Podcasts about lps

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Latest podcast episodes about lps

Best Real Estate Investing Advice Ever
JF 3997: Sponsor Trust, Market Timing, and Rate Caps ft. Ryan Duff

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 14, 2025 59:32


On this episode of the Passive Income Playbook, Pascal Wagner interviews Ryan Duff, a former mortgage broker who spent 14 years underwriting loans before transitioning into LP investing. Ryan shares how his front-row seat in the lending world gave him a unique edge in identifying quality sponsors and structuring successful deals. He discusses the three core pillars of underwriting—borrower credit, asset performance, and market fundamentals—and why sponsor quality trumps everything in investment decisions. Ryan also breaks down how lending standards have tightened post-2021, what LPs should really be asking for in due diligence (hint: request the REO schedule), and how market dislocation is creating powerful opportunities for plugged-in investors. Ryan Duff Current Role: Founder at Seaport Capital Advisors, capital advisor and LP investor Based in: East Coast (primarily invests in Southeast and Midwest markets) Say hi to them at: LinkedIn Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This Week in Startups
The End of the ZIRP Era, and why recruiting is SO PAINFUL | E2164

This Week in Startups

Play Episode Listen Later Aug 14, 2025 81:27


Today's show:We're back with another all-star VC roundtable discussion.Joining Jason are Dave McClure of Practical VC, NVNG's Grady Buchanan, and Tomasz Tunguz of Theory VC. Together, they're having a deep insider discussion of the state of venture, secondary markets, running funds of funds, the legacy of Lina Khan, the difficulty of recruiting, and why the pendulum has potentially swung in founders' favor.Timestamps(0:00) INTRO, The origins of Practical VC and how secondary funds work.(05:44) So… how does Dave decide what to BUY?(09:27) Melanie - Companies are staying private longer… Is this good for fund managers?(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(11:18) Show Continues…(14:17) We've all heard about unicorns but… what about centaurs?!(16:19) Jacob - Are VC marks… bullsh*t?! How long until your LPs should see DPI? The panel debates.(17:22) Jacob - Is Jason too hard on Lina Khan? Dave says VCs created the problem!(20:07) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit aws.amazon.com/startups/credits(21:30) Show Continues…(30:01) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at public.com/twist.(31:16) Show Continues…(31:34) When it's time to embed an expert into a struggling startup(34:15) How investing in SO MANY COMPANIES gave Dave a trove of data(40:33) Sometimes VCs have to be the “voice of reality”…(45:53) Are stock buybacks the best use of capital?(49:29) Jacob - The End of the ZIRP Era meets the Dawn of the AI Era(51:04) Why running your business on debt, not equity, requires tough choices(58:23) When you need to “take the medicine” on returns and live to fight another day.(01:11:17) Is Grady actively seeking managers that have shown a demonstrated ability to produce liquidity?(01:13:24) Dave says the pendulum has swung into founders' favor.(01:20:25) Dave teases his new secondary podcast, “Trading Places”!Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:02) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(20:07) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit aws.amazon.com/startups/credits(30:01) Public - Take your investing to the next level with Public. Build a multi-asset portfolio and earn 4.1% APY on your cash—with no fees or minimums. Start now at public.com/twist.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Best Real Estate Investing Advice Ever
JF 3996: STNL Investing, Fed Rate Predictions, and 18% IRR Targets ft. Mike Kron

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 13, 2025 46:30


On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Mike Kron, founder of Guardian Advisory, to discuss his launch of a $100 million private equity fund focused on single tenant net lease (STNL) retail assets. Mike shares why he believes now is a prime time to buy these Amazon-resistant properties due to the anticipated drop in interest rates and how his fund strategy leverages long lease terms, high-credit tenants, and minimal management overhead. He explains the 18% IRR projection, capital-raising tactics, and why he's prioritizing stability and investor-friendly structures over flashier value-add opportunities for Fund One. The conversation also touches on the future of retail, the return of bonus depreciation, and how institutional investors factor into his long-term exit strategy. Mike Kron Current role: Founder of Guardian Advisory Based in: Los Angeles, CA Say hi to them at: mike@guardian-advisory.com or visit guardianatlease.com Visit investwithsunrise.com to learn more about investment opportunities.  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Naked Truth About Real Estate Investing
EP 465 - Discover how Shawn Griffith went from having zero network to acquiring over $80M of multifamily apartments.

The Naked Truth About Real Estate Investing

Play Episode Listen Later Aug 13, 2025 41:19


Discover how, from zero connections to managing over $80 million in multifamily assets, Shawn Griffith's journey is a masterclass in strategic growth and relentless execution. In this high-impact episode, Shawn—CFO and co-founder of Kraft Capital Investments—reveals how he scaled from a single 64-unit deal to building a diversified investment portfolio spanning multifamily, triple-net leases, and beyond. You'll hear firsthand how he navigated market downturns, protected investor capital, and built lasting trust with high-net-worth partners. 5 Key Takeaways to learn from this episode:How to transition from passive LP investing to becoming a successful GP in multiple asset classes.Why understanding debt structure is critical for both LPs and GPs—and how it can make or break a deal.Proven networking strategies that attract high-net-worth investors without “hard selling.”Lessons learned from deals that underperformed and how to mitigate similar risks in the future.How diversifying into multiple verticals can meet investor needs and fuel aggressive growth goals.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

Swimming with Allocators
Concentration Over Diversification: A New Era for Crypto Fund-of-Funds

Swimming with Allocators

Play Episode Listen Later Aug 13, 2025 42:34


This week on Swimming with Allocators, Earnest and Alexa welcome Diego De Colombres, founding general partner of Dissent Capital. Diego shares his journey from equity research to launching a specialized crypto fund of funds. The discussion also explores the importance of backing emerging managers, building concentrated portfolios in a volatile market, and the evolving strategies required for success in crypto venture capital. Key takeaways include the value of specialization over generalization, the risks of over-engineered fund structures, and the growing significance of trends like stablecoins and the intersection of crypto and AI. Listeners will gain insights into how disciplined selection and a long-term perspective can drive outperformance in the rapidly changing world of crypto investing. Don't miss this great conversation! Highlights from this week's conversation include:Diego's Background and Path to Venture (1:17)Early Crypto Interest and Latin American Perspective (3:34)Equity Research Skills in Venture Investing (5:55)Founding Dissent Capital: Inspiration and Strategy (9:17)Concentration vs. Diversification in Crypto Funds (11:52)Cyclicality and Deployment in Crypto Venture (13:16)Identifying and Selecting Emerging Managers (15:23)Why “Access Is Not a Strategy” (19:33)Common Mistakes in Crypto Fund Structures (22:50)How LPs Should Assess Crypto Venture Risk/Reward (26:09)Competition at Early Stages in Crypto vs. Traditional VC (29:52)Crypto Trends: Stablecoins, AI, and On-Chain Identity (31:21)LP Archetypes and Strategic Investors (36:34)Lessons Learned: Narrative-Driven Markets and Distributions (39:50)Connecting with Diego and Parting Thoughts (41:54)Dissent Capital is a pioneering crypto venture fund of funds focused on backing the next generation of emerging crypto managers. With a disciplined, high-conviction approach to early-stage investing, Dissent Capital delivers institutional-grade diligence and access to the best opportunities in the space. Learn more at www.dissentcap.xyz.Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.Quote 1: "In crypto, access is no longer a strategy, and beta plays don't cut it. To capture power-law outcomes, you need focused portfolio construction and a specialization mindset, not over-diversification."

