Podcasts about lps

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Latest podcast episodes about lps

Best Real Estate Investing Advice Ever
JF 4087: Solar-Powered Storage, Smart Financing and Future Growth ft. Steven Wear

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 12, 2025 43:16


Amanda Cruise and Ash Patel interview Steven Wear, chief marketing officer of SSSE, about the firm's nationwide self-storage investments and how it's evolving the model through creative financing and energy innovation. Steven explains how SSSE focuses on secondary and tertiary markets to avoid oversaturation and zoning risks, and why they advocate for local moratoriums once they've entered a market. He discusses using substitution of collateral strategies to maximize returns on seller-financed deals, creating a self-sustaining capital engine. The conversation also explores how SSSE integrates solar power, geothermal, and potential data center partnerships to turn storage facilities into power-generating assets, revealing a forward-thinking vision for the future of self-storage. Steven WearCurrent role: Chief Marketing Officer, SSSEBased in: Chicago, IllinoisSay hi to them at: https://ssse.com/ | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.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 Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Swimming with Allocators
DDQ: Due Diligence, Debate, and Differentiation: A Deep Dive into Today's Venture Landscape with Earnest Sweat and Alexa Binns

Swimming with Allocators

Play Episode Listen Later Nov 12, 2025 49:01


This week on Swimming with Allocators, it's time for another discuss, debate, and question episode as Alexa Binns and Earnest Sweat dive into the evolving venture capital landscape, examining themes like LP confidence in selecting managers versus direct deals, the changing roles of fund-of-funds, the impact of AI and storytelling for differentiation, and rising pressures on women and diverse founders. The conversation also debates whether venture is still truly venture as mega funds grow, highlights the importance of authentic branding, and explores whether geographic hubs like San Francisco are essential. Listeners will take away insights on how LPs and GPs can foster meaningful relationships, the need for differentiation, ongoing diversity challenges, why clarity of purpose and resilience are more crucial than ever in today's VC ecosystem, and so much more. Don't miss this episode!Highlights from this week's conversation include:Welcome and Introduction to DDQ Episode (0:24)LP Confidence in Manager Selection and Blind Spots in Direct Deal Flow (3:01)The Push for Change in the Fund-To-Fund Model and Consolidation (6:20)Market Timing and Advice for Maintaining Portfolio Discipline (8:34)The Growing Importance of Technology Stacks for Fund Managers (9:25)How Branding and Storytelling Are Evolving in Venture Capital (12:31)Challenges of Differentiation, Authenticity, and Thought Leadership (15:05)Addressing Disparities and the Need for Collective Action (19:08)The Shift in How Founders Choose Capital Versus LP Expectations (23:02)Debating Who is the Ultimate Customer: LPs or Founders (26:50)Enriching The LP Experience With Initiatives Like Pitch Days (29:35)The Role of GPs in Supporting Founders and Their Track Records (31:03)In-Person Events, San Francisco's Significance, and Industry Presence (34:14)How LPs Rebuild Conviction After Market Downturns (37:53)Managing Fund Terms, Anchors, and Building a Minimum Viable Fund (39:39)Commitments, Angel Investing, and Highlights From Recent Deals (41:39)Final Thoughts and Takeaways (44:03)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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Best Real Estate Investing Advice Ever
JF 4086: How Service Providers Can Stand Out at Conferences ft. Spencer Carpenter

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 11, 2025 48:27


Richard McGirr interviews Spencer Carpenter, Best Ever CRE's guest booker and founder of Outlier Audio, to workshop networking strategy for the Best Ever Conference. They dig into how to define an ideal client profile, sell outcome-based podcast campaigns instead of one-off bookings, and qualify prospects quickly so Spencer only offers high-touch strategy sessions to the right fits. Spencer and Richard also explore building simple but effective lead magnets and email drips, using click tracking to prioritize follow-ups, and reframing conference networking as pipeline-building instead of aimless small talk. Along the way, they touch on how LPs and operators alike can show up to conferences with a clear thesis, buy box, and intentional follow-up plan. Spencer CarpenterCurrent role: Founder, Outlier Audio Based in: Oxford, Pennsylvania Say hi to them at: https://www.outlieraudio.com/ | https://www.linkedin.com/in/spencercarpenter/ | https://www.instagram.com/spencercarpenter/?hl=en Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Target Market Insights: Multifamily Real Estate Marketing Tips
Look for This When Investing Passively with Evan Polaski, Ep. 764

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Nov 11, 2025 56:13


Evan Polaski is the Director of Capital Raising at Black Gate Partners, where he leads investor relations and capital strategy for multifamily real estate syndications. With 18 years of commercial real estate experience—including roles in retail development, multifamily investments, and investor communications—Evan brings a rare blend of institutional perspective and hands-on execution. He has invested as both a general and limited partner and is known for his candid approach to alignment, underwriting scrutiny, and investor education.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Great deals and abundant capital rarely align—it's always a pendulum A conservative deal today may have felt aggressive just 24 months ago True GP-LP alignment is nuanced and difficult to achieve—acquisition fees often skew incentives Passive investors should study sponsors' fee structures, co-investments, and transparency The best investor relations approach isn't sales—it's expectation management     Topics Falling in Love with Real Estate Early Evan's fascination with real estate began as a child watching shopping centers being built in Atlanta Studied finance and real estate at the University of Cincinnati, and started in retail REIT investor relations Has worked across roles in capital raising, investing, and ownership The Market's Capital-Deal Imbalance Capital and deal quality are rarely in sync—one is always scarce 2021–2022 saw capital flood the market, but often into weak deals Today feels like 2009 again, with conservative investors and fewer phone calls returned Lessons from the Downturn Floating-rate loans and short-term debt—not real estate quality—are behind many failed deals Evan cautions that "safe" real estate only stays safe with proper structure and conservative assumptions Overly optimistic IRRs, misaligned capital stacks, and loose underwriting have been exposed On Alignment and Fees Evan focuses on age and experience as critical factors when evaluating GPs Acquisition fees deserve close scrutiny—especially when they exceed co-investment amounts Sponsors who transact just to earn fees raise red flags around long-term alignment Managing Investor Expectations Great IR is about setting, managing, and exceeding expectations LPs who receive clear, accurate communication—regardless of performance—stay engaged longer Sales-driven approaches often lead to mismatches in trust and long-term relationships Navigating Growth and Team Building Scaling a syndication business brings team demands—growth isn't always about ego Even small increases in payroll or promotions require deal flow and capital Balance between investor returns and internal sustainability is delicate and evolving Track Record and Debt Structure IRR isn't enough—investors should ask how much of a return came from NOI growth vs. cap rate compression Evan favors sponsors who have survived downturns and learned from risk exposure Floating debt creates the illusion of strong deals—fixed-rate debt demonstrates stability    

Getting Rich Together
Building Impact Through Science and Investment with Jessica Karr, Founder of Coyote Ventures

Getting Rich Together

Play Episode Listen Later Nov 11, 2025 47:43


Join me for an inspiring conversation with Jessica Karr, the heart-centered venture capitalist and founder of Coyote Ventures, who is transforming women's health and wellness through strategic investments. Jessica's journey from biochemist to early team member at Impossible Foods to launching her own impact-focused venture fund is a masterclass in following your values while building wealth. In this episode, Jessica shares her unconventional path from working in her father's dental practice in Amarillo, Texas, to becoming a force in Silicon Valley venture capital. You'll hear how she navigated stock options as an early employee, the pivotal moments that shaped her investment philosophy, and why she chose to focus exclusively on companies advancing women's health and wellness. Jessica opens up about the realities of raising a first fund, living capital-efficiently to play the long game, and why being "all in" on private markets aligns with her values—even when wealth managers cringe. Her story illuminates how scientific thinking, patience, and an unwavering commitment to impact can create both financial returns and meaningful change. Key Topics: Finding alignment between science, sustainability, and personal health through early experiences in healthcare Navigating stock options and secondary markets as an early Impossible Foods employee Transitioning from consulting to venture capital without traditional training Raising your first fund and securing institutional LPs like Bank of America Living capital-efficiently to enable long-term, high-reward opportunities Building a thesis around women's health and wellness investing Creating community and balance while pursuing ambitious career goals Why being "all in" on private markets reflects living in integrity with your mission Connect with Jessica Karr online: Website: https://www.coyote.ventures/ LinkedIn: https://www.linkedin.com/in/jessicarkarr/ Instagram: https://www.instagram.com/hellojesskarr/?hl=en   Find more from Syama Bunten: Instagram: @syama.co, @gettingrichpod Website: wealthcatalyst.com Podcast: wealthcatalyst.com/getting-rich-together-podcast Download Syama's Free Resources: wealthcatalyst.com/resources Wealth Catalyst Summit: wealthcatalyst.com/summits Speaking: syamabunten.com Big Delta Capital: www.bigdeltacapital.com

