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On this week's episode of Beyond Multifamily, Ash Patel interviews Spencer Carpenter, Best Ever CRE's Guest Booker. They explore how commercial real estate investors can use podcast guest appearances to expand their reach, build credibility, and attract capital. Spencer shares why preparation matters, the common mistakes that hold guests back, and the small details that can make a big impact on how you're perceived. Spencer CarpenterCurrent role: Founder, Outlier AudioBased in: Oxford, PASay hi to them at: LinkedIn | Outlier Audio | Instagram This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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 Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
On this week's episode of Best Ever CRE Show, John Casmon interviews fellow Best Ever host, Ash Patel. Ash breaks down why he shifted from multifamily to non-residential CRE, citing shrinking returns, intense competition and far greater room for creativity in retail, office, industrial and mixed-use. He shares case studies including a Louisville office portfolio bought for pennies on the dollar with a split-and-sell strategy, and an 80,000-square-foot Canton office deal that breaks even with one floor leased. They compare underwriting, leasing risk, and management intensity, with Ash arguing commercial can deliver higher NOI with fewer headaches when you play defense and buy creatively. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
Origins - A podcast about Limited Partners, created by Notation Capital
Alex Edelson's Slipstream is a fund of funds that focuses on firms that are “difficult to find, evaluate and access.” Together with Beezer Clarkson, Partner at Sapphire Partners, and Nick Chirls, Partner at Asylum Ventures, Alex unpacks his strategy of investing in funds he believes can outperform, how to raise capital as an LP, and how to remain competitive against LPs investing in more established firms. The three of them also dig into a recent blog post by Beezer titled “Is Venture Broken?” - which explores the role of mega-funds in the early-stage market. You can read that here.This episode of Origins is supported by Sydecar. Visit sydecar.io/origins-podcast to learn more.Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partnersLearn more about OpenLP: openlp.vcLearn more about Asylum Ventures: asylum.vcLearn more about Slipstream: slipstreaminvestors.comFor a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vcSydecar, Inc. (“Sydecar”) has acted as a financial sponsor within this Origins podcast. Sapphire Ventures, LLC (“Sapphire”) is not affiliated with or invested in Sydecar.CHAPTERS:0:00-Welcome to Origins2:59-Why Start a Fund of Funds?7:39-How Do LPs Raise Capital?16:56-I'm the LP I Wanted to Work With As a GP21:17-What Is Similar & Different Between Now and 2021?30:41-What Is an Advantage One Day Is Table Stakes the Next34:18-You Don't Need a Big Winner to Have An Amazing Small Fund39:08-Is Venture Broken?
Send us a textLisa Carmen Wang was a 4-time USA National Champion gymnast and Olympic-level athlete who built her early identity around perfection, discipline, and winning.But today, she's flipped the script.Now an early-stage VC and author of The Bad Bitch Business Bible, Carmen shares her transformation from a “good girl” mindset to a bold, unapologetic investor rewriting the rules for women in finance and tech.In this episode, we talk about:- The toxic side of high performance- Visualization, identity work & healing- Launching the Bad Bitch Empire Fund- Why 99% of her LPs are first-time female investors- Health tech, fintech, and investing with purpose--- We'd like to extend a heartfelt thank you to Daniel Puder for joining us at the Family Office Club and contributing his time, wisdom, and energy to our athlete investor panels.Daniel is a former undefeated MMA fighter, WWE's $1M Tough Enough Champion, Deputy Sheriff, and Founder of MLMP. He currently serves as Co-Founder and President of MLMPI Prep Academy, Founder of My Life My Power, and Co-Founder of My Life My Brand. Beyond his impressive career, Daniel is an author, professional speaker, and passionate advocate for public education.His purpose-driven mission to inspire youth, empower communities, and equip law enforcement and educators with mentorship tools is deeply impactful. We are grateful to have had his leadership, insights, and authentic voice on stage at our summit.Thank you, Daniel, for helping make this event so meaningful.
On this week's episode of Unlimited Capital, Richard McGirr interviews Ryan Watts. Ryan shares how he co-founded Red River Development and scaled a Build-to-Rent platform to 1,900 units and $600M AUM by leaning on RIAs, family offices, high net worth investors, and a robust fund-manager channel. He explains why they prioritize prerecorded webinars, turnkey deal rooms, and third-party experts to help fund managers raise faster with more credibility. Ryan also previews their 206-home Waco, Texas BTR project, outlining a conservative 65% LTC capital stack, a merchant-build strategy targeting 2x equity, and why Texas demand makes the story compelling. Ryan WattsCurrent role: Co-Founder, Red River DevelopmentBased in: Dallas, TexasSay hi to them at: https://redriverdevelopment.com/ | LinkedIn This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
If you're serious about building wealth through real estate, you can't afford to ignore the tax side. In this episode, CPA and active investor Sean Graham breaks down how cost segregation and bonus depreciation can save you (and your investors) tens or even hundreds of thousands in taxes—without changing your investment strategy. We cover how to use cost seg the right way, why most CPAs are doing it wrong, and what high earners need to know about the latest tax bill that could bring back 100% bonus depreciation. Whether you're a GP looking to raise smarter or an LP trying to boost after-tax returns, this episode is non-negotiable.Key TakeawaysWhat Cost Segregation Actually Does for YouReclassifies components of a property to accelerate depreciation over 5–15 years instead of 27.5 or 39.Allows investors to take massive deductions in year one—sometimes more than the cash they put into the deal.Creates phantom losses on K-1s that can offset other passive income or gains.Bonus Depreciation: What It Is, and Why It Matters100% bonus depreciation (introduced in 2017) allows investors to deduct qualifying property in year one.It's phased down since 2023 but may return under new legislation.Huge benefit for both LPs and GPs—particularly when paired with proper tax strategy.Using Cost Seg to Raise Capital More EffectivelySmart GPs use depreciation estimates during the raise to attract savvy investors.Many LPs care more about the tax benefits than the projected cash flow.For deals over $1M, cost seg should be factored into your underwriting and pitch.The “Look-Back” Strategy for Missed DepreciationAllows owners to retroactively apply cost segregation—even years after purchase.No need to amend prior tax returns; benefits can be taken in the current year.Especially powerful when strategic timing aligns with real estate professional status.Avoiding Common CPA MistakesMany CPAs aren't familiar with real estate—leading to missed deductions and bad advice.Make sure your tax pro understands real estate-specific strategies like bonus depreciation, short-term rental loopholes, and REPS.Ask the right questions: Do they know how to handle depreciation recapture? Real estate professional status? IRA investing?How to Work with a Cost Segregation Firm the Right WayInvolve a cost seg firm early—before closing—so you can plan ahead and market benefits to investors.Studies typically cost $5K–$10K, but often result in six-figure tax savings.Smaller properties can use a “condensed engineering study” for reduced fees without sacrificing IRS compliance.Connect with SeanMavenCostSeg.com/Blank Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)
On this week's episode of The Horizon, John discusses why inflation is rising in a slow “trickle,” with food prices leading the gains, and how this feeds into rising odds of Fed rate cuts and a ~4% 10-year treasury. He explains why today's financing window—around 5% for agency multifamily—creates rare positive leverage and is already sparking activity. With construction starts falling and labor/material costs high, John outlines a favorable long-term setup: tighter future supply, elevated cap rates, and improving fundamentals. He also maps the risks (recession, weaker jobs data) and where to focus: Class A/B multifamily, necessity retail, medical office, and storage—while flagging trade-exposed West Coast industrial and some discretionary retail, and noting office as a potential “dark horse” on rising RTO pressure. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
At EUVC Summit 2025, one of the most animated sessions wasn't about regulation or returns—it was about size.Fund size.“You need to back small, early, and smart.”— ChloéWhile some claimed that fund size isn't predictive of returns, this panel pushed back with a powerful rebuttal: in early-stage venture, size absolutely matters—and skin in the game matters even more.Chloé laid out the logic:The earlier you invest, the lower the probability of hitting a mega outcomeBut the smaller your fund, the greater your exposure to uncapped upside“No one thought a $100M fund was too large in the early 2000s. But back then, a $1B exit was 99th percentile. Today? That's just 85th. A $20B exit is the new 99th percentile.”In short: outcomes have scaled dramatically—but fund sizes have ballooned even faster.If you want real multiples, you can't rely on average returns. You need asymmetric upside.“Average venture-backed exit valuation? Still around $100M.”That stat alone makes a strong case for micro-funds.→ A $5B mega fund might get you into elite cap tables—but you're unlikely to 10x→ A $30–50M fund? One breakout and you're a rocketshipAnd the panel made it clear: LPs chasing “safe” strategies may be missing the real alpha generators.The panel also poked fun at outdated VC modeling tools:“Can we finally stop using the Page & Associates PDF?”(Amen.)This wasn't just a critique of stale math—it was a call for more creative, conviction-led underwriting in a world where category winners look radically different than they did two decades ago.“We're not looking for averagely good returns. We're backing for uncapped upside.”That's the ethos driving many LPs toward emerging managers and micro funds.Not to mention the sense of alignment, focus, and nimbleness that often fades in billion-dollar vehicles.This panel had heat—and it wasn't done.“Happy to do this again. On a podcast. Longer. Louder.”Count us in.The Case for Small Funds: Math, Mindset, and MultiplesThe Uncomfortable Truth: Most VC Exits Are Still SmallPage & Associates: Retire the TemplateFund Size Isn't Just Capital—It's PhilosophyComing Soon… A Podcast Debate?
On this week's episode of Multifamily Mastery, John Casmon interviews Axel Ragnarsson. Axel breaks down his direct to seller playbook for small to mid-size New England multifamily, from dream-list targeting to low-pressure, relationship-first outreach by phone, email, text, and mail to stay top of mind with unsophisticated owners. He shares how he overcame capital bottlenecks by building a marketing engine that attracts retail LPs via podcasts, LinkedIn, and a growing newsletter, plus the mindset shifts to handle rejection. Axel also unpacks scaling through vertical integration and people, including partnering into property management, hiring an acquisitions manager, and using VAs for asset management, along with tactical tips on list building, skip tracing, channel sequencing, and when to use cold calling versus direct mail. Axel RagnarssonCurrent role: Founder, Aligned Real Estate PartnersBased in: Boston, MassachusettsSay hi to them at: https://alignedrep.com | mailto:axel@alignedrep.com This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
On this week's episode of Next Level CRE, Matt Faircloth interviews Mike Roeder. They dig into lessons from scaling Granite Towers Equity Group, including why words matter at the property level and how third-party teams should embody owner values. Mike breaks down risk controls like raising CapEx up front instead of out of cash flow, screening hard for delinquency and true affordability, and favoring 1980s–2000s assets with seven-year fixed-rate debt. He also shares hands-on asset management plays, from incentivized collections specialists and secret shopping to revenue boosts like monetizing structured parking and bulk Wi-Fi. Mike RoederCurrent role: Co-Founder & Managing Partner, Granite Towers Equity Group. Based in: Central Minnesota. Say hi to them at: https://www.granitetowersequitygroup.com/ | Instagram | YouTube This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
Target Market Insights: Multifamily Real Estate Marketing Tips
Ryan Sudeck is the CEO of Sage Investment Group, where he leads a team focused on addressing the affordable housing crisis through hotel-to-apartment conversions. With a background in mergers and acquisitions at Amazon, Samsung, and Redfin, Ryan has overseen more than 24 successful adaptive reuse projects nationwide. Under his leadership, Sage operates an evergreen fund with over 400 investors, creating high-quality, naturally affordable housing at scale. Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Hotels are valued differently than apartments, creating a 40%+ value lift when converted to residential use. Sage Investment Group has completed 24 hotel-to-apartment conversions across six states, with 100–200 units per property. Units are typically 300-square-foot studios with full kitchens and modern amenities. Strong diligence on entitlements, construction, and lease-up is critical for success. Patience in acquisitions—sometimes two years per deal—is key to meeting return thresholds. Topics From M&A to Affordable Housing Ryan's career in corporate acquisitions prepared him to lead Sage. Joined as CEO to scale a mission-driven approach to solving the housing shortage. Why Hotel Conversions Work Hotels trade at higher cap rates than apartments, creating built-in arbitrage. Conversion costs average $100K per unit—about half the replacement cost of new builds. Final product: fully renovated studios with fitness centers, coworking, and community amenities. Execution Risks and Lessons Learned Entitlements: converting from commercial to residential requires local approvals. Construction: inspections, sewer scopes, and cutting open walls before purchase to avoid surprises. Lease-up: conservative rent assumptions and regional property managers ensure stabilized occupancy. Capital Stack and Returns Evergreen fund supplies 25–35% of equity alongside LPs. Senior debt from community banks or private debt funds covers 60–75%. Renovation costs run $35K–$45K per unit; recent refis have returned significant equity. Why Not Ground-Up or Value-Add? Ground-up costs 2x more per unit and faces supply delays. Value-add multifamily is overpriced with thin margins post-2021. Conversions provide stronger risk-adjusted returns.
Whitney shares her path from early house hacking to building a diverse portfolio across asset classes and layers of the capital stack. She explains why express car washes (not gas-station automatics or high-labor full-service models) can be a high-margin, subscription-friendly business—when you buy right, operate at scale, and choose the right corner. We dig into seasonality, water-use rules, equipment choices, and competition, plus how her team centralized third-party management across 30 locations in ~15 communities to gain purchasing power and in-house tech talent. Whitney also lays out how passive investors can evaluate these deals, target a healthy mix of subscription vs. single-pay customers, and balance cash flow today with equity plays when market cycles turn. Key Takeaways Express car wash ≠ automated gas-station bay. It's a long, smart tunnel with minimal staff and strong unit economics. Subscriptions smooth revenue. Targets around 75–80% recurring, while keeping single-pay volume for new-customer flow. Location is everything. Right submarket, right side of the road, and strong daily traffic (convenience wins). Scale matters. Centralized ops, in-house techs, and bulk contracts can lift margins beyond mom-and-pop levels. Risk & fit for LPs. Understand seasonality, local water policy, equipment vintage, and whether you're taking development risk. Portfolio strategy. Diversify across asset classes and up/down the capital stack to ride different market cycles. - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/
On this week's episode of Passive Income Playbook, Pascal Wagner interviews Amanda Han and Matt MacFarland. They break down the One Big Beautiful Bill for real estate investors, from the return of 100% bonus depreciation and why placed-in-service timing matters to smart ways LPs can plan for depreciation recapture instead of fearing it. Amanda and Matt also hit SALT cap relief, pass-through entity tax elections that can turn state taxes into deductible business expenses, and a niche but powerful new 100% write-off for buildings used directly in manufacturing. You'll hear practical LP due-diligence red flags, how to sync exit timelines with your CPA, and why “strategy stacking” can compound savings across your portfolio. Amanda Han & Matt MacFarlandCurrent role: Managing Director & Co-founders, Keystone CPA. Based in: Fullerton, CaliforniaSay hi to them at: https://www.keystonecpa.com/ | LinkedIn | Instagram This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
Topics:Fundraising Lessons from a $1.6B FundA Carve-Out Playbook That ScalesWhy You Need a One-Page Strategy...and so much more.Top TakeawaysKeep strategy simple. Instead of 50-slide strategy decks, Chris insists on a one-pager with two to four clear priorities. Every team member, from associate to partner, should be able to recite them. Simplicity drives alignment and execution.3 actionable tips for hiring executives. First, focus on three traits: intelligence, hustle, and the ability to lead. Second, use third-party assessment tools to better evaluate candidates. Third, test humility in real life. At Pacific Avenue, that means taking candidates out to a meal and watching the small interactions. If someone can't treat people well in everyday settings, they won't be a good leader inside the company.Make it safe to fail, so you can win consistently. Pacific Avenue's rule: surface mistakes quickly, fix them, and move on. In fundraising, it's asking for genuine feedback when LPs push back and refining the pitch. In operations, it's changing course when a carve-out plan isn't working. As Chris puts it, “It's okay to be wrong. It's not okay to stay wrong.”Look at the past to plan the future. When assessing carve-outs, Pacific Avenue starts by asking: What did this business look like before the corporate parent? Often, it was a strong, growing standalone that later got deprioritized. That history matters because if the business thrived once, there's a strong case it can thrive again with the right strategy.About Chris SznewajsChris Sznewajs is the Managing Partner and Founder of Pacific Avenue Capital Partners. A veteran investor in complex carve-outs and special situations, he brings decades of experience in private equity and operational turnarounds. Before launching Pacific Avenue in 2018, he was a Principal at The Gores Group and began his career in Bain & Company's restructuring practice. About Pacific Avenue Capital PartnersPacific Avenue Capital Partners is an LA-based private equity firm focused on middle-market carve-outs, corporate divestitures, and other complex situations. The firm works hand-in-hand with management teams to unlock value through operational improvements and growth strategies. With the rapid close of its $1.6B Fund II in under four months, Pacific Avenue now manages over $3.8B in AUM.
At the EUVC Summit 2025, the Firm of the Year award didn't go to a household name—or a partner of the presenter. It went to a firm that's quietly built one of the most impactful portfolios in European venture over the past decade:Credo Ventures – winner of this year's Firm of the Year Award.And the irony? They didn't see it coming.“I never really liked awards like this… but maybe I'm ready to reconsider.”Credo Ventures' rise hasn't always been center stage. Based in Central and Eastern Europe, they've long bet on founders and ecosystems that many in mainstream venture overlooked.But the results speak for themselves—category-defining companies, global expansion stories, and a consistent track record of backing ambitious founders early.“Maybe having such an award can be a new KPI for us—right next to DPI.”The Credo team kept the moment light, thanking not just their founders and LPs—but even the investors who didn't back them.“Thank you, Thomas, for not investing in us. Maybe that pushed us forward even more.”This self-awareness is part of what's made Credo so beloved in the ecosystem: no arrogance, no buzzwords—just clear conviction, strong founder relationships, and outcomes that speak louder than headlines.This award wasn't just about Credo—it was a signal to every fund building off the beaten path:That it's possible to build world-class performance from anywhereThat recognition follows consistencyAnd that humility and humor are strengths, not liabilities“The real credit goes to the founders we've backed. Their success is why we're here today.”Congratulations to Credo Ventures—EUVC Firm of the Year 2025.May DPI stay high, and KPIs stay fun.Building Beyond the SpotlightA Touch of Humility. A Lot of Performance.A Win for the Underdogs
I don't usually go click-baity, but here we are. Lately I've had a wave of messages from viewers saying their new LPs arrive scratched, noisy, warped or covered in paper dust.Do Modern Vinyl Pressings Suck? My Honest Take (and Yours!)Is modern vinyl quality slipping—or am I just unlucky? In this video I share real examples from my recent purchases: factory scratches, split seams, noisy sides, over-tight inners… and some truly excellent, silent pressings too. I explain what I mean by a “great pressing,” why 180g and half-speed stickers don't guarantee results, and how packaging/shipping choices make a huge difference.Most importantly, I want your experiences. I'll compile your comments and send a summary to labels and pressing plants so your voices are heard. Are you returning more records? Which labels get it right? Has price vs reliability changed your buying?Phil Aston | Now Spinning Magazinewww.nowspinning.co.uk
On this week's episode of Best Ever CRE Show, Amanda Cruise interviews Jon Ostenson. They dig into the real playbook for non-food franchises, from what makes home and property services so profitable to when you're just buying yourself a job versus building a manager-run business. Jon breaks down territory strategy, startup costs and funding options like SBA and ROBS, plus why national accounts, an aligned tech stack and franchisor support can 10x your speed to market compared with going solo. They also cover due-diligence “dating,” culture and hiring, exit multiples, and why food concepts often carry more risk than “unsexy” winners like dumpsters, asphalt and temporary walls. Jon OstensonCurrent role: Founder & CEO, FranBridge Consulting. Based in: Atlanta, Georgia. Say hi to them at: https://franbridgeconsulting.com/ | LinkedIn | YouTube This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
This week on Swimming with Allocators, Earnest and Alexa welcome Lara Banks, Managing Director at Makena Capital Management. Lara shares her journey from real assets to venture capital and offers an inside look at Makena's approach to manager selection, portfolio construction, and the evolving role of LPs. The discussion also covers the endowment model, the impact of AI and market shifts on venture and private equity, and the growing importance of grit, adaptability, and unique value for emerging managers. Listeners will gain insights into current challenges like illiquidity, the rise of secondaries, and the need for cross-pollination between venture and PE, as well as practical advice for building durable firms and navigating today's dynamic investment landscape. Don't miss this great conversation!Highlights from this week's conversation include:Lara's Career Path and Origin Story (1:14)Overview of Makena Capital Management (4:04)Changes in Venture Strategy and Market Dynamics (6:06)Investable Building Blocks Explained (9:14)Challenges for Allocators in Today's Market (10:18)Goals for 2025 and Manager Selection (16:02)Advice for Managers Navigating Market Cycles (22:36)What Makes a Great Growth Equity Manager (26:16)Cross-Pollination Between PE and Venture (28:16)Opportunities in Underfunded Founders and Growth Equity (31:34)How Emerging Managers Can Stand Out (34:02)Final Thoughts and Takeaways (36:51)Makena Capital is a ~$22B endowment-style investment firm founded in 2005 by alumni of the Stanford Management Company. Located on Sand Hill Road, Makena partners with world-class managers across asset classes with a legacy of early and ongoing investment in venture capital. Learn more at www.makenacap.com.Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
On this week's episode of Best Ever CRE Show, Matt Faircloth and John Chang are bringing you another fireside chat. They go back and forth on multifamily's next five years, debating rent ceilings versus demand tailwinds, class-by-class dynamics, and why construction tariffs and replacement costs could freeze new supply even as Gen Z household formation builds pressure. John explains how treasury issuance and the 10-year may keep long rates sticky, why office could be a dark-horse recovery play, and how hotels trading below replacement cost create near-term opportunity. They wrap with recession risk, practical stress tests, and when it's smarter to build reserves or sell before the cycle turns. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
Target Market Insights: Multifamily Real Estate Marketing Tips
Pascal Wagner is a former venture capitalist turned real estate investor who has built a $250,000 annual passive income portfolio through over 30 investments. As a VC at Techstars, he deployed $150 million into 300 companies, where he learned how top institutions analyze deals and manage risk. Today, he applies that same institutional approach to passive real estate investing while coaching others to invest with clarity and confidence. Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Most passive investors make the mistake of analyzing deals in isolation instead of starting with a clear investment thesis. Institutional investors use a scientific method—macro themes first, then micro criteria, then deal selection. Diversification is essential: Pascal built co-living homes in Atlanta but realized his mom's retirement couldn't rest on one asset class or city. Following institutional or family office investors can provide a safer entry point for LPs. Separate your “cash flow bucket” from your “equity growth bucket” to align investments with goals. Topics From Techstars to Real Estate Built early wealth through co-living rentals before joining Techstars as an investor. Learned institutional-level due diligence by reviewing thousands of deals. After his father's passing, managed his mother's retirement income and shifted focus to reliable passive strategies. How Institutions Invest Define a thesis first, then filter deals that fit. See hundreds of opportunities before investing in a few. Don't chase returns—find inevitable long-term trends and align investments accordingly. Developing Guardrails for LP Investing Criteria like vintage, roof types, and market selection come from experience and costly lessons. Partnering with operators who have already learned those lessons is critical. Institutional investors demand reporting, audits, and controls—retail investors can “follow” their lead. Buckets of Cash Flow vs. Equity Growth Co-living homes and private credit provide stable cash flow. High-risk equities (tech stocks, crypto) are placed in long-term equity growth buckets. Structured his mother's long-term holdings for inheritance tax advantages while using his own portfolio for near-term cash needs.
What is the best way for limited partners (LPs) to protect themselves when investing in real estate? In this episode, Jeannette Friedrich explores five of the most common structures investors use, each with different implications for liability, taxes, and legacy planning. Whether you are new to multifamily investing or looking to refine your approach, this discussion outlines the key trade-offs to consider so your investments align with your long-term goals. Key Takeaways: - Why investing as an individual is simple but limited in terms of liability and estate planning- How Joint Tenants with Rights of Survivorship (JTWROS) provides continuity of ownership and tax advantages for couples- The role of LLCs in separating personal and investment finances while offering greater liability protection- How trusts support legacy planning and the differences between revocable and irrevocable structures- Ways retirement accounts like 401(k)s and IRAs can be used for real estate investments, along with their tax benefits and diversification potential 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. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *
Institutional CRE investing: A market run by allocation math – and uncertainty My podcast/YouTube guest today is Greg MacKinnon, Director of Research at the Pension Real Estate Association (PREA). PREA represents the institutional real estate community - think pension funds, sovereign wealth funds, endowments, and other fiduciaries managing hundreds of billions on behalf of millions of beneficiaries. These are the investors who typically allocate to real estate as part of their overall investment portfolios and who set the tone for how capital flows through the entire real estate market. Greg explains how while institutional real estate remains a roughly 10% sleeve in diversified institutional portfolios, the number matters less than the mechanics behind it. When equities rally and private values fall, the real estate slice shrinks—creating a theoretical bid to “rebalance” back to target. In practice, that bid has been clogged by a fund-recycling problem: closed-end vehicles haven't been returning capital as quickly because exits have slowed, which leaves investors waiting for distributions before recommitting. Until that dam breaks more broadly, new capital formation into private real estate remains inconsistent across strategies and managers. Office: price discovery by compulsion Institutional portfolios built in a world where office was a core holding are still working through the repricing. Unlevered office values are down on the order of ~40% from pre-COVID peaks nationally; with leverage, many positions are effectively wiped out, explaining why owners resist selling and why trades are scarce. That stasis is ending as lenders tire of “extend and pretend,” loan maturities arrive, and forced decisions accelerate. The practical question for CIOs isn't simply “hold or sell” but how fast to harvest, return, and re-underwrite risk elsewhere. Expect more office volume but much of it distress-driven rather than conviction buying. The rate cut mirage: CRE runs on growth and the 10-year Market chatter obsesses over the next Fed move. Institutional capital takes a broader view. The cost of capital that matters for underwriting – term debt, cap-rate anchoring, discount rates – is tethered more to the 10-year Treasury than the overnight Fed funds rate. A policy cut can coexist with a higher 10-year if inflation risk re-prices, blunting any “cuts are bullish” narrative. More importantly: CRE performance tracks the real economy's breadth and durability. Historically, rising interest rates often coincide with strong growth and healthy real estate. Falling rates tend to arrive with deceleration, which is why “cuts” are not automatically good news for NOI or values. Underwrite your forward cash flows, not the headline. Policy risk is now an underwriting line item Global capital has long treated the U.S. as the default safe harbor. That advantage compresses when macro policy feels unpredictable – tariffs one week, reversals the next, and public debate over central-bank independence. Some non-U.S. allocators have simply chosen not to live with the noise premium, shifting incremental dollars to Europe. Domestic institutions aren't exiting the U.S., but the signal is clear: political-economy volatility now shows up as a higher hurdle rate, more conditional investment committee approvals, and a stronger preference for managers who can navigate policy in both research and structuring. Where the money is actually going Facing actuarial return targets and a cloudy macro, institutions are tilting toward “where alpha lives now”: Digital and specialized industrial: data centers; cold storage; and industrial outdoor storage (IOS) – think secured yards for heavy equipment – where supply is constrained and tenant demand is need-based. Housing adjacencies: single-family rental, manufactured housing, student housing, and seniors housing, plus targeted affordable strategies that can layer policy incentives with operating expertise. Selective core logistics and resilient multifamily: still investable but crowded; institutions need an edge in submarket selection, cost basis, or operations to meet return hurdles. Themes in common: operational complexity that deters industry tourists, local expertise that differentiates underwriting, and cash flows less correlated to the office cycle. The portfolio is changing: from “real estate” to “real assets” Many large investors are reorganizing how they bucket risk. Instead of a hard 10% “real estate” sleeve, they're adopting either a broader real assets mandate (real estate + infrastructure + sometimes commodities) or a private markets sleeve (real estate + private credit + private equity). The goal is flexibility: tilt to where relative value is best without tripping governance wires each time. This structural shift makes it easier for a head of Real Assets to move dollars from, say, mid-risk equity in apartments to long-duration infrastructure when spreads and growth argue for it, and to rotate back when underwriting improves. It's a quiet change with large implications for which managers get funded and when. “Institutional quality” is a culture, not a class of building Too many sponsors use “institutional quality” as shorthand for a gleaming asset. Institutions define quality as process: governance, repeatability, controls, reporting cadence, and audit-ready data, plus the discipline to say “no” when the numbers don't clear the bar. That's why a best-in-class niche specialist (e.g., Southwest self-storage or cold-chain) can attract blue-chip LPs without owning a single skyline trophy. Conversely, a sponsor with a glossy deck but ad-hoc reporting will struggle to cross the institutional threshold even in “prime” locations. What to do now (operators and allocators) Own the 10-year, not the headline. Build your assumptions around the 10-year Treasury and the yield curve, not the Fed's short-term rate projections. Stress cash flows under slower growth. Lean into complex operations. Data centers, IOS, cold storage, seniors housing, where capability barriers protect yield. Be distribution-aware. If you're raising from institutions, understand their recycling constraints; design pacing and structures that fit their liquidity reality. Institutionalize the back office. Reporting, controls, and data pipelines are capital-raising assets. Treat them as such. Bottom line: allocations still want to be filled, but the bar is higher and the path is narrower. Those who combine operating edge with institutional process will take disproportionate share when the dam finally breaks. n.b. Greg and I take a detailed look at what ‘institutional' real estate really means; how it's defined, structured, and operates. It's worth tuning in so you can separate fact from fiction the next time you see the term in a pitch deck. *** 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
On this week's episode of Unlimited Capital, Richard McGirr interviews Lauren Brychell. They dig into her new 90-day playbook Beyond the Lead, outlining the four pillars of capital attraction and why most firms don't need more leads, they need better conversion and nurture systems. Lauren and Richard get tactical on aligning marketing and sales into a single machine, building a lightweight tech stack with CRM, investor portal and segmented drips, and running discovery calls that keep your talk time under 20% while guiding prospects up a yes-ladder. They also compare top-of-funnel strategies—high-ROI in-person events, heavy content repurposing and distribution, and the realities of paid ads where only best-in-class funnels win. Lauren BrychellCurrent role: Founder, Equity Elevated ConsultingBased in: Denver, ColoradoSay hi to them at: https://equity-elevated.com/ | LinkedIn This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
“I can’t give everything away” fue la última canción del último álbum de David Bowie, y ahora es el título del sexto y último box set con el que se repasa su trayectoria. Una mega caja -13 CDs o 18 LPs- para acérrimos coleccionistas del artista británico que recoge su recorrido desde 2002 a 2016, aglutinando los discos de estudio junto a singles, rarezas o actuaciones en directo.Playlist;DAVID BOWIE “New killer star”DAVID BOWIE “Waterloo Sunset”DAVID BOWIE “I can’t give everything away”THE REFLECTORS “Losing my mind” (Going out of fashion)THE RUBINOOS “Mediterraneo”LOS RETROVISORES “Un mundo aparte” (Cambio y Corto EP)TY SEGALL “Shining” (Possession)DREAM PONY “Synthetic love” (Suspicion today)LAGARTIJA NICK “El signo de los tiempos” (Eternamente en vivo)THE PRIZE “From the night” (In the red)C.O.F.F.I.N. “Cut you off” (Australia stops)DYNAMITE SHAKERS “Ticket girl” (Don’t be boring, 2023)DANIEL ROMANO “Servo” (single)TOKEN HEARTS “This time around” (ST) Escuchar audio
On this week's episode of Horizon Podcast, John Chang breaks down the newest jobs report, why the Fed is poised to cut, and how a sub-4 percent 10-year Treasury creates a short window to lock attractive debt for acquisitions and refis. He explains why policy uncertainty and tariffs could stoke stagflation, then maps the likely impacts by asset class, from steady necessity retail and mixed industrial outlooks to a nascent office recovery fueled by rising return-to-office pressure. John also outlines why supply pipelines are tapering faster than demand in many markets, how absorption could remain positive even through a mild recession, and why real estate may still outperform stocks and bonds if inflation lingers. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
On this episode of Multifamily Mastery, John Casmon interviews Ben Reinberg. Ben shares his 32-year journey in commercial real estate, beginning with his first industrial syndication in his early 20s that launched him into office, industrial, and medical office leadership. He explains why Alliance CGC has now launched a multifamily division, pointing to trillions in debt coming due and the buying opportunities it presents. Ben emphasizes the importance of mindset, resilience, and personal development while also breaking down his investing philosophy of conservative leverage, the ability to hold, and scaling through talent and in-house management. Ben Reinberg Current role: Founder & CEO, Alliance CGC Based in: Chicago, Illinois Say hi to them at: LinkedIn | alliancecgc.com | benreinberg.com 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
At the EUVC Summit 2025, the “Impact Leader of the Year” award went to a voice that's impossible to ignore—and equally impossible to copy.Hampus Jakobsson, General Partner at Pale Blue Dot, was honored for his relentless push to bring urgency, clarity, and conviction to climate investing.The award, presented by Google Cloud, recognized not just a fund or a firm, but a force in the ecosystem—someone who has helped reshape the narrative on impact itself.As Google Cloud put it:“Innovation isn't just the next feature. It's about who's solving the world's most pressing challenges.”What Hampus and the Pale Blue Dot team have done is create a space—both intellectually and practically—that brings together VCs, LPs, founders, and operators who actually want to build things that matter.From climate investing as a sector (not a virtue), to challenging LPs who see ESG as a checkbox, to advocating for clarity over carbon offsetting theatre—Hampus has never opted for the easy soundbite.When he came back to the stage to accept the award, Hampus didn't offer a speech. Just a sharp observation—about his T-shirt:“Some smart people noticed my T-shirt today. It's not the Zuckerberg one that says ‘We need more emperors.' It's the one that says—‘We need fewer emperors.'”Because that's the vibe:Less ego.Less bluster.More building.More impact.Hampus leads not with scale, but with substance.Not with "thought leadership", but with actual thought.He reminds the ecosystem that climate investing is:UrgentSmartPotentially enormousAnd yes, a little uncomfortable—because it means changing how capital behavesCongratulations to Hampus Jakobsson—Impact Leader of the Year.Let's keep turning clarity into action. And ambition into outcomes.Not Just Widgets. Not Just Warm Words.We Need Fewer EmperorsLeadership That Leaves a Mark
On this episode of Next Level CRE, Matt Faircloth interviews Paul Moore. Paul shares his remarkable journey from selling his first company and chasing “shiny objects” that left him $2.5M in debt, to giving his way out during the 2008 crash, and eventually pivoting into real estate. He explains why multifamily wasn't the “perfect investment,” how Wellings Capital now focuses on fund-of-funds strategies using Pareto's principle to back only top-tier operators, and why diversification across operators, geographies, and asset classes is key. Paul also highlights how private equity firms vet operators, what passives should know about due diligence (including NOI audits), and how Wellings has raised over $800K to fight human trafficking through AIM Paul Moore Current role: Founder & Managing Partner, Wellings Capital Based in: Lynchburg, Virginia Say hi to them at: LinkedIn| Wellings Capital| AIM Free Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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
The Rhino in the room can't be ignored: after decades in the vault, Buckingham Nicks is finally getting a reissue. eCoustics Editors Eric Pye, Jeremy Sikora, and producer Mitch Anderson team up with mastering engineer Kevin Gray (Cohearent Audio) to dig into why this cult classic vanished, why it's back now, and what it means for fans who've been chasing scratched LPs for years. Along the way, we get into the bigger picture—the state of the reissue market, the future of vinyl cutting, and why Fleetwood Mac drama still drives the mythology around this record. Chaos may have fueled the Mac, but this one's all about clarity.Thank you to Bowers & Wilkins and SVS for their support of our programming!www.svsound.comwww.bowerswilkins.comCredits:• Original intro music by The Arc of All. https://sourceoflightandpower.bandcamp.com• Voice Over Provided by Todd Harrell of SSP Unlimited. https://sspunlimited.com• Production by Mitch Anderson, Black Circle Studios. https://blackcircleradio.comDon't forget to check our website for daily updates on the latest electronics, news, recommendations, and deals on high-end audio, loudspeakers, earphones, TVs, and more.www.ecoustics.com#fleetwoodmac #ecoustics #audiophilereissue #vinylreissue #buckinghamnicks #rhinorecords #kevingray #cohearentaudio #vinylcommunity #classicalbums #hifi #audiophile #vinylmastering #recordindustry #musicindustry
On this week's episode of Passive Income Playbook, Pascal Wagner interviews Fred Hubler. Fred shares why he built a retainer-based advisory model that helps entrepreneurs and high-net-worth families allocate beyond stocks into private credit, real estate and other alternatives, and he explains his 50-10-20-20 portfolio framework for traditional assets, cash, alts and hard assets. He digs into his due-diligence rubric of legal, ethical and moral unfair advantages, plus concrete playbooks like franchise roll-ups, optioning underused retail land for townhouse developments, and partnering with institutional-grade sponsors to protect downside. You'll also hear how to vet operators, get closer to the underlying asset, and set break-even thresholds in volatile areas like oil and gas. Fred HublerCurrent role: Founder and CEO, Creative Capital Wealth Management GroupBased in: Chester Springs, PennsylvaniaSay hi to them at: https://ccwmg.com | mailto:frederickhubler@ccwmg.com | Instagram This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
In this Hip Deep edition, Afropop producer Wills Glasspeigel heads to South Africa to reveal the story of the inimitable Hugh Tracey, a field recordist born at the turn of the 20th century in England. A wayward youth, Tracey found himself in Africa in the 1920s where he became fascinated with music from Zimbabwe. Tracey became a pioneer field recordist, making over 250 LPs of traditional African music for the Gallo label in South Africa. Like John and Alan Lomax in the US, Tracey was instrumental in preserving hundreds of songs that have since gone extinct. Glasspiegel speaks with Dianne Thram, director of Tracey library in Grahamstown, South Africa; Tracey's son Andrew, a musician and field recordist in his own right; Michael Baird, an expert on the Tracey catalog; and esteemed South African anthropologist David Coplan. We'll also head to Malawi to make a field recording of our own with the help of Malawian singer, Esau Mwamwaya. APWW #590
Hello Friends! After many months of hoping to cover the DC5 on the main show, this has finally been realised thanks to the 1970 compilation, The Best of The Dave Clark Five. Issued on the Starline label in the UK, this was the first stereo Dave Clark Five material in the UK, and as such saw first time stereo mixes for the vast majority of its 14 tracks, and the other handful had only otherwise been issued in the USA on the 3 1967 LPs issued there. As such, this felt like a perfect contender for the show, but as I dug into these stereo mixes and the currently issued mono mixes, it came to my attention that many of these mono mixes are either alternates or edited versions of the correct mono mix, and in one case we even has multiple mono mixes issued in the 60s. We even had 2 stereo mixes for one track, to my surprise! Along with a few other fade oddities, and some fascinatingly different mixes, we have an episode chock full of goodies today that you do not want to miss! Happy Listening, Frederick Patreon Email Instagram - @hypnoticfred
Jeremy Au broke down how venture capital funds design LP decks, allocate capital, and differentiate themselves in competitive markets. The discussion covered portfolio construction math, capital call strategy, the role of opportunity funds, and how funds highlight unique value-adds like founder wellness programs. 02:12 Capital Calls and Timing Funds usually deploy half their capital in the first two years, with follow-ons between years two to five, balancing liquidity with legal cost efficiency. 04:15 Marking Winners and Power Laws Most of a fund's value, about 60 to 75 percent, often comes from one breakout company, driving the case for raising opportunity funds to double down. 07:27 Signaling with Follow-On Investors A strong follow-on rate signals quality to LPs. “If your companies are all Ds and shit, then nobody's gonna come in.” Watch, listen or read the full insight at https://www.bravesea.com/blog/inside-lp-deck Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts
Behind some of the biggest token launches of the past year — from Trump's $TRUMP coin to the recent Kanye West's $YZY, to the collapse of $LIBRA and this week's launch of $WLFI — the same insider names keep popping up. In this episode, Bubblemaps CEO Nicolas Vaiman explains how figures like Hayden Davis of Kelsier Ventures, celebrity promoter Sahil Arora, Naseem, and even Justin Sun have profited from chaotic launches. We dig into the mechanics of insider “snipes,” one-sided LPs that hide selling, and why celebrity and political tokens so often collapse right after launch. Finally, Nick asks: if “no one is coming to save us,” what real protections can the industry build? Thank you to our sponsors! Mantle Re Guest: Nicolas Vaiman, CEO and co-founder of Bubblemaps Links: Previous coverage of Unchained on these token launches: Why Would Argentine President Javier Milei Protect Kelsier's Hayden Davis? How the Libra Scandal Exposed Memecoin Insider Trading on the World Stage Why Lyn Alden Isn't a Fan of Trump's Memecoin Unchained: LIBRA Facilitator Sniped $12M of Kanye West's YZY Token: Bubblemaps YZY Sniper Wallet Traced to LIBRA Scheme Kanye West's YZY Token Launches With ‘Class Action Waiver' Trump Family Grows $5 Billion Richer After WLFI Token Sale Circle Freezes $57M of USDC Linked to Libra Scandal Timestamps: ⏱ 0:00 Introduction
On this week's episode of Beyond Multifamily, Ash Patel and Amanda Cruise interview each other for a solo episode. Amanda breaks down her land-home playbook for manufactured housing near Raleigh, explaining why county zoning and well plus septic areas unlock buildable lots and how smart cost segregation can offset gains with highly depreciable mobile home park components. She and Ash compare notes on commercial operations, from insisting on true commercial property managers and hyperlocal leasing pros to swallowing six-figure commissions when they add millions in value. They trade hard-won lessons on equity-sharing promissory notes, saying no to small time-sucks, and protecting sale-leasebacks with rent escrows, personal guarantees, and never dropping lawsuits, then close with practical etiquette for earning mentors and second calls. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
This week on Swimming with Allocators, it's time for another debate, discuss, and question episode as Earnest and Alexa dive into the complexities of venture capital from both LP and GP perspectives, focusing on how fund managers can differentiate themselves and the art of due diligence. They also discuss the realities of fund and startup failure rates, the evolving importance of marketing and narrative in VC, and the challenges smaller LPs face in achieving true diversification. Listeners will gain insights into what LPs look for when selecting funds, the significance of relationships and track record, and practical advice for navigating the ever-changing VC landscape. Recommended podcasts and resources round out the episode, offering further learning for aspiring allocators and fund managers. You won't want to miss this one!Highlights from this week's conversation include:VC Lab Applications & Emerging Manager Interest (0:26)Commitment and Self-Belief in VC (1:41)Honesty in Startup vs. Fundraising Pitches (5:02)Pitching Preferences: Deck vs. Conversation (7:24)Differentiation in GP Pitches (9:07)Barriers for New GPs & LP Slot Scarcity (14:59)Portfolio Construction & Venture Alpha (17:28)Marketing, Narrative Control, and Full-Stack VC Firms (19:51)Thought Leadership and Brand Building in VC (25:05)AI Concentration and Diversification Challenges (30:01)Differentiation for Emerging Managers (32:33)Host's Fund Plans: Stresswood (36:17)Lessons Learned & Must-Listen Episodes (38:58)Recommended LP-Related Content (41:36)Final Thoughts and Takeaways (43:33)Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
On this week's episode of Best Ever CRE, John Chang and Matt Faircloth interview each other in a fireside chat style. They unpack the three market drivers John watches most — jobs, demographics and local supply — and why rates matter mainly when the deal hits underwriting rather than for predicting operating performance. Matt explains his pivot toward day-one cash flow, positive leverage and scalability while moving away from C class value add plays. They debate hospitality with Matt favoring flagged limited-service hotels tied to business travel as John flags labor and construction headwinds, then trade war stories on COVID and Lehman that forced forecasts to flip overnight. This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
When Hampus Jakobsson and Romain Diaz took the stage at EUVC Summit 2025, the conversation wasn't about convincing people that climate matters. That part's done.This was about the harder bit:→ How do we fund the climate transition without compromising ambition?→ How do we handle LPs who see impact as indulgence, or carbon reporting as box-ticking?→ And how do we build conviction-led portfolios in a world that wants both velocity and virtue?One of the most powerful reframes came from Hampus:“Climate is like mobile or AI—it's not a virtue, it's a vertical. The difference is: in AI, we don't know the problem. In climate, we do—we're just figuring out the solutions.”That means climate investing is not philanthropy. It's not reputation management. It's venture—with a horizon, a thesis, and real outcomes.“If you're just looking to carbon offset with our fund, I'm fairly uncomfortable taking your money.”As Romain and Hampus both pointed out, climate LPs today fall into three broad groups:Impact-maximizers – want carbon reporting, ESG scoring, metrics.Return-seekers – want DPI, not data tables.Narrative-driven LPs – want the signal value of “being in climate.”A good fund has to navigate all three—with alignment being more valuable than agreement.“We had an LP walk away from Fund I because we wouldn't do their carbon reporting. And we were okay with that.”Instead, Pale Blue Dot found alignment with LPs like IIP, the pension fund for Denmark's nurses:“I sometimes ask myself—will this startup help deliver a pension to Danish nurses in 10 years? That's the kind of alignment I want.”From methane-reducing agtech to fintech disruptors, the pair underscored the importance of building for what the world will need—not just what it rewards today.“We're backing founders who are asking: will this still make sense in 2050?”The subtext: stop treating the climate transition as a hypothetical. It's already here. And it's reshaping everything from agriculture to infrastructure to insurance.“We don't need everyone to believe. We just need to keep showing portfolio wins. The returns—and the reality—will take care of the rest.”The closing message from Romain and Hampus was clear:We don't need more virtue. We need more velocity.Velocity in:Deploying capitalBacking bold foundersScaling actual solutionsAnd reshaping LP mindsets—one fund, one return, one story at a timeThe climate transition isn't waiting. Neither should we.Climate Is Not a Virtue Signal—It's a SectorThe Tension: Impact vs Reporting vs ReturnsOn Methane, Neobanks & the Year 2050Climate Investing Is Growing Up
On this week's episode of Unlimited Capital, Richard McGirr interviews Gene Trowbridge. They unpack how fund-of-funds legally solve the age-old capital-raising problem while navigating broker-dealer rules, why co-GPs rarely fix compensation issues, and what sponsors should demand from FOF managers. Gene deciphers 506C vs 506B offerings, the importance of disclosure, side-letter transparency, and third-party accreditation. They also explore investor relations dynamics, skin-in-the-game structures, and customizable funds—all while watching for potential SEC finder-definition shifts. Gene TrowbridgeCurrent role: Founding Partner, Trowbridge Nieh LLPBased in: Lake Forest, CaliforniaSay hi to them at: https://tnllp.com/ | YouTube | LinkedIn This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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! 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
On this episode of The Horizon, John discusses two big themes: a looming seniors housing supply gap and why multifamily still looks durable. He explains that the 80+ population is set to surge while construction lags far behind NIC MAP's estimated needs, pushing occupancies up and rents higher—though labor shortages remain a risk. He then pivots to apartments, noting record absorption, a historically wide cost gap between owning and renting, and a steep drop in new starts—all of which should keep vacancies trending down even if growth cools in a recession. Net-net, he argues CRE—especially seniors housing and multifamily—remains compelling for long-term investors. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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
On this episode of Multifamily Mastery, John Casmon interviews Georgy Marrero. Georgy shares his journey from coding prodigy to Big Tech (Amazon/Meta) and why he pivoted into real estate after early single-family flips led him toward multifamily, development, and industrial deals across the U.S. and Dominican Republic. He breaks down his operator-first framework (operator → market → asset), emphasizes downside protection through conservative debt and buying at a discount, and explains his AI-driven 21-point market screen. Georgy also details how he uses AI to scale capital raising, compress underwriting from hours to minutes, and tighten asset/development oversight with computer-vision tools. Georgy Marrero Current role: Founder, Equis Capital Based in: United States and the Dominican Republic. Say hi to them at: Instagram (@georgymh) |equis.capital | georgymarrero.com Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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
On this episode of Next Leve CRE, Matt Faircloth interviews Robert Martinez. Robert walks through building Rockstar Capital from post-recession Class B/C roots to a Houston-centric portfolio, why he now underwrites conservatively (e.g., ~65% LTV, stress-tested exits), and how inflation, insurance spikes, and rates forced operators to sharpen fundamentals. He shares his “make them stay” playbook—prioritizing AC/boilers and quality turns, adding Amazon-style lockers and in-unit laundry, converting security deposits into monthly “deposit-alternative” fees, in-housing services like valet trash/landscaping, and tightly monitoring online reviews via J Turner—plus why he prefers self-management and geographically clustered assets in Houston's suburbs near strong schools. He also details staff-first KPIs (occupancy/delinquency discipline), lessons from a short-lived third-party management experiment, and buying back long-held, well-understood assets rather than chasing heavy value-adds Visit https://www.bestevercre.com/rockstar for get Rockstar Capital's FREE NOI Boosters Guide Robert Martinez Current role: Founder & CEO, Rockstar Capital (multifamily owner-operator). rockstar-capital.com Based in: Houston, Texas. rockstar-capital.com Say hi to them at: robertmartinez.com| Instagram: @apartmentrockstar| Rockstar Capital contact Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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
Os convidados do programa Pânico desta sexta-feira (29) são Jane & Herondy.O casal Jane Moraes e José Roberto Bueno de Lima, o Herondy, se conheceram em Curitiba e uniram a vida pessoal com a vida profissional.Em 1974, nascia a dupla Jane & Herondy, a convite de Magno Salerno e Airton Rodrigues, nos programas Almoço com as Estrelas e Clube dos Artistas. Nesse mesmo período, assinaram contrato com a gravadora RCA Victor e gravaram seu primeiro compacto, É um Problema.Em 1975, lançaram seus dois primeiros LPs: um para o público brasileiro e outro, em espanhol, voltado à América Latina.No ano seguinte, em 1976, ficaram conhecidos em todo o país ao gravarem a canção Não Se Vá, pela qual são lembrados até hoje. O maior sucesso da dupla ainda é recordista em vendagens de discos dos anos 1970. A música conquistou discos de Ouro e de Platina e foi considerada um dos grandes símbolos musicais daquela década. Recentemente, Não Se Vá ganhou uma versão no ritmo de forró, mostrando que o casal sempre soube se reinventar no cenário musical. Além disso, a participação em grandes programas de televisão ajudou a consolidar o sucesso da dupla.Famosos por traduzir em belas canções o amor que sentiam um pelo outro, Jane & Herondy conquistaram diversos prêmios, entre eles o de Melhores Intérpretes no Festival Internacional La Voz das Américas, na Venezuela. Ao longo da carreira, gravaram mais de 50 discos, com sucessos como Índia, Fascinação e Dois Num Só Coração.Em 1994, lançaram o livro de autoajuda Assunto de Família – Nosso Jeito de Ser, escrito por Jane e ilustrado por Herondy.Após 33 anos de união, o casal se separou. Porém, em 2010, após cerca de cinco anos afastados, reconciliaram-se e retornaram juntos aos palcos. Poucos dias depois da retomada da carreira, em 21 de maio de 2010, Herondy sofreu um AVC durante uma turnê em Aracaju. Após quatro dias, recebeu alta médica, e isso não impediu a dupla de seguir cantando suas belas músicas.Em 2017, gravaram a canção Nosso Amor é um Sonho, em homenagem aos 43 anos de carreira da dupla e aos 48 anos de casamento.Hoje, continuam em plena atividade, interpretando clássicos da MPB, Bossa Nova e Jazz. A dupla integra o Circuito Cultural de São Paulo, realizando apresentações em teatros e casas culturais da capital paulista.Redes Sociais:Instagram: https://www.instagram.com/janeherondyYoutube - Podcast "Jane & Herondy Contando Histórias" : https://www.youtube.com/@JaneHerondyContato para shows: janeherondy@gmail.com
On this episode of the Passive Income Playbook, Pascal Wagner interviews Chris Reece about lending against cannabis-licensed real estate and why he underwrites properties to an alternative (non-cannabis) use to de-risk senior mortgages on stabilized assets. They dig into MJ REIT's evergreen, 506(c) structure—monthly subscriptions/redemptions, no lockup, a $25k minimum—and its goal of double-digit annualized distributions (11.27% net since inception) paid monthly. Chris contrasts construction lending vs. stabilized assets, explains how federal illegality (Schedule I/280E, SAFE Banking stalls) shapes the opportunity, and why today's “gray zone” may persist for several years even as state markets expand. The conversation closes with how LPs should diligence cannabis debt funds: team/IC depth, conservative LTVs, consistency through cycles, and alignment on risk. Chris Reeze Current role: Founder & CEO at MJ REIT Based in: Greater Philadelphia Are Say hi to them at: mj-reit.com, LinkedIn Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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
On this episode of Beyond Multifamily, Ash Patel interviews Logan Freeman (“Mr. Kansas City”), an investor–developer–broker who's bullish on select office and small-bay industrial. He explains how Class B/C office can work today—smaller suites, 1–3 year leases, rigorous OPEX/insurance diligence, and lender-ready liquidity—while outlining why flex/industrial has real tailwinds. Logan breaks down Kansas City's diversified growth story and how to win broker attention with a crisp buy box, fast feedback cadence, and authentic LinkedIn presence (plus smart AI to package data fast). He also shares lessons on time management, delegation, and a humbling historic rehab that reinforced the value of radical transparency in deals. Logan Freeman Current Role: Co-Founder & Chief Development Officer, FTW Investments; commercial real estate investor, developer, and broker. ftwinvestmentsllc.com Based in: Kansas City, Missouri. Say hi to them at: LinkedIn | FTW Investments Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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
On this episode of Best Ever CRE, Joe Cornwell interviews Dani Beit-Or about his “get-rich-slow” approach to long-distance rental investing and how he started with a sight-unseen Phoenix purchase in 2002 before moving to the U.S. in 2004. He shares cycle-tested lessons from the 2008 crash, why boring, bread-and-butter single-family and small multis still win, and how to pick metros using fundamentals (jobs, demographics, landlord-friendly laws) instead of herd advice. Dani explains current plays to boost yield—mid-term rentals, selective discounts with builders, and the occasional VA-assumption/subject-to—and why today's mostly-normalized rates still leave a closing window for buyer leverage. He and Joe also unpack why information abundance removes the “I don't know how” excuse and how consistent process beats headlines. Dani Beit-Or Current Role: Founder & CEO, Simply Do It — Real Estate Investing Guidance Based In: Irvine / Orange County, CA Say Hi To Them At: LinkedIn YouTube Instagram BiggerPockets Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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
Can blockchain make private real estate more accessible? Paul Shannon speaks with Larry Kalis and Tyler Vinson about tokenization for LPs. They cover TRIFs from American Digital Realty, how RE Tokens enables secondary trading after a one year lockup, and what changes for custody, liquidity, and tax reporting. If you know syndications but are new to tokenized assets, this is a simple, practical breakdown. Key Takeaways: What tokenization means for LPs, a digital wrapper of your fund or deal interest on a blockchain Access and diversification with lower minimums and one consolidated K1 Liquidity path using Rule 144 and a secondary marketplace after 12 months Operations and security, KYC and AML, custodied tokens, fiat or USDC distributions, burn and reissue if lost Structure and risks, ADR's fund of funds TRIFs on Stellar vs single asset tokens, tech partner and valuation cadence Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.
On this episode of Unlimited Capital, Richard McGirr interviews Luis (Lou) Green about his path from a decade in e-commerce to partnering in Arbet Group and spinning up Arbet Capital Partners to lead the firm's capital division. They dig into why a separate capital arm enables feeder funds/SPVs and broader allocation for LPs, supported by communities like Family Office Club. Luis shares specific, high-touch outbound tactics—PERE-sourced lists, trigger-based calls, and creative “guerrilla” touches—to build institutional pipelines and keep investor relations centralized. Luis closes with a trust-first sales framework and the importance of systems, noting current initiatives like a $50M condo-conversion raise. Luis (Lou) Green Current Role: Managing Partner & Founder at Arbet Capital Partners Based in: St. Augustine, Florida Say hi to them at: LinkedIn | luisgreen.com Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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
On this episode of The Horizon, John discusses the July retail sales print—strong nominally but essentially flat after inflation—and why consumer capacity to spend (healthier debt-to-income ratios and rising savings) is at odds with willingness to spend as sentiment softens. He explains how tariffs are likely to shift more costs from businesses to consumers in coming months, potentially weighing on Q4 sales and nudging inflation higher. Translating this to CRE, John expects more pressure on West Coast industrial (trade-exposed) while retail vacancies drift up from record lows, with grocery/necessity retail holding steadier than restaurants. Longer-term, he sees structural demand supported by millennial spending power, sizable boomer wealth, and improving transaction activity into late-2025/2026. Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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
On this episode of Multifamily Mastery, John Casmon interviews Dave Dubeau. Dave breaks down why “a great deal will make the money appear” is a myth, urging capital raisers to build relationships and line up soft commitments well before they need funds. He explains today's tougher LP sentiment around multifamily and why targeting fresh, accredited investors can outperform chasing burned LPs. Dave also shares his podcast-led system for consistently booking investor meetings and converting value-first conversations into capital. Dave Dubeau Current Role: Owner of Results Enterprises Based In: Kamloops, British Columbia, Canada. tedthomas.comiHeart Say Hi To Them At: LinkedIn, Results Enterprises, 20AccreditedInvestorsBook.com Visit investwithsunrise.com to learn more about investment opportunities. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER 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