Best Real Estate Investing Advice Ever
JF 3995: Navigating Market Cycles, Building Legacy Projects, and Scaling Passive Investment Returns ft. David Hrizak

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 12, 2025 41:17


On this episode of Best Ever CRE, Joe Cornwell interviews David Hrizak, CEO of Streamline Capital Group. David shares how a near-death experience inspired him to “unretire” and co-found a vertically integrated real estate company with a focus on passive investing. He breaks down his firm's strategy of targeting medical and Class B office buildings in Phoenix for their economic resilience and value-add potential. David also dives into his team's latest ground-up development project, a high-end 70,000-square-foot music venue, and explains how investor education, tax advantages like bonus depreciation, and smart pivoting during market cycles have shaped his 29-year career. David Hrizak Current Role: CEO of Streamline Capital Group Based in: Phoenix, Arizona Say hi to them at: djh@thestreamlinecompanies.com or connect on LinkedIn at David J. Hrizak Visit investwithsunrise.com to learn more about investment opportunities.  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Hormone Balance Solution Podcast
138: Quick case study: you don't have to have gut symptoms to have gut issues driving your symptoms

The Hormone Balance Solution Podcast

Play Episode Listen Later Aug 12, 2025 12:28


Many people assume that gut problems always show up as bloating, pain, or digestive distress — but that's far from the truth. In this episode, Tara explains why everyone who cares about their long-term health and longevity should be paying attention to their gut… even if they think their digestion is just fine. From fatigue and brain fog to anxiety, weight gain, autoimmune issues, and even fertility challenges — the gut often plays a bigger role than you might realize. Tara shares a real-life client case: a woman with zero gut symptoms whose stool test revealed significant bacterial imbalances that were quietly driving inflammation and impacting her health. You'll learn why markers like LPS (lipopolysaccharides) and butyrate are so important, how they connect to inflammation throughout the body, and why a truly comprehensive stool test is non-negotiable if you want real answers. Tara also explains why not all tests — and not all practitioners — are created equal, and how to ensure you're working with someone who understands the full complexity of the microbiome. Whether you're chasing down stubborn symptoms or simply want to stay vibrant and healthy for years to come, this episode will inspire you to make your gut a top priority. Tara explains that: Comprehensive stool testing is essential for everyone, not just those with digestive symptoms. This helps identify issues that may be quietly driving systemic inflammation. Markers like LPS (lipopolysaccharides) and butyrate on stool tests provide vital insights into the inflammatory state of your gut—and, by extension, your whole body. If your test doesn't measure these, you're missing valuable information. Imbalances (dysbiosis) can exist without gut symptoms and still drive conditions like fatigue, autoimmunity, and infertility. Understanding your unique microbiome can be truly game-changing for your health path. Watch on Youtube.    Mentioned in this episode: HRT Made Simple™ - Learn how to confidently speak to your doctor about the benefits of hormone replacement therapy so you can set yourself up for symptom-free, unmedicated years to come without feeling confused, dismissed, or leaving the medical office minus your HRT script. Hair Loss Solutions Made Simple™ – This course will teach you the best natural, highly effective, and safe solutions for your hair loss so you can stop it, reverse it, and regrow healthy hair without turning to medications. The Perimenopause Solution™ – My signature 6-month comprehensive hormonal health program for women in midlife who want to get solid answers to their hormonal health issues once and for all so they can kick the weight gain, moodiness, gut problems, skin issues, period problems, fatigue, overwhelm, insomnia, hair/eyebrow loss, and other symptoms in order to get back to the woman they once were. [FREE] The Ultimate Midlife Perimenopause Handbook - Grab my free guide and RECLAIM your confidence, your mood, your waistline and energy without turning to medications or restrictive diets (or spending a fortune on testing you don't need!).   [BOOK A 30-MINUTE SESSION WITH TARA HERE]

HALO Talks
Episode #562: Breaking Down Sports Investment Trends with Andrew Petcash-Insights on Venture Capital and NIL

HALO Talks

Play Episode Listen Later Aug 12, 2025 25:40 Transcription Available


In this episode, host Pete Moore sits down with Andrew Petcash—former college basketball player, venture capitalist, and one of LinkedIn's most insightful voices on the business of sports. Andrew shares his journey from building a massive NBA YouTube channel as a teenager to founding Profluence Capital, a sports-focused venture fund that connects founders, investors, and cutting-edge sports businesses. The conversation dives deep into Andrew's strategy for breaking down sports industry segments, sourcing valuable market data, and building authentic, action-oriented thought leadership (or, as Pete calls it, “action leadership!") He unpacks how his personal brand has become a powerful engine for attracting investment targets and shares why transparency in the investment process can spark even more opportunities in the ever-evolving sports landscape. Whether you're an entrepreneur, investor, or just interested in youth and collegiate sports—including the ripple effects of NIL—this episode gives you a behind-the-scenes look at how major trends are being identified, funded, and built from the ground up. Petcash also offers candid advice for aspiring investors about the best ways to get involved in early-stage sports deals. On their investment aproach, Petcash states, "Most of our companies have said we're their most helpful investor because we can also get them a lot of attention from our channels from a marketing lens. We also just have a huge network to get them more investment or to get them more customers or whatever." Key themes discussed Building credibility through content and thought leadership. Action-oriented investing in sports and health sectors. Market research and sizing sports investment opportunities. Navigating early-stage venture capital and due diligence. Challenges and opportunities of NIL in college sports. The value of networks and relationships in sports investing. A few key takeaways:  1. Content Creation as a Market Differentiator: Andrew leveraged his expertise in content creation to position himself as not just a thought leader, but an “action leader” in the sports and VC world. By sharing insights and market analysis on platforms like LinkedIn, he built trust, credibility, and created a network effect that brings founders and opportunities directly to him. 2. Unique Approach to Market Sizing and Research: Andrew highlights his process of identifying investment opportunities in sports—especially youth sports and the impact of NIL (Name, Image, Likeness) changes. He combines feedback from industry contacts, exclusive data access, and his own proprietary database, blending qualitative and quantitative insights not widely available elsewhere. 3. Innovative Venture Capital Model: Profluence goes beyond the typical VC approach. They split their portfolio between more predictable, linear investments (e.g., sports teams/events—what he calls “layer one” assets) and higher-upside venture bets. This aims to balance risk and ensure strong fund returns, even if only a few high-risk investments succeed. 4. The Value of Strategic Partnerships and Advisory Networks: Petcash also emphasized the importance of surrounding himself with subject matter experts and private equity partners as both LPs (limited partners) and advisors. This adds significant strategic value when evaluating deals and managing portfolio companies, helping Profluence "punch above its weight" in deal selection and support. 5. Advice to Investors-Use Funds Over Angel Investments: Both Pete and Andrew caution against direct angel investments into early-stage companies, unless you have professional oversight and industry-specific expertise. Instead, they recommend investing through established funds with strong governance and a relevant network—offering better diversification, professional vetting, and an increased chance of success. Resources:  Andrew Petcash: https://www.linkedin.com/in/andrewpetcash  Profluence Capital: https://capital.profluence.com/team/andrew-petcash  Prospect Wizard: https://www.theprospectwizard.com  Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com  

EUVC
VC | E545 | Mike Maples Jr. on Inflection Theory and Breaking Patterns in European Venture

EUVC

Play Episode Listen Later Aug 12, 2025 49:49


Mike Maples Jr., the legendary co-founder of Floodgate and early backer of Twitter, Lyft, and Twitch, joined EUVC to deliver a masterclass in contrarian venture investing. His message to European GPs and LPs was clear: the biggest winners don't follow the rules — they break them.He not only challenged European venture capitalists to rethink their playbooks but also distilled years of hard-won wisdom into a framework he calls Inflection Theory, urging GPs and LPs alike to focus on pattern breakers instead of pattern matching.In typical fashion, Mike was sharp, candid, and even a bit irreverent, dropping truth bombs about everything from what makes a founder truly breakout to why fund size is a VC's destiny. This essay captures those key insights and explores what they mean for European investors who aspire to back the future's biggest winners.Mike Maples Jr. has never been one for incremental change. As our conversation revealed, he believes venture success comes from “changing the subject” entirely – defying conventional wisdom and waging “asymmetric warfare on the present”. European GPs and LPs tuning in were treated to a masterclass on identifying unreasonable founders who don't fit the mold, and why the usual check-the-box approach to startups misses the mark. From Inflection Theory and the anatomy of breakout founders to the transatlantic culture clash in tech, let's dive into Maples' playbook – and see how it challenges us all to up our game.

How I Raised It - The podcast where we interview startup founders who raised capital.
Ep. 305 How I Raised It with Nisha Dua of BBG Ventures

How I Raised It - The podcast where we interview startup founders who raised capital.

Play Episode Listen Later Aug 11, 2025 44:50


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 Nisha Dua of BBG Ventures, a VC fund that invests in “underestimated founders” and founders building a polycultural future. Learn more at https://www.bbgventures.com/ In this episode we talk about the evolution of the fund from a focus on female founders to one with a polycultural thesis, how to treat your first fundraise as a structured process, how to de-risk and solve the chicken and egg problem by warehousing deals, how to broaden your LP base for Fund II and beyond, advantages of raising capital from Fund of Funds LPs, and more. Nisha also drops an excellent tip for sourcing LP intros around the 18:00 mark :) BBG Ventures most recently raised a $60 million Fund II from LPs including the State of Michigan Retirement Services, Illumen Capital, and the George Kaiser Family Foundation, alongside new LPs Fairview, Pivotal Ventures, California Endowment, and Mizuho. 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

When They Was Fab: Electric Arguments About the Beatles

Jon Stone, Lonnie Pena and I sit down to chat about the inserts, posters and album covers of the Solo Beatles through the years.    Tune in as we chat about the visual side of LPs, our faavorites, and ... less so!

EUVC
VC | E543 | EUVC Summit 2025 | “Let's Be Less Dumb”: Hampus Jakobsson on Climate, Capital & the Role of Venture

EUVC

Play Episode Listen Later Aug 10, 2025 12:07


At EUVC Summit 2025, Hampus Jakobsson (Pale Blue Dot) didn't give a talk—he threw down a gauntlet.Forget polite panel chatter. This was part existential reckoning, part investor roast, and part Radiohead reference. It left the room laughing, nodding, and—if we're honest—slightly uncomfortable.Which was the point.“Venture is lending money to people believing one future. That's what I do at least.”2019: The Climate Fundraising GauntletHampus opened with a flashback to 2019, when fundraising for climate still meant fighting disbelief.“One third of LPs didn't believe in climate change. Another third didn't understand the business models. The rest were waiting for someone else to go first.”Fast forward to today, and while climate events are louder, many investors still hesitate.“The expected value of climate change is huge. So why are we still asking if there's upside?”Fossil Fuels vs. Electrons: Which Sounds Dumber?In classic Hampus form, he took aim at the status quo with punchy simplicity:“We burn things that explode to move forward. Or we could use electrons that fall from the sky for free. Which sounds smarter?”He skewered half-hearted circularity narratives and ESG buzzwords, pointing out the absurdity in how valuable materials (like titanium in aerospace) are wasted—literally thrown out next to cigarette butts.Radiohead, Trump & the Venture Job DescriptionAt one point, Hampus invoked a line from Radiohead:“If you're a plastic surgeon, you gotta know—gravity always wins.”Then added:“Sorry, Trump.”It was funny—but also cutting. The message was clear: You can deny physics and climate reality for a while, but eventually, gravity wins.How Venture Can Actually MatterHampus made one thing very clear: he's not in climate to feel good—he's in it to win.That means:Bigger roundsBigger companiesBigger exitsAnd fewer excuses“Let's stop pretending it's complicated. Let's raise, build, scale—and let's be less dumb.”

Best Real Estate Investing Advice Ever
JF 3992: AI Automations, 80/20 Thinking, and Multifamily Strategy ft. Trevor Schade

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 9, 2025 59:12


On this episode of Multifamily Mastery, John Casmon interviews Trevor Schade, a systems-driven real estate investor, tech consultant, and automation expert. Trevor shares how his early career in programming, analytics, and Lean Six Sigma efficiency principles led him to build a high-performing real estate business where he sold 27 homes in just his first seven months. He dives into how he uses AI, virtual assistants, and automation to manage multiple companies and streamline operations—eliminating or outsourcing low-value tasks. Trevor also explains his strategic investing approach across flips, long-term rentals, and multifamily, with an emphasis on fast-appreciating single-family homes and value-add apartment assets. Lastly, he shares powerful insights into culture building and hiring, including how he scaled a real estate team to 26 agents with zero turnover. Trevor Schade Current Role: Entrepreneur, Real Estate Investor & Automation Consultant Based in: Nebraska Say hi to them at: trevorschade.com Visit investwithsunrise.com to learn more about investment opportunities.  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

Finscale
#302 - Winter Mead (Coolwater Capital) - Accelerating Emerging Fund Managers

Finscale

Play Episode Listen Later Aug 9, 2025 52:59


I met Winter Mead earlier this year and was fascinated by his approach to supporting emerging fund managers. As the founder of Coolwater Capital, he is building a unique platform that combines training, operational infrastructure and investment to help the next generation of GPs succeed.In this conversation, we unpack:Why institutional LPs often overlook small funds despite their alpha potential.What really defines an “emerging manager” and why it depends on the perspective.The hidden operational challenges of launching and scaling a fund.How Coolwater helps GPs move from Fund I to a sustainable, long-term platform.The evolving dynamics between LPs, spinouts, and non-traditional “diamonds in the rough.”A must-listen for fund managers, LPs, and anyone curious about the future of venture capital.Finscale is also available on YouTube: https://www.youtube.com/@finscale.********************Finscale is much more than a podcast. It's an ecosystem that connects key players in the financial sector through networking, coaching, and strategic partnerships.

Finscale in English
#57 - Winter Mead (Coolwater Capital) - Accelerating Emerging Fund Managers

Finscale in English

Play Episode Listen Later Aug 9, 2025 52:59


I met Winter Mead earlier this year and was fascinated by his approach to supporting emerging fund managers. As the founder of Coolwater Capital, he is building a unique platform that combines training, operational infrastructure and investment to help the next generation of GPs succeed.In this conversation, we unpack:Why institutional LPs often overlook small funds despite their alpha potential.What really defines an “emerging manager” and why it depends on the perspective.The hidden operational challenges of launching and scaling a fund.How Coolwater helps GPs move from Fund I to a sustainable, long-term platform.The evolving dynamics between LPs, spinouts, and non-traditional “diamonds in the rough.”A must-listen for fund managers, LPs, and anyone curious about the future of venture capital.Finscale is also available on YouTube: https://www.youtube.com/@finscale.********************Finscale is much more than a podcast. It's an ecosystem that connects key players in the financial sector through networking, coaching, and strategic partnerships.

Best Real Estate Investing Advice Ever
JF 3991: Multifamily Burnout, Hotel Goldmines, and the Power of Saying “Somebody Should…” ft. Jonathan Twombly

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 8, 2025 57:51


On this episode of Next Level CRE, Matt Faircloth interviews Jonathan Twombly, a former Wall Street lawyer turned real estate investor and boutique hotel redeveloper. They dive into the value of mastermind groups, highlighting how peer accountability, vulnerability, and structure have supported their decade-long growth in the CRE space. Jonathan shares the story of how he exited a 400-unit multifamily portfolio in South Carolina at the peak of the market, pivoting into underperforming hotel assets in overlooked markets like upstate New York. He details his hands-on repositioning strategy, challenges of retraining the market after a hotel renovation, and why legacy hotel owners are one of the best untapped seller demographics today. Jonathan Twombly Current role: Founder of Two Bridges Asset Management; Partner in boutique hotel syndications Based in: Brooklyn, New York Say hi to them at: LinkedIn or visit Apartment Investors Club at apartmentinvestorsclub.com Visit investwithsunrise.com to learn more about investment opportunities. 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

Best Real Estate Investing Advice Ever
JF 3990: Risk-Adjusted Returns, PPM Red Flags, and Fund-to-Fund Insights ft. Mauricio Rauld

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 7, 2025 80:10


On this episode of the Passive Income Playbook, Pascal Wagner interviews Mauricio Rauld, a premier syndication attorney and founder of Platinum Legal Consulting. Mauricio breaks down the current multifamily debt crisis, explaining how bridge loans, floating interest rates, and lender extensions have left many LPs unknowingly wiped out. He emphasizes the critical importance of understanding debt structures, risk-adjusted returns, and scrutinizing assumptions in underwriting. They also dive into the evolving world of fund-to-fund models, the syndicator blind spot, and how LPs can strengthen their due diligence using tools like ChatGPT and legal review. Mauricio Rauld Current Role: Founder of Platinum Legal Consulting, creator of the Elite Syndicator Program Based in: Miami, Florida Say hi to them at: LinkedIn YouTube Instagram Visit investwithsunrise.com to learn more about investment opportunities. 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

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
5 Free Must-Haves Every Investor Wants in Your Pitch Deck (But Almost No One Uses)

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Aug 7, 2025 11:12 Transcription Available


Send us a textIf you're raising capital, pitching investors, or structuring joint ventures, this video reveals 5 free things that build trust instantly, get you more investor meetings, and make your pitch stand out.

EUVC
VC | E540 | Hall of Fame: Honoring Robin Klein at EUVC Summit 2025

EUVC

Play Episode Listen Later Aug 7, 2025 14:57


This year at the EUVC Summit Awards, Robin Klein was inducted into the Hall of Fame. Backed by HSBC Innovation Banking, the award celebrates a lifetime of impact—and Robin's legacy stands as a blueprint for what long-term conviction in European tech can look like.As Chris Adelsbach reminded us on stage, we're no longer an emerging ecosystem. We've grown up. And few have helped shape that growth more consistently, more humbly, and more powerfully than Robin.A Legacy That Began Before Venture Had a NameRobin's story doesn't begin with startups—it begins with family, migration, and belief.A century ago, his grandfather left Eastern Europe for South Africa. Years later, he handed over his life savings to a young engineer—Robin—to start a business. That first act of belief, Robin said, was venture capital before we had the word for it.From there, the journey spanned decades:→ Two companies built and exited.→ A pivot to angel investing in 1999.→ A front-row seat to the power law—and the human stories behind it.From Fledgling Angels to a $2B PlatformWhat followed was a fundamental reshaping of Europe's innovation landscape.Across LocalGlobe, Latitude, and Solar, Robin and his team have helped founders build not only unicorns—but also communities, movements, and ecosystems. They've backed science and inclusion, food banks and frontier tech, with LPs from both East and West. Today, their platform manages nearly $2 billion.And through it all, one belief has remained constant:Innovation and technology are forces for good—capable of delivering stellar returns to LPs, and positive change to society.A Call to Builders—And the FutureRobin closed by thanking his grandfather—the original backer—and his son and partner, who now help lead the next generation forward.His message to the room was clear:We have the talent, the universities, the engineers. We have the moment.The time is now.Thanks to the foundations we've laid— the best is still ahead.

Best Real Estate Investing Advice Ever
JF 3989: Capital Calls, 10% Debt, and Investor Burnout with Ash and Amanda

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 6, 2025 46:57


On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview each other in a rare co-host-only episode. Amanda shares updates on her summer, recent mobile home park acquisitions, and her experience transitioning to using private debt for deals—highlighting the increasing popularity of 10% fixed returns amid multifamily losses. Ash reflects on his latest commercial real estate exits, including a successful strip center flip and a controversial 60/40 GP-LP structure that drew criticism from investors used to 70/30 splits. They dive into capital call backlash, investor psychology, and the inefficiencies of underwriting non-residential properties with AI. Both emphasize the need for realistic risk-adjusted returns, flexible deal structuring, and staying hands-on in deal sourcing despite past success. Visit investwithsunrise.com to learn more about investment opportunities. 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

Swimming with Allocators
How to Think Like a CIO: Strategy, Structure, and Staying Power

Swimming with Allocators

Play Episode Listen Later Aug 6, 2025 36:23


This week on Swimming with Allocators, Earnest and Alexa welcome Brian O'Neil, a veteran CIO with over four decades of investment experience, who provides a candid overview of the current venture capital landscape. Brian discusses the challenges facing venture capital, including excessive funding, prolonged private company lifecycles, and the shift from growth-at-all-costs to profitability. He also emphasizes the importance of diversification, understanding investment portfolios, and the need for patience when approaching venture investments. Key insights include the difficulty of finding top-quartile venture funds, the potential of AI and personalized medicine, and the critical role of relationship-building for emerging managers. Brian advises allocators to be selective, learn across asset classes, and recognize that venture capital requires a long-term perspective with an acceptance that many investments may not succeed. Don't miss this great conversation. Highlights from this week's conversation include:Early Days of Venture and LBOs (1:23)Performance of LBOs and Venture Capital (2:27)Allocator Approaches to Private vs. Public Markets (4:35)Continuation Funds and LBO Fund Lifecycles (6:42)Comparing Current Venture Downturns to History (8:22)Growth Equity and Venture Stage Reclassification (11:41)AI Hype and Venture Market Cycles (13:17)Time Horizons and Commitment Budgets (15:43)Advice for Allocators on Manager Selection (18:55)Co-Investment Trends in Private Equity (21:01)Lessons from CIO Experience (25:01)Advice for New Allocators (26:29)Advice for Emerging Managers (31:05)Exciting Trends in Venture: AI and Personalized Medicine (33:20)Final Thoughts and Takeaways (35:52)Brian O'Neil is the former Chief Investment Officer of the Robert Wood Johnson Foundation and has served in investment leadership roles for over 40 years, including at Equitable Life and AXA Investment Managers. He currently serves on the board of the Brooklyn Public Library and is an Investment Committee member at The Wallace Foundation. Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Best Real Estate Investing Advice Ever
JF 3988: $13M Turnarounds, Staff Culture, and 20%+ Margins in Assisted Living ft. Justin Burke

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 5, 2025 47:08


On this episode of Best Ever CRE, Joe Cornwell interviews Justin Burke, managing partner of VitaCare Living, about building a profitable assisted living business rooted in culture, leadership, and long-term demographic trends. Justin shares how he transitioned from coaching college football to running a 24-property senior care operation by focusing on operational excellence, staff alignment, and resident care. He breaks down the economics of a real assisted living deal, explains the challenges and rewards of operating in this asset class, and outlines how to underwrite these deals differently than traditional multifamily. The conversation also dives deep into leadership strategy, hiring philosophy, and why culture is the make-or-break factor in this high-touch business. Justin Burke Current Role: Managing Partner at VitaCare Living Based in: Minnesota & Wisconsin Say hi to them at: justin.burke@vitacareliving.com | LinkedIn Visit investwithsunrise.com to learn more about investment opportunities. 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

Passive Investing from Left Field
Low Equity Splits, IO Loans, and Risky Returns | Dig In or Delete

Passive Investing from Left Field

Play Episode Listen Later Aug 5, 2025 35:06


We're back with another episode of Dig In or Delete, where Jim Pfeifer and Paul Shannon react to real investment pitches from their inbox and decide whether each one is worth a deeper look or should be deleted on the spot. This week's lineup includes a six-property self-storage deal in Arkansas, a triple-net Starbucks opportunity with a 4.5% cap, and a cash-out refinance pitch for a 68-unit apartment building. Jim and Paul break down the good, the bad, and the questionable, offering LP investors a candid look at how seasoned pros filter their deal flow. You'll hear how they evaluate everything from leverage and cap rate to operator communication and downside protection and why most pitches get deleted without a second thought. Key Takeaways: How experienced LPs quickly filter incoming investment pitches Red flags in deal presentations, underwriting, and language Why triple-net deals aren't always “passive” or low risk What makes storage look appealing—and what might be missing How debt structure and cash-out refinances affect risk profile Why sponsor transparency is often more important than returns What to ask before replying to a deal that lands in your inbox How to build your own “delete” filter to save time and protect capital 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.

Unbelievable Real Estate Stories
Investor Equality or Illusion? Breaking Down the Equal Opportunity for Investors Act of 2025, ep. 482

Unbelievable Real Estate Stories

Play Episode Listen Later Aug 5, 2025 7:49


Is Access to Private Investments About to Change Forever? A new bill, the Equal Opportunity for All Investors Act of 2025, is making waves in Congress. Its promise? To open the doors of private investments, such as real estate, private equity, and venture capital, to a broader range of Americans by eliminating traditional accreditation standards. But does equal access truly mean equal risk? In this episode, Jeannette Friedrich breaks down what this bill really means for everyday investors, the potential benefits, and the serious risks that are not being discussed enough. Key Takeaways: What the Equal Opportunity for All Investors Act proposesUnderstand how the bill aims to replace income and net worth requirements with a knowledge-based test to expand access to private investments. Three reasons why this bill is being celebratedFrom democratising access to higher-yield investments, encouraging portfolio diversification beyond stocks, to fostering financial education. Why “equal access” might not mean equal impactThe financial risks for a high-net-worth investor are not the same as for a first-time or lower-net-worth investor. Jeannette explains the nuances. The rise of bad actors and fraud risksMore retail participation may attract scammers and opportunists. Learn why investor caution and due diligence will become even more critical. False sense of equality: The overlooked flaw in the billJeannette shares why both new and existing accredited investors should be held to the same financial literacy standards and why the bill currently misses this point. A call for broader regulatory scrutinyWhy regulation should not stop at LPs (passive investors) but should also address standards for General Partners (GPs) to ensure industry-wide investor protection. Timestamps 00:00 Introduction to the New Investment Bill 00:59 Understanding Accredited Investors 02:06 Benefits of the Proposed Bill 03:58 Potential Risks and Concerns 05:54 Ensuring Financial Literacy and Protection 06:54 Conclusion and Call to Action Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

Best Real Estate Investing Advice Ever
JF 3987: Capital Raising Confidence, Authentic Investor Messaging, and Why He Avoids Multifamily ft. Ash Patel

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 4, 2025 52:55


On this episode of Unlimited Capital, Richard McGirr interviews Ash Patel, a non-residential commercial real estate investor and fellow Best Ever podcast host. Ash shares how he transitioned from only using his own money to raising capital after realizing his friends were making worse investments elsewhere. He explains the importance of authenticity in marketing, building confidence before taking on investor capital, and the value of standing out in a crowded market. Ash also critiques the commoditization of multifamily investing and emphasizes investor education, transparency, and consistent returns. Ash Patel Current Role: Full-time commercial real estate investor, podcast host on Best Ever Podcast Based in: Cincinnati, Ohio Say hi to them at: LinkedIn Visit investwithsunrise.com to learn more about investment opportunities. 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

Best Real Estate Investing Advice Ever
JF: 3986: Sales Trends, Cap Rate Nuance, and Why 2025 May Be the Time to Buy with John Chang

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 3, 2025 37:14


On this episode of The Horizon, John discusses second quarter commercial real estate sales trends, with a deep dive into multifamily and retail activity. He explains why transaction velocity—rather than dollar volume—is a more reliable market indicator, especially in a period with large portfolio deals like Blackstone's Air Communities acquisition. John also breaks down cap rate trends using both average and hedonic metrics, noting that while some asset classes show downward cap rate pressure, much of it may stem from deal quality shifts. He wraps with a forward-looking view, expressing optimism for 2025 as a strong entry point for investors, citing steady interest rates, more deal flow, and favorable long-term tax policies. Visit investwithsunrise.com to learn more about investment opportunities. 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

Startup Project
Automating Startup Formation, Scaling Fund Products, Applying AI Across Venture Tools | AngelList CTO Goutham Buchi

Startup Project

Play Episode Listen Later Aug 3, 2025 49:25


About the Episode:This episode dives into AngelList's core products and how they strengthen the startup ecosystem. Goutham explains how AngelList sits at the center of founders, GPs, and LPs, providing tools and infrastructure to fuel innovation. He discusses the impact of AI on AngelList's operations, from streamlining fund deployment to providing deeper insights for investors. Goutham also shares his thoughts on the current AI hype cycle and how it's blurring the lines between traditional roles in tech companies. The conversation explores AngelList's adoption of crypto, including USDC funding and the potential for tokenization to create liquidity in private markets. Goutham also touches upon the future of AngelList and the exciting AI-powered products on the horizon.About the Guest and Host:Goutham Buchi: CTO of AngelList, former Senior Director of Engineering at Coinbase, co-founder and CEO of Mysicamore.→ LinkedIn:  ⁠https://www.linkedin.com/in/gouthambuchi/⁠Nataraj: Host of the Startup Project podcast, Senior PM at Azure & Investor.→ LinkedIn:   ⁠https://www.linkedin.com/in/natarajsindam  → Email updates: ⁠https://startupproject.substack.com/⁠Timestamps:00:02 - Introduction and Guest Introduction01:06 - Goutham's Background and Journey02:21 - AngelList's Core Products and Business Drivers05:18 - Democratizing Access to Early Stage Venture06:43 - How AngelList Differs from Coinbase09:27 - The Role of Regulation in Crypto and AngelList11:19 - Goutham's Thoughts on Gen AI and the AI Hype Cycle14:09 - AI: From Research Problem to Engineering Problem17:56 - The Blurring of Roles with AI22:28 - Blockers to AI Adoption24:50 - How AngelList is Using AI in its Products29:52 - Crypto Integration at AngelList33:26 - Competition: Banking Rails vs. Regulation35:58 - Creating Liquidity for GPs on the Platform39:46 - Future of AI at AngelList44:14 - Skills for Product Managers in the Age of AI49:11 - Exploring AI Tools50:21 - Product HuntSubscribe to Startup Project for more engaging conversations with leading entrepreneurs!→ Email updates: ⁠https://startupproject.substack.com/⁠#StartupProject #AngelList #AI #ArtificialIntelligence #Startups #VentureCapital #Investing #Crypto #Coinbase #ProductHunt #Technology #Innovation #Funding #GouthamBuchi #NatarajSindam"}]

Best Real Estate Investing Advice Ever
JF 3985: Cost Seg, 1245 Exchange, and Bonus Depreciation ft. Chris Streit

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 2, 2025 48:49


On this episode of Multifamily Mastery, John Casmon interviews Chris Streit, a tax strategist and founder of CSAP, a firm specializing in cost segregation and the innovative 1245 exchange. Chris breaks down how cost segregation helps investors accelerate depreciation and unlock upfront cash savings, while the 1245 exchange mitigates depreciation recapture by revaluing personal property assets at the time of sale. He shares real-world case studies, including how one client saved $1.5M on a $36M multifamily deal. Chris also discusses often-overlooked tax strategies such as partial asset dispositions, proactive planning for property improvements, and how new legislation impacts bonus depreciation and energy efficiency credits. Chris Streit Current Role: Founder and Principal, CSAP (Cost Segregation Advisory Partners) Based in: Just south of Salt Lake City, Utah Say hi to them at: csap.com Visit investwithsunrise.com to learn more about investment opportunities. 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

Best Real Estate Investing Advice Ever
JF 3984: From Engineering to Investing, Litigation Finance, and Diversification ft. Patrick Grimes

Best Real Estate Investing Advice Ever

Play Episode Listen Later Aug 1, 2025 60:35


On this episode of Next Level CRE, Matt Faircloth interviews Patrick Grimes, founder of Passive Investing Mastery. Patrick shares his journey from a robotics engineer to a seasoned investor, detailing early missteps in pre-development deals during the 2008 crash and how he rebuilt by focusing on recession-resilient markets. He explains why he pivoted from single-family rentals to large-scale multifamily and ultimately to alternative, non-correlated investments like litigation finance. Patrick dives deep into how his firm funds late-stage mass tort legal cases—such as Camp Lejeune and LA Juvenile Detention settlements—for outsized, socially impactful returns. Patrick Grimes Current role: Founder & CEO, Passive Investing Mastery Based in: Honolulu, Hawaii Say hi to them at: investwithpatrick.com | passiveinvestingmastery.com Visit investwithsunrise.com to learn more about investment opportunities. 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

Ask the A&Ps
"That'd be like putting grease on the road"

Ask the A&Ps

Play Episode Listen Later Aug 1, 2025 62:01


How to tell the difference between greases? Mike, Paul, and Collen break it down, plus high lean of peak temps, breaking in an engine on an experimental, and composite airframe cracks. Email podcasts@aopa.org for a chance to be on the show. Join the world's largest aviation community at aopa.org/join Full episode notes below: Mark wants to make sure he's clear on which grease to use for which application. The manuals call for specific greases, but there are allowances for those with equivalent specs. But Mark wonders how to determine whether another grease is equivalent. Paul said you need to find the spec sheet for the grease the manufacturer recommends, and the spec sheet for the grease you're thinking of using to make sure they more or less match. He also mentions Hartzell's guidance that you can move up in grease numbers, but not down. Paul also cautions Cessna owners not to grease their flap tracks. They're not meant to be greased, although the rollers are supposed to be lubricated. Grease Options March 24 2022, David Prizio, Kitplanes:  https://www.kitplanes.com/grease-options/#:~:text=If%20your%20plane%20lives%20on,05%20and%20GN%2015%2C%20respectively   For a full grease cross reference chart: EMTC https://emtc.aero/wp-content/uploads/2021/01/Mappe2.GREASE-XREF-1.pdf From the LPS product application guide: https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://pdf.directindustry.com/pdf/lps-laboratories/application-guide/11942-89226.html&ved=2ahUKEwjYgbmQiIiOAxVHHTQIHS21OzQQFnoECB4QAQ&usg=AOvVaw0KD4UOmbKMMo-0_4cGPymS Todd has a 2008 Cessna 400 that he just took delivery of. The airframe around the windscreen has a few little cracks that look like spider cracks. He's read that there's been an issue with this area and he's wondering how much it matters. Paul said Todd is seeing cracks in the filler, and the expansion and contraction rate of it is different than the structure, which causes the cracks. Cessna apparently said back when it was built that they were working on a warranty repair for this area, but never did so.   David is wondering how to break in a new engine on a new experimental airplane he's building. He has the engine now pickled, waiting for the airplane to be finished. Colleen did some research and on the Van's forum someone posted a poll asking how people balanced engine break in. Some mentioned not doing the stalls on the initial flight, and they decided to prioritize the engine break in. Mike said high power ground runs are fine during break in. Low power or long idling can glaze the cylinders.   Jason is worried about his lean of peak temps on his B55 Baron. With the cowl flaps closed and a relatively warm day outside, he can't keep one of his cylinders below 400 degrees. He's done the Savvy flight test profile, and Savvy told him that the GAMI spread is acceptable and suggested checking the baffling. The first thing the hosts tell Jason to do is not compare the two engines. It's irrelevant data. They focus on the baffling, even though Jason's mechanic said it looks good. Paul said he's seen cases where the baffling is wavy, which requires a slit be cut so that it lays flat and incoming air flow pushes it against the surface next to it (usually the cowling). After taking a deeper look, the hosts also suggest swapping probes to see what happens.

Bloomington Stories
Catching Babies with Mary Helen Ayres (part 1)

Bloomington Stories

Play Episode Listen Later Aug 1, 2025 100:34


Mary Helen claims that we are all celebrities in Bloomington. And yeah, she's got a point. But, c'mon, she is one of the few local celebrities who can claim that, on a regular basis, she goes into a home and leaves after another human has magically appeared. In this episode, we get to talk about one of our favorite subjects: screwing life up in your teens and twenties. We also discuss Russian literature, Led Zeppelin, the fight to legalize midwifery in Indiana, Tom Donahue of TD's CDs and LPs, and much more. We also get a rollicking Mellencamp moment, courtesy of James Robinson. Thank you to our sponsors, Gretchen and Ruth Nall and Bloomington Rentals and Realty for their support of the pod. And thanks as usual to badknees WE HAVE MERCH! Designed by Chris Mott and sponsored by badknees. Check it out! Support:  Support Bloomington Stories Contact & Follow: Instagram Facebook Bluesky Threads bloomingtonstoriespod@gmail.com  Content Warning: It is never our intention to hurt or offend people, and we plan to be mindful about not punching down. We are always open to feedback about this because we want to keep growing and evolving until we croak. However, we do like to joke around and we are middle-aged, so our sense of humor may not be for you.

EUVC
VC | E536 | Alex & Valentina of AdHoc Ventures on Betting Big on Human Interaction Tech

EUVC

Play Episode Listen Later Aug 1, 2025 24:16


In this episode, Andreas Munk Holm sits down with Alexander Klyanitskiy and Valentina Zakirova, the founding partners of AdHoc Ventures, a brand-new fund laser-focused on what they call Human Interaction Tech.They explore why online communication, remote work, and AI are disrupting how we relate at work and in life, and why that opens a massive opportunity for a new kind of VC firm. With a track record of backing unicorns like Flo, Revolut, and Patreon, and institutional knowledge from Bain and SDV, the duo is now raising their first fund to scale this vision.We dive into how they define their category, the growing $150B+ market opportunity, their standout portfolio performance, and how their unfair advantages—from GTM playbooks to Tier 1 VC intros—create gravity with both founders and LPs.

Best Real Estate Investing Advice Ever
JF 3983: Asset Management Insights, Third-Party Risks, LP Due Diligence Tips Ft. Tyler Krengle

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 31, 2025 75:16


On this episode of the Passive Income Playbook, Pascal Wagner interviews Tyler Krengle, Head of Asset Management at Rockfish Capital. Tyler walks us through his journey from helping grow the third-party management arm of Banyan Equity to building Rockfish's operations alongside a German sponsor. He dives deep into the dynamics of third-party vs. vertically integrated property management, the risks of misaligned incentives in management contracts, and the red flags LPs should watch for when evaluating deals. Tyler emphasizes the importance of early involvement from property management in underwriting, the nuances of construction oversight, and the often overlooked human elements that make operators truly successful. Tyler Krengle Current Role: Head of Asset Management at Rockfish Capital Based in: Texas Say hi to them at: LinkedIn - Tyler Krengle | https://pacificcapitalholdings.com/ Visit investwithsunrise.com to learn more about investment opportunities. 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

The Data Minute
How PE Funds Really Get Started | Stephanie Srulowitz (Co-Head of U.S. Private Funds at Weil, Gotshal & Manges)

The Data Minute

Play Episode Listen Later Jul 31, 2025 56:50


What does it really take to spin out and start your own private equity firm?Stephanie Srulowitz, co-head of U.S. private funds at Weil, Gotshal & Manges, joins The Data Minute to break it all down. From legal structure to fundraising strategy to LP negotiation tactics, she and Peter walk through the three common paths to fund launch (and which is the hardest), why some seed capital can come at a steep cost, and how new managers should think about anchor LPs, placement agents, and fund terms that will echo into fund two and fund three.Stephanie also shares inside-the-room stories on restrictive covenants, compensating service providers before a fund closes, and why being “too creative” in today's market can actually limit your LP base. Whether you're thinking about breaking out or just understanding how PE firms begin, this is your private equity masterclass.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/01:08 – Willkie's view of the PE landscape and emerging managers02:30 – Who starts PE funds? Mostly spinouts04:49 – Why top performers are leaving their posts to go solo06:27 – LPs and seed capital: Are they finally warming to first funds?07:42 – Step one in starting a fund? Figure out where your capital is coming from08:46 – Placement agents: what they do, how they work, and how they get paid11:01 – Why PE sponsors must still sell themselves13:15 – What it really means to “go down market”14:01 – Step two: restrictive covenants, forfeited carry, and what you're leaving behind15:44 – Risk tolerance vs. relationship management: how managers differ in how they leave17:08 – When can you have fundraising conversations18:57 – Fundless deals, seed capital, and three different launch strategies20:59 – The tradeoffs of giving up equity in your management company22:28 – Is creative fundraising becoming more common?23:14 – What a “smart” fund target looks like right now26:20 – Fund two timelines: why they're stretching again27:20 – How do sponsors cover Fund I startup costs?28:39 – Why service providers understand the game29:50 – The most important part of the fundraise: differentiation and focus31:21 – The challenge of DBMs: Differentiated But Middling32:03 – Track records and SEC rules: why it's hard to talk about your wins33:47 – LPs still want standard PE terms35:00 – How institutional LPs think about silos, comparisons, and mandates36:43 – Fundraising strategy 101: anchor first vs momentum building38:19 – The hidden cost of big anchors: equity, carry, and long-term economics40:04 – What anchor term sheets usually ask for41:39 – “Forever” is a very long time: sunset clauses and Fund IV reality43:00 – Fund terms are hard to walk back44:57 – What actually trips up LP negotiations46:09 – Holding periods, evergreen funds, and how structures are evolving48:38 – Behind the curtain: how top counsel help sponsors differentiate49:47 – Lessons from the compliance side: RA registration and when it kicks in52:16 – Why a strong advisory bench is a force multiplierThis 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 reserved

Lightnin' Licks Radio
#44 - Bizarre Albums

Lightnin' Licks Radio

Play Episode Listen Later Jul 31, 2025 137:43


Every record collector has a secret stash of weird LPs, a bizarre stack of wax tucked away for safe keeping. The return of Lightning Licks Radio brings those strange selections out of the darkness of the basement and into the brightness of our turntables. Special guest Licker Jordan Pries, coproprietor of our local record store of choice Electric Kitsch, brings some stunning sonic oddities to the discussion. Let's get weird, Podcast America.Sonic contributions to the RETURN OF LIGHTNIN' LICKS RADIO podcast, episode forty-four, include: N.P.R. Please support National Public Radio. Beastie Boys, James Todd Smith, Too Poetic, Method Man, The Gravediggaz. Bobby Hebb, John Ussery, Brothers Johnson, De La Soul, Prince Paul, M.C. Eight, Redman, Migos. Eminem, Yelawolf, Wild Style, Lawrence Welk, Jo Ann Castle, Eddie Van Halen, Marcy Tigner, Benny Chong. Alain Goraguer, Madlib, Jay Dilla.Denzel Curry, Serge Gainsbourg. Inner Circle, Homeboy Sandman, John Wayne, Trey Parker, Matt Stone, John Mitchum, random standard USA patriotic marches. Public Enemy, Pete Seger, Hump the Grinder, Curtis Gadson, Sandy Bull, Homer Croy. Frank De Vol, Christopher Knight, Barry Williams, Susan Olsen, Mike Lookinland, Robert Reed, Florence Henderson, John Fahey. Arc of All, Abraham Jefferson, Errol Paul Reid, Ern Westmore, Recordings from the K.P.M. archives, Peter Thomas, Ronald Frank, Simon George Begg, A. P. Gall, Curtis Mooney, Alex Heffes. Francis Shaw, Keith Mansfield, Arch E. Roberts, Donald J. Trump & his J6 insurrectionists, Tony Kinsey, George Fenton, Kenneth Freeman. Louis Ridgway, Wayne Fischer, Hank Williams, John Weissrock, various Christian organ standards and hymnals, The Langley Schools Project, Brian Wilson, D.J. Shadow. The Doug Wood Band, The Titans, The Larks, Ru Paul, Joe Maphis, Z.Z. Top, The Del Vikings, rad sound effects of drag cars, go-karts, and speed boats. The De-Fenders, random archived educational films, Massive Internal Complications, The Doors, The Doobie Brothers, Nicolette Larson, The Templeton Twins with Teddy Turner's Bunson Burners, Blood Sweat and Tears, The Beatles, Jose Feliciano, Bob Crewe and Bob Gaudio's Four Seasons with Frankie Valli, Harry Nilsson. Electric Light Orchestra, The Lustful Sex Life of a Perverted Nympho Housewife, heart recordings, Kesha, John Burt & Dave Corbin, Doctors Jack and Rexella (Oh, Rexella!) Van Impe, Robin Williams, Johnny Carson, X.T.C., Dusty Springfield, Adrian Quesada, The Source of Light and Power, The Clockers, The Outlaw Blues Band, Cheech & Chong, and Childish Gambino.The mixtape is bananas. Good fucking luck.A) Vroom-Vroom. Insects. Jesse James. Gospel Train. Beauty Exercises. John Wayne's Amerikkka.B) The United Nations & the New World Order. Sex & Rock-N-Roll. Light My Fire. Church Organ. Drugs. Fin.WATCH La Planette Sauvage ON VIMEO HEREListen to the mixtape on Soundcloud here! (if necessary)

Best Real Estate Investing Advice Ever
JF 3982: Fund Strategy, Fearless Growth & Value in Urban MHPs ft. Derek Vickers

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 30, 2025 50:23


On this episode of Beyond Multifamily, Amanda Cruise interviews Derek Vickers, a mobile home park investor who went from zero to over 2,000 lots in just five years. Derek shares how he overcame fear and inexperience to scale quickly, the reasons he focuses on urban one- and two-star parks, and why legal non-conforming zoning is a hidden asset. He dives into the operational and financial strategies behind park-owned home conversions, the importance of systems in scaling, and his shift from syndications to fund management. Derek also unpacks the window of opportunity left in the mobile home park space and why now is the time to go big. Derek Vickers Current Role: CEO at Victory Capital Based in: Florida Say hi to them at: Website: https://vicktorycapital.com LinkedIn: https://www.linkedin.com/in/derek-vickers YouTube & Social: @derekvickers Visit investwithsunrise.com to learn more about investment opportunities. 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

Swimming with Allocators
How Institutional Investors Think and What Emerging Managers Must Know

Swimming with Allocators

Play Episode Listen Later Jul 30, 2025 40:47


Highlights from this week's conversation include:Wendy's Origin Story and Entry into Allocator World (1:17)Early Lessons as an Allocator (3:59)Gravitating Toward Private Assets (6:39)Founding Ivy Invest: The Problem and Vision (8:06)Trends and Tailwinds in Asset Management (11:01)Challenges Bridging Institutions and Individuals (13:55)Bridging Institutional and Individual Experiences (16:47)Is Retail Capital a New Institutional Staple? (19:58)Why Early-Stage Venture “Math Still Works” (24:00)Institutional Governance and Fund Size Trends (27:14)Advice for Emerging Managers Approaching Institutions (29:45)Where Alpha Will Come From in Venture (33:13)Intangibles and Differentiation in Early-Stage Managers (36:26)Final Thoughts and Takeaways (39:56)Ivy Invest brings institutional-quality portfolios to individual investors using an endowment-style investment framework. Co-founded by Wendy Li, Ivy invests across equities, income, and diversifiers—partnering with experienced asset managers to deliver performance, discipline, and access. Learn more at www.ivyinvest.com.Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Best Real Estate Investing Advice Ever
JF 3981: Public-Private Partnerships, Urban Infill, and Development Strategy ft. Katie Kim

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 29, 2025 50:24


On this episode of Best Ever CRE, Joe Cornwell interviews Katie Kim, founder and CEO of The Developer's Developer. Katie shares how she went from a childhood spent helping with family fix-and-flips to launching a full-service development firm that spans construction, property management, and development consulting. She walks listeners through how she collaborates with business owners and municipalities to structure build-to-suit and lease-to-own projects—often using economic incentives many small businesses overlook. Katie also dives deep into urban infill revitalization, the politics of local development, and how branding and storytelling can drive pre-leasing before a project is even built. Katie Kim Current role: CEO & Founder of The Developer's Developer Say hi to them at: katiekim.com | @thekatiekim | https://www.linkedin.com/in/katiekim/ Visit investwithsunrise.com to learn more about investment opportunities. 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

Passive Investing from Left Field
Deal Review: Andy Weiner from Rockstep Capital & the Retail Rebound

Passive Investing from Left Field

Play Episode Listen Later Jul 29, 2025 70:11


How should LPs evaluate retail real estate deals, especially when the strategy involves stabilized shopping centers and low leverage? In this episode, Paul Shannon is joined by Andy Weiner of RockStep Capital to walk through a real-life deal and answer questions from a panel of passive investors including expert LPs Pascal Wagner and Adam Cranmer. Andy lays out his firm's “hometown market” strategy, targeting power centers and neighborhood retail with national tenants in overlooked metros. He breaks down the underwriting, loan structure, and business plan behind a recently acquired asset and why retail investors should pay close attention to tenant quality, lease structures, and local relationships. Our LP panel gets details on deal terms, downside protection, and risk-adjusted return, offering a front-row seat to the kind of conversation you should be having before wiring your funds. Key Takeaways: How RockStep finds and underwrites stabilized shopping centers Why the team favors open-air retail over enclosed malls What lease terms and tenant types reduce risk How “hometown markets” create pricing advantages The role of low leverage and longer-term debt in today's market When retail outperforms industrial and multifamily How to evaluate sponsor experience and alignment What passive investors should ask before funding a retail deal Disclaimer: The comments, views, opinions and any forecasts of future events, returns or results expressed in this episode reflect the opinions of the given host or participants (including the personal opinions of PassivePockets employees or contractors, as applicable), are subject to change without notice, do not reflect the views of PassivePockets or its affiliates, may not reflect actual investment results, are not guarantees of future events, returns or results and are not intended to provide financial planning, investment advice, legal advice or tax advice. The accuracy, completeness or suitability of the information discussed in this podcast, including any comments, views, opinions, forecasts, graphs, charts, ratings, reviews, videos, and other audio and/or visual aids cannot be guaranteed, are not reviewed by PassivePockets, are provided for informational purposes only, and should not be solely relied upon in making an investment decision. PassivePockets receives compensation from sponsors in exchange for profiling sponsors and/or their sponsored deals in this episode; however, such paid advertisements shall not be construed as an endorsement, testimonial, or recommendation by PassivePockets to invest in any sponsor, investment strategy or investment opportunity. Investing in real estate is inherently risky and suitable only for sophisticated and qualified investors. Prospective investors should consult with their own investment advisors, financial advisors, and tax advisors, as applicable, in connection with any decision to invest.

Best Real Estate Investing Advice Ever
JF 3980: Fundraising Fixes, VA Mistakes, and Why Founders Must Sell ft. Jarrod Joplin

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 28, 2025 55:59


On this episode of Unlimited Capital, Chris Lopez and Richard McGirr interview Jarrod Joplin, a founding partner at Common Capital Investing, who joins for a hands-on capital raising and marketing clinic. Jarrod breaks down their current deal, Vista del Sol—a 54-unit cash-flowing apartment complex in Fort Worth, Texas—and shares how he and his partners transitioned from single-family investing to multifamily. The conversation dives into tactical advice for boosting investor engagement, improving messaging around immediate cash flow, and building scalable sales systems. Jarrod opens up about the learning curve in treating capital raising like a real business function and the need to embrace founder-led sales. Jarrod Joplin Current role: Founding Partner at Common Capital Investing Based in: Texas Say hi to them at: Website: commoncapitalinvesting.com Email: jarrod@commoncapitalinvesting.com Instagram: @jarjop Visit investwithsunrise.com to learn more about investment opportunities. 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

Small Axe Podcast
Episode 260. Why I Keep My Deal Structures Simple (And You Should Too)

Small Axe Podcast

Play Episode Listen Later Jul 28, 2025 12:36 Transcription Available


In today's episode, Nico calls out the overcomplicated waterfall structures and financial gymnastics too many operators use to confuse LPs—and breaks down exactly how he structures his multifamily deals instead. You'll hear: – Why Nico avoids IRR-based waterfalls and keeps things clean with a simple preferred return – How his investors get paid before he sees a dime – The exact split structure he uses (and why he never hides fees or plays games) – The real reason some syndicators overcomplicate things—and why Nico refuses to Whether you're an LP looking for transparency or an aspiring GP learning how to structure deals the right way, this episode will hit home.

Best Real Estate Investing Advice Ever
JF 3979: CRE Capital Flows, DSCR Constraints, and the Lending Pivot in 2025 ft. John Manning

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 27, 2025 41:16


On this episode of The Horizon, John Chang interviews John Manning, Executive Managing Director at Marcus & Millichap Capital Corporation, to unpack the current lending environment across commercial real estate. Manning outlines why CMBS lending has surged in 2025, citing borrower acceptance of current interest rates, availability of non-recourse loans, and the appeal of full-term interest-only financing. He compares CMBS to banks, life insurance companies, GSEs, and debt funds, highlighting how each fits into the market and why debt funds are becoming dominant for bridge and construction loans. They also look ahead to the next five years, predicting a recovery in transaction volume and capital flows, especially if proposed legislation allows more retirement money to flow into real estate. John Manning Current role: Executive Managing Director, Marcus & Millichap Capital Corporation Based in: Seattle, Washington Say hi to them at: https://www.marcusmillichap.com/advisors/john-manning Visit investwithsunrise.com to learn more about investment opportunities. 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

Syndication Made Easy with Vinney (Smile) Chopra
What Every GP Needs to Know About Taxes!

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Jul 27, 2025 3:59


Stacking losses to offset gains? It's a tax strategy most investors overlook.

Best Real Estate Investing Advice Ever
JF 3978: Team Building, Market Timing, and Legacy Projects ft. Cary Clarke

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 26, 2025 55:35


On this episode of Multifamily Mastery, John Casmon interviews Cary Clarke, a seasoned developer who shares his journey from working in his father's multifamily business to launching a 351-unit ground-up apartment development in the DFW metro. Cary discusses how the 2008 financial crisis reshaped his approach to real estate, why he pivoted back into multifamily after decades of homebuilding, and the power of mentorship and community through programs like Apartment Addicts. He also unpacks how he secured land in a booming submarket near Fort Worth and structured a HUD 221(d)(4) loan for long-term, fixed-rate financing. Cary Clarke Current Role: Founder, Founders Development Company Based in: Dallas-Fort Worth, Texas Say hi to them at: www.foundersdevelopmentcompany.com or cary@foundersdevelopmentcompany.com 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

Best Real Estate Investing Advice Ever
JF 3977: Starting Smart, Sharing Freely, and Building with Purpose ft. Gary Jonas

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 25, 2025 54:28


On this episode of Next Level CRE, Matt Faircloth interviews Gary Jonas, founder of The HOW Group. Gary shares how his journey from mortgage sales to real estate development was fueled by a commitment to transparency, long-term partnerships, and financial discipline. He explains the importance of building multiple income streams before diving into real estate full-time, how his vertically integrated firm operates across development, construction, brokerage, and management, and why success often comes down to effort and focus. Gary also emphasizes setting clear business criteria, the value of legacy, and gives tactical advice for structuring real estate partnerships and growth strategies. Gary Jonas Current Role: Managing Partner at The HOW Group Say hi to them at: gary@howgroup.com or thehowgroup.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

Best Real Estate Investing Advice Ever
JF 3976: Due Diligence, Deal Transparency, and Tech-Backed Wealth Building ft. Litan Yahav

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 24, 2025 66:59


On this episode of the Passive Income Playbook, Pascal Wagner interviews Litan Yahav, co-founder and CEO of Vyzer, about his journey from the diamond industry to becoming a seasoned passive investor. Litan shares how a windfall from a company exit led him to explore real estate syndications, eventually creating his own tracking platform to manage complex alternative investments. They discuss the nuances of evaluating GPs, the challenges of managing private investments, and how AI is being leveraged to increase transparency in opaque private markets. Litan also dives into common pitfalls new LPs face, the difference between return metrics, and how better tech and smarter questions can lead to better deals. Litan Yahav Current Role: Co-founder of Vyzer (a platform for managing passive investments) Say hi to them at: https://www.vyzer.co | https://www.linkedin.com/in/litanyahav/ 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

Capital Allocators
WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought

Capital Allocators

Play Episode Listen Later Jul 24, 2025 6:17


The movies from my teenage years foreshadowed the topsy-turvy world of today's private equity industry. Back then, we heard of strange things afoot at the Circle K (Bill & Ted's Excellent Adventure) and dogs and cats living together (Ghostbusters). Today, a lack of distributions and secondary sales from longstanding leaders strange things in the industry and the convergence of public and private assets might feel like dogs and cats living together.   I've been thinking about how this will play out over time and in particular, where future commitments from LPs will land. Read Ted's blog here. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Best Real Estate Investing Advice Ever
JF 3975: Self-Storage Lessons, Fund Strategy, and Capital Preservation Tips ft. Tom Dunkel

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 23, 2025 49:15


On this episode of Beyond Multifamily, Amanda Cruise interviews Tom Dunkel, managing principal at Eagle Capital Investments and longtime real estate investor. Tom shares how getting fired in 2006 launched his journey into real estate, including hard lessons learned in the residential space and eventual success with self-storage, distressed debt, and private lending. He explains why he transitioned into a fund-of-funds model, driven by lifestyle goals, and breaks down his SAFE investing method: Sponsor, Asset, Financials, and Exit. Tom also dives into why he prefers private lending in today's uncertain market and how passive investors can better vet fund managers. Tom Dunkel Current Role: Founder of Eagle Capital Investments and Managing Partner at Bellrose Asset Management Based in: Pennsylvania Say hi to them at: https://investwitheagle.com | https://www.linkedin.com/in/tomdunkel/ Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Real Estate Investing Advice Ever
JF3974: Investor Relations, Development, and Time Management ft. Jeff Ervick

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 22, 2025 44:13


On this episode of Best Ever CRE, Joe Cornwell interviews Jeff Ervick. Jeff shares how he scaled from single-family rentals in Maryland to co-founding a firm with over $200M in assets across multifamily, ground-up development, and private credit. He discusses how he balances a successful W2 tech sales career while managing investor relations, fundraising, and strategic partnerships at Valoris. Jeff also dives into their development strategy in Florida, their pivot away from heavy value-adds, and how they underwrite deals to hedge against construction risk, including tax abatements like Florida's Live Local Act. Jeff Ervick Current Role: Managing Partner, Investor Relations Based in: Annapolis, Maryland Say hi to them at: Website: https://www.valoriscapitalpartners.com/ LinkedIn: Jeff Ervick 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

Best Real Estate Investing Advice Ever
JF 3973: Investor Pipelines, Lead Scoring, and CRM Strategies with Marisa Amirian

Best Real Estate Investing Advice Ever

Play Episode Listen Later Jul 21, 2025 41:02


On this episode of Unlimited Capital, Chris Lopez interviews Marisa Amirian, a tech industry veteran turned capital raising systems expert. Marisa shares how her background in tech led her to build a niche helping capital raisers streamline investor communication and build scalable CRM systems. She emphasizes the importance of “always be capital raising,” nurturing investor relationships well before a deal is on the table, and tracking engagement to prioritize follow-up. The conversation dives deep into email marketing strategies, list segmentation, lead scoring, automation dos and don'ts, and how the most successful capital raisers prioritize phone calls and conversations over metrics and dashboards. Marisa Amirian Current Role: Founder of Capbloom, a tech platform and service provider for capital raisers Say hi to them at: LinkedIn: Marisa Amirian Website: www.capbloom.com | https://www.linkedin.com/in/marisaamirian/ 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