The Low Carb Athlete Podcast
#618 The Glycocalyx Connection: Healing Leaky Gut, Leaky Brain & Cognitive Decline with Martha Carlin

The Low Carb Athlete Podcast

Play Episode Listen Later Nov 11, 2025 84:01


The Glycocalyx Connection: Healing Leaky Gut, Leaky Brain & Cognitive Decline with Martha Carlin What if the secret to your gut, brain, and vascular health lies in a microscopic sugar-protein layer called the glycocalyx? In this episode of The Coach Debbie Potts Show, I sit down with Martha Carlin, founder of BiotiQuest and The BioCollective, to explore how the glycocalyx, the gut microbiome, and the blood–brain barrier work together to protect our energy, metabolism, and cognitive health — and what happens when they break down. Martha shares her inspiring story of turning her husband's Parkinson's diagnosis into a scientific mission, leading to the creation of Sugar Shift — a probiotic culture designed to rebalance sugar metabolism in the gut. We unpack the science of how this unique formulation helps convert glucose into beneficial metabolites like mannitol, supporting both metabolic and neurological resilience. Together, we discuss:

EUVC
E649 | Mariette Roesink, Curie Capital: Backing Life Sciences, Unicorns & Zero Bankruptcies

EUVC

Play Episode Listen Later Nov 11, 2025 26:45


Welcome back to another episode of the EUVC Podcast, your trusted inside track on the people, deals, and dynamics shaping European venture.This week, Andreas Munk Holm is joined by Mariette Roesink, Co‑Founder of Curie Capital. Named after Marie Curie, the fund backs breakthrough life science technologies with a mission to both deliver outsized returns and transform patient outcomes.Mariette and her co-founder Han de Groot have already been part of two unicorn exits, raised €200M across their portfolio in a single year, and — most strikingly — can point to zero bankruptcies across 25 investments. As family office-backed GPs, they also invest significant personal capital alongside LPs.They dive into Curie's approach, the unique dynamics of European biotech, why Western Europe is a life science powerhouse, and how to make life science VC anything but “binary.”Whether you're an LP curious about the sector, a GP sharpening your pitch, or a founder in healthtech — this conversation is packed with insights.Here's what's covered:01:00 | Why Curie Capital is named after Marie Curie03:00 | High financial returns + patient impact: the dual promise of biotech05:00 | Why GPs investing their own family money matters07:00 | Raising €200M in “harsh” markets — portfolio highlights09:30 | The billion-dollar impact story of Acerta Pharma12:00 | Building specialist networks & engaging strategics early14:00 | TargED Biotherapeutics: developing a breakthrough stroke therapy17:00 | Zero bankruptcies — besides capital Curie helps theyoung ventures with their network to support raising next roundsand partnering20:00 | The Curie Capital team — science, business, and hands-on support21:30 | Why Western Europe is a life sciences powerhouse23:30 | The 6.1x valuation gap between EU & US early-stage biotech25:00 | The truth about life science holding periods & exits27:00 | Educating LPs: why life science VC isn't as binary as many think

Best Real Estate Investing Advice Ever
JF 4085: Charts That Matter, Honest Updates and Lower Cost of Capital ft. Ryan Floyd

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 10, 2025 47:51


Richard McGirr interviews Ryan Floyd, a portfolio manager at Barca Capital, about why thoughtful, authentic investor relations is one of the most overlooked levers for raising and retaining capital. Ryan explains how most IR decks fail by avoiding honest discussion of what isn't working, over-summarizing numbers in text, and underusing long-term, segment-level data that actually helps investors make decisions. He shares why investors crave more history, more segmentation, and better-designed charts in the spirit of Edward Tufte, rather than generic bullet points and boilerplate language. Richard and Ryan then connect these ideas back to private real estate and funds, showing how storytelling, regular calls, and transparent reporting build deeper investor trust and dramatically increase repeat investments. Ryan FloydCurrent role: Portfolio Manager, Barca Capital Based in: Greater Boston, MassachusettsSay hi to them at: https://www.barcacapital.com/ | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.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 Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Rockin' the Suburbs
2240: The Albums of 1975 Part One

Rockin' the Suburbs

Play Episode Listen Later Nov 10, 2025 16:42


This week, we tune our ears back 50 years to 1975 and flip through some of the albums released in that year. Each episode will examine those records from a different angle. In part one, we focus on the biggest selling LPs that hit the racks fifty years back.  Rockin' the Suburbs on Apple Podcasts/iTunes or other podcast platforms, including audioBoom, Spotify, Google Podcasts, Amazon, iHeart, Stitcher and TuneIn. Or listen at SuburbsPod.com. Please rate/review the show on Apple Podcasts and share it with your friends. Visit our website at SuburbsPod.com Email Jim & Patrick at rock@suburbspod.com Follow us on the Threads, Facebook or Instagram @suburbspod If you're glad or sad or high, call the Suburban Party Line — 612-440-1984. Theme music: "Ascension," originally by Quartjar, next covered by Frank Muffin and now re-done in a high-voltage version by Quartjar again!  Visit quartjar.bandcamp.com and frankmuffin.bandcamp.com.

Small Axe Podcast
Building Relationships with LPs (the Real Way)

Small Axe Podcast

Play Episode Listen Later Nov 10, 2025 20:18


How to attract investors without "raising capital" — through trust, consistency, and real work. Description In this episode, Nico gets brutally honest about what it really takes to start building relationships with potential LPs (limited partners). This isn't about "raising capital" or trying to sound like a pro — it's about showing up, building trust, and earning credibility over time. You'll learn: How to naturally attract LPs through your content, network, and conversations Why your email list is your most powerful long-term asset What to do when people ghost you or say no How to share your wins and losses to build real trust Why consistency > perfection when growing your investor base No secrets. No shortcuts. Just the real journey of a multifamily operator.

Best Real Estate Investing Advice Ever
JF 4084: Data Centers, AI Disruption and The Case For Small Bay Industrial with John Chang

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 9, 2025 37:14


John Chang breaks down the Urban Land Institute and PwC 2026 Emerging Trends report and what it means for commercial real estate investors. He walks through ULI's top ten markets to watch, including Dallas, Miami, Houston, Northern New Jersey, Tampa, and Phoenix, highlighting where overdevelopment, insurance costs, and local policy risks could pressure performance versus where solid job and demographic trends still support growth. John also explores why he favors sectors like seniors housing, medical office, workforce apartments, necessity-based neighborhood retail, and small bay industrial over buzzy data centers, especially given AI's long runway and the heavy power demands of server facilities. He wraps up by explaining why today's combination of compressed lending spreads, elevated cap rates, and a coming construction slowdown could set investors up for strong risk-adjusted returns over the next three to five years if they position carefully now. Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. 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

Best Real Estate Investing Advice Ever
JF 4083: Multifamily Deals, Oil And Gas Cash Flow and Debt Fund Opportunities ft. Bronson Hill

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 8, 2025 47:55


John Casmon interviews Bronson Hill. Bronson shares how he walked away from a high-paying medical sales career to pursue time freedom, eventually raising over $50 million for multifamily, oil and gas, debt funds, and development deals. He and John dig into the core reasons investors should define their goals around cash flow, capital preservation, and tax benefits instead of blindly chasing returns, and how to properly vet operators and opportunities across different asset classes. Bronson also explains his “fire yourself” framework, the concept of wealth worthiness, and why mindset and service-driven capital raising are critical to building a diversified, resilient passive income portfolio. Bronson HillCurrent role: Founder and CEO, Bronson Equity Based in: Los Angeles, California Say hi to them at: https://bronsonequity.com/ | YouTube | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. 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

Best Real Estate Investing Advice Ever
JF 4082: Syndication Struggles, Partnership Breakdowns and the Road to Recovery ft. Mark Kenney

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 7, 2025 76:06


Matt Faircloth interviews Mark Kenney. Mark opens up about Think Multifamily's rapid growth, the lending and partnership challenges that led to major losses, and the hard-won lessons that came out of it. He explains how rising interest rates, canceled tax programs, and lender aggressiveness created a perfect storm for multifamily operators, and why ignoring those red flags proved costly. Mark also discusses his personal low points, the importance of transparent communication with investors, and how he's now rebuilding his business with a renewed focus on long-term stability, fixed-rate debt, and vertically integrated operations. Mark KenneyCurrent role: Co-Founder and CEO, Think MultifamilyBased in: Dallas, TexasSay hi to them at: https://thinkmultifamily.com/ | https://www.linkedin.com/in/mark-kenney-566065142/ Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. 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

Best Real Estate Investing Advice Ever
JF 4081: Micro Private Equity, Mobile Home Parks and Multifamily Cash Flow ft. Michael Alberse

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 6, 2025 38:20


Pascal Wagner interviews Michael Alberse. Michael walks through his journey from earning $161 a month in high-yield savings interest to building over $6,000 a month in passive income through a “Frankenstein” mix of cold storage, micro private equity, small business loans, covered-call ETFs, mobile home parks, multifamily, and private money lending. He shares both the 9x home-run exit from a cold storage deal and painful lessons from chasing yield in risky rideshare and cupcake business loans, highlighting why he now prioritizes experienced, obsessive operators and better downside protection. Michael also talks about using masterminds and education to level up his due diligence, hiring a CPA, capping his check size per deal, and keeping his Google job so active income can continue to fuel his passive income portfolio and long-term lifestyle freedom goals. Michael AlberseCurrent role: Google Cloud Account Executive and creator of Micro Investing Based in: Atlanta, Georgia. Say hi to them at: https://investingmicro.com/ | https://www.instagram.com/micro.investing/ | i Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. 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

The Data Minute
The Great VC Concentration

The Data Minute

Play Episode Listen Later Nov 6, 2025 54:26


In another special solo episode, Peter Walker dives deep into Carta's Q2 Fund Performance Report to unpack the data on what's really happening inside venture capital today.Peter walks through the critical benchmarks every GP and LP needs to know, from median and top-decile Net IRR, TVPI, and DPI across different vintages and fund sizes. He explains why the 2021 vintage is struggling, why small funds have higher performance dispersion, and how liquidity pressure is (or isn't) impacting GP behavior.He also introduces the single biggest theme defining venture in 2025: Concentration. Peter breaks down how this theme is affecting AI funding, geography, lead investor ownership, and even bridge rounds. Plus, he answers pre-submitted questions on follow-on strategy, liquidation preferences, and how to stand out to LPs in a crowded market.Q2 2025 VC Fund Performance Report:https://carta.com/data/vc-fund-performance-q2-2025/Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/02:03 – Chart 1: The VC fund universe (Fund sizes) 02:47 – Chart 2: Dry powder by fund size03:12 – Chart 3: Dry powder by vintage year04:14 – Chart 4: The hollowing middle of venture05:08 – Chart 5: LP count by fund size06:09 – Why are there fewer LPs in recent vintages?07:07 – Chart 6: The rise of the anchor LP07:51 – Digging into fund performance08:11 – What LPs really want to see (Net performance)09:03 – Chart 7: Net IRR by vintage year10:21 – Chart 8: IRR J-Curve (Why 2021 is struggling)11:59 – Chart 9 & 10: Top Quartile & Top Decile IRR13:05 – Chart 11: Do smaller funds outperform larger funds?14:55 – Chart 12: TVPI benchmarks (Median vs. Top Decile)15:34 – Chart 13-15: TVPI over time (Median, Top Quartile, Top Decile)16:50 – Why 3x net is a Top 10% goal, not Top Quartile17:15 – Chart 17: DPI (Money back to investors)18:26 – Chart 18: The psychology of liquidity (DPI > $1)20:01 – The broad venture context: Fundraising improves20:48 – Chart 20: The persistence of bridge rounds21:48 – Chart 21: Down rounds are decreasing23:04 – Are fund marks based on SAFEs? (No)23:55 – Chart 22: Time between rounds24:49 – Chart 23 & 24: Seed-to-A & A-to-B graduation rates27:39 – The 2025 Theme: Concentration28:05 – Concentration 1: The AI Boom29:31 – Concentration 2: More cash, fewer startups31:33 – Concentration 3: Lead investors are taking more32:52 – Concentration 4: "Preemptive" bridge rounds34:47 – Concentration 5: Geography (The Bay Area)37:46 – Start: Pre-submitted Q&A38:57 – Q1: Do mega-funds add value at seed?40:42 – Q2: How much should small funds reserve for follow-ons?42:47 – Q3: How common is investor-friendly structure? (Liquidation prefs)44:32 – On signaling risk45:35 – On LP pushback on fees & carry46:50 – On the state of exits (M&A vs. IPO)49:01 – On extended fund lifetimes (10 vs. 15 years)50:08 – On "no fee, carry only" funds53:10 – Key takeaways for fundraising GPs: Distinctiveness is keyThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, 

Just Bein' Honest
Kiran Krishnan Reveals What Works Better Than Ozempic (And Without Side Effects)

Just Bein' Honest

Play Episode Listen Later Nov 6, 2025 77:47


Are you considering GLP-1s for weight loss? Or maybe you're dealing with stubborn weight, blood sugar issues, or chronic inflammation that just won't budge? What if I told you that the answer isn't in a prescription… but it's in your gut?In this episode, I sit down with Kiran Krishnan to talk about GLP-1s, gut health, and the most powerful (and underrated) tool for metabolic health: fiber.We're diving into when GLP-1s actually make sense, what they're doing to your body long- term, and why leaky gut might be the hidden root cause of everything from weight gain to chronic disease.What You'll Discover:● When GLP-1s are lifesaving (and when they're doing more harm than good!)● Why 30-40% of the weight you lose on GLP-1s is muscle (and why that's a huge problem)● How fiber works exactly like GLP-1 agonists● What leaky gut really is and how LPS (lipopolysaccharides) are silently destroying your health● Why your skin is aging 7-10 years before your internal health declines● How cortisol is keeping you inflamed, exhausted, and stuck in fight-or-flight mode● Why the carnivore diet is tanking your microbiome diversity● Kiran's everyday non-negotiableYou deserve to feel empowered, healthy, and in control at every stage of life. This episode is full of actionable insights you can start using today.✨ Watch the full episode, and if it resonates, share it with someone who needs to hear this. Your health matters.FOLLOW USInstagram: https://www.instagram.com/toxicfree.kbTikTok: https://www.tiktok.com/@toxicfreewithkbCONNECT WITH KIRANInstagram: https://www.instagram.com/kiranbiome/SHOP My Favorite Clean Living & Wellness Products:MASA Chips (25% OFF) – Code: TOXICFREEKB https://www.masachips.com/TOXICFREEKBVANDY Crisps (25% OFF) – Code: TOXICFREEKB https://vandycrisps.com/TOXICFREEKBLightStim (10% OFF) – Code: TOXICFREEKB https://LightStim.comSunlighten Saunas – Code: TOXICFREEKB https://get.sunlighten.com/toxicfreekbDelavie Science Skincare (25% OFF) – Code: TOXICFREEhttps://delaviesciences.pxf.io/c/2328...Branch Basics (15% OFF Starter Kits) – Code: TOXICFREEKBhttps://branchbasics.com/TOXICFREEKBMore recommendations at: https://toxicfree.com

EUVC
E647 | Kristaps Ronis, ION Pacific: The Rise of Structured Secondaries in Venture

EUVC

Play Episode Listen Later Nov 6, 2025 45:06


Welcome back to the EUVC Podcast — where we go deep with the people shaping European venture.Today, David sits down with Kristaps Ronis, Partner at ION Pacific, a global secondaries investor (HQ in LA, presence in Europe & Asia) focused on Series B+ tech and a specialty that's getting hotter by the month: structured secondaries.Kristaps runs ION Pacific's European practice and has been with the firm since inception (2015). In this episode, he unpacks why DPI is king, why traditional “sell-the-shares” secondaries often fall short, and how structured deals can deliver liquidity without selling or signaling — all while preserving control and upside for GPs.Whether you're a GP under LP pressure, an LP looking for distributions, or a founder trying to understand what's happening around your cap table, this one's for you.Here's what's covered:00:55 – Who is ION Pacific? Global secondaries focused on B/C/D with a European practice led by Kristaps.02:36 – What they do: Liquidity for venture via structured & traditional secondaries.04:01 – Kristaps' path: Latvia → Peking University → Hong Kong banking → co-founding ION Pacific.06:05 – What are structured secondaries (in one line).07:35 – Three big learnings in venture: lack of financial innovation, complex cap tables = silent killer, DPI is king.10:48 – Early vs. later stage instruments — why complexity hits hard post-Series B.17:16 – Why secondaries now (esp. in Europe): DPI pressure, awareness, more dedicated players.21:09 – Continuation vehicles in Europe: “2025 is the year of the EU CV.”23:31 – Where structured deals fit: liquidity without selling, pricing gaps, zero market signaling.26:20 – “What's the catch?” Educating LPs on partial upfront + future upside.28:05 – Advice for GPs & LPs: how to open the liquidity conversation.29:53 – Solving the bid–ask spread: structure beats headline discounts.31:27 – Co-investing: where others join (and where they don't).32:26 – The market gap: too big for small PE secondaries, too small for mega funds — ION's sweet spot.35:55 – Timing: don't start in year 11 of a 10+2 fund; think 6–9 months ahead.36:58 – Seller mistakes: timing, portfolio prep, governance blockers, LP comms.40:23 – Good news for emerging managers: relationships can reopen info rights.43:37 – Kristaps' bookshelf: The One Thing, Getting to Neutral, Buy Back Your Time.45:23 – How to reach Kristaps: LinkedIn + email; open to being a sounding board.

Private Equity Value Creation Podcast
Ep. 98: Riccardo Basile, Permira | How to Focus Your Operating Team for Real Impact

Private Equity Value Creation Podcast

Play Episode Listen Later Nov 6, 2025 39:38


Riccardo Basile, Operating Partner, Head of Value Creation at Permira, shares how firms can turn value creation into a true competitive advantage—without overcomplicating the model. Drawing on his experience building and scaling Permira's 24-person value creation team, Riccardo breaks down what it takes to embed operating excellence from diligence through exit, and how to focus resources where they actually drive growth.Tune in to learn how to balance in-house and external expertise, measure impact credibly for LPs, and make emerging tools like GenAI deliver commercial results today. Whether you're refining your operating model or building one from scratch, Riccardo's perspective offers a playbook for making value creation more strategic, measurable and fund-defining.

Best Real Estate Investing Advice Ever
JF 4080: Feasibility Studies, Niche Innovation and Recession-Resilient Storage ft. Charlie Kao

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 5, 2025 46:47


Amanda and Ash interview Charlie Kao. Charlie shares how growing up as “free labor” on his dad's properties eventually led him back into commercial real estate, where he's now best known for self-storage. He explains why he's cautious on self-storage at a national level, how overbuilding and new alternatives are changing demand, and why he's leaning into highly localized markets where he has an unfair advantage. Charlie also walks through innovative ways he's turning basic storage into a true service business, from accepting and placing medical shipments to offering boat/RV add-ons, all while using feasibility studies and data-driven pricing to stay ahead of the competition. Charlie KaoCurrent role: Principal and Asset Manager, Twin Oaks CapitalBased in: Grand Rapids, Michigan Say hi to them at: https://www.twinoakscap.com/ | LinkedIn Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. 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

Swimming with Allocators
Compounding Capital Across Cycles: A Masterclass in Venture Allocation

Swimming with Allocators

Play Episode Listen Later Nov 5, 2025 42:25


This week on Swimming with Allocators, Vivek Jindal, CIO at Caprock, shares his journey from risk manager to leading allocator, offering valuable insights into building all-weather, customized portfolios for ultra-high-net-worth families. The conversation covers the evolution of venture investing, the art and science of risk management, the growing role of secondary markets, manager selection, and the importance of diversification and due diligence. Listeners will gain key takeaways on how to compound capital over decades, adapt to market changes, and identify fund managers' unique superpowers for long-term success. Also, don't miss our insider segment as Shane Goudey highlights Sidley's expansive, practical expertise in representing venture firms and emerging companies, emphasizing the firm's holistic, relationship-driven approach and ability to offer clients sophisticated legal and strategic support across the entire investment and startup ecosystem.Highlights from this week's conversation include:Welcoming Vivek Jindal to the Show (0:22)Lessons from Starting on the Risk Side and the Global Financial Crisis (1:44)Approaching Risk in Venture & Asset Allocation (5:30)Evolution of Portfolio Construction and Blurring Asset Class Lines (10:01)Strategies for Identifying Manager “Superpowers” (10:38)Caprock's Venture Investing Approach and Its Evolution (13:42)Sectors Out of Favor and Long-term Perspective (16:36)Selecting and Accessing Fund Managers (18:36)Word of Mouth, Networking, and New Venture Managers (19:06)Discussion with Sponsor Sidley's Shane Goudey (21:52)Ideal Client Profiles for Caprock (27:06)Why Alternatives—and Why Venture? (29:21)Opportunities in the Secondary Market (31:45)Trends to Watch in Venture and Growth Equity (35:22)What Makes a Good Fund Manager and Reference Checking (38:36)Final Thoughts and Takeaways (41:52)Caprock is a leading multifamily office providing independent, fiduciary advice to ultra-high-net-worth families and institutions. With a multi-asset class approach spanning traditional and alternative investments, Caprock creates fully customized portfolios designed to preserve, compound, and align wealth across generations. Learn more at www.caprock.com.Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Law School
Corporations and Business Associations Lecture Three: Limited Partnerships and Limited Liability Partnerships

