Podcasts about lps

In this episode, Andreas Munk Holm talks with Carlos Trenchs — early-stage investor — about the new wave of entrepreneurs in Spain: those who've exited, raised again, and are now backing the next wave. They dive into the rise of Spain's emerging managers, the structural limitations new fund managers face when fundraising, and how institutional platforms can solve them.Carlos shares insights on how his team is designing a new type of investment structure — one that serves both fund-of-fund limited partners (LPs) and those deeply committed to ecosystem development. From syndicate-style collaboration to collective capital and US micro-fund inspiration, Carlos unpacks the anatomy of the new European seed scene.Whether you're building a micro fund, exploring Spain's founder-led evolution, or curious about how fund design is adapting to new LP profiles — this one's for you.Here's what's covered:00:00 The Rise of Repeat Founders: From Glovo to Preval and beyond03:15 Why Founders Become Emerging Managers05:42 The Fundraising Gap for New Managers08:10 Co-investing and Scouting for Ecosystem Development11:35 Challenges of Hybrid Investment Models14:00 Case Study: Transcend — A $1.5M EdTech Concept Fund17:20 Collective Capital: When LPs Roll Up Their Sleeves19:45 Closing Thoughts & Invitation to Meet in Barcelona

In Part 2 of my amazing discussion with two-thirds of The Honeys, Marilyn, Ginger, and I work our way through some wildly emotional terrain, including what it was like to share lives with a creative genius while he was operating at his peak.Here's just a few of the many things that Marilyn & Ginger discuss with Discograffiti in this podcast:How Marilyn felt about Brian's Smile-era decor in their Laurel Way home;Their thoughts on the Smile-era music, not to mention their ever-evolving lifestyle;What it was like being produced by Murry;The story behind American Spring, and the wonderful music that act produced;The Honeys' two latter-day LPs;Their late-1960s singles, and the slew of wonderful guest appearances on other artists' records (Director's Cut only);And how the ladies feel about Pet Sounds lyric collaborator Tony Asher.Listen: linktr.ee/discograffitiI support a wife and a six-year-old son with Discograffiti as my sole source of income. If you're a Beach Boys superfan like me, The Director's Cut of this episode is ad-free and features 20 additional minutes of essential material. Subscribe to Discograffiti's Patreon at the Major Tier and receive a ceaseless barrage (4 shows a week) of must-hear binge-listening: ⁠⁠Patreon.com/Discograffiti⁠⁠Or just purchase The Director's Cut as a one-off at ⁠Patreon.com/Discograffiti⁠CONNECTJoin our Soldiers of Sound Facebook Group: https://www.facebook.com/groups/1839109176272153Patreon: www.Patreon.com/DiscograffitiPodfollow: ⁠⁠https://podfollow.com/1592182331⁠⁠YouTube Channel: https://www.youtube.com/channel/UClyaQCdvDelj5EiKj6IRLhwInstagram: https://www.instagram.com/discograffitipod/Facebook: https://www.facebook.com/Discograffiti/Twitter: https://twitter.com/DiscograffitiOrder the Digital version of the METAL MACHINE MUZAK 2xLP (feat. Lou Barlow, Cory Hanson, Mark Robinson, & W. Cullen Hart): www.patreon.com/discograffiti/shop/197404Order the $11 Digital version of the MMM 2xLP on Bandcamp: https://discograffiti.bandcamp.com/album/metal-machine-muzakOrder the METAL MACHINE MUZAK Double Vinyl + Digital package: www.patreon.com/discograffiti/shop/169954Merch Shop: https://discograffitipod.myspreadshop.com/allVenmo Dave A Tip: @David-GebroeWeb site: http://discograffiti.com/CONTACT DAVEEmail: dave@discograffiti.comFacebook: https://www.facebook.com/hooligandaveInstagram:  https://www.instagram.com/davidgebroe/Twitter: https://twitter.com/DaveGebroeThere is no other Patreon in existence where you get more for your money. 4 shows a week is what it takes these days to successfully blot out our unacceptable reality…so do yourself a favor and give it a shot for at least one month to see what I'm talking about.  If you're already a member, please comment below about your experience.  www.Patreon.com/discograffiti#thehoneys #marilynwilsonrutherford #gingerblake #spring #americanspring #thebeachboys #brianwilson #beachboys #denniswilson #mikelove #carlwilson #music #thehollies #aljardine #thebeatles #brucejohnston #petsounds #brianwilsonrip #goodvibrations #paulmccartney #surf #rocknroll #davidmarks #surfing #california #surfrock #discograffiti #metalmachinemuzak #soldiersofsound #andyourdreamscometrue

On this episode of the Passive Income Playbook, Pascal Wagner interviews Chris Miles, founder of Money Ripples and a former financial advisor who now teaches financial freedom through alternative investing and infinite banking. Chris shares his journey from traditional advisor to financially independent investor—twice—after losing it all in the 2008 crash. He discusses his transition from active real estate to LP investing, his diversification across asset classes like oil and gas, raw land, and multifamily, and why he values control, liquidity, and low liability as a passive investor. The episode also dives into Chris's unique take on infinite banking, including how he optimizes whole life insurance policies for tax-free returns and cash flow flexibility. Chris Miles Current Role: Founder of Money Ripples Based in: Utah Say hi to them at: moneyripples.com, or on social @moneyripples Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how does it take to raise $80 million and build a $500 million real estate portfolio. In this powerhouse episode, Steven Pesavento shares how he went from flipping homes to structuring sophisticated equity and credit offerings for institutional-grade multifamily deals. He breaks down his investment philosophy—centering around asymmetric risk-reward—and dives into how he builds deep trust with investors through storytelling, transparency, and strategic communication. Steven also unpacks the mindset shift required to move from operator to capital allocator, and why aligning with operators who have “skin in the game” is critical for investor success. If you're ready to play at a higher level in real estate, this episode delivers the blueprint.5 Key Takeaways from Steven Pesavento's Episode:Shift from Flipping to Fund Management: Steven transitioned from active fix-and-flips to managing institutional capital through equity and private credit vehicles.Trust is Built Through Transparency: Consistent, transparent communication—and asking the questions LPs are afraid to ask—builds credibility and long-term investor trust.High Net-Worth Investors Seek Simplicity: Most investors want strong operators, not to become one. Steven's education filters help investors make empowered decisions without overwhelm.Operators Must Have Skin in the Game: Alignment of interests through co-investment is non-negotiable in Steven's underwriting of operators.Asymmetric Risk is the North Star: Steven prioritizes opportunities with capped downside and outsized upside—putting investor protection at the center of every decision.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Ares Management, the $550 billion alternative investor, expects private lenders to get more involved in funding Europe’s rearmament. “We are starting to see more defense opportunities come across the desk,” Mike Dennis, the company’s co-head of European credit, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jeroen Julius in this episode of the Credit Edge podcast. “We would tend to be cautious — we need to listen to what our LPs’ appetite for those types of businesses are,” says Dennis, referring to Ares’ limited partners and their environmental, social and governance concerns. Dennis and Julius also discuss middle-market loan pricing, private credit returns and where Ares might look to open up new offices in Europe.See omnystudio.com/listener for privacy information.

On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Derek Petersen, a former civil engineer turned real estate developer focused on adding value through Accessory Dwelling Units (ADUs) in San Diego. Derek shares how he transforms garages, carports, and storage spaces into high-demand micro-apartments near SDSU, maximizing returns by building for under $100K and renting for $1,500–$2,000/month. He dives into the nuances of California's ministerial approval process, lending strategies, and how compounding capital—even through operational cash flow—drives his long-term wealth strategy. The episode also explores Derek's candid lessons from a challenging Lexington multifamily deal and his views on financial freedom and the psychological barriers many face in pursuing it. Derek Petersen Current Role: Founder of Avira Capital Investments, real estate investor and developer specializing in ADU conversions Based in: San Diego, California Say hi to them at: derek@aviracapitalinvestments.com | YouTube: Search “Derek Petersen ADU San Diego” Go to https://zbiotics.com/BESTEVER  and use BESTEVER at checkout for 15% off any first time orders of ZBiotics probiotics. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Best Ever CRE, Joe Cornwell interviews Fuquan Bilal, CEO of NNG Capital Fund. Fuquan shares insights from his 26-year journey in real estate, including his evolution from fix-and-flips to note investing, and now managing a hybrid fund focused on multifamily in the Southeast and luxury spec homes in New Jersey. He details his survival through the 2008 financial crisis, the strategic shift into second-lien note purchases, and his move into ground-up construction to reduce risk and increase control. Fuquan also explains his fund model, emphasizing diversified cash flow, operational efficiency, and long-term investor relationships over traditional syndication. Fuquan Bilal Current role: CEO, NNG Capital Fund Based in: Newark, New Jersey Say hi to them at: nngcapitalfund.com or on social media @FuquanBilal Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Schiff is a legendary stand-up who currently podcasts with friend-of-PEL and philosophy enthusiast, Daniel Lobell as We Think It's Funny. These gents join Mark and Bill to talk about stand-up vs. improv, comedy LPs, waterless urinals, bad press, the path to enlightenment, and how to get rid of syphilis. We run a scene on hiring entertainment for the company party, and engage in some riffs that can only be called improv. Hear more at philosophyimprov.com. Support the podcast and listen ad-free at philosophyimprov.com/support. Sponsor: Go to surfshark.com/improv or use code IMPROV at checkout to get 4 extra months of Surfshark VPN!

On this episode of Unlimited Capital, Richard McGirr interviews Pascal Wagner, a capital allocator and educator who shares his journey from managing his family's wealth to becoming a guide for W-2 professionals seeking passive income through alternative investments. Pascal discusses the evolution of his investment strategy, from room-by-room single-family rentals to building diversified income streams through vetted funds. The conversation dives into investor psychology, the true appeal of cash flow vs. equity growth, and how fund-of-funds managers can position themselves as trusted advisors by speaking directly to a well-defined avatar. Pascal also offers tactical insights into LinkedIn marketing, deal flow generation, and building community through storytelling. Pascal Wagner Current role: Founder of Grow Your Cashflow, fund manager, and educator for passive investors Based in: Miami, Florida Say hi to them at: Website: growyourcashflow.io Free Starter Kit: passiveinvestingstarterkit.com LinkedIn: linkedin.com/in/pascalwagner YouTube: @pascalwagner Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Eric Nelson thought buying one rental a year would lead to financial freedom. But after years of grinding, he realized he was just building another job. In this episode, Eric breaks down how he shifted from single-family rentals to a 1,000+ unit multifamily portfolio—and why mindset, mentorship, and the right partnerships made all the difference.We dig into the painful lessons, the strategic pivots, and the exact steps that helped Eric quit his W-2, move his family to Spain, and build a business that supports his life. If you're trying to scale—or stuck doing it all yourself—this is the episode you've been waiting for.Key TakeawaysWhy “One Rental a Year” Doesn't WorkEric's early plan: 10 houses in 10 years = early retirementWhat actually happened: no scale, no freedom, no timeWhy single-family rentals didn't deliver the cash flow he expectedThe Case for Multifamily Over RentalsHow one vacancy kills cash flow in SFR—but barely moves the needle in MFWhy multifamily is less emotional, more predictable, and built for scaleThe moment Eric realized apartments were actually less riskyHow Mentorship Accelerated His SuccessWhat changed when Eric hired a coach—and why he says it was essentialWhy every successful syndicator he knows did the sameThe critical role of KP partners and advisory teams in getting your first deal doneRaising Capital as a Service, Not a FavorHow Eric overcame his fear of asking friends and family to investWhy capital raising is about helping others—not begging for moneyWhat he tells high-income earners unsure where to place their capitalWhy Right Now Is a Great Time to Get InWhy fewer buyers and better pricing make today a rare opportunityHow Eric is buying deals in today's market—and what's changed since 2021What he tells LPs who are frozen by fear or waiting on the sidelinesFrom Hamster Wheel to Freedom in SpainHow Eric went from overworked engineer to living abroad with his familyWhat it actually looks like to build a business around your lifeWhy he's focused on sustainable, strategic growth—not hyper-scalingConnect with EricInstagramWild Oak CapitalConnect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity Investor Club

Riley Kaminer is the Founder of ClearCritical, a team of storytellers and strategists helping VCs amplify their vision. They turn investment theses and portfolio successes into compelling narratives that engage LPs and elevate their firms' brands. An experienced tech journalist, Riley's research and writing has appeared in Forbes, The Times (UK), Rest of World, Cities Today, Refresh Miami, and many more. Through his coverage of 400+ startups – and ghostwriting for dozens more – he is keenly aware of what gives stories long-term impact. Riley leverages his experience as a journalist to empower startups to build their own media ecosystem. His bespoke content strategy will enable you to become a thought leader and spread your ideas at scale. Ultimately, this content creation helps your company gain credibility, lock down leads, and drive sales. As a founder, your insights can change the world. But these ideas won't go anywhere unless you create content. Work with Riley and unlock your inner thought leader. You can also watch this episode on YouTube here: https://youtu.be/XZaLosM6V2k You can learn more about Riley Kaminer at: https://rileykaminer.com Find his company ClearCritical at: https://www.clearcritical.com Follow the Agents of Innovation podcast on: Instagram: / innovationradio Twitter: / agentinnovation Facebook: / agentsofinnovationpodcast You can support this podcast and our Fearless Journeys community on our Patreon account: www.patreon.com/fearlessjourneys You can also join our network -- and our group trips -- through the Fearless Journeys community at: https://www.fearlessjourneys.org 0:00 Episode Intro 1:47 Introduction of Riley Kaminer 3:04 Growing up with an international mindset 5:58 Attending College in the UK / Scotland 8:54 Studying abroad in Madrid 10:18 Comparing to U.S. college experience 13:10 Degrees in Business, Spanish, and Latin American Studies 14:58 Becoming a Writer Requires Collecting Experiences 16:18 Working for a Film Distributor in the UK 18:00 Moving to Spain with a Digital Nomad Visa 18:59 Living and Working in South Florida Post-Pandemic 23:03 Writing about Tech for Refresh Miami 25:17 Freelance writing for a variety of publications 25:48 First job develops work ethic 28:12 What sparked early interest in journalism 31:58 Founding ClearCritical to tell stories in a different way 35:21 Repurposing your skills in a rapidly changing economy 39:59 How ClearCritical can help you 41:28 The importance of repetitive storytelling 47:52 Choosing to live and work from Madrid 51:48 Personal benefits of entrepreneurship

On this episode of The Horizon, John discusses the long-term implications of the newly passed U.S. tax law and its impact on commercial real estate. He highlights the permanence of key provisions like accelerated depreciation, Opportunity Zones, and LIHTC expansions, explaining how they open the door for long-term investment strategies and development models. John also breaks down the potential inflationary effects of tariffs—particularly on construction materials—and how that could influence interest rates and Federal Reserve policy. He closes with insights on job market data, noting mixed signals beneath the headline unemployment rate and suggesting caution ahead. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

I recently joined Turner Novak on The Peel for a conversation about the current state of private markets and the realities facing fund managers and investors today. We discussed why fundraising is particularly difficult right now for both emerging and established venture funds, and examined some of the structural forces driving change across the private investing landscape. I had a lot of fun doing this one, so wanted to cross-post here. Some of the key topics we covered include:* The explosive growth in private markets, with ten times more private investment firms than public companies, and nearly 90% of $100M+ revenue businesses remaining private.* The high “mortality rate” for new funds, why only a small fraction survive past their first few vintages, and what that means for GPs and LPs navigating the ecosystem.* The evolution of liquidity in venture, with secondaries now playing a major role, and practical tips for both GPs and LPs on working with SPVs and managing today's more complex capital flows.* How differences in risk profiles between large and small funds affect outcomes, and why the divide between public and private markets has blurred—making private investing as important as ever.* Insights into how AI and new technology are starting to transform diligence, fund analysis, and even company building.Whether you're a manager raising capital, an LP looking for the right opportunities, or just interested in how private markets are changing, this episode is packed with practical insights, data, and advice on navigating a rapidly shifting landscape. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Welcome to a new episode of the EUVC Podcast, where we bring you the people and perspectives shaping European venture.This week, Andreas Munk Holm sits down with Nicholas Nelson, founding GP of Archangel, the new defense-first fund going all in on the blunt reality of European strategic autonomy.Nicholas is no newcomer to this. From advising governments to serving in Afghanistan, launching syndicates, or building dual-use bridges when few wanted to touch defense, he's stayed on the same mission while the market shifted all around him.In this episode, Nicholas breaks down why Europe needs unapologetic defense-first investing, why dual-use alone won't cut it, and what founders, LPs, and co-investors must face up to if they're serious about Europe's sovereignty.Here's what's covered:00:00 | Nicholas Nelson's journey: from service to syndicates to Archangel02:00 | Two decades of doing defense before it was cool04:00 | Why now? Why real defense? Why not just dual-use?07:00 | The war tech shift: tanks out, rapid iteration in10:00 | Ukraine's ‘hourly sprints'—why on-the-ground matters13:00 | Deterrence, lethality & Europe's strategic gap16:00 | When dual-use brands muddy the water (and why that's risky)19:00 | The bullets & bombs dilemma: investing when LPs say no22:00 | Primes, vendor lock & the truth about the military industrial complex26:00 | ESG tensions: Europe's extra layer of complexity30:00 | The pan-European Anduril myth—why it doesn't map34:00 | Local vs. pan-European scaling: what's realistic37:00 | Exit routes & why the big growth rounds go abroad40:00 | The flywheel we didn't get to—coming in part two

On this episode of Multifamily Mastery, John Casmon interviews Matthew Teifke, a Texas-based real estate entrepreneur with over 16 years of experience who began his journey inspired by his single mother's rental property portfolio. Matthew shares why he believes this is the best buying environment he's seen, citing motivated sellers impacted by 2020–2021-era debt structures and the unique opportunity to acquire properties below market value. He explains how assuming attractive existing loans creates high cash flow opportunities with less equity required and details his focus on San Antonio and Austin as long-term growth markets. Matthew also emphasizes the importance of playing the long game, building real relationships, and adapting investment strategies to market conditions. Matthew Teifke Current Role: Co-Founder at TR3 Capital and Founder of TRE (Teifke Real Estate) Based in: Austin, Texas Say hi to them at:

We're only a podcast, but we never, never, never, never, never, never, never, never, never...knew it was time for Know Your Writes! This episode finds Robb and Colton diving into the discography of indie greats Rilo Kiley. Our hosts will discuss the quartet's four LPs to see if they're a hit. Other topics include: - following up on Coltrarobbus predictions  - Colton rants about the new Haim album -  Robb brings on a very special guest during the third segment!  Bands mentioned in this episode: - Death Cab for Cutie - Bright Eyes - Tom Petty  - Waxahatchee  - Fleetwood Mac

On this episode of Next Level CRE, Matt Faircloth interviews Hait Patel about the hotel asset class—what makes it both a lucrative and overlooked opportunity for real estate investors. Hait shares his personal story of growing up in a motel his parents operated and how that hands-on experience shaped his career. The two compare multifamily to hotel investing, exploring everything from RevPAR and PIP requirements to team culture and operational intensity. They also discuss the potential for cash flow and long-term returns in the limited-service hotel sector, as well as red and green flags when underwriting a hotel deal. Hait Patel Current role: Acquisitions & Underwriting Specialist at DeRosa Group Based in: Minnesota Say hi to them at: LinkedIn Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of the Passive Income Playbook, Pascal Wagner interviews Marc Kuhn, founder of MAK Construction, MAK Capital. Marc shares how he leveraged personal branding and social media to raise capital and scale his businesses in the niche of luxury self-storage. He explains what makes this asset class distinct—from its climate-controlled, premium features to its appeal for small business owners and high-end tenants. Marc also outlines how he reverse-engineers his developments based on feedback from institutional buyers, his LP communication process, and why transparency and strong operator-investor fit are crucial. Marc Kuhn Current Role: Founder of MAC Construction and MAK Capital Based in: North Dakota Say hi to them at: LinkedIn or www.makcapitalgf.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if being thankful before the results arrive was the secret to achieving them? In today's Abundance Thursdays, Vinney Chopra and Gualter Amarelo reveal how gratitude isn't just a feel-good idea—it's a magnetic force that draws in wealth, aligned partnerships, and financial breakthroughs. The duo brings their signature authenticity, storytelling, and insight to this high-value conversation.   Here's what you'll learn and experience:

The band Buscabulla began here in New York over a decade ago, when singer Raquel Berrios and multi-instrumentalist Luis Del Valle began making their sophisticated, electronically-tinged Latin pop together. The name Buscabulla loosely translates as “troublemaker,” though the only trouble they've caused is to people who've tried to pin down their music. Their songs have a dreamy pop atmosphere but often ride along on sturdy Caribbean rhythms. Elements of funk and experimental electronic music are also part of the mix. Now, Buscabulla is based in Puerto Rico, where they've collaborated with Bad Bunny and released two LPs, the latest one called Se Amaba Asi. They play some of these new tunes, in-studio.

In this episode, Andreas Munk Holm sits down with Julia Binder (IMD), Manuel Braun (Impact Hub), and Enrique Molina (CircularCo) to unpack the evolving world of circular venture. They dive into why circularity should be viewed as a horizontal investment lens — not a niche — and how startups across materials, manufacturing, and infrastructure are already proving out scalable models.From textile dyeing to resale logistics and digital product passports, the group highlights how circularity intersects with every vertical and why now is the time for more GPs and LPs to get involved.Here's what's covered:00:50 – “We don't invest in dumb things”: The Pale Blue Dot mindset02:30 – Why current supply chains reward harm — and how venture can reverse it04:30 – Startups vs. corporates: Who's best positioned to drive change?07:40 – 5 monetizable circular business model archetypes12:10 – What infra is needed to scale circularity?15:00 – Real-world startups & back-end enablers in resale, reuse & track-and-trace18:00 – Circularity: Horizontal lens or vertical category?23:00 – Where capital is flowing: Startups, funds & LPs getting serious26:00 – Hype cycles: AI ascendant, circularity under the radar28:00 – Building ecosystems: Infrastructure, co-opetition, and collective voice31:00 – Final call: Why everyone — from founders to family offices — must engage

Shiv interviews Bradford Pilcher, Partner at Bonaccord Capital Partners. In this episode, Brad unpacks the GP stakes strategy – what it is, how it works, and why it's more than just a passive investment. Learn how mid-market private equity firms can grow through capital formation, thoughtful product diversification, and talent strategy. Learn what LPs should look for, why marketing and positioning matter, and what makes a PE firm truly stand out.

On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Sarah Miskelly, a Canadian fund manager living in Costa Rica who places capital into diverse real estate and alternative asset opportunities. Sarah shares her background growing up in real estate, how she transitioned into fund management, and the strict due diligence she performs on behalf of investors. The conversation dives deep into red flags in multifamily syndication, the pitfalls of disguised capital calls, and her exploration of newer asset classes like triple net medical deals and oil & gas funds. The hosts and Sarah also discuss ethics in capital raising, authenticity on LinkedIn, and how to spot shady fund managers. Sarah Miskelly Current Role: Fund Manager placing capital into real estate and alternative asset opportunities Based in: Costa Rica Say hi to her at: LinkedIn Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Swimming with Allocators, Earnest and Alexa welcome Farhan Lalji and Dario de Wet, Co-Founders of LTV Capital. During the conversation, Farhan and Dario discuss their unique approach to investing in emerging fund managers. They share insights into evaluating new venture capital funds, emphasizing the importance of understanding a manager's "why," network strength, and hustle factor. The conversation also explores the challenges of venture capital scaling, the potential of managers with atypical backgrounds, and the evolving landscape of startup exits. Key takeaways include the value of investing in smaller, innovative funds, the need for differentiation in a competitive market, and the potential of legacy industries for venture investment. Also, don't miss our insider segment as Idan Netser and Jason Kropp from Sidley Law Firm discuss critical regulatory considerations for venture capital and startups, focusing on tax implications of carried interest, Qualified Small Business Stock (QSBS) benefits, and evolving FDA regulations in the medical and biotech sectors.Highlights from this week's conversation include:Dario's Career Journey (0:58)Farhan's Background and Anthem Group Experience (1:43)Emergence of LTV Capital's Thesis (3:36)Influential Experiences Shaping VC Perspective (5:27)Should Venture Capital Scale? (8:08)Why Focus on Emerging Managers? (13:10)Intangibles in Fund Managers (18:26)Intentionality in Fund Construction (21:24)Insider Segment: Regulatory and Tax Updates (23:02)Hands-On LP Support for Emerging Managers (27:21)First Close vs. Last Close LPs (30:37)Why LPs Choose LTV Capital (33:53)Venture Beta vs. Alpha and Fund of Funds Debate (36:18)Venture Exits and Liquidity Outlook (40:43)Parting Advice for GPs and LPs and Final Thoughts (44:10)LTV Capital is dedicated to investing in top-tier emerging managers globally, aiming to empower the next generation of venture capital leaders. By providing support and resources, LTV Capital fosters innovation and growth within the venture capital ecosystem.LTV Capital: Empowering Emerging Managers | Uniting the Fund EcosystemSidley 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.

Welcome to a new episode of the EUVC Impact Highlight, where we bring you the people and perspectives pushing the boundaries of purpose-driven venture. This week, August Solliv sits down with Dougie Sloan, Managing Director, Impact Venture at Better Society Capital, and Jacqueline van den Ende, Co-founder & CEO of Carbon Equity, to explore how we unlock billions for climate action by rethinking the very architecture of venture capital.Together, they dive into how Carbon Equity is turning everyday citizens into climate LPs, why “retail” doesn't mean amateur, and how tech, transparency, and trust can finally bring impact investing to scale.This episode's themes:Why climate finance is stuck—and how we build new pipesReimagining access: giving more people a seat at the capital tableThe rise of the prosumer LP: conviction, education, and agencyBridging alpha and impact without trade-offsRedesigning private markets for participation at scaleHere's what's covered:00:30 Jacqueline's journey: from traditional VC to climate capital rebel02:15 The climate capital gap: why only 2% of VC goes to climate tech03:45 Institutional capital vs. bold innovation: the trust mismatch05:30 Rethinking “retail”: building for a sophisticated next-gen LP07:00 Tech as an enabler: onboarding, transparency, and scale08:45 What private market investors need (and don't get today)10:00 Productizing the LP experience: clarity, ownership, conviction11:45 How Carbon Equity builds education into capital deployment13:00 The vision: mobilizing the masses without dumbing things down14:30 Impact with returns: challenging the trade-off fallacy16:00 What's next: tokenisation, retail regulation, and unlocking access

What do experienced real estate investors do when deals don't pencil, the capital stack is shifting, and the data feels contradictory? In this episode, Jim Pfeifer and Paul Shannon are joined by real estate investor, CPA, and UCLA professor Eric Sussman to explore how sophisticated LPs should think about today's economic signals, capital markets, and sponsor behavior. Eric brings decades of experience across syndications, private equity, and academia to this conversation. He dives into how inflation data, rate policy, and lending trends are impacting both sponsors and investors and why understanding the real risk lies beyond cap rates and projected IRRs. The hosts and Eric discuss debt mismatches, how institutional players are positioning, and why trust and underwriting discipline matter more than ever. Plus, Eric shares his candid take on why some deals should fail and why that's ultimately healthy for the market. Key Takeaways How to interpret mixed signals in the real estate and macroeconomic data Why sponsors are struggling to refinance and recapitalize The impact of capital stack misalignment on passive investors Why some LPs aren't getting paid—even when the deal is “performing” What Eric looks for in a sponsor beyond the deck How institutional players are preparing for distress Why a wave of failed deals could actually benefit long-term investors 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.

Topics: (00:00:00) - Intro (00:04:19) - Entering the VC space (00:08:38) - Pilot-fund theories (00:12:50) - Risk tracking (00:19:56) - Finding LP alignment (00:22:39) - Arkady's fund thesis (00:47:12) - Creating the index of solutions to problems (00:57:18) - The TAM for VC in 2025 (01:00:29) - How founders can increase the odds of being funded by Arkady (01:03:36) - False signals in VC Links: Arkady on LinkedIn - https://www.linkedin.com/in/arkady-kulik/ Arkady on X - https://x.com/arkady_kulik Rpv.global - https://rpv.global/ To support the costs of producing this podcast:  >> Buy a copy of the Navalmanack: www.navalmanack.com/  >> Buy a copy of The Anthology of Balaji: https://balajianthology.com/ >> Sign up for my online course and community about building your Personal Leverage: https://www.ejorgenson.com/leverage  >> Invest in early-stage companies alongside Eric and his partners at Rolling Fun: https://angel.co/v/back/rolling-fun >> Join the free weekly email list at ejorgenson.com/newsletter >> Text the podcast to a friend >> Or at least give the podcast a positive review to help us reach new listeners! We discuss: How speaking the language of scientists helps Arkady build real trust with founders. The AI tournament model he uses to identify 300 hidden human needs. Focusing on problems first, then funding an index of possible solutions. What he looks for in both founders and LPs. Why honesty beats hype every time. Why DPI is the only VC metric that actually matters. Quotes from David: “You don't prove your worth as a VC until you return capital to your LPs. DPI is the only metric that matters.” “The VC game is full of false positives—in evaluating companies and in how LPs evaluate VCs.” “The best thing an investor can do is give a quick yes; the next best is a quick no. Lingering maybes are the worst.” “Our technical unlock was agentic AI—it lets us evaluate hundreds of emerging needs for humanity in days, not years.” “We want to be the first check because what matters most is building deep trust with the founder, not just valuation.” “If you sold LPs on a strategy and you quietly abandon it, that's a breach of trust—it's like cheating in a marriage.” “A lot of people go into VC for ego or fast money. They won't survive. This is a long, emotionally volatile game.” “Stop wasting your life and start making a difference. If you're a founder, build what only you can build.” “There's nothing wrong with saying no—it's how you say it that matters.” “The founder's mistake is assuming your investors will make money just because you do.” “Great founders don't oversell—they're clear, calm, and self-aware.” Important Quotes from the podcast on Business and Entrepreneurship   There is no skill called “business.” Avoid business magazines and business classes. - Naval Ravikant   You have to work up to the point where you can own equity in a business. You could own equity as a small shareholder where you bought stock. You could also own it as an owner where you started the company. Ownership is really important.     Everybody who really makes money at some point owns a piece of a product, a business, or some IP. That can be through stock options if you work at a tech company. That's a fine way to start. 

Produced by Foundersuite (for startups: www.foundersuite.com) and Fundingstack (for VCs: www.fundingstack.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital. This episode is with with Renata Quintini of Renegade Partners, an early stage VC fund that supports companies during the high-stakes phase between early traction and significant growth. Learn more at https://www.renegadepartners.com/ In this wide-ranging episode, we talk about the rise of micro-VCs (she was previously at Felicis Ventures and Lux Capital), tips for raising Fund I, the evolution and challenges of graduating to Fund II, tips for sourcing and communicating with LPs, how to create FOMO, and much, much more. Renegade most recently raised a $128 million Fund II from LPs including Los Angeles Fire & Police Pension System, Illinois Municipal Retirement Fund, and Northwest Connecticut Community Foundation among other institutional LPs. How I Raised It is produced by Foundersuite, makers of software to raise capital and manage investor relations. Foundersuite's customers have raised over $21 Billion since 2016. If you are a startup, create a free account at www.foundersuite.com. If you are a VC, venture studio or investment banker, check out our new platform, www.fundingstack.com

This episode was recorded at the 2025 Florida Ruminant Nutrition Symposium.  Dr. Baumgard begins with an overview of his presentation, “Importance of gut health to drive animal performance and health.” He notes the metabolic and inflammatory fingerprint of all stressors is essentially the same, indicating they likely all emanate from the gut. Overall, we're gaining a better understanding of how typical on-farm stressors negatively influence gut barrier function. He thinks the most likely mechanism of leaky gut is the immune cell known as a mast cell. When an animal or human is stressed, the enteric nervous system releases corticotropin-releasing factor, which binds to the mast cell, the mast cell degranulates, and the former contents of the mast cell (TNF-alpha, proteases, histamine, etc.) causes the gut to become leaky. (4:20)Once the GI tract barrier becomes compromised, antigens like lipopolysaccharide (LPS) can infiltrate, stimulating the immune system. Immune activation causes loss of appetite much like any other infection. The gut heals fairly quickly upon removal of the stressor(s), and the gut can also acclimate to stress such that the early stages of a stress event are more severe than later stages. Strategies to combat leaky gut remain scarce, and there is no silver bullet. There are a variety of dietary strategies to target the gut permeability issue itself. Another approach would be to bind pathogens or curb their proliferation at the membrane of the small intestine. (7:06)Dr. Neiehues asks if an antihistamine would work on gut mast cells the way it does in other body systems. Dr. Baumgard isn't sure that's ever been looked at, although there have been some studies in pigs using a product targeted to prevent mast cell degranulation. Dr. Nelson wonders if we should interfere in some of these processes because they're obviously there for a reason. Panelists discuss stress events related to parturition and transition, particularly for first-calf heifers. Dr. Baumgard notes that stacking stressors on top of one another compromises an animal's ability to tolerate stress. (9:28)We know stress can cause ulcers in humans and horses - what about ruminants? Dr. Baumgard thinks it is likely that it's happening, but we aren't looking for it. Few animals who die on-farm do receive a thorough postmortem exam. It could also be that these types of insults to the gut are not visible to the naked eye. (19:11)Dr. Nelson asks what makes some cows, despite all the challenges, able to be up and milking 150 pounds a day in no time after calving. What makes them unique? Dr. Baumgard lists some possibilities, including lower pathogenic inflammation than other cows, less tissue trauma damage to the uterus during calving, and lower sensitivity to immune activation. The panel disagrees with the notion that high-producing cows are stressed. (23:16)Dr. Niehues and Dr. Baumgard trade stories of experiments where cows maintained production even with high stress and inflammatory markers. The panel goes on to discuss subclinical infections and their impact on transition cows. Dr. Nelson notes there are retrospective datasets where cows who had metritis showed decreased feed intake even before calving. Dr. Baumgard feels that the decrease in intake has been incorrectly assumed to be the cause of the metritis. He says the decrease in intake is often around two weeks before calving and he doesn't think it's a coincidence that at the same time, the mammary gland is initiating lactogenesis. He hypothesizes the mammary gland is causing an immune response, resulting in a decrease in intake. Dr. Nelson wonders if measuring somatic cell counts of colostrum would show any differences in mammary gland inflammation during this prepartum period. (29:18)Panelists share their take-home thoughts. (42:02)Please subscribe and share with your industry friends to invite more people to join us at the Real Science Exchange virtual pub table.  If you want one of our Real Science Exchange t-shirts, screenshot your rating, review, or subscription, and email a picture to anh.marketing@balchem.com. Include your size and mailing address, and we'll mail you a shirt. 

Dave McClure, founder of Practical Venture Capital and co-founder of 500 Startups, dives deep into the growing role of secondaries in venture capital. Dave explains how today's longer startup cycles and liquidity droughts have created opportunities (and confusion) around secondary markets. He breaks down what secondaries actually are, how Practical VC operates, and key trends shaking up the system. With his trademark candor, Dave also shares hard truths for both founders and VCs navigating this next chapter of private markets.In this episode, you'll learn:[03:55] Dave's journey to becoming an investor[06:30] The early evolution of accelerators and why “lots of little bets” took off[09:50] How cloud, open source, and low CAC changed the startup funding game[12:49] Why startup liquidity timelines have doubled—and what that means for founders and LPs[14:56] What secondaries really are (hint: not just one thing)[19:31] Does venture's illiquidity attract the right kind of investors—or just the most patient?[22:06] The discipline of public markets vs. the opacity of private ones[26:37] What Practical VC looks for in a secondary opportunity (and the $50M–$100M revenue rule)[29:14] How Dave screens funds and companies for possible exits[33:37] What's exciting (and worrying) about secondaries, stablecoins, and emerging marketsThe nonprofit organization Dave is passionate about: New StoryAbout Dave McClureDave McClure is the founder of Practical Venture Capital, a firm focused on liquidity through venture secondaries. Previously, he co-founded 500 Startups, one of the world's most active early-stage venture funds. A PayPal alumni and self-described nerd turned investor, Dave has worked across engineering, marketing, and venture roles, investing in hundreds of startups globally. He's known for his honest insights and bold bets on opportunities before they're ‘cool'.About Practical Venture CapitalPractical Venture Capital is a Silicon Valley-based VC secondary firm providing liquidity to GPs, LPs, and founders through targeted secondary investments. Specializing in fund-level and company-level secondaries, Practical VC aims to shorten the venture capital time horizon by backing mature, revenue-generating companies with clear exit paths. The firm focuses on portfolios nearing liquidity and brings a flexible, creative approach to valuation, pricing, and structure.Subscribe to our podcast and stay tuned for our next episode.

Ian Drewe, a global capital markets expert who has raised billions in institutional and private capital, joins Adi Soozin on 9x90™ to unveil the playbook for securing large-scale funding. From structuring investor-aligned capital stacks to reframing risk for institutional LPs, Ian shares the principles of conservatism, transparency, and thoroughness that have made him a trusted advisor to some of the world's largest investors.Discover how he evolved investor relationship management from handshakes to sophisticated CRM systems, why healthcare and property remain resilient asset classes, and how Avoka Property is spearheading innovative banking and real estate ventures. Ian also reveals a minority-owned community bank opportunity in Georgia and actionable insights for family offices and emerging managers looking to scale.This episode is a masterclass in raising and deploying capital at scale—perfect for allocators, fund managers, and visionary founders preparing to navigate institutional waters.Read more at 9x90.co/Ian-Drewe

Episode 97: Gershwin Prize Winner July 6, 2025 And the Gershwin Prize goes to …….The aging process on humans is real. What we do and dont do may play a big part in how that process affects us or not. The vinyl LPs of that era and the new ones being purchased today will last a lot longer than the color in our hair or our smooth and youthful skin. All Im saying is that the age of rock is so wide and varied, from Elvis to Zappa, we have a lot of ground to cover in these short one-hour shows. And, who knows, maybe listening to the music of our youth may give a moment in time when we can enjoy those times or not. Admit it, it wasnt all bad. If you have some input, like my friend, Puh-mella did, let me know your taste in music, who/what/when. Email all your comments to me at TalesVinylTells@gmail.com. The podcasts are all available at http://www.studiomillswellness.com/tales-vinyl-tells, on Apple podcasts, podbean.com and a whole bunch of good podcast apps. 

On this episode of Unlimited Capital, Chris Lopez and Richard McGirr interview Justin Freishtat, a capital raiser and branding expert who shares insights into his evolution as a syndicator, from chasing returns to prioritizing liquidity and downside protection. Justin breaks down his approach to structuring deals, including the use of customizable fund vehicles for both equity and debt investors, and explains how investor preferences drive his fund offerings. The conversation then dives deep into Justin's marketing strategy, where he contrasts the scalability of ad-driven sales teams with his preference for personal brand building through podcast appearances and influencer partnerships. He also shares tactical advice on growing a social media presence for credibility and capital raising, especially leveraging Instagram as a modern business card. Justin Freishtat Current role: Capital raiser, partner at Kerns Marketing, board member of SafeSpace Say hi to them at: @justinfreishtat on Instagram Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Demo Day, we sit down with Jonathan Hung, Managing Partner at Entrepreneur Ventures, to explore why relationships matter more than returns in venture capital.Jonathan shares how he transitioned from family offices and Trousdale Ventures to launching a fund under Entrepreneur Media. From his “dating fund” philosophy to lessons on LP dynamics, founder due diligence, and his upcoming book Your Emergency Contact, this conversation is packed with hard-earned wisdom.Whether you're a founder raising capital, a VC building your fund, or someone curious about how the best investors actually think — this is a must-watch.Topics We Cover:Why follow-on capital depends on delivering results — not hypeHow Jonathan picks the right LPs (and avoids bad partners)What “date before you marry” means in venture investingThe power of media when raising a fundHis upcoming book: Your Emergency ContactHow venture capital changes in your “third quarter” of lifeThe brutal truth about SPVs, bad actors, and partner breakups

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

On this episode of The Horizon, John Chang discusses the current trajectory of interest rates, the outlook on inflation, and the uncertain effects of tariffs and political influence on the Federal Reserve. He explores how treasury issuance and trade policies are shaping rate expectations, especially amid political pressure and global economic shifts. John also evaluates the U.S. job market's softening signals, growing layoffs, and how uncertainty is likely to rise again depending on post-July 9 tariff decisions. He ends by offering a forward-looking perspective on commercial real estate sectors—favoring demographic-driven investments like medical office, multifamily, and self-storage—while noting potential opportunities and risks in office, retail, and industrial assets. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Multifamily Mastery, John Casmon interviews Paul Kaseburg, Chief Investment Officer at MG Properties. Paul shares insights into managing a 32,000-unit portfolio across the Western U.S., emphasizing the importance of vertical integration, legislative compliance, and proactive risk management. He details how MG navigates current challenges such as oversupply in multifamily housing, using a value-driven acquisition strategy that balances core-plus and value-add opportunities. Paul also discusses the firm's centralized operational strategies, measured use of AI tools, and the enduring power of company culture and long-term investment planning. Paul Kaseburg Current role: Chief Investment Officer at MG Properties Say hi to them at: mgproperties.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Next Level CRE, Matt Faircloth interviews Whitney Elkins-Hutten from PassiveInvesting.com. They dive into investor education and the importance of understanding the full investment journey, especially in today's market. Whitney explains how PassiveInvesting.com is diversifying through debt funds, multifamily, self-storage, and the booming express car wash business, emphasizing cash flow and depreciation advantages. The conversation also touches on evolving SEC regulations, the role of AI in real estate transactions, and strategies for preparing investors for different market conditions. Whitney Elkins-Hutten Current role: Director of Investor Education at PassiveInvesting.com Based in: Colorado Say hi to them at: passiveinvestingwithwhitney.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of the Passive Income Playbook, Pascal Wagner interviews Brandon Cobb, a seasoned land developer and founder of HBG Capital. Brandon breaks down the highly misunderstood world of land development, revealing how value is created before a single house is built. He shares how his team entitles land and leverages national homebuilder partnerships to generate strong returns with mitigated risk. Brandon walks through real-world case studies, outlines the key due diligence steps LPs should take, and explains why the demand for affordable “little-a” housing remains strong despite market volatility. Brandon Cobb Current role: Managing Partner at HBG Capital Based in: Nashville, Tennessee Say hi to them at: https://hbgcapital.net or learnlanddevelopment.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on The Data Minute, Peter sits down with David Zhou, Head of Investor Relations at Alchemist Accelerator and the host of Superclusters, for a deep dive into how LPs choose, and say no to, emerging managers.David shares what hundreds of GP conversations have taught him about building trust and avoiding the "sea of sameness.” They talk about why charisma can be learned, how LPs think about relationship-building versus returns, and why fund managers should spend less time pitching and more time listening. Plus: the strange origin of venture capital as we know it, the story behind a viral LP blog post, and how tracking birthdays, gifts, and “fun facts” can help you raise your next fund.It's fast, it's tactical, and it's exactly the kind of honest LP feedback GPs rarely get to hear.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/Chapters:01:35 – LinkedIn bios, authenticity, and under-optimizing for SEO02:43 – Why David might remove “angel investor” from his profile04:50 – Saying “LP” out loud: the weirdness of deal flow labeling06:10 – Sourcing, picking, and winning: how LPs assess fund managers08:50 – What makes an “emerging” manager, really?10:13 – Should LPs invest in a firm—or just fund one?11:55 – The myth of quick markups, and why LPs think long13:23 – Pattern-matching vs. patience: how LPs develop taste14:55 – The Odysseus strategy: when to say no (even to great funds)17:47 – Why humility and honesty work better than fake urgency19:20 – Do some LPs still think venture capital is “art collecting”?21:10 – Helping LPs understand: is it worth being the educator?23:00 – First-time managers, first-time investors, and the long runway25:38 – Breaking into Middle Eastern LPs: no first meeting should be transactional27:45 – What hospitality looks like in cross-border fundraising29:20 – The power of thoughtful gifts—and CRM columns that matter31:14 – Should emerging managers stand out… or just be deeply human?32:32 – Whelming vs overwhelming: what LPs remember33:33 – Developing taste: why it matters for GPs too34:50 – The Dream High framework: who commands attention in a room?36:40 – Is charisma innate—or can it be learned?38:23 – Measuring growth in 15-year cycles40:00 – Common advice David gives insiders vs outsiders41:55 – Advice for “logo shoppers” and the risk of performative decks44:08 – Reality distortion fields and the allure of being “the only one”46:00 – Confidence vs clarity: do LPs actually buy better?48:18 – How many GPs does David see per year? (Spoiler: it's hundreds)50:50 – The blog post that went viral: Non-Obvious Emerging LP Playbook53:40 – Do we need more VC funds? Just one kind.54:36 – Pre-seed is the new Series A—but we still need first-check investors56:50 – Off-thesis bets: what LPs actually tolerate58:04 – A 70-20-10 approach to fund strategy01:00:14 – The one pitch meeting structure David swears by01:02:15 – How GPs should actually ask for feedback01:03:25 – Tailoring follow-ups and ending meetings earlyThis 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, Inc., dba Carta, Inc. All rights res

On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Brad Johnson, co-founder and CIO of Vintage Capital. Brad shares his journey from institutional private equity to building a $200M+ mobile home park portfolio and discusses why he's doubling down on the asset class today. They dive into due diligence strategies, creative seller financing structures, and why Brad prefers long-term holds with strong operators over short-term flips. The trio also tackles current legislative risks, how rent control could impact MHP valuations, and why Brad isn't chasing distressed multifamily deals. Brad Johnson Current role: Co-Founder and Chief Investment Officer, Vintage Capital Based in: Irvine, California Say hi to them at: info@vintage-funds.com | vintage-funds.com Go to https://zbiotics.com/BESTEVER  and use BESTEVER at checkout for 15% off any first time orders of ZBiotics probiotics. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Swimming with Allocators, Earnest and Alexa sit down with Clare McLaughlin, Partner at TLI Bedrock. Clare shares her unexpected path from art history and professional harpist to VC, along with her distinctive lens on early-stage investing in sectors like material science, defense, and deep tech. She highlights the importance of founder execution, financial storytelling, and aligning investments with personal values. The episode also explores the evolving role of family offices and the need for transparency and long-term thinking. Also, don't miss our insider segment with Jason Kropp of Sidley on tax optimization strategies and smart structuring for global VC investments.Highlights from this week's conversation include:Clare's Unconventional Path to VC (1:02)Lessons from Arts and Nonprofit Roles (4:22)TLI Bedrock's Approach and Family Office Strategy (8:34)Building Investment Strategy and Structure (10:18)Transitioning to Offense in Investing (12:02)Fund Manager Relationships and Communication (16:11)What Works (and Doesn't) in Fund Manager Pitches (21:23)Grit and Motivation in Venture Careers (26:19)Insider Segment: Tax Optimization for LPs and GPs (27:11)Current Excitement and Trends in Tech & Energy (35:38)Intentionality and Values in Investing (37:39)Balancing Efficiency, Humanity, and Technological Change (39:13)Simple, Impactful Innovations (43:42)The Myth of Tier One Co-Investment (48:07)Favorite Success Stories and Founder Qualities (49:22)Advice for New Family Office Professionals and Parting Thoughts (52:38)TLI Bedrock is a multi-strategy fund that invests across sectors and industries. The firm seeks high returns by backing innovative projects, responsible companies that consider customer, employee, and community needs, and sustainable approaches to commerce. Guided by the principles of trust, loyalty, and integrity, TLI Bedrock takes a holistic approach to investment. Learn more at www.tlibedrock.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.

On this episode of Best Ever CRE, Joe Cornwell interviews Troy Zimmerman, general partner at Missional Capital Group. Troy shares his 20+ year journey from managing inherited triple net lease properties to building a low-leverage, cash-flow-focused multifamily portfolio in Northwest Alabama. He discusses transitioning from single-family homes to multifamily and multi-tenant retail, emphasizing the importance of controlling NOI and protecting downside risk. Troy also highlights his values-based approach to investing, including tenant-first management and giving back through charitable initiatives tied to each acquisition. Troy Zimmerman Current role: General Partner at Missional Capital Group Based in: Charleston, South Carolina Say hi to them at: https://missional.group Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we sit down to talk through a challenge many investors are facing: how to confidently make investment decisions amid global tension, economic uncertainty, and nonstop headlines.Drawing from recent conversations with LPs and operators, Axel unpacks the mindset shifts and practical tactics investors can use to stay focused and make sound decisions—regardless of market noise or world events.Join us as we dive into:Why uncertain markets often create some of the best opportunitiesA practical framework for controlling what you can control: market, asset type, deal structure, and moreThe difference between data-driven underwriting and fear-based hesitationA mindset shift that helps you avoid binary “invest or don't invest” thinkingWhy young investors in particular should consider getting in the game—even if things feel uncertainAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

On this episode of Unlimited Capital, Richard McGirr delivers a solo masterclass on the number one mistake that kills more deals than bad markets or bad sponsors—the “Build Trap.” Drawing from his experience raising over $60 million and coaching dozens of fund managers, Richard explains how over-focusing on CRMs, funnels, and "perfect" systems often masks procrastination and stalls momentum. He breaks down the 95/5 rule of capital raising, emphasizing that most results come from just a few key actions: sending emails, calling investors, and following up. If you've been stuck in prep mode, this is your call to take action. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Horizon, John discusses the surprising inefficiencies in commercial real estate investing, specifically focusing on the apartment sector. He unpacks why markets like Chicago—despite strong rent growth and solid fundamentals—have higher cap rates and attract less capital than high-growth but lower-performing markets like Dallas-Fort Worth. John explores how investor behavior, herd mentality, and institutional capital flows influence asset values more than actual property performance. He concludes by highlighting overlooked cashflow markets like Cincinnati, Cleveland, and Milwaukee that offer strong yields in today's high-interest-rate environment. Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Multifamily Mastery, John Casmon interviews Ken Gee, a former CPA and commercial lender who transitioned into multifamily real estate to reclaim time with his family and build lasting wealth. Ken shares his journey from burning the midnight oil as a tax professional to buying his first apartment buildings and making half a million dollars in profit. He emphasizes the importance of overcoming limiting beliefs, finding the right partners (like his "Gary"), and continually evolving your investment strategy—from syndications to blind pool funds. The conversation is packed with advice on adding value, raising capital, and building trust with brokers and investors. Ken Gee Current Role: Founder & Managing Partner at KRI Partners Based in: Cleveland, Ohio Say hi to him at: https://www.kripartners.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Next Level CRE, Matt Faircloth interviews Ben Fraser, Chief Investment Officer at Aspen Funds and co-host of the Invest Like a Billionaire podcast. They explore how billionaires think differently than millionaires—focusing on growing balance sheets through private market investments rather than just income. Ben explains the dangers of income creep, critiques the limitations of traditional financial planning, and advocates for strategic investing outside Wall Street. They also discuss reshoring trends driving industrial growth, the shifting meaning of retirement in a world of longer lifespans and AI, and what true financial freedom looks like. Ben Fraser Current Role: Chief Investment Officer, Aspen Funds Based in: Kansas City, MO Say hi to them at: https://thebillionairebook.org – Pre-order his upcoming book Invest Like a Billionaire https://www.thebillionairepodcast.com – Listen to his podcast LinkedIn: linkedin.com/in/benwfraser Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of the Passive Income Playbook, Pascal Wagner interviews Kevin Bupp, a seasoned investor and founder of Sunrise Capital Investors. Known for his success with mobile home parks, Kevin dives into the niche world of parking garage investments—an overlooked asset class with strong cash flow, low maintenance, and high redevelopment potential. He shares his origin story from bartending to building a $400M+ real estate portfolio, discusses how his firm targets value-add parking assets in high-demand urban markets, and explains how they balance risk-adjusted returns across their fund structure by blending cash-flowing parking deals with value-add mobile home parks. Kevin also addresses how autonomous vehicles may impact the future of parking, and why land value and long-term optionality are central to his investment thesis. Kevin Bupp Current role: Founder & CEO of Sunrise Capital Investors Based in: Tampa Bay, Florida Say hi to them at: investwithsunrise.com or connect on LinkedIn/Instagram (@KevinBupp) Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Sean Graham, founder of Maven Cost Segregation. Sean shares how he uses AI tools like ChatGPT for streamlining both personal and professional tasks, including investigating financial fraud. The conversation dives deep into Sean's transition from residential to self-storage investing, why it's not as passive as it seems, and how he built a lean, global operations team to manage over 1,000 units. They also unpack cost segregation strategies, the likelihood of 100% bonus depreciation returning, and the nuances of audit risk in tax planning. Sean Graham Current role: Founder, Maven Cost Segregation Tax Advisors Based in: Detroit, Michigan Say hi to them at: sean@mavencosseg.com or mavencostseg.com/bestever Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices