like real estate-backed securities.   For sponsors, the concern isn't just about policy in Washington, it's about what happens to lending standards and capital stability when those policies shift. Lisa's concern is practical: regulatory whiplash, rules swinging left, then right, then back again, as we've seen with tariffs, undermines confidence and can freeze the flow of capital.   When lenders aren't sure what rules they'll be operating under next quarter, they hesitate and that caution trickles down to your loan terms. Sponsors should pay attention here. When policy becomes unpredictable, capital becomes cautious and that shows up in the terms you're offered, or whether your deal gets financed at all.   Final Takeaway: The Debt Market Has Grown Up Lisa struck a cautiously optimistic tone. Compared to the run-up to the 2008 crash, today's market is more disciplined. Underwriting remains sound, even in a difficult environment. But that doesn't mean lenders will stretch.   If you're a sponsor today, her message is clear: capital is out there—but it's selective, it's expensive, and it's scrutinizing every deal. You need to understand the market forces upstream to be able to compete downstream.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

What does Moody's Analytics have to say about shifting real estate market? Well not all sectors are moving in the same direction and telling the sam story. In this episode of The Real Wealth Show, Kathy Fettke is joined by Dr. Ermengarde Jabir,  Economist at Moody's Analytics, to uncover which areas of real estate are most vulnerable right now. From commercial real estate delinquency risks to the surprising resilience of multifamily housing, Dr. Jabir breaks down the economic and policy forces shaping today's housing landscape. Are there early warning signs of financial stress? Could we be heading toward a recession? And how are interest rates and construction slowdowns influencing investment strategies? Find out on this episode! 

You've been lied to about cap rates. Brokers flash shiny cap rates in your face — but behind the scenes? Fake numbers, hidden expenses, and looming CapEx tsunamis. In this episode, Nico breaks down why cap rates mean nothing without context, how to spot broker tricks, and what REALLY matters when buying multifamily deals. Stop chasing fantasy returns — start underwriting like a pro. Stay sharp, stay dangerous, stay Small Axe strong.

In this episode of REIA Radio, Owen and Ted get real about the ups and downs of being in the trenches of real estate. From burnout to breakthrough, Ted opens up about reigniting his real estate business through coaching, content, and consistency—and the results speak for themselves.They also give a sneak peek at an upcoming episode featuring a 24-year-old investor who's already closed a $2M+ deal with zero money down, built a dumpster business, and mastered seller financing. Absolute beast.Owen breaks down the lesser-known LOMA strategy (Letter of Map Amendment) that can potentially remove your property from a flood zone and save you thousands on insurance. If you've been scared off by flood zone listings—don't be. This is how the pros handle it.Plus, hear how their “Caffeine & Cap Rates” meetup is building true community, how to actually support your small business friends, and why reviews matter more than ever.Enjoy the episode? Do us (and the algorithm) a favor—pause, leave a review, and help us keep this podcast growing. Whether you're just getting started or deep in the game, your feedback fuels everything we do.Watch us on YouTube: https://youtu.be/W83eo51muQ0You can Join the Omaha REIA - https://omahareia.com/join-today Omaha REIA on Facebook - https://www.facebook.com/groups/OmahaREIA Check out the National REIA - https://nationalreia.org/ Find Ted Kaasch at www.tedkaasch.com Owen Dashner on Facebook https://www.facebook.com/owen.dashner Instagram - https://www.instagram.com/odawg2424/ Red Ladder Property Solutions - www.sellmyhouseinomahafast.com Liquid Lending Solutions - www.liquidlendingsolutions.com Owen's Blogs - www.otowninvestor.com www.reiquicktips.com Propstream - https://trial.propstreampro.com/reianebraska/RESimpli - https:...

In this episode of Masters of Moments, I sit down with Chris Hatch, Principal at Forza Commercial, to break down the high-stakes world of retail real estate development. Chris grew up in a real estate family, learning the business from the ground up, and those early lessons shaped how he approaches site selection, deal structuring, and scaling development projects today. We dive into: How to identify and secure top-tier retail sites The evolution of drive-thru concepts and why they're dominating retail How tenant demand shapes development strategy The challenges of managing multiple projects at once Why triple-net leases are often called ‘mailbox money' and how investors think about them Chris also shares behind-the-scenes stories from working with national tenants like Starbucks, Dutch Bros, and Raising Cane's, explaining what makes a high-performing retail site and how shifting consumer trends are influencing real estate decisions. If you're interested in commercial real estate, retail development, or the business of site selection, this episode is packed with insights from someone who's been in the trenches and built a highly successful development business. Connect & Invest with Jake: Follow Jake on X: https://x.com/JWurzak 1 on 1 coaching with Jake: https://www.jakewurzak.com/coaching Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo Links: Links: Chris on X - https://x.com/chriswhatch The Dirt Dog Podcast on Spotify - https://open.spotify.com/show/0EyUYpLUMbJKqEzprNuLPM?si=e48d7ffc5ddb48a0 Topics: (00:00:00) - Intro (00:00:56) - Chris' Background and Career (00:05:36) - The Magic of Drive-Thrus (00:07:03) - Lessons from Early Real Estate Experiences (00:09:41) - Navigating the Real Estate Market (00:11:04) - The Evolution of Site Selection (00:13:35) - Building a Real Estate Portfolio (00:17:05) - Challenges and Strategies in Real Estate Development (00:32:44) - The Appeal of Triple Net Leases (00:40:53) - Retail Trends and Market Shifts (00:41:34) - Diversification in Retail Investments (00:43:38) - The Future of Gas Stations (00:45:07) - Impact of Cloud Kitchens (00:46:54) - Cap Rates and Popular Retail Tenants (00:50:36) - Challenges in Retail Development (00:58:38) - Managing Multiple Development Projects (01:15:50) - Favorite Hotels and Closing Thoughts

In this episode of Coffee & Cap Rates, Shimon Shkury, President and Founder of Ariel Property Advisors, explores key trends in the Bronx commercial real estate market with Senior Director Jason Gold and Director Daniel Mahfar. According to Ariel's Bronx 2024 Year-End Commercial Real Estate Trends report, investment sales in the borough declined 33% to $1.23 billion, while transactions held steady at 220.Despite the overall slowdown, development sales surged 39% to $363.1 million across 59 transactions, fueled by the extension of 421a, the introduction of 485x, and the Bronx Metro-North Station Area Plan, which rezoned a 46-block area around four future stations. Development pricing rose 9% to $107/BSF and new building filings jumped 112% year-over-year in Q3 2024. Meanwhile, multifamily sales struggled, falling 59% to $457.9 million, even as transactions rose 10% to 90. High interest rates and the Bronx's heavily regulated multifamily market contributed to the decline.For more insights, check out Ariel's Bronx 2024 Year-End Commercial Real Estate Trends report.

I just got back from an amazing trip to Sedona after RaiseFest in Phoenix! Great hikes, pickleball, cigars, and, of course, plenty of real estate talk. One topic that kept coming up was exit cap rates. Many investors default to widening their exit cap rate for conservatism but in today's market, that strategy doesn't always make sense, especially for value-add deals. Your exit cap rate should reflect not just conservatism but also the transformation of the asset from purchase to sale. In this video, I break down why the conversation around exit cap rates has changed, why some investors are even projecting flat or compressed exits, and how you can adapt your underwriting strategy to today's market.Learn more about Lone Star Capital at www.lscre.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog

In this episode, Jake and Gino sit down with Jeremy Thomason, Managing Principal of Convolo Capital, to discuss his journey from corporate banking to real estate syndication. Jeremy shares his experiences in passive investing, multifamily deals, asset management, and raising capital.He reveals insider knowledge from his time at CoreLogic, breaks down how institutional investors operate, and explains why Dallas and Atlanta are his top picks for 2025.If you're looking to scale your real estate portfolio, improve your asset management skills, or understand the nuances of multifamily investing, this episode is for you.Topics Covered:How Jeremy transitioned from banking to real estateLessons learned from single-family investingRaising capital as a first-time GPThe power of institutional investors in multifamilyThe risks of floating-rate loans and why fixed debt is kingHow to avoid cash management disasters in multifamilyThe future of real estate investing in 2025Subscribe for more insights on multifamily investing and wealth-building strategies! Chapters:00:00 - Introduction  02:59 - What is a Finance Bro?  07:32 - Transitioning from Passive Investor to Syndicator  11:40 - How Big Data and AI Are Changing Real Estate  19:20 - Understanding Multifamily Debt: Agency vs. Bridge Loans  23:15 - Cash Management vs. Spreadsheet Management  31:03 - Asset Management vs. Property Management  36:37 - Why NOI Growth Matters More Than Cap Rate Compression  40:17 - The State of the Multifamily Market in 2025  45:46 - Top Real Estate Podcasts & Resources  51:04 - Best U.S. Markets for 2025  52:29 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Key Takeaways:Be very cautious of deals with extremely high cap rates (over 10%), as there are likely underlying issues with the property or tenant.Thoroughly vet the seller and ensure they are the actual owner of the property before proceeding. Verify ownership through title work.Conduct thorough due diligence, including a Phase 1 environmental study, to uncover any potential problems or liabilities.Have a commercial real estate attorney review all lease and purchase documents carefully before moving forward.Work with reputable title and escrow companies, not directly with the seller, to protect yourself from potential scams.Ensure the tenant's financials and business model make sense for the high rent being paid, as it may not be sustainable.

This podcast is a recording of the panel Ralph Bumbaca, Regional President – Metro New York for TD Bank, moderated at Ariel's February 5th Coffee & Cap Rates event hosted by TD Bank. The panel of affordable housing experts Eli S. Weiss, Principal of Joy Construction; Tell Metzger, SVP of Equity Investments at Community Preservation Corporation; and Brendan McBride, Senior Development Director at Gilbane Development Company shared their unique perspective on New York City's commercial real estate market, with a particular focus on new housing policies and opportunities in the affordable multifamily sector.Over 200 NYC real estate professionals attended the networking breakfast held at TD Bank's conference center at One Vanderbilt. More information about the event is available here.

This podcast is a recording of the overview of the New York City investment sales market and key insights from Ariel Property Advisor's newly released end-of-year research reports that Shimon Shkury, Ariel's President and Founder, presented at the firm's February 5th Coffee & Cap Rates event hosted by TD Bank. Over 200 NYC real estate professionals attended the networking breakfast held at TD Bank's conference center at One Vanderbilt. More information about the event is available here.

In this insightful podcast episode, Gino Barbaro, co-founder of Jake and Gino, takes a deep dive into the art of assessing a good multifamily deal. Whether you're a beginner investor or an experienced pro, understanding what makes a deal "good" for you is crucial to your success. Gino breaks down his approach to evaluating deals by focusing on three essential pillars: Buy Right, Manage Right, and Finance Right.Key highlights include:How to select the right market and become an expert in itHow to evaluate the property based on its condition, potential, and pricingKey financial metrics such as cash on cash return, debt coverage ratio, and moreWhen to focus on equity growth versus cash flow to build long-term wealthThe power of understanding market cycles and knowing the right time to buyThis video is perfect for anyone looking to step up their real estate investing game, especially those interested in multifamily properties. Tune in to gain valuable insights on how to assess, analyze, and close deals that fit your goals!  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode of The Restaurant Boiler Room, Managing Director of Unbridled Capital Rick Ormsby is joined by Senior VP Derek Ball, Senior Manager Peter Fisher, and Associate Raymond Buehner to discuss the state of franchise M&A in 2025. Topics of discussion will include: 1. Considerations when doing a deal in 2025 2. Commentary on current supply and demand for buying and selling 3. Lending, Cap Rates, EBITDA multiples 4. Thoughts on inflation, sales forecasting, and timing a sale 5. Examples of real-time issues affecting M&A transactions

In this Episode, we delve into the concept of cap rates and their vital role in apartment investing. Learn what cap rates are, why they matter, and how to use them for making informed investment decisions. We'll cover the cap rate formula, which involves dividing net operating income (NOI) by the property's value, and explain how to assess the risk and potential returns of different properties. Additionally, we discuss how cap rates help in market comparisons, property classification, and spotting investment trends, along with their limitations. Understand how cap rates can be combined with other metrics to get a comprehensive view of an investment's potential. Support the showhttps://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2024 Asset Management virtual conference - https://mfap360.com/assetmanagementTo find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

Are you prepared to navigate the challenges of the “looming commercial real estate debt crisis"? In this episode of REady2Scale, Jeannette Friedrich sits down with Dillon Freeman, Senior Loan Officer at Fidelity Bancorp Funding, to discuss the current landscape of commercial real estate debt, refinancing strategies, and how investors can adapt in a shifting market. With rising interest rates, cap rate compression, and widespread market uncertainty, this conversation dives deep into the strategies operators are employing to stay afloat and the opportunities emerging in private credit and debt funds. Key Takeaways: -"Survive Until 25" Mindset: Understand why this mantra resonates with investors facing record loan maturities amidst high interest rates and diminished property valuations. - Creative Solutions for Looming Debt Maturities: Explore cash-in refinances, joint venture partnerships, and the role of preferred equity in navigating today's challenging environment. - The Relationship Between Interest Rates, Cap Rates, and Property Valuations: Gain insights into how rising cap rates are impacting valuations and what the future may hold for commercial real estate pricing. - Opportunities in Private Debt Funds: Learn how debt funds are filling gaps left by traditional banks, offering investors double-digit returns and greater liquidity. - Key Red Flags When Evaluating Debt Funds: Discover essential due diligence tips for evaluating the track record, credit discipline, and operational transparency of private credit managers. - Challenges of Small-Balance Loan Origination: Understand the complexities sponsors face when securing smaller loans and why professionalism and sponsor liquidity matter. - Advice for Building Long-Term Wealth: Dylan shares why "consistency beats intensity" in investing and how to stay in the market for the long haul. Whether you're an operator, passive investor, or simply someone looking to understand the dynamics of the commercial real estate debt market, this episode is packed with actionable advice and unique perspectives to help you navigate today's challenges and position yourself for future success. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose Timestamps 00:00 Introduction and Guest Welcome 01:11 Survive Until 25: The Debt Crisis 03:32 Creative Solutions for Loan Maturities 07:01 Cap Rates and Market Adjustments 14:04 Income and Debt Funds Explained 28:48 Lightning Round and Closing Remarks Learn more about your ad choices. Visit megaphone.fm/adchoices

While everyone else was avoiding retail real estate… The smartest operators were buying shopping centers at incredible prices and turning them into cash flow machines. Today I interviewed Manish Poushey, who has done exactly that… He built an incredible portfolio of retail properties in Phoenix by seeing value where others saw risk. In 2014, he bought a flex warehouse plaza for $750k that's now worth over $3M…and it's still producing 14-15% cap rates on triple net leases. Listen in as he shares how he continues finding these opportunities in today's market. Manish owns six liquor stores and multiple retail properties across Phoenix, all within a 30-40 mile radius of his house. In today's episode, we break down: How his warehouse plaza has quadrupled in value since 2014 Why he's getting $21,000/month in triple net rent on his shopping center The creative way he finances liquor store acquisitions with zero money down Why staying focused on one market beats nationwide expansion Plus, he explains why retail assets still offer incredible opportunities in 2024…  If you want to learn how successful operators find value in any market…  Tune in to the episode now. Take Control, Hunter Thompson Resources mentioned in the episode: Manish Pusheye Website LinkedIn Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

As we kick off the new year, we're celebrating the Best of 2024, featuring the most impactful episodes of the year! In our third spotlight, we bring back an audience favorite: Andrew Cushman's inspiring journey from chemical engineering to real estate success.In this episode, Andrew shares:Creative financing strategies that drive profitable deals.His transition to multifamily investments and market expertise.Key insights into cap rates, market trends, and interest rate impacts on investments.Andrew's optimistic outlook and actionable advice make this episode a must-listen for anyone looking to gain an edge in the real estate world.Ultimate Shownote:00:03:35 - Andrew Cushman's Entrepreneurial Journey00:07:10 - Transition to Multifamily Investments00:09:11 - First Syndication Deal Experience00:11:34 - Discussion on Creative Financing00:17:22 - Nuances of Creative Financing Structures00:18:24 - Transition to Multifamily Market Analysis00:22:51 - Overview of Current Multifamily Market Trends00:26:18 - Impact of Capital Demand on Market Dynamics00:30:07 - Discussion on Cap Rates and Market Conditions00:36:17 - Brokers' Role in Market Pricing Dynamics00:40:37 - Insights on Florida Real Estate Investments00:46:57 - Speculation on Federal Reserve Rate CutsTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

Welcome to another episode with Gino Barbaro, co-founder of Jake and Gino. In this comprehensive how-to video, we dive into the critical metrics every multifamily real estate investor needs to understand: Profit Per Unit (PPU), Cash on Cash Return, and Cap Rates. Whether you're a seasoned investor or just starting out, this video breaks down these essential metrics with clear examples and actionable advice.What You'll Learn in This Episode:What is Profit Per Unit (PPU) and why it's a game-changer for portfolio analysisHow to calculate Cash on Cash Return and its role in buy-and-hold investingUnderstanding Cap Rates: their impact, misconceptions, and market dynamicsThe importance of metrics like Debt Coverage Ratio (DCR) for sustainable growthDeveloping your personal "Buy Box" to guide your investment strategy Subscribe to Jake and Gino for weekly premium content featuring masterclasses, expert interviews, and community Q&A. Hit the bell icon to stay updated on all things multifamily! We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Amanda Cruise and Ash Patel interview Isaac Bennett, founder of UR, a brand business specializing in hard asset syndication and venture advising. Isaac shares his diverse investment strategies, including real estate in Belize, venture capital, and farming. He discusses the challenges and opportunities in international investments, the importance of understanding market cycles, and the risks associated with real estate. Isaac emphasizes the need for accountability in the investment space and explores the potential of farming as a durable investment opportunity. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode dives into the resurgence of retail real estate, analyzing trends, market stability, cap rates, and predictions for 2025 as optimism surges across the industry. Time Stamps: 0:00 - Introduction 1:15 - Market trends: 10 straight days down, a historical perspective 3:30 - Fed policy and its impact on commercial real estate deals 5:01 - Retail's resurgence: Insights from ICSC New York 8:26 - Cap rates, tenant stability, and market stabilization trends 13:29 - Key takeaways from 2024 and predictions for 2025 15:45 - Closing thoughts: The future of retail real estate *Be Sure to check us out on Spotify and Apple Podcasts for the Audio version of today's episode!** https://open.spotify.com/show/08KmNvqGV5HjmHUC8fLuce https://podcasts.apple.com/us/podcast/how-to-invest-in-commercial-real-estate/id1543470290 Leave a review and win FREE MERCH! https://maps.app.goo.gl/QaaSZnQVWre1HUMH6 Links mentioned in this episode: www.TheCriterionFund.com www.HowToInvestInCRE.TV Invest.HowToInvestInCRE.com To sign up for our exclusive investor list, click below. https://www.thecriterionfund.com/join-our-investor-list CommercialRealEstate #RetailRealEstate #RealEstateInvesting #CapRates #MarketTrends #InvestmentStrategies #RealEstatePodcast #RetailGrowth #CommercialProperties #RealEstateInvestors #RealEstateMarket #CREInsights #RetailInvestment #RealEstate2025 #CREOptimism

This podcast episode explains capitalization rates (cap rates) in real estate, highlighting their role in evaluating investments, market comparisons, and the importance of due diligence, especially with high cap rates.Please leave a rating and review of the show! We are giving away a mystery prize to some lucky winners who leave us a rating and review.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Multifamily Capital Partners►Dallas Pruitt (@dalpruitt), Founder of LIVE LIFE Mission and Resident Mindset Consultant at the Multifamily Mindset►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Kyle Brown, Fulfillment Acquisitions Manager at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

Kyle breaks down how Crexi's cutting-edge tools empower brokers and investors alike to source deals, access key data, and take control of their investments with unprecedented transparency. Learn about the free and paid versions of Crexi, how they compete with platforms like CoStar, and how you can use Crexi to supercharge your commercial real estate ventures!Key Topics Covered:Kyle's Unique Journey to CrexiFree vs Paid Crexi: What You Need to KnowHow to Build Connections with Brokers Using Crexi for FREE!Why Deal Flow is Set to Explode Over the Next 12-18 MonthsCRE Trends: Multifamily, Office, Self-Storage, and MorePodcast Highlights: Jake and Gino dive deep into the CRE tech space with puns, passion, and plenty of insights. If you've ever wondered how to break into commercial real estate or why Crexi is the leading PropTech solution, this episode is for you! From cap rates to the latest market trends, you'll get actionable advice to make smarter investments.Guest: Kyle Cowherd, Product Manager at Crexi.Connect with Kyle: LinkedInCrexi: www.crexi.comGet Crexi with Jake & Gino: For Jake & Gino listeners, sign up for Crexi and get access to exclusive discounts! Check the link in the description for more info.Hit subscribe for more expert insights, and drop a comment below with your thoughts on Crexi and the CRE market! We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Welcome to another episode with Gino Barbaro, co-founder of Jake and Gino! In today's video, we're breaking down the process behind closing a 33-unit multifamily property and showing you how to attract deal flow in a competitive market.Key Takeaways:Lower borrowing costs for personal loans, credit cards, and multifamily refinancing.How cheap money has driven up real estate prices and could stabilize the market moving forward.The psychological effect of rate drops on the residential market and why buyers focus more on monthly payments than home prices.The historical patterns of rate cuts and their links to past economic recessions.Why this could be a prime opportunity to enter a buyer's market in real estate and multifamily investing.Topics Covered:How the Fed's decisions influence the economy and real estate.The balance between inflation control and real estate price stability.Predictions for the multifamily market and the importance of understanding market cycles.Practical advice for investors on navigating this changing landscape.Why Watch This? Gino gives seasoned insights on how these changes impact real estate investors and homeowners alike, making it a must-watch for anyone looking to make smart moves in the current market. Get ahead of the curve and position yourself for success!Timestamps:0:00 – Introduction0:40 – The Fed's 50 basis point rate cut explained2:30 – Historical patterns of rate cuts and their impact4:00 – Real estate prices vs. interest rates6:20 – How multifamily investors benefit from rate drops8:10 – Market outlook for 2025 and beyond10:00 – What to expect in the next buyer's market12:00 – Conclusion & Key takeawaysFree Resource: Want a free PDF of Gino's book “Wheelbarrow Profits”? Email Gino at gino@jakeandgino.com!