Law School

Play Episode Listen Later Nov 5, 2025 41:33


Understanding Limited Partnerships and Limited Liability PartnershipsThis conversation delves into the intricacies of limited partnerships (LPs) and limited liability partnerships (LLPs), focusing on their structural differences, liability dynamics, statutory evolution, and the implications of fiduciary duties. It highlights key case studies, tax benefits, and the operational aspects of dissolution and dissociation, while also addressing the moral hazards associated with limited liability structures.In the complex world of business law, understanding the nuances of different partnership structures is crucial, especially for those preparing for exams or navigating the legal landscape of business associations. This post explores the key differences between Limited Partnerships (LPs) and Limited Liability Partnerships (LLPs), highlighting the statutory nuances and potential pitfalls.The Basics of LPs and LLPs: Limited Partnerships (LPs) and Limited Liability Partnerships (LLPs) serve as hybrid business structures that offer unique benefits and challenges. LPs are designed primarily for raising capital, requiring at least one general partner (GP) with unlimited liability and one or more limited partners (LPs) who enjoy liability protection. In contrast, LLPs cater to professional firms, providing a liability shield for all partners against malpractice, while allowing shared management responsibilities.Key Differences and Legal Traps:Liability Structure: In an LP, the GP manages the business and bears unlimited liability, while LPs are passive investors with liability limited to their capital contribution. However, if an LP participates in management, they risk losing their liability shield. Statutory Compliance: Both LPs and LLPs require formal registration with the state. Failure to comply with statutory requirements can result in the loss of liability protection, as illustrated by cases like Campbell v. Lichtenfels. Tax Benefits: Both structures benefit from pass-through taxation, avoiding the double taxation faced by corporations. This flexibility in profit allocation is particularly advantageous in investment structures.Understanding the legal framework and operational dynamics of LPs and LLPs is essential for anyone involved in business law. These structures offer significant advantages but require strict compliance with statutory requirements to maintain liability protection. As you navigate your legal studies or professional practice, remember to consider the implications of these partnership forms on liability and risk management.Subscribe now to stay updated on the latest insights in business law and partnership structures.TakeawaysThe distinction between LPs and LLPs is crucial for legal exams.LPs are designed for raising capital with a dualistic structure.LLPs provide a liability shield for all partners against malpractice.Statutory compliance is essential for maintaining liability protections.The control rule can jeopardize a limited partner's liability shield.Case studies like Frigidaire illustrate the importance of corporate form.LLPs protect partners from vicarious liability but not their own mistakes.Tax benefits of LPs and LLPs include pass-through taxation.Fiduciary duties differ significantly between general and limited partners.Dissolution processes follow strict statutory guidelines.LP, LLP, business law, partnerships, liability, taxation, fiduciary duties, dissolution, legal structures, case studies

Best Real Estate Investing Advice Ever
JF 4079: Proof Stacking, Trust Building and Passive Income Frameworks ft. Richard McGirr

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 4, 2025 49:15


Richard McGirr kicks off a Capital Classroom solo session by translating big-name marketing frameworks from Russell Brunson and Alex Hormozi into practical strategies for capital raisers. He explains why LPs aren't really buying deals, but certainty of outcomes, and how stacking proof can 2–3x your conversions by de-risking the downside and building what he calls a “trust bank account.” Richard breaks down Hormozi's value equation and shows how debt funds, clear track records, and transparent reporting can dramatically increase the perceived likelihood of achievement for investors. He then walks through a concrete “proof sprint,” covering everything from monthly distribution tables and raw testimonials to live property tours, inspection reports, and third-party verification so your deal rooms and webinars become long-form proof engines instead of generic sales pitches. Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. 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

Best Real Estate Investing Advice Ever
JF 4078: White-Glove Investor Care, Lead Magnets and Paid Ads ft. Julia Anderson

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 3, 2025 49:50


Richard McGirr interviews Julia Anderson. Julia shares her journey from running restaurant operations to launching Capital Catalyst, a fractional CMO firm helping real estate operators scale their marketing systems. She explains how effective CRM design, investor journey mapping, and consistent communication create trust that converts cold leads into long-term investors. Julia and Richard dive into practical strategies for marrying sales and marketing, building a white-glove investor experience, and knowing when your business is ready for paid ads or a full marketing department. Julia AndersonCurrent role: Founder of Capital Catalyst; Marketing Account Manager at Lightmark MediaBased in: Gilbert, ArizonaSay hi to them at: https://capitalcatalyst.com | https://lightmarkmedia.com Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. 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

The Low Carb Athlete Podcast
The FutureYou Biology: Building Cellular Resilience from the Inside Out

The Low Carb Athlete Podcast

Play Episode Listen Later Nov 3, 2025 24:24


Are you over 40 and feeling like your body's not responding the way it used to—despite doing "everything right"? Fatigue, stubborn weight, restless sleep, and slow recovery aren't signs of failure… they're signs of adaptation. In this powerful deep-dive episode, Coach Debbie Potts unpacks the real root causes behind midlife metabolic slowdown—through the lens of mitochondria, detox pathways, hormones, and nervous system balance. You'll learn how to read your body's feedback, retrain your biology, and build your Future You from the inside out. Drawing on the latest research from Dr. Robert Naviaux, Ari Whitten, and leading functional medicine labs, Debbie guides you step-by-step through:

Venture Capital
The State of Venture 2025: AI Bifurcation, Down Rounds, and Secondaries with Carta's Peter Walker

Venture Capital

Play Episode Listen Later Nov 3, 2025 53:52


Venture capital isn't dead — it's evolving. Carta's Head of Insights, Peter Walker, joins Jon Bradshaw and Peter Harris to unpack what the data really says about the 2025 market. From the AI-fueled bifurcation to shrinking equity packages and a wave of secondaries, this episode breaks down how founders, VCs, and LPs are adapting in real time.Peter shares Carta's inside view on:The comeback of deal flow and valuationsWhy down rounds are easing but hiring hasn't reboundedHow founder dilution and equity norms have shiftedThe rise of liquidity via secondaries and fund-to-fund capitalWhat signals matter most heading into 2026If you care about where venture is heading next — this is the episode.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812

Best Real Estate Investing Advice Ever
JF 4077: Rent Growth, Reality Checks and Regional Myths

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 2, 2025 34:24


John Chang analyzes how perception and data often diverge in real estate investing. Drawing from fresh insights after speaking with investors in Dallas, he contrasts Texas Sunbelt markets with the Upper Midwest to reveal surprising five-year trends in rent growth, vacancies, and pricing. John breaks down why overdevelopment has dampened returns in high-growth metros like Austin and Dallas, while steady markets like Chicago and Cincinnati quietly outperformed. He closes by encouraging investors to look beyond the headlines, challenge herd mentality, and explore under-the-radar markets where fundamentals—not hype—drive performance. 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

The Low Carb Athlete Podcast
LPS & Endotoxins: The Hidden Toxins Driving Inflammation and "Metabolic Chaos"

The Low Carb Athlete Podcast

Play Episode Listen Later Nov 2, 2025 41:41


In this deep-dive episode, Coach Debbie Potts unpacks one of the most overlooked root causes of chronic inflammation — LPS and endotoxins — and how they quietly sabotage your gut, brain, hormones, and metabolism. LPS (lipopolysaccharides) are fragments of bacteria that normally stay safely inside your gut. But when your gut lining or glycocalyx barrier breaks down — from stress, poor diet, toxins, or sluggish bile flow — these bacterial toxins escape into your bloodstream, triggering a silent firestorm of inflammation known as metabolic endotoxemia. Once in circulation, LPS can:

Brave Dynamics: Authentic Leadership Reflections
Shao Ning: Southeast Asia's Startup Winter, Founder Discipline & How Angels Are Shaping the Next Wave – E640

Brave Dynamics: Authentic Leadership Reflections

Play Episode Listen Later Nov 2, 2025 38:30


Shao Ning, Cofounder of AngelCentral and returning guest from Episode 267, joins Jeremy Au to reflect on Southeast Asia's startup evolution from the fundraising highs of 2021–2023 to today's disciplined recalibration. They unpack how founders, investors, and angels are adapting to longer fundraising cycles, stricter due diligence, and a renewed focus on cashflow and execution. Shao Ning shares lessons from building AngelCentral, how she balances investing and family life, and what she tells her four sons about navigating an AI-driven future. Their conversation spans shifting market dynamics, founder accountability, and why sustainable growth now matters more than rapid expansion. 06:00 Market highs turned to prolonged winter: After the 2021–2023 boom, the ecosystem faces a slowdown as valuations drop and LPs demand real returns. 10:00 Fundraising timelines doubled: Founders now need up to 18 months to close rounds, making cost control and financial discipline critical to survival. 15:00 Over-optimism gave way to realism: Southeast Asian startups once chased rapid growth across markets, but the focus is shifting back to fundamentals and measured scaling. 17:00 Founders must prioritize business over fundraising: Shao Ning reminds entrepreneurs to build traction and sustainability instead of chasing term sheets or inflated valuations. 19:00 Balance investor advice with founder instinct: Founders should listen but make their own calls, since they understand operations and timing better than their investors. 25:00 Investment discipline returns: AngelCentral halves its annual outflow and targets post-seed founders with real revenue and strong cashflow management. 32:00 Preparing the next generation: Shao Ning urges her sons to combine hard skills with soft skills, invest in themselves, and build adaptability as AI transforms the job market. Watch, listen or read the full insight at https://www.bravesea.com/blog/shao-ning-surviving-startup-winter 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 #StartupWinter #SoutheastAsiaVC #AngelCentral #FounderDiscipline #CashflowStrategy #VCInsights #AIandEntrepreneurship #ResilientFounders #StartupRecovery #BRAVEpodcast

Best Real Estate Investing Advice Ever
JF 4076: JF 4076: Five Years To Freedom, Partner Leverage and Faster Turns ft. Pete Schnepp

Best Real Estate Investing Advice Ever

Play Episode Listen Later Nov 1, 2025 55:16


John Casmon interviews Pete Schnepp. Pete shares how he went from running a contracting company to building a 150-door portfolio, including his “five years to freedom” cash-flow goal and the mindset shift from “keep it small, keep it all” to partnering through JVs. He explains why many high-net-worth partners prefer voting rights and alignment over passive LP checks, and how he supplements third-party management to beat market occupancy. You'll hear practical tactics like speeding up turns, leveraging Facebook Marketplace for leasing, and using your “ikigai” to decide what to scale next. Pete SchneppCurrent role: Founder, Asset Stream Properties; creator of The Deal Room. Based in: Gilbert, Arizona. Say hi to them at: https://assetstreamproperties.com/ | https://peteschnepp.com/ | https://dealroomonline.com/ | LinkedIn | Instagram Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. 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

Best Real Estate Investing Advice Ever
JF 4075: Silver Tsunami, Multifamily Shifts and Hotel Profits ft. Vinney Chopra

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 31, 2025 77:13


Matt Faircloth interviews Vinney Chopra. Together they explore how Vinney transitioned from multifamily investing into senior housing and hospitality, detailing his use of diversified funds through the Avestor platform and his ability to pivot before the market peak. Vinney explains the “silver tsunami” driving massive demand for assisted living and memory care, the dual benefit of owning both the real estate and the operations, and why hotels are “apartments on steroids.” The conversation wraps with Vinney's mindset lessons on manifestation, gratitude, and building positivity into every business challenge. Vinney ChopraCurrent role: Founder and CEO of Moneil Investment Group, Moneil Senior Living, and Moneil HospitalityBased in: Danville, CaliforniaSay hi to them at: http://vinneychopra.com/freebenefits 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4074: Private Credit Confidence, Checklist Investing and Real Fund Analysis with Pascal Wagner

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 30, 2025 45:43


Pascal Wagner reveals his full due diligence process for evaluating private debt and credit funds. Drawing on his experience managing over $150 million as a venture capitalist and investing $3.3 million of his own capital across 23 private deals, Pascal shares the real questions professional investors ask before wiring money. He explains how to identify red flags in fund structures, analyze leverage and default rates, and evaluate manager credibility through a systematic, repeatable vetting process. 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Léargas: A Podcast by Gerry Adams
Hope and Opportunity | The Vinyl Gift | Supporting Palestine

Léargas: A Podcast by Gerry Adams

Play Episode Listen Later Oct 30, 2025 19:08


Hope and OpportunityBa mhaith liom mo chomhghairdeas a ghabháil le Catherine Connolly agus a foireann. Maith sibh as feachtas Uachtaránachta dearfach, forásach agus trócaireach a chur chun cinn.I want to extend my congratulations to Catherine Connolly and her team. Well done for fighting a positive, progressive, compassionate and cohesive Presidential campaign. Well done also to the many Sinn Féin activists from all parts of the island and all the others who enthusiastically handed out leaflets, erected posters, canvassed thousands of doors and worked hard to get the vote out last Friday.Lots of words have been used to described the outcome. Stunning. Triumph. Historic. And many more. For me the two most important are hope and opportunity.Catherine Connolly was an exceptional candidate. The success of her campaign cannot be separated from her authenticity and her connectiveness with the electorate and with those, many of them first timers, who campaigned for her. That campaign and the emergence of a centre left alliance of parties backing Catherine has provided hope that the century long dominance of the two conservative parties, Fianna Fáil and Fine Gael, can be ended. The Vinyl GiftI love listening to music. There is nothing as uplifting as a good live session. And the music stays in your head forever after,  to be dipped into when the need or notion moves you. For example, Martin Hayes magical concert last week in Belfast's Grand Opera House. Its still jigging in my brain. Martin was well served by guitarist Conal O'Kane and bouzouki and concertina driver Brian Donnellan. They were joined for the encore sets by Donál O'Connor and Neil Martin, two of my favourite musicans, who opened the event along with singer Mary Dillon who was outstanding.  All  in all a wonderful evening. Martin Hayes  playing was amazing, elegent, draoíluíleacht, exquisive, sublime and betwitching. He transported us to a higher state of being. And all of us are the better for it. But it isn't possible to get to live events all the time. So apart from the radio I have a fine collection of recorded  music. They include cassette tapes, CDs and LPs. Some are over fifty years old.Seamus Drumm gave me an ipod of over a thousand tunes years ago. I'm still working my way through  them. Go raibh maith agat SeamieSupporting PalestineOctober is the month Palestinian farmers in the west Bank harvest their olive groves. But this year many such groves sit untended because Israeli settlers are attacking Palestinian villages and farms and the Israeli forces have erected barriers to prevent Palestinians getting to their land.In the Gaza Strip the ceasefire is being repeatedly broken as Israel continues to pound Palestinian families and communities. At the same time the medical situation in Gaza remains critical with Israel blocking much need humanitarian and medical aid entering the Palestinian territory. The World Health Organisation last week reported that only 10 percent of the requested medical supplies have arrived. Medicines like Paracetamol that we take for granted and that can be bought freely here are not available to help those in pain.October is the month Palestinian farmers in the west Bank harvest their olive groves. But this year many such groves sit untended because Israeli settlers are attacking Palestinian villages and farms and the Israeli forces have erected barriers to prevent Palestinians getting to their land.In the Gaza Strip the ceasefire is being repeatedly broken as Israel continues to pound Palestinian families and communities. At the same time the medical situation in Gaza remains critical with Israel blocking much need humanitarian and medical aid entering the Palestinian territory. The World Health Organisation last week reported tha

Best Real Estate Investing Advice Ever
JF 4073: Off-Market Finds, Quick Turns and Investor-First Waterfalls with Amanda and Ash

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 29, 2025 57:07


On this week's episode of Beyond Multifamily, Amanda Cruise and Ash Patel dive into real numbers from recent deals and the systems that keep their operation moving even while traveling. Amanda breaks down a South Carolina mobile home park bought for 190k and sold for 735k, netting a little over 420k after paying back private lenders, plus a quick-turn plan on a rough 15-lot park and several land-home plays where undervalued existing homes create hidden upside. They unpack speed-to-close, encroachment fixes, broker selection, and why some manufactured homes aren't worth relocating. Ash shares a clean investor waterfall that returns 100% of principal and pref, then splits 60-40 to GPs, highlighting alignment and when to hold versus exit. 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Swimming with Allocators
Simple, Not Easy: The Mindset Behind Sustainable Wealth

Swimming with Allocators

Play Episode Listen Later Oct 29, 2025 36:06


This week on Swimming with Allocators, Peter Lazaroff, Chief Investment Officer at PlanCorp, joins Earnest and Alexa to discuss his cautious approach to investing, emphasizing minimizing mistakes, favoring rules-based strategies, and the importance of aligning investment decisions with individual client goals. The conversation covers reasons for skepticism about venture capital and alternatives, the significance of customization in wealth management, and evolving relationships between LPs and GPs. Listeners will gain insights into managing risk, the importance of purpose in portfolios, key strategies for long-term wealth-building, and so much more. Also, don't miss Sidley's Shane Goudey reflects on the shift from adversarial to collaborative LP-GP relationships, describes Sidley's direct investment vehicles, and emphasizes the importance of strategic alignment and strong partnerships between law firms and their fund clients.Highlights from this week's conversation include:Peter Shares His Investment Philosophy and FDA Analogy (1:24)Early Career, First Stock, and Influences On Investing Approach (3:43)Serving High Net Worth Clients And Market Portfolio Concept (6:55)Portfolio Customization, Financial Planning, and Client Differentiation (9:43)Sponsor Segment: GP/LP Relationships, Historic and Modern (10:44)Sidley's Investment Approach, Capital Pools, and Alignment With Clients (15:24)Advisors Selling Complexity, CIO Forum Experiences on Alternatives (18:54)Skepticism of Alternatives for All Investors and Emotional Side of Investing (23:16)Personal Finance Tools and Resources Developed by Peter (27:50)Philosophy Behind Peter's "Perfect Portfolio" Book (30:03)Peter on Investments He'd Make if He Won the Lottery; Personal Motivations (32:29)Final Thoughts and Takeaways (35:10)Plancorp Wealth Management is a privately held financial services firm founded in 1983 and headquartered in St. Louis, Missouri. The firm manages approximately $8 billion in assets, operates as a fee-only fiduciary, offers integrated wealth services including planning, investing, tax, estate, insurance, charitable giving and equity compensation, and has offices in Nashville, Sarasota, and San Francisco; it was named to Barron's Top 100 RIA Firms (2025) and holds CEFEX certification since 2007. https://www.plancorp.com/Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Best Real Estate Investing Advice Ever
JF 4072: Authentic Branding, Investor Outreach and Growth Plans ft. Eric Burns

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 28, 2025 39:33


On this week's episode of Capital Clinic, Richard McGirr interviews Eric Burns. Eric shares his journey from firefighter to capital raiser, explaining how his hands-on experience as a landlord led him to transition into passive investing and ultimately focus on fund-to-funds syndication. He and Richard discuss how personal storytelling can build trust in capital raising, how to identify ideal investor avatars, and why fund-to-funds offer both flexibility and compliance benefits. Eric also receives strategic advice on diversifying into debt funds to balance investor goals between income and growth, while learning to leverage his own background to connect authentically with prospects. Eric BurnsCurrent role: Founder and Capital Raiser, Burns CapitalBased in: Cincinnati, OhioSay hi to them at: https://burnscapitalgroup.com | Linkedin 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

EUVC
E642 | Lucanus Polagnoli & Stephanie Urbanski, Calm/ Storm: Digital Health, Not Hype - Building, Backing & Staying Calm Through the Cycle

EUVC

Play Episode Listen Later Oct 28, 2025 49:47


Welcome back to the EUVC Podcast, where we bring you the people and perspectives shaping European venture.Today we're joined by Lucanus Polagnoli (Founding Partner & CEO) and Stephanie Urbanski (Managing Director) of Calm/Storm — a specialist early-stage fund backing software-only digital health across Europe. Fresh off the close of Fund II, we dive into how they've evolved from a solo-GP experiment into a community-powered platform, why they keep the scope digital-only, and how they navigate regulation, AI and the post-COVID reality without losing the plot.

Best Real Estate Investing Advice Ever
JF 4071: LP Relationships, Fund Frameworks and Raising Smarter ft. Brittany Barchalk

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 27, 2025 54:45


On this week's episode of Unlimited Capital, Richard McGirr interviews Brittany Barchalk. They present the findings from a joint research project exploring how lead sponsors can turn their existing LPs into fund-of-funds managers to scale capital raises more effectively. Brittany, Head of Marketing and a founding team member at Tribevest, explains how the company's platform simplifies fund formation, entity setup, and back-office operations—making it easier for aspiring managers to launch and manage SPVs. Together, they discuss what separates successful fund-of-funds managers from those who struggle, the red flags to watch for, and how sponsors can identify and empower top-performing capital partners to build repeatable, scalable systems. Brittany BarchalkCurrent role: Head of Marketing, TribevestBased in: Columbus, OhioSay hi to them at: https://tribevest.com | LinkedIn 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4070: Recession Risks, Market Signals and CRE Outlook with John Chang

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 26, 2025 35:52


On this week's episode of The Horizon Podcast, John Chang explores whether the U.S. economy is heading toward a mild recession, a period of slow growth, or a stronger-than-expected expansion in 2026. Drawing on conversations with top investors, economists, and market data, John weighs the indicators pointing both ways—such as unemployment, inflation, consumer sentiment, and the yield curve—and examines how the stock market's performance has been propping up overall growth. He also breaks down key commercial real estate insights, from updated absorption and vacancy rates to rising cap rate opportunities, and shares why now may be the window for institutional capital to reenter the market. The episode concludes with John's measured optimism about CRE's long-term performance despite near-term volatility. 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4069: Land Constraints, Municipal Buy-In and Smarter Parking ft. Christopher Tiessen

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 25, 2025 38:45


On this week's episode of Multifamily Mastery, John Casmon interviews Christopher Tiessen. They dig into how mechanical “puzzle parking” multiplies stall counts on tight sites, helping developers hit parking ratios, reclaim rentable square footage, and preserve project feasibility. Chris explains safety redundancies, EV-charging integrations, and where these systems pencil best—from New Jersey and California to student housing in Columbus and land-locked mountain markets. He also shares real-world outcomes, costs per space, and why educating municipalities is often the unlock for approvals. Christopher TiessenCurrent role: President & CEO, KLAUS Multiparking AmericaBased in: Hightstown, New Jersey Say hi to them at: https://us.multiparking.com/ | LinkedIn | YouTube 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4068: Ground Leases, Capital Access and CRE's Next Evolution ft. Danielle Ash

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 24, 2025 56:49


On this week's episode of Next Level CRE, Matt Faircloth interviews Danielle Ash. Danielle, a partner at Adler & Stachenfeld LLP's Real Estate Group, breaks down the fascinating world of ground leases—how they separate land ownership from building ownership, the financial advantages for both parties, and how modern structures avoid the pitfalls of older leases. She and Matt discuss how developers can use ground leases to unlock capital, manage risk, and even access new financing channels without selling their land. Danielle also shares insights into the evolving landscape of institutional capital, non-recourse lending, and why patient, long-term investors are shaping the future of commercial real estate. Danielle AshCurrent role: Partner, Adler & Stachenfeld LLP's Real Estate GroupBased in: New York, New YorkSay hi to them at: https://adstach.com/ | LinkedIn: https://www.linkedin.com/in/daniellealexandraash 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Estate Asset Management Podcast
Episode #246: Chad Ackerman - 7 Myths of Passive Investing

Real Estate Asset Management Podcast

Play Episode Listen Later Oct 24, 2025 28:12


So much investing advice sounds convincing until the market shifts and the assumptions break. In this episode of the Real Estate Investor Podcast, we sit down with Chad Ackerman to unpack common myths that trap limited partners (LPs) and explore how to replace them with a disciplined, strategy-first approach to passive real estate investing. Chad is the founder of CARE, a coaching practice helping busy professionals unlock the potential of passive real estate investing without becoming landlords or leaving their careers. After co-founding Left Field Investors (now PassivePockets) and learning through both wins and mistakes, he now coaches others on how to define their investor identity, vet deals, and take confident, informed action. In this conversation, you will hear a practical walkthrough of the seven core myths of passive investing and hear advice for newer investors on distributions, accreditation, advisor incentives, and more. He also explains why emotions derail even seasoned investors, shares real-world lessons from his own portfolio, and offers practical tips to set clear goals, navigate deals with confidence, and take action without fear. Tune in now!Key Points From This Episode:Find out why education beats the analysis paralysis.Hear why defining your goals and developing a strategy is essential. Tips for creating an investor identity sheet and how it can help.Explore why past sponsors should always be re-vetted. Discover why big projected returns are not a guarantee of a good deal. Private Placement Memorandum (PPM) and why it is important.Unpack what people get wrong regarding investment distributions.Why you should always do your own research and not rely on others.Important aspects of diversification and why it needs to be intentional.Uncover common myths about investing and learn the value of community.Links Mentioned in Today's Episode:Chad Ackerman Real EstateCARE Coaching ServicesChad Ackerman on LinkedInTribevestPassivePocketsAsset Management Mastery Facebook Group Invest SmartBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedIn

Best Real Estate Investing Advice Ever
JF 4067: Deal Flow, Filtering Criteria and Real Investor Confidence ft. Pascal Wagne

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 23, 2025 42:15


On this week's episode of Passive Income Playbook, Pascal Wagner breaks down why hesitation to wire money often comes from a lack of deal flow and how to fix it with a professional-grade sourcing system. He shares lessons from deploying $150 million at Techstars, building a 94-unit co-living portfolio, and creating an 800+ opportunity deal database. Pascal explains how to craft a clear thesis, set filtering criteria, and use forums, platforms, and even social ads to fill your pipeline so your confidence rises with repetition. 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4066: Creative Conversions, Private Money and Profitable Systems ft. Adam Craig

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 22, 2025 45:38


On this week's episode of Beyond Multifamily, Ash Patel and Amanda Cruise interview Adam Craig. Adam shares how he transitioned from single-family investing into commercial real estate, specializing in heavy lift office and mixed-use projects across the Cleveland market. He walks through the lessons learned from a 30,000-square-foot rehab that tested his patience and capital, then contrasts it with a more recent success—transforming a vacant dentist office into profitable salon suites. Adam also opens up about his funding partnerships, systemizing his property management, and how strategic rehabs and BRRRR-style refinancing have built long-term cash flow and equity across his portfolio. Adam CraigCurrent role: Founder, CLE Real Estate GroupBased in: Cleveland, OhioSay hi to them at: https://cleinvest.com/ | LinkedIn: https://www.linkedin.com/in/adamcraigcle/ 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4065: Systems, Tools and the Future of Fund Management ft. Richard McGirr

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 21, 2025 51:20


On this week's episode of Unlimited Capital, Richard McGirr goes solo to pull back the curtain on the powerful tech stack that drives his capital-raising firm. Drawing on his background in digital transformation for Fortune 100 companies, Richard breaks down how his team uses Salesforce as the operating system of their business, ActiveCampaign for marketing automation, and Zapier to tie it all together. He shares how dashboards, automations, and AI tools like Claude streamline everything from investor follow-ups to fund management—and how Notion keeps their content and client portals organized. This is a deep dive into how technology and thoughtful process design can scale any investment business. 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Passive Investing from Left Field
LP Protection 101 with Ryan Duff

Passive Investing from Left Field

Play Episode Listen Later Oct 21, 2025 36:23


Paul Shannon sits down with lender-turned-operator Ryan Duff to unpack how lenders really size risk and how LPs can use the same lens. Ryan financed ~$4B+ across cycles before launching Seaport, and he explains why trailing 3–6 month economic occupancy (physical vacancy + concessions + loss-to-lease) tells you more than any glossy OM. Join us to dive into debt yield, DSCR reality vs. pitch decks, the broker-driven “falsified inputs” fiasco and subsequent lender cleanup, and why he prioritizes local, vertically integrated operators with disciplined leverage and cash buffers. Key Takeaways: Underwrite like a lender: focus on economic occupancy (vacancy, concessions, loss-to-lease), not just IRR/EM multiples Expenses are mostly knowable; deals are won/lost on the top-line and honest reporting of rent integrity Debt terms follow the inputs: DSCR, debt yield, and recent trailing performance drive survivability Protect yourself: vet the GP first (local, cycled deals, vertical ops, conservative leverage, transparency) Industry shift: tighter lender verification post-froth (less room for “massaged” rent rolls), more equity skin-in-the-game Bridge debt isn't evil, operator fit + execution speed must match the capital structure 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.

Best Real Estate Investing Advice Ever
JF 4064: Confidence, Capital Raising and Cross-Border Investing ft. Zorya Belanger

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 20, 2025 33:24


On this week's episode of The Investor Mindset, Richard McGirr interviews Zorya Belanger. Zorya shares her evolution from a shy engineer to a confident speaker, mentor, and multifamily investor raising capital across borders. She explains how Toastmasters helped her develop communication skills that later became essential in syndication and asset management, and how she built systems to attract investors through consistent newsletters and relationship-building. The conversation also dives into the logistics of cross-border investing between Canada and the U.S., investor communication best practices, and how her multifamily makeover program helps Canadians scale from residential to larger multifamily projects. Zorya BelangerCurrent role: Co-Founder, BREI Properties | Founder, Multifamily MakeoverBased in: Edmonton, Alberta, CanadaSay hi to them at: https://multifamilymakeover.com/ | Instagram: https://www.instagram.com/zoryabelanger/ | LinkedIn: https://www.linkedin.com/in/zoryabelanger/ 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4063: Market Stability, Investor Sentiment and Growth Ahead ft. John Chang

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 19, 2025 35:06


On this week's episode of The Horizon Podcast, John Chang shares insights from his recent presentations and meetings with top investors across the country. He covers economic trends, inflation expectations, and the outlook for interest rates, noting general optimism and stability ahead. John dives into the state of key commercial real estate sectors—including industrial, office, multifamily, retail, and self-storage—highlighting where investors are seeing opportunity and where caution is warranted. He closes by explaining why he believes commercial real estate will outperform other investment classes over the next several years and why now may be the time to stay active in the market. 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4062: Syndications, Secondaries and SpaceX-Level Opportunities ft. Christine Healey

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 18, 2025 53:32


On this week's episode of Multifamily Mastery, John Casmon interviews Christine Healey. Christine explains how accredited investors can access late-stage private tech companies like SpaceX, Stripe, and OpenAI, drawing parallels to real estate syndication while outlining critical differences around illiquidity, pricing, and structures. She shares how a licensed pre-IPO broker sources sellers, compares offer structures, and protects buyers from red flags in a fragmented market. The conversation also touches on where risk really shows up and why today's mega-unicorns are staying private longer, concentrating who participates in the upside. Securities offered through Old City Securities, LLC. This discussion is for informational purposes only and does not constitute an affiliation with or endorsement of any company, and does not constitute a recommendation, offer to sell, or solicitation of an offer to buy, any securities. Investments in private companies are offered only through appropriate offering materials and accreditation requirements apply as defined under SEC Regulation D. Investments in private companies involve high risk, including the risk of complete loss of capital. These investments are illiquid, through a variety of structures including SPVs, may be difficult or impossible to resell, and may not ever result in an IPO or other liquidity event. Past performance is not indicative of future results. The speaker may receive compensation in connection with certain transactions discussed. There is no guarantee these private companies will achieve any specific valuation, and returns can vary widely and may underperform public markets. They may also involve additional risks not present in public market investments. Christine HealeyCurrent role: Founder, HEALEY PRE-IPO Based in: Austin, Texas Say hi to them at: https://healeypreipo.com/ | LinkedIn 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF 4061: D-Class Lessons, Lender Workouts and Multifamily Wholesaling ft. Garrett Lynch

Best Real Estate Investing Advice Ever

Play Episode Listen Later Oct 17, 2025 61:39


On this week's episode of Next Level CRE, Matt Faircloth interviews Garrett Lynch. They dig into Garrett's early years wholesaling and operating D-class assets, the painful lessons that came with scattered markets and self-management, and how those insights shaped his later success scaling with Nighthawk. Garrett unpacks the COVID boom, the bridge-loan era, and the squeeze from rate hikes, caps, insurance and payroll, then shares pragmatic lender-workout tactics like hard-pay soft-pay structures and reallocating construction budgets. Finally, he explains why he pivoted to become CEO of Clever Investor and how he's bringing multifamily wholesaling and AI-driven education to a broader audience. Garrett LynchCurrent role: CEO, Clever InvestorBased in: Scottsdale, ArizonaSay hi to them at: https://learnfromgarrett.com | YouTube | 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 Podcast production done by ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices