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Andrew Cushman shares his journey from engineering graduate to real estate powerhouse, highlighting the critical lessons learned from acquiring over 3,000 units across the Southeast. He dives into what's really happening on the ground right now, including the surprising resilience of operations in Sun Belt markets, the true impact of rising interest rates, and the risks lurking in distressed lower-end properties. You'll discover why many deals are stalling due to lenders extending and pretending, and how private debt is both a risk and an opportunity. Andrew Cushman Founder & Principal of Vantage Point Acquisitions Based in: Los Angeles Metropolitan Area Where to find them: https://www.linkedin.com/in/andrewcushmanvpa https://www.vpacq.com/ Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
The national multifamily picture held its ground in the week of July 26, with occupancy staying above last year for a second straight week. As of July 26, the average U.S. occupancy rate was 94.82 percent, essentially flat on the week and up 29 basis points from a year ago. The leased percentage was 96.77 percent, up 3 basis points on the week and down 62 basis points from last year. Last week's step up in occupancy held, an encouraging sign that the gain was more than a temporary blip.Leasing velocity firmed a bit. The average number of leases signed was 2.1 per property, up 0.1 from the prior week and down 0.7 per week compared to a year ago. That annual gap narrowed from 0.9 the prior week, so demand picked up modestly even as occupancy stayed firm, a healthier mix than the week before, when occupancy climbed on retention alone.Net effective rent firmed slightly. NER rose 0.2 percent on the week to $1,762, though annual NER growth for new leases held at negative 1.9 percent. Rents are stable week to week but have not yet resumed narrowing the annual gap, which leaves pricing as the soft spot. The range across the country stayed wide, with several coastal markets posting solid positive annual growth while much of the Sun Belt is still working through negative territory.RevPAU, which combines the change in rents and occupancy, was $1,671, up 0.2 percent on the week, with the annual comparison at negative 1.6 percent, roughly steady with the prior week. Revenue per available unit is holding up on the strength of occupancy and firmer rents together. For operators, the read this week is steady: the occupancy step up held, leasing improved, and pricing remains the one area still waiting to turn.Explore our webpage for more insights and resources:https://bit.ly/Radix_Website
David, Ryan, and Tim are officially one month away from Georgia State football, but are they ready to start drinking the Blue Kool-Aid? The guys react to a brutal Sun Belt preseason outlook, debate whether this year's Panthers have earned any optimism, and discuss Cam McHaney, the NC A&T opener, Kennesaw State, and the early-season trip to UCF. Plus, they hit Georgia State basketball scheduling, realignment chatter, college football player unions, and, naturally, take a few shots at Georgia Southern along the way.Follow usWeb: http://stateofatlanta.comFacebook: http://facebook.com/STATEofAtlantaTwitter: http://twitter.com/STATEofAtlantaYouTube: https://www.youtube.com/@STATEofAtlantaSupport the showPatreon: http://patreon.com/STATEofAtlantaRock our swagMerch: http://merch.STATEofAtlanta.com
Is the U.S. really facing a housing shortage? Ivy Zelman says the data tells a very different story.In this conversation with Maggie Lake, renowned housing analyst Ivy Zelman explains why the housing market has become a tale of two Americas, why affordability is the worst it's been in decades, and why the biggest problem isn't simply a lack of homes. She breaks down where home prices are still rising, where supply has surged, why younger Americans are struggling to buy, and why, despite popular belief, she believes the U.S. housing market is much closer to balance than many investors realize.Topics discussed:* Why Ivy Zelman says there isn't a nationwide housing shortage* The affordability crisis facing first-time buyers* Why it's better to rent than buy in many markets today* The Sun Belt vs. Midwest housing divide* Home prices, inventory, and where the market goes next* What investors should watch in housing and real estate
On this episode of The Group of Five Guys Podcast, The GOFG discuss the newly released Sun Belt and MAC betting win totals for the season. Where did FanDuel get it right or wrong? Also, which coaches are under the most pressure to win right now? The guys dive into it all!! Do not miss out on another jam packed episode of The Group of Five Guys Podcast! SUBSCRIBE: https://www.youtube.com/@GroupofFiveGuys WEBSITE: http://www.groupoffiveguys.com/ MERCH: https://groupof5guys.onechaptr.com/group_of_5_guys_2-24/shop/products/all?page=1 Subscribe and follow the Group of Five Guys! @groupoffiveguys @Sprouse_68 @JMurphyLee SPONSOR THE SHOW OR BUSINESS INQUIRES: Email: groupoffiveguys@gmail.com Direct Message on Twitter: https://twitter.com/GroupOfFiveGuys #G5 #groupoffiveguys #G5Live Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
How did a former App State basketball player launch a career in athlete and celebrity fashion? Take a listen to this episode with Mitch Purgason to find out! #DSOTDP
In this Multifamily Minute episode, Axel pushes back on one of the most commonly repeated narratives in multifamily investing right now: that falling housing starts will automatically trigger rent growth and bail out investors who bought or underwrote aggressively. It's a thesis Axel hears constantly — across Sun Belt, Southwest, Texas, and increasingly even in lower-supply Northeast markets — and he thinks it dangerously oversimplifies what's actually driving rent dynamics in 2026.This episode is essential listening for any investor currently underwriting new deals with rent growth assumptions, or holding existing deals while waiting for supply to thin out and rents to rebound — and who needs a clear-eyed reality check on whether that thesis actually holds up.Join us as we dive into:Why "supply is falling so rents will rebound" is the most widely parroted — and most dangerously incomplete — thesis in multifamily investing right now.Why the Northeast was hit hardest on housing starts (down 25%+ year over year for the April '25 to April '26 comparison period) — and why the Midwest was the only region to see a bump.The monetary policy variable: the US grew its money supply by roughly 30% in two years post-COVID, and that injection — not structural demand changes — drove the majority of 2020–2022 rent growth.The population variable: for the first time in US history, the US recorded a net population decline in 2025 — driven by a hard pause on immigration, declining birth rates, and net deportations.The AI variable: a fourth factor nobody can yet quantify — AI-related disruptions to the job market — that could further dampen wage growth and renter demand.Why solving for supply while holding monetary policy, population, and economic variables constant is an incomplete and potentially misleading framework for underwriting rent growth.The practical implication: challenge the assumption before you underwrite moderate-to-aggressive rent growth, and model a scenario in which rents remain flat even as supply falls.Why this matters for existing deal holders in Sun Belt, Southwest, and Texas markets who are waiting for legacy supply to be absorbed before making hold/refi/sell decisions.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
The Jerry & Jerry Show headlines: NC State At Virginia, 3:30pm, August 29th, ESPN UVA Won Heavyweight Fight To Get Red-Hot QB Pribula UVA's GM: Misperception About Adding Portal Players ACC's New Tie-Breaker Rule: “Miami Over Duke Rule” ACC Notebook: The Great, Good, Bad & The Ugly UVA To Open 2027 Season vs Sun Belt's Arkansas State ESPN Crystal Ball: UVA BBall National Title Darkhorse 50 Stories Per Month For Only $8 At JerryRatcliffe.com Read Viewer & Listener Comments Live On-Air Jerry Ratcliffe & Jerry Miller were live on The Jerry & Jerry Show! The Jerry & Jerry Show airs live Tuesday from 10:15 am – 11:15 pm on The I Love CVille Network. Watch and listen to The Jerry & Jerry Show on Facebook, Instagram, Twitter, LinkedIn, iTunes, Apple Podcast, YouTube, Spotify, Fountain, Amazon Music, Audible and iLoveCVille.com.
Student loan defaults are rising again, and that could have a bigger impact on the housing market than many investors realize. In this episode, Kathy Fettke explains how millions of borrowers falling into default could shrink the pool of qualified homebuyers, especially in key Sun Belt markets. Learn why credit scores matter just as much as mortgage rates, and what this trend could mean for housing demand and new home construction. Check out our other podcast The Real Wealth Show: https://podcasts.apple.com/us/podcast/real-wealth-show-real-estate-investing-podcast/id883335228 Source: https://www.housingwire.com/articles/sun-belt-student-loan-defaults/
THE ONLY! Tyler Peacock is excited to get this College Football SZN started with the first installment of he's previews, this show we preview the entire Group of 6. We roll through the Power Ratings in Conference USA, MAC, Sun Belt, Mountain West, American & PAC 12! Then a Power Raking of the top 12 teams in all of the G6, & lastly some future bets to consider making now. Thanks for listening!RATE REVIEW SUBSCRIBE! Follow the show on X @podcockpeacast & like the Facebook page @ PodCock PeaCast, Available on Apple Podcast, Spotify, Amazon Music, Google Podcast & the rest of the major podcast platforms! Finally enjoy your listen!A semiprofessional sports podcast that may or may not have a gambling problem, we will touch some entertainment subjects as well & elements of general tomfoolery, also it may have a witty moment or two along the way.
In this conversation, Phil Steele joins Bennett Conlin to break down James Madison University Football's 2026 outlook, from JC Evans and the revamped offense to a deep defensive front and one of the Sun Belt's most intriguing schedules. Steele explains why JMU Football's supporting cast could help JC Evans (or whoever QB1 is) thrive, why the Dukes' running back room looks built for Billy Napier's style and which portal additions could make an immediate impact. He also digs into the secondary, linebackers, and special teams, while sizing up the rest of the Sun Belt East and West. Beyond JMU Football, Steele shares his take on the Group of Six playoff race, highlighting teams like Navy, Boise State, Liberty, and App State, before offering his biggest national title contenders across the Power Four. If you want a sharp, data-driven preview of JMU's season and the broader college football landscape, this episode is packed with insight. Follow us on Twitter Subscribe on Youtube Check out our website! Like what you hear? Buy us a coffee (or beer...) Leave us a review! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Everyone keeps asking me the same question. Where did the money go?For ten years, the play was easy. Buy in the Sun Belt, follow the moving trucks. That play just broke.The markets everyone chased are now leading the country in price decline. The markets nobody makes videos about are quietly posting some of the best returns in America.This is part two of our 2026 market report, the follow-up to Is a Housing Crash Coming? What the Data Actually Says. I call this one the map flipped.I cover:- The three real reasons the Sun Belt cracked, and why one market held up while its population actually fell- Why "follow the migration" is lying to you right now, backed by the two states leading the country in both migration and price decline- The one supply number, buried in new construction data, that tells you more about your exit than any migration report willDownload the full 2026 market report: https://offers.7figureflipping.com/investor-market-report-page Hosted on Acast. See acast.com/privacy for more information.
In this episode, we kick things off by examining a major milestone in the autonomous trucking race as Pittsburgh-based Aurora Innovation launched its second-generation driverless hardware across ten commercial freight routes in the U.S. Sun Belt. Unlike its first-generation trucks, the new fleet is built to run with no passive observer at all, erasing what one Morgan Stanley analyst called "one of the last remaining asterisks around the technology." Engineered for a one-million-mile operating life and designed for volume production rather than pilot-scale trials, Aurora is leaning heavily on manufacturing partner Roush, which is targeting an annual production run-rate of one thousand trucks by year-end. Meanwhile, the nation's largest truckload carrier is declaring that a structural recovery is finally here. Knight-Swift Transportation reported second-quarter adjusted earnings per share of sixty-three cents, smashing consensus by twelve cents and coming in twenty-eight cents higher year-over-year. CEO Adam Miller credited aggressive regulatory enforcement by the Federal Motor Carrier Safety Administration and the Department of Transportation for forcing out non-compliant capacity and creating what the company called a "rapid progression in truckload market conditions." Contract rates climbed throughout the quarter, with revenue per loaded mile accelerating from low-single digits in April to eight percent in June, while Knight-Swift's tender rejection rate was twice the industry average. Finally, over on the rails, CSX is riding a powerful volume rebound to beat Wall Street expectations. The Jacksonville-based Class I railroad reported second-quarter revenue of three point nine four billion dollars, up ten point one percent year-over-year, while earnings per share came in at fifty-four cents, beating analyst consensus estimates by four point two percent. Carload volumes improved by six point one percent, a dramatic swing from just zero point one percent growth a year ago, with intermodal traffic surging across CSX's eastern U.S. network. Free cash flow swung dramatically from negative one hundred fifteen million dollars in the second quarter of twenty twenty-five to positive six hundred eighty-seven million dollars this quarter. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The national multifamily picture took a clear step up in the week of July 19, led by a notable jump in occupancy. As of July 19, the average U.S. occupancy rate was 94.85 percent, up 49 basis points from the prior week and now 39 basis points above a year ago. That is the first time occupancy has run ahead of last year in months. The leased percentage was 96.74 percent, up 29 basis points on the week and 61 basis points below last year. The improvement was across the board, with gains in essentially every tracked market in the week.For leasing velocity, results were soft this week. The average number of leases signed was 2.0 per property, flat from the prior week and 0.9 below a year ago, a gap that widened from 0.6 the prior week. With occupancy climbing even as new lease volume held flat and trailed last year, the gain looks more like stronger retention than a wave of new leasing.Net effective rent gave back a little. NER eased 0.1 percent on the week to $1,758, and annual NER growth for new leases slipped to negative 1.9 percent, after narrowing to negative 1.5 percent the prior week. Pricing softened even as occupancy firmed, a reminder that the two do not always move together. The range across the country stayed wide, with several coastal markets posting positive annual growth while much of the Sun Belt continues to work through negative territory.RevPAU was $1,667, up 0.4 percent on the week, with the annual comparison improving to negative 1.5 percent from negative 1.7 percent the prior week. The occupancy gain offset softer rents, and revenue per available unit came out ahead. For operators, the read this week is that occupancy strength is doing the heavy lifting on revenue right now, while pricing power stays limited.Explore our webpage for more insights and resources:https://bit.ly/Radix_Website
On today's episode, Editor in Chief Sarah Wheeler talks with Editor Tracey Velt about the ongoing portal wars, with the latest news on Google listings and the battle between Compass and Zillow. Related to this episode: Behind closed doors: The next phase of Compass's Code of Ethics complaints against Zillow HousingWire | YouTube More info about HousingWire The Top 5: Mortgage volumes point to bank share gains in Q2 NEXA Lending and former partner Mat Grella end legal fight How high can mortgage rates go with Iran conflict 2.0? We are not ready for the next housing downturn Student loan defaults are rising, a risk to Sun Belt housing demand Want more from Sarah? Don't forget to subscribe! The HousingWire Daily podcast brings the full picture of the most compelling stories in the housing market reported across HousingWire. Each morning, listen to editor in chief Sarah Wheeler talk to leading industry voices and get a deeper look behind the scenes of the top mortgage and real estate.
The Fast Lane with Ed Lane: Wednesday, July 22, 2026
Welcome to HALO Talks, where host Pete Moore sits down with Rich Drengberg, CEO of EoS Fitness and a seasoned leader in the fitness industry. In a rare podcast appearance, Rich shares his journey from Gold's Gym SoCal to transforming EoS into a powerhouse of high-value, low-price gyms across the Sunbelt. Listeners will get an inside look at EoS's disciplined growth, the importance of industry relationships, lessons from private equity partnerships, and why knowing your brand's identity is crucial, straight from someone who's helped steer one of the fastest-growing health club chains in the country. Whether you're an operator, investor, or fitness enthusiast, this episode offers invaluable insights on building teams, scaling strategically, and staying ahead in a competitive landscape. Regarding chosing the right partner when looking to sell, Rich states, "We were in a great situation when we went to market that we didn't have to sell, and we were able to kind of pick who we wanted to partner with. And it was an interview process both ways. And because of that, we were able to have our cake and eat it too." Key themes discussed Transition from Gold's Gym to EoS Strategic and disciplined growth decisions Importance of experienced teams and industry relationships Private equity influence and operational mindset shift Real estate strategy and anchor tenant positioning Staying true to brand identity amidst trends Partner selection and aligning with TSG for expansion A Few Key Takeaways 1. The Power of Sticking to a Clear Identity: Staying true to the company's vision and brand identity was emphasized as vital for long-term success. EoS avoided "chasing every trend" and only adopted changes that matched their strategic direction, which helped them avoid diluting their brand and losing their core audience 25:23. 2. Disciplined, Focused Growth Strategies: EoS's growth was marked by a disciplined approach to new markets and acquisitions. Opportunities were critically evaluated, and only those fitting their model (right location, box size, and alignment with EoS values) were pursued. This sometimes meant saying "no" to enticing deals that didn't fit the vision 05:10. 3. Mentorship and Learning from Experience: Rich credited much of his development and EoS's success to mentors like Bob Giardina and Bruce Bruckman. Their guidance helped shift his mindset from operating a handful of gyms to building a scalable platform, and highlighted the importance of focusing on real estate and bigger picture growth rather than getting bogged down in minor operational optimizations 12:29. 4. Building Relationships is Key to Expansion: Entering new markets and securing prime real estate depended heavily on building trust and relationships with landlords, developers, and REITs. Early on, EoS was not the first choice for many landlords, but through perseverance and relationship-building, they became a preferred anchor tenant 15:28. 5. Industry Know-How Over Outsider Expertise: The episode stressed that having a team with deep industry experience ("gym rats" as described) was critical. EoS's management came from fitness, not coffee chains or hardware stores, enabling them to make better, faster decisions pertinent to the unique demands of the fitness business 17:26. Rich Drengberg: https://www.linkedin.com/in/rich-drengberg-5923046/ EoS Fitness: https://www.eosfitness.com Journey To A Billion Dollar Deal-2 Minute Financial Drill: https://www.youtube.com/watch?v=CQtaGUQIyxY Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com
The Fast Lane with Ed Lane: Tuesday, July 21, 2026
Steve and Charlie spoke to a WWL listener about the World Cup, the Pelicans, and the Sun Belt's Media Days. Chris Dodson, an NBA reporter for ClutchPoints, joined Sports Talk. Dodson broke down the Pelicans' Summer League journey and the upcoming 2026 World Cup Final.
In this hour of A Numbers Game, Dustin Swedelson and Kelley Bydlon take a look at AL MVP and CY Young odds, and preview the NFC East's upcoming season. Also, they are joined by Zach Cohen to talk NBA Free Agency and Tennis. Later, David Schultz joins the show to preview the Sun Belt in CFB this season. Get instant access to expert picks, public betting splits data, and pro betting tools when you join VSiN pro. You can take 17% off an annual subscription when you use promo code: POD26. Click Here to get started. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The national multifamily picture kept improving in the week of July 12, with occupancy firming to its best annual comparison in recent weeks. As of July 12, the average U.S. occupancy rate was 94.37%, up 9 basis points from the prior week and down just 17 basis points from a year ago, the narrowest annual occupancy gap in the recent stretch. The leased percentage was 96.45%, up 8 basis points on the week and down 78 basis points from last year. Leasing velocity held steady. The average number of leases signed was 2.1 per property last week, flat from the prior week, and down 0.6 per week compared to a year ago. The annual gap was essentially unchanged from the prior week, so demand is holding its ground against last year rather than gaining, even as occupancy continues to firm.Net effective rent edged higher. NER rose 0.1% on the week to $1,760, and annual NER growth for new leases improved to negative 1.5%, up from negative 1.6% the prior week. Rents are grinding back toward last year's level, with the annual gap narrowing for a second straight week. The range across the country remains wide, with several coastal markets posting solid positive annual growth while much of the Sun Belt is still working through negative territory.RevPAU was $1,661, up 0.2% on the week, with the annual comparison improving to negative 1.7% from negative 1.9% the prior week. With occupancy firming and rents edging up together, revenue per available unit is making steady progress against last year. For operators, the read this week is constructive: the improvement that resumed after the July 4 holiday is holding, and the year over year comparisons keep tightening as we move through July.Explore our webpage for more insights and resources:https://bit.ly/Radix_Website
In this hour of A Numbers Game, Dustin Swedelson and Kelley Bydlon take a look at AL MVP and CY Young odds, and preview the NFC East's upcoming season. Also, they are joined by Zach Cohen to talk NBA Free Agency and Tennis. Later, David Schultz joins the show to preview the Sun Belt in CFB this season. Get instant access to expert picks, public betting splits data, and pro betting tools when you join VSiN pro. You can take 17% off an annual subscription when you use promo code: POD26. Click Here to get started. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
David, Ryan, and Tim react to Georgia State being picked last in the Sun Belt preseason poll before diving into a bigger question: what keeps Panther fans coming back year after year?The guys share how they each became Georgia State fans, discuss the unique “Panther Family” culture that has grown around the program, and debate whether campus revitalization can build stronger school pride. They also touch on Sun Belt Media Days, the transfer portal, NIL, fundraising, downtown Atlanta's growth, and what Georgia State Athletics can do to build a stronger fan base for the future.If you've ever wondered why Georgia State fans keep showing up through the highs, the lows, and everything in between, this episode is for you.Follow usWeb: http://stateofatlanta.comFacebook: http://facebook.com/STATEofAtlantaTwitter: http://twitter.com/STATEofAtlantaYouTube: https://www.youtube.com/@STATEofAtlantaSupport the showPatreon: http://patreon.com/STATEofAtlantaRock our swagMerch: http://merch.STATEofAtlanta.com
With the Mountain West and Sun Belt having their media days on Wednesday and Thursday, Johnny and Greg (in for Prater) took a look at some of the top projected teams in each league and if the conference champions from either conference could challenge Boise State for the G6 College Football Playoff berth. What are some of the most intriguing storylines in the NFL with training camps set to open next week? Also, there were a lot of big movies released on this day as Johnny and Greg take a look back on some notable titles in pop culture. Plus, as Maddux Madsen enters his final season as Boise State's starting quarterback, is there more pressure on Madsen or Zak Hill. Who are some other assistants on BSU's staff that have a lot of pressure on themselves?See omnystudio.com/listener for privacy information.
As the league converges on New Orleans for the annual conference media days, we visit with head coach Dowell Loggains, QB Malachi Singleton, and LB Colton Phares to discuss their experience and excitement for the 2026 season. #DSOTDP
With the Mountain West and Sun Belt having their media days on Wednesday and Thursday, Johnny and Greg (in for Prater) took a look at some of the top projected teams in each league and if the conference champions from either conference could challenge Boise State for the G6 College Football Playoff berth. What are some of the most intriguing storylines in the NFL with training camps set to open next week? Also, there were a lot of big movies released on this day as Johnny and Greg take a look back on some notable titles in pop culture. Plus, as Maddux Madsen enters his final season as Boise State's starting quarterback, is there more pressure on Madsen or Zak Hill. Who are some other assistants on BSU's staff that have a lot of pressure on themselves?See omnystudio.com/listener for privacy information.
Episode #281 See what others have to say about the deal and join the conversation: https://passivepockets.com/forums-listing/discussion/new-deal-dlp-capital-preferred-credit-fund/ Check out the DLP Preferred Credit Fund for yourself: https://passivepockets.com/directory/deals/dlp-preferred-credit-fund/ This Episode In this special LP Deal Review episode, Chris Lopez is joined by Adam Cranmer and Pascal Wagner to evaluate DLP Capital's Preferred Credit Fund with Don Wenner, founder and CEO of DLP Capital. Don walks through the fund's strategy, target return profile, underwriting process, borrower standards, and how DLP approaches development, construction, bridge, mezzanine, and preferred equity lending in today's market. The discussion digs into why DLP focuses on housing that is affordable for working families, how the firm thinks about lending in high-growth Sunbelt markets, and what separates its Preferred Credit Fund from a senior secured lending fund. Don also addresses several of the key diligence questions LPs should be asking right now, including geographic concentration risk in Florida and Texas, loan-to-value and loan-to-cost metrics, borrower concentration, third-party validation, fund administration, internal controls, and how rising interest rates could affect the fund's risk profile. After Don leaves the conversation, Chris, Adam, and Pascal break down the fund from an LP perspective. They discuss what they like about DLP's track record, reporting, borrower quality, and institutional infrastructure, while also highlighting the risks they are watching closely, including mezzanine exposure, state concentration, self-dealing concerns, fees, macro uncertainty, and whether the return spread is attractive enough compared to risk-free alternatives. The episode closes with a broader conversation about how LPs should think about risk, liquidity, debt versus equity, and portfolio construction in an uncertain investing environment. Key takeaways: How DLP's Preferred Credit Fund targets monthly income through private real estate credit Why DLP focuses on housing affordability, experienced borrowers, and Sunbelt growth markets How Don compares mezzanine and preferred equity risk to senior secured lending fund risk What LPs should ask about loan-to-value, loan-to-cost, borrower concentration, and fund-level controls Why third-party audits, appraisals, loan tapes, and investor reporting matter in debt fund diligence How experienced LPs think about DLP's strengths, yellow flags, fees, concentration risk, and macro exposure Why each investor needs a clear portfolio thesis before choosing between cash, Treasuries, debt funds, or equity deals Join a community of passive investors. Start your FREE 7-day trial: https://passivepockets.com/?utm_source=youtube&utm_medium=description&utm_campaign=none Listen to the PassivePockets Podcast Anywhere: https://lnk.to/passivepockets Subscribe to the Passive Investing Newsletter: https://www.biggerpockets.com/email-subscribe?utm_source=youtube&utm_medium=description&utm_campaign=none Join BiggerPockets for free: https://www.biggerpockets.com/signup?utm_source=owned_media 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. 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 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.
Coach Brad Herbster joins Airey Bros Radio to discuss building one of the premier NCAA Division I distance running programs in the country at Appalachian State University.In Episode 468, we dive into Coach Herbster's coaching journey from standout student-athlete at South Carolina to becoming one of the nation's most respected collegiate distance coaches. We discuss the culture behind Appalachian State's rise to the top of the Sun Belt Conference, developing championship-caliber athletes, recruiting in today's NCAA landscape, and why Boone, North Carolina has become one of the best training environments for distance runners in America.Coach Herbster also shares lessons learned from coaching at Texas, Pittsburgh, Clemson, Charlotte and Appalachian State while discussing athlete development, the Transfer Portal, roster limits, championship expectations, and building programs capable of competing on the national stage.We also discuss:• NCAA Division I Cross Country recruiting• Building championship culture• Athlete development & coaching philosophy• Recruiting domestic talent• The Transfer Portal & roster management• Developing elite distance runners• Summer training strategies• The importance of Boone's altitude and trail system• Appalachian State academics & student life• Advice for future collegiate runners and coachesAppalachian State Men's Cross Country has quickly become one of the premier distance programs in the Sun Belt Conference under Coach Herbster's leadership.Recent accomplishments include:
2026 at the Halfway Point: Q2 Apartment Data, Concessions Breakdown & Gray Capital's Back-Half StrategyWe're officially into Q3 2026 — time for a gut check on the multifamily market using the freshest Q2 data. Have we finally passed the supply peak?Spencer and Griffin break down:
Today on MetroNews This Morning: --A marathon city council meeting in Huntington results in agreement to purchase the conteroversial Flock Camera and Safety system for the city--WVU Health Systems and the U.S. Attorney reach a settlement over the mishandling of controlled substances--A federal judge tosses the Department of Justice lawsuit against West Virginia over voter information--In Sports: Marshall is ranked 3rd in the Sunbelt preseason program
The previous post covered my grades on how the strength of today’s four largest college athletic conferences compare with their previous versions twenty years ago in 2006. Here's a brief recap. In my estimation, only the SEC (which expanded from 12 to 16 teams over that 20 year period) has shown an upgrade in competition levels since 2006. I awarded the SEC a “B” grade. The Big 12 (which lost four of its prominent members to the SEC) received a C+ for their nimble addition of several relevant regional sports schools. A “D” grade was handed down to the Atlantic Coast Conference. Their nonsensical addition of West Coast newcomers Cal (Berkeley) and Stanford in 2024 crashed the ACC's overall score. Speaking of lousy grades, I awarded a D- to the Big Ten Conference as its recently-annexed properties have resulted in a BIG thud. From the east (Maryland and Rutgers) to the west (Nebraska, Oregon, UCLA, USC, and Washington), the Big Ten’s new coast-to-coast configuration has failed to improve this conference for either sports fans or student/athletes. How have the five mid-major conferences fared with recent expansion issues? These other conferences (nicknamed the “Group of Five”) can be quite entertaining but rarely win national championships. They must compete against the “Big Four” major conferences featuring the wealthiest college sports programs. American Athletic Conference (AAC) The AAC has only been around since the year 2013. There were 10 initial AAC members and now 14 in 2026. Only Memphis, South Florida, and Temple remain from 2013. The ACC raided Conference USA to obtain several of its new members. Army and Navy – What's not to like about these two additions? They bring the focus of the entire college football world to their annual game played in early December. Grades – A Charlotte – The 49ers have been perpetual cellar dwellers in most sports. Charlotte, North Carolina sports fans are more likely to follow UNC, Duke, and Clemson. Yawn. Grade – D- East Carolina – The Pirates have made the NCAA baseball playoffs ten times since 2013 and have occasionally contended for the AAC title in football. A hearty fan base makes ECU a fun place to watch sports. Grade – B Florida Atlantic – A member of the AAC since 2023, this school is best known for its men's basketball team and having a great beach nearby. Sadly, most local sports fans don’t give a hoot about the FAU Owls yet. Grade – C- North Texas – The Mean Green had a brilliant 12-2 football season in 2025 in the school's third year as part of the AAC. The other sports are lagging behind. Grade – C Rice – Another third year AAC member, the Houston-based Owls have been an athletics flop in their new conference. Grade – D Tulane – Green Wave football program has rejuvenated Tulane athletics down in the Crescent City. Unfortunately, the remainder of the school’s sports teams rarely lead the AAC. Grade – C Tulsa – Golden Hurricane football and men's basketball programs have been on the decline in the past decade. That's a shame, because Tulsa fans desperately want to get behind the city’s lone major college athletics team. Grade – C- UAB – Try as I might, I'm having trouble remembering any recent sports successes for the Blazers. Grade – D- UTSA – Like Tulsa, the Roadrunners have the entire San Antonio market ready for their athletics programs to take off. Other than some recent success in football, UTSA sports still appear to be taking a siesta. Grade – C- AAC overall grade for expansion: C- Conference USA (C-USA) I am not going to provide individual grades to Conference USA member schools. It is not their fault that C-USA management has done such a lousy job of keeping this conference together and relevant in major college sports. The conference has seen a 100% turnover in the past 20 years. Schools being added have generally been former FCS top teams such as Delaware, Sam Houston, and Jacksonville (AL) State. Things have declined so badly in Conference USA (“How badly have they declined?”) that longtime member Louisiana Tech recently agreed to pay a reported $8 million to buy its way out of C-USA. The Bulldogs’ jubilant athletic department and fans are rejoining the Sun Belt Conference this fall. Louisiana Tech will save more than $1 million annually in travel costs formerly required to travel to schools within the far-flung Conference USA. Longtime C-USA holdovers Western Kentucky and Middle Tennessee State deserve a better fate. Save your money and call the Sun Belt in a couple of years! C-USA overall grade for expansion – F- Mid-American Conference (MAC) In contrast to Conference USA, the MAC has remained remarkably stable for the past 20 years. Eleven of the dozen MAC members in 2006 remain a part of the conference today. Northern Illinois (which had been part of the MAC for 30 years) is leaving this fall to become part of the Mountain West Conference. In a couple of curious moves, the Mid-American Conference has added two new members recently. UMass – The 2025 addition of the University of Massachusetts (which is at least in regional proximity to longtime MAC member Buffalo) was rather questionable. Athletic success at Umass has been nearly invisible over the past decade. After just one year in the MAC, the Minutemen have been a net negative in sports for the Mid-American Conference. Grade: D- Sacramento State – Seriously? Yes, the Mid-American Conference will add this longtime FCS member from California to its football schedules this fall. Sacramento (the #20 TV market) is 2,500 miles from the middle of Ohio. The Hornets will be a football-only member of the Mid-American Conference. For the usually stable MAC, this is a rather bizarre expansion move. Grade: F MAC overall grade for expansion: D- Mountain West Conference (Mountain West) The Mountain West has survived a few departure tremors in recent years. Of the nine Mountain West members 20 years ago, only Air Force, New Mexico, UNLV, and Wyoming remain. Let’s review the teams which have come aboard since 2006. Hawaii – The Rainbow Warriors (2012) have posted winning football records in just four of their 14 seasons in the Mountain West. The other athletic squads are nearly invisible in the post-season tournaments. Hawaii remains a dream road trip destination for visiting teams and their fans, though. Grade: C- Nevada – At least the men’s basketball team has appeared in the NCAA March Madness event five times over the past nine seasons. Otherwise, fans of the Nevada Wolfpack (which joined the Mountain West in 2012) haven’t had much to howl about lately. Grade: C- North Dakota State – This former FCS division powerhouse football program is stepping-up to play against the big boys beginning this fall. The move is for football only. The Bison are a terrific geographic fit for the Mountain West Conference, too. This makes sense. Grade: A Northern Illinois – The Huskies will join the Mountain West this fall after 30 years in the Mid-American Conference. Northern Illinois’ sports resume has weakened in recent years. Other than bringing the #3 TV market (Chicago) to the Mountain West, this move makes little sense. Grade: D San Jose State – The Spartans (members since 2013) have appeared in four bowl games over the past decade. On the other hand, the men’s basketball team has won just 33% of its conference games over the past 13 years. Grade: C- UTEP – This longtime Conference USA member joins the Mountain West this fall. UTEP’s football team has been downright awful in recent years. Despite a sports slump, UTEP bring strong fan support from the El Paso area. They should be a fine geographic fit for the Mountain West. Grade: C Mountain West overall grade for expansion: C Sun Belt Conference (Sun Belt) The Sun Belt has been nicknamed the “Junior SEC”. This conference has grown from 10 members in 2006 to 14 today. Only Arkansas State, Louisiana-Lafayette, South Alabama, Troy, and UL-Monroe remain from 2006. Appalachian State – The Mountaineers (members since 2014) have been a top football contender in the Sun Belt. Their enthusiastic fans make road trips to Boone, North Carolina a fun stop. Grade: B Coastal Carolina – Speaking of fun stops, how about a visit to Myrtle Beach to play Coastal Carolina? The 2017 Sun Belt addition of the Chanticleers has been a terrific addition for the conference. Coastal’s football team has played in six straight bowl games. The baseball team won the men’s College World Series in 2016. Grade: A Georgia Southern – Would it surprise you to learn that the Golden Eagles from Statesboro, Georgia have played in seven bowl games over the past eight seasons? The other sports programs at Georgia Southern need to step it up. Grade: B Georgia State – The 2013 addition of the Panthers from Atlanta has not added a lot of sports notoriety. However, the men’s basketball program has earned four invitations to March Madness in the past 11 seasons. Grade: C Louisiana Tech – The Bulldogs paid dearly ($8 million) to escape Conference USA beginning this fall. Louisiana Tech brings several highly competitive sports teams. They are a perfect geographic addition to the Sun Belt Conference Western division. Grade: A Marshall – This begins Marshall’s fourth year in the Sun Belt Conference. The Thundering Herd has been a top football competitor and competes well in other major sports. Grade: B Old Dominion – ODU came into the Sun Belt in 2022. The Monarchs from Norfolk, VA posted a nifty 10-3 football record in 2025. Old Dominion has been relatively quiet in its other sports, though. Grade: C Southern Miss – The Golden Eagles (Sun Belt members since 2022) have been a dominant team in recent NCAA college baseball post-season tournaments. Last season’s 2025 football team improved from a miserable 1-11 record in 2024 to a hopeful 7-6 mark. Grade: B Sun Belt overall grade for expansion: B+ Bonus Conference! The newly revived Pac-12 Conference “states” its case in 2026 The most prominent names of the long-time Pac-12 Conference bolted for better TV money into the Big Ten and ACC in 2024. That left holdovers Oregon State and Washington State “homeless”. The Beavers and Cougars have bagged a few top teams from the Mountain West Conference to help them rebuild the Pac-12 starting this fall. Boise State is the biggest name coming to the new Pac-12. The Broncos have fielded a nationally ranked football program several times in the past few decades. Other Mountain West migrants include Colorado State, Fresno State, San Diego State, and Washington State. Texas State (formerly of the Sun Belt Conference) will also join the Pac-12 this fall. In case you didn’t notice, each of the eight new Pac-12 schools has the last name of “State”! Summary Only the Sun Belt Conference has earned a positive score (B+) from SwampSwami among the “Group of Five” mid-major conferences. The Sun Belt is the only major college athletic conference opting to maintain two divisions (East and West) to minimize travel expenses for its member schools and lessen the travel impact on their student/athletes. Bravo! The post Grading the Mid-Major Conference expansions – Part 2 appeared first on SwampSwamiSports.com.
We are in that brief summertime window where college athletics have gone on vacation. The men’s and women’s College World Series ended last month. Football season begins again in late August. I have been reflecting on the ever-changing landscape of college athletics. Even just twenty years ago, the major college sports conferences looked a whole lot different than they do today. Schools have been shifting to new conference locations primarily to maximize revenues. A few have switched conferences primarily to reduce expenses (I’m looking at you, Louisiana Tech!) The question remains as to whether the recent decades of musical chairs has resulted in improvements for college athletic fans and athletes? Or have these changes primarily benefited the wallets of major universities and the media companies who quietly wink and nod after bigger TV markets have been added to the portfolios of the largest conferences. Let’s jump into the Wayback machine today and return 20 years to 2006. We will take a look at each major college athletic conference as it was in 2006 and how it is structured today in 2026. Have these additions been for the better or worse for each conference? Today, let’s examine the top four (by money) major football conferences. We will review the group of “mid-major” conferences in my next report. Southeastern Conference (SEC) New teams: Missouri and Texas A&M (2011); Oklahoma and Texas (2024). Interestingly, each of those four teams moved from the Big 12 Conference to the SEC. Analysis by Team: Missouri – has been a geographic misfit in the SEC from Day 1. The Tigers have not competed at a high level in most sports nor do they have a lot of trophies to show for the past 15 years in the SEC. Grade: D Texas A&M – made a lot of sense coming to the SEC in 2011. The Aggies needed to move along from its constant obsession about being compared to intrastate foe “Texas University”. SEC leaders were able to snag the huge Houston and Dallas-Fort Worth TV markets. A&M has proven it “belongs” in the SEC over its 15 years in the league by earning several league titles and staying relevant annually. Grade: B Oklahoma – The Sooners played in the College Football playoffs last year and just claimed the men’s College World Series title in June. OU’s long history of athletic success has already been felt around the SEC. Grade: B+ Texas – The Longhorns are annually contending for the College Football Playoffs in recent seasons. Texas also brought the growing San Antonio and Austin TV markets into the SEC. The Longhorns have quickly become top SEC competitors in basketball, baseball, and other sports. Grade: B+ SEC overall grade for expansion: B Big Ten Conference (Big Ten) New teams: Nebraska (2011); Maryland and Rutgers (2014); Oregon, UCLA, USC, and Washington (2024). It took a long time for the stodgy Big Ten Conference to finally invite Penn State to become its 11th team in 1990. Since that time, the poorly named Big Ten has grown to 18 schools today. The league picked-up several large TV markets in New York City and Philadelphia (Rutgers), Washington DC/Baltimore (Maryland), Los Angeles (UCLA and USC), and Seattle (Washington). Those new schools have produced relatively little in terms of sports titles for the conference, though. Analysis by Team: Nebraska – The Cornhuskers left the comfy confines of the Big 12 Conference in 2011 and quickly saw their national stature in sports take a beating in the Big Ten. Despite lofty expectations, Nebraska has been a disappointment. Grade: D Maryland – Ditto. Just substitute “ACC” for “Big 12”. Grade: D Rutgers – Rutgers was lousy at most major sports prior to joining the Big Ten. They were added to the Big Ten simply to attract television viewers from the New York City and Philly TV markets. Athletically speaking, Rutgers has been a Big Ten bust. Grade: F Oregon – The Big Ten’s raid of the former Pac-12 snagged one of the nation’s top football teams in Oregon. The Ducks have given the Big Ten a much needed bolt of energy. However, I can’t give a top grade to Oregon when its athletes must travel thousands of miles just to participate in Big Ten events. Grade: C+ UCLA – The Bruins’ women’s basketball and softball teams have been been excellent. However, the men’s sports programs haven’t made much of a dent in the Big Ten yet. Grade: C USC – There were lofty expectations for the Trojans’ football team. They have under-performed. Like UCLA, USC has not been a difference maker in the Big Ten. Grade: C- Washington – The Huskies’ football team has regressed the past two years with a 14-11 overall mark. Washington’s other sports teams have been nearly invisible in the 18-team Big Ten Conference. This is yet another school spending a ton of money on jet fuel. They are forcing student/athletes to travel across the country to play in athletic events just to grab more money from television. Grade: D- Big Ten overall grade for expansion: D- Atlantic Coast Conference (ACC) New teams: Pitt and Syracuse (2013), Louisville (2014), SMU, Stanford, and Syracuse (2024) Exiting team: Maryland (2014) to Big Ten *Notre Dame: The Irish joined the ACC in 2013 but remained independent in football. The current 17-team Atlantic Coast Conference has, by far, the worst geographic fit of any major college conference in America. Twenty years ago, the ACC’s 13 teams (Maryland has since left) were located along the Atlantic coast. Adding SMU (Texas) and West coast entries Cal and Stanford in 2024 has been one of the most puzzling decisions in recent years. Analysis by Team: Louisville – This school (since 2013) has been surprisingly competitive in football but surprisingly non-competitive in men’s basketball recently. Overall, the Cardinals have been a solid addition to the ACC. Grade: B+ Syracuse – The Orange (coming aboard in 2013) has produced just four winning seasons in football after 13 years in the ACC. Some early ACC basketball success has faded in recent years. Grade: C- Pittsburgh – Pitt (which arrived in 2014) had a good run in football a few years ago with Kenny Pickett running the offense. Otherwise, their addition to the ACC has been “OK” at best. Grade: C- Cal (Berkeley) and Stanford – these two Pacific Coast schools (added in 2024) have brought zero titles to the ACC since joining the league. They remain a waste of jet fuel. Grades for both schools: F SMU – The Mustangs effectively bought their slot in the ACC in 2024 with the help of their wealthy financial backers. SMU made it into the 2025 College Football Playoffs but hasn’t been a factor in other sports. Grade: D+ *Notre Dame – The Irish baseball team made it into the College World Series in 2022. Notre Dame’s financially prudent but quite selfish decision not to participate in football in the ACC comes with a marked-down score. Grade: D ACC overall grade for expansion: D Big 12 Conference (Big 12): Only seven of the Big 12 Conference members remain from 2006. Within that group, Colorado left the Big 12 for the Pac-12 in 2011 but returned in 2024. Analysis by Team: Arizona – The Wildcats came to the Big 12 in 2024 as a refugee from the dying Pac-12 Conference. Arizona went 9-4 in football last season. It’s too early to give the Cats a good grade. Grade: C Arizona State – Same story as Arizona. Grade: C BYU – The Cougars came into the Big 12 in 2023. They have rolled-off 11-2 and 12-2 football records in 2024 and 2025. The BYU basketball team has appeared in the NCAA tourney in all three seasons after joining the Big 12. Despite its geographic distance from other longtime Big 12 members, Brigham Young has been a positive addition to its new conference. Grade: B+ Cincinnati – They entered the Big 12 in 2023. The Bearcats haven’t been a major sports factor in their three years in the conference. Cincy has been a good geographic fit for the Big 12, but a sports dud. Grade: D- Houston – The Cougars also came into the league in 2023 along with the valuable Houston television market. The Coogs have been competitive in football and a regular national championship contender in men’s basketball. U of H has been a solid addition to the Big 12. Grade: B TCU – Texas Christian joined the Big 12 in 2012. In addition to bringing the Dallas-Fort Worth TV market into the league, the 2022 Horned Frogs’ football team played in the national championship game (and lost). TCU’s other athletic programs have been regular contenders in the Big 12. Grade: A- UCF – Central Florida (added 2023) hasn’t posted a winning season in football in three years in the Big 12. The other sports teams haven’t been very competitive, either. This school was added primarily due to its enormous size (70,000 students) and the Orlando television market. Despite those pluses, the school is 1,000 miles east of Houston (the nearest Big 12 city). This addition has been puzzling since Day 1. Grade: F Utah – The Utes football team finished 11-2 in 2025 (the school’s second year as part of the Big 12). Utah’s sports programs are generally quite competitive and bring enthusiastic fans. Grade: B- West Virginia – Mountaineers entered the Big 12 back in 2012. In the past 14 years, West Virginia has posted a winning football record 50% of the time. Like Utah, this is a school with passionate sports fans who have been a plus for the Big 12. Grade: B- Big 12 overall grade for expansion: C+ Conclusion – SEC, Big Ten, ACC, and Big 12 conferences After the questionable addition of Missouri in 2011, the SEC’s expansion to add both Oklahoma and Texas in 2024 has made their conference a bit stronger. OU and Texas jumped from the Big 12 to the SEC in 2024 after huge piles of money were being pushed in their direction to incentivize the move. It still saddens me that these two long-time anchor tenants of the Big 12 Conference aren’t around any longer. Speaking of the Big 12, let’s give that conference credit for adding several new schools within relatively proximity of the league’s Midwestern stalwarts. However, the addition of UCF (Central Florida) made absolutely no sense in 2023. It is still puzzling today. Both the Big Ten and ACC moved to add schools located west of the Mississippi River in recent years. The Big Ten’s addition of four former Pac-12 universities still feels odd. Meanwhile, Cal and Stanford have brought zero value to the ACC. Instead of buying their way into the ACC, SMU should have remained patient. The Mustangs could have bought their way into the Big 12 at some point and be competing with nearby TCU and other regional rivals instead of jetting their athletes up and down the Atlantic seaboard. All in all, expansion has generally served to water-down the four major college conferences – at least on the playing field. The recent moves have all centered on universities pocketing more money from television and media companies. Let’s examine the American, Conference USA, Mid-American, Mountain West, and Sun Belt conferences during our next visit! The post Grading the College Conference expansions – Part 1 appeared first on SwampSwamiSports.com.
It's a July news dump on the JMU Sports News podcast! Bennett Conlin and Jack Fitzpatrick dig into the offseason storylines that have been piling up! Starting with JMU quarterback Davi Belfort's surprising position switch to wide receiver (announced, of all places, on NFL Brazil), Billy Napier's ongoing media tour reflecting on his Florida tenure, and the new "five-for-five" eligibility rule and how it impacts JMU's roster. They also break down ESPN's FPI rankings that have JMU tumbling from the 20s to the 70s. The duo discuss why the metric structurally undervalues Group of Six programs, and what it means for the Sunbelt's standing compared to the American Athletic Conference. Plus: realignment speculation for 2030-2031, a sneaky big year shaping up for JMU men's basketball Chapter Markers 00:00 – Intro & July news dump kickoff 02:23 – Billy Napier reflects on Florida tenure (again) 07:03 – Davi Belfort's move from QB to WR (via NFL Brazil) 11:54 – The "five-for-five" eligibility rule explained 16:05 – Five-for-five impact on JMU's roster (Wethersby, Simpson, Wislowski) 21:13 – Portal era eligibility debate & who benefits 23:02 – ESPN FPI rankings drop JMU from 27th to 75th 27:42 – Why FPI undervalues Group of Six programs 30:01 – Sunbelt vs. American Athletic Conference gap 33:48 – 2030-2031 realignment scenarios: P4 vs. bolstered G6 39:00 – JMU's non-conference stakes this season 40:12 – JMU's investment path toward a future P4 invite 41:38 – Men's & women's basketball outlook 42:24 – Jack Bonifant at the U.S. Adaptive Open 42:57 – Outro Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, we kick off our 2026 conference preview series with Part 1 of our Group of Six rundown, covering the American, Sun Belt and MAC. With coaching changes, transfer portal churn, new coordinators and a whole lot of roster turnover, we try to figure out which teams are actually built to contend and which ones are more mystery box than finished product. We start in the American, where UTSA, Navy, Memphis, Army, FAU, USF and ECU all have some version of a case, even if nearly every team comes with one glaring question. Then we move to the Sun Belt, where James Madison enters a new era with Billy Napier, Old Dominion has real intrigue, Louisiana and Troy headline the West, and nobody feels quite as loaded as last year. Finally, we close with the MAC, where Miami (Ohio) and Western Michigan appear to be the class of the conference, while Toledo, Buffalo, Central Michigan, Bowling Green, Ohio and Eastern Michigan crowd into a very meaty middle. Plus: Dan’s questionable subtitle, a punny new vehicle at Coastal Carolina, Lunch Winfield, Goose Crowder, Sacramento State’s strange MAC arrival, Keldric Luster, and the looming joy of the Ball-Sac rivalry. Timestamps:0:00 - Intro6:37 - American Conference Preview46:40 - Sun Belt Conference Preview1:11:00 - MAC PreviewSupport the show!: https://www.patreon.com/solidverbalSee omnystudio.com/listener for privacy information.
The final Group of 6 conference preview episode hits the Sun Belt, the American Athletic Conference, and the rebuilt Pac-12 with full 2026 picks, predictions, betting angles, title-game projections, surprise teams, disappointment picks, and schedule notes.The Sun Belt enters a transition year with James Madison trying to survive another coaching change under Billy Napier, Old Dominion and Marshall pushing in the East, and a chaotic West led by Troy, Louisiana, Arkansas State, and newcomer Louisiana Tech. Gary explains why JMU is the champion pick, why Troy and Louisiana Tech carry betting value, and why Southern Miss may be the biggest fade in the league.The American looks wide open after major coaching and roster turnover. Navy has the cleanest path, UTSA has the best quarterback profile with Owen McCown, Memphis has the transfer upside under Charles Huff, and ECU, Army, USF, Tulane, FAU, and Tulsa all bring different paths and problems.The new Pac-12 is back as a rebuilt Group of 6 power league, with Boise State as the overwhelming favorite. San Diego State, Fresno State, Texas State, Washington State, and Utah State all have challenger cases, but the real question is whether anyone can make Boise State uncomfortable.
After a week off due to bad public transit, the boys are back for another episode of controversy in college football! But first, they had to finish up the logos of the MAC because Kev is an idiot, before diving into EA adding microtransactions into Road to Glory and Dynasty modes of CFB 27. Later, they discussed the Big 12 selling out a corporate sponsor in Monster Energy (bad), and Wisconsin selling out to a corporate sponsor in Culver's (good). They would then discuss the latest uniform changes for Penn State, Nebraska, Northwestern, Notre Dame, and Georgia Tech, as well as the South Carolina garnet to crimson controversy. Finally, the boys dove into the Sun Belt logo history, and Kev said something so bad about one of the school's logos he had to actually edit an episode! Join this channel to get access to perks: 000:00 Addressing last week's mistakes 04:59 EA Sports microtransactions controversy 09:37 Criticism of entertainment industry pricing 12:44 Controversy around Texas Tech and Cincinnati 13:41 Monster Energy Big 12 Deal 18:10 Corporate sponsorship rules for NCAA 22:52 Discussing school program changes 23:27 Debating Penn State jersey changes 29:31 College football jerseys controversy 30:52 Designer transition from Nike to Adidas 37:29 Design feedback on logo elements 40:17 He said WHAT about the Georgia State Panther? 45:31 Discussing favorite graphic design styles 49:25 Discussing logo redesigns 52:29 Discussing logo design ideas 57:40 Closing thoughts and weekly wrap-up
The national multifamily picture held steady in the week of July 5, with the gap to last year continuing to close on most metrics. For much of the spring, the annual comparisons had been improving week by week as this year's numbers caught up to last year's. That progress stalled briefly the week prior, then resumed this week. As of July 5, the average U.S. occupancy rate was 94.28 percent, up 5 basis points from the prior week and down 25 basis points from a year ago. The leased percentage was 96.36 percent, up 8 basis points on the week and down 81 basis points from last year. Occupancy is strengthening, and both annual gaps closed slightly versus the prior week.Leasing velocity held its ground through the holiday week. The average number of leases signed was 2.1 per property, roughly steady on the week and 0.5 below a year ago. That annual gap narrowed from 0.7 the prior week, so demand kept closing the distance to last year even across the July 4 stretch, when activity typically softens.Net effective rent was flat at the national level, holding at $1,756 on the week, while annual NER growth for new leases improved to negative 1.6%, up from negative 2.0% the prior week. Rents are steady, and the annual gap resumed narrowing after widening last week. The range across the country remains wide, with several coastal markets posting positive annual growth while much of the Sun Belt is still working through negative territory.RevPAU, was $1,656, up 0.1% on the week, with the annual comparison improving to negative 1.9% from negative 2.3% the prior week. Revenue per available unit is closing its annual gap right alongside rents. For operators, the read this week is steady and constructive: occupancy is firming, leasing held through the holiday, and the year over year comparisons are tightening again as we head into July.Explore our webpage for more insights and resources:https://bit.ly/Radix_Website
As one sports season comes to an end and with the next one on the horizon, we catch up with director of athletics Doug Gillin. This conversation covers the highlights from the 2025-2026 season, summer storylines, football scheduling and what to look forward to when the new school year begins. #DSOTDP
In this episode, Chris sits down with Steven Campisi, co-founder of Hillpointe, one of the largest developers of attainable housing in the country. Most apartment developers design a brand new building for every project. Hillpointe has built the exact same building 800 times, which creates advantages that compound over time. That repetition plus their material and labor strategy is how Hillpointe builds across the Sun Belt for 30-40% less than everyone else. They get into their direct overseas sourcing business, how they've built their own in-house subcontractor base, how they underwrite new opportunities, the state of the market, and why they run the whole operation as a series of discretionary funds. Timestamps(00:00) Intro(02:58) Steven's Three-Pronged Competitive Advantage(10:29) Prototype Building Strategy(12:39) Direct-to-Crew Labor and Why Crews Choose Hillpointe(20:02) China Sourcing Operations, Scale & Factory Relationships(25:22) Labor Market Shortages & Specialized vs. Generalist Trades(35:01) Land Acquisition Strategy & Regional Development Teams(41:12) Underwriting Deals(44:09) Achieving Investor Alignment(54:45) Fund Model vs. Traditional JV Equity(1:01:25) Raising Institutional Capital(1:09:48) Debt Structure, Supply Glut, and the Road to a 2027 Rent Rebound(1:16:09) AI and Centralizing Operations With an In-House Contact Center Find our sponsors: True North AdvisorsTrue North Advisors is a multi-family office and private wealth advisory firm serving business owners, entrepreneurs, and families since 2000. With over $5.6 billion under management, they're real investors offering conflict-free counsel and portfolios built around your life. Learn more at https://truenorthadvisors.com Collateral PartnersCollateral Partners builds institutional-grade investor materials for private credit, private equity, real estate, and family office firms, the kind of marketing collateral that helps you close capital. Learn more at https://collateral.com/powers Relay Human CloudRelay Human Cloud gives you pre-vetted, fully managed global talent for up to 75% less than hiring locally. Your best people stop doing repetitive work and get back to the work that moves your company forward. Learn more at https://www.relayhumancloud.com/powers Chris on Social Media:X: https://x.com/fortworthchrisInstagram: https://www.instagram.com/thepowerspodcastLinkedIn: https://www.linkedin.com/in/chrispowersjr/ Visit our website: https://www.powerspod.com/Leave a review on Apple: https://bit.ly/45crFD0Leave a review on Spotify: https://bit.ly/3Krl9jO
Van Vlissingen & Co.'s Gordon Lamphere on Chicago's tale-of-two-cities office market, why energy access is the industry's most under-talked-about asset, and what it actually takes to build a podcast and a practice from scratch. The Crexi Podcast connects commercial real estate (CRE) professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence. Gordon Lamphere is a fourth-generation real estate professional, licensed Illinois and Wisconsin broker, and Vice President at Van Vlissingen & Co., the Midwest's oldest private commercial real estate firm. He advises owners, tenants, and investors across more than 100 transactions a year throughout greater Chicagoland, and hosts the Real Finds podcast, where he interviews developers, corporate occupiers, economists, and policy leaders shaping the built environment. In this episode, Gordon joins host Shanti Ryle on how AI has changed the speed and sophistication of deal-making, why Chicago's office market is really a tale of two cities, the industrial and multifamily conversions filling the gap, and why access to power — not politics — may be the biggest driver of the next five years in CRE. 00:00 Welcome to The Crexi Podcast 00:18 Introducing Gordon Lamphere of Van Vlissingen & Co. 01:27 Fourth-generation real estate: growing up around the business 03:00 A detour to law school and Tulane's maritime program 06:00 Why brokerage won out over practicing law 07:00 The grind: 70-hour weeks, no money, no clients 10:30 How AI and digitalization sped up transactions 14:00 Higher client expectations: deal analysis, reporting, and AI 16:00 What lawyers still do that AI can't: real deal advice 19:00 AI isn't God: why brokers still have to seek the truth 22:00 Selecting clients: why he turns down more deals than he takes 25:00 Sniffing out tire kickers before wasting time 27:30 Chicago's office market: a tale of two cities 29:00 Why so much Class B/C office is functionally obsolete 30:30 Industrial and multifamily conversions filling the gap 33:00 Municipalities, zoning, and the housing crisis 35:00 Capital markets: why big deals move slower now 38:00 What makes a deal pencil in 2026 39:30 Sun Belt migration vs. the case for Chicagoland 41:30 Inside the Real Finds podcast: who he talks to and why 42:00 Energy as the most under-talked-about asset in CRE 43:00 Nuclear, hydrogen, and the race for grid access 45:30 Translating macro trends without losing the micro nuance 48:00 The double-edged sword of content creation 52:00 Advice for anyone thinking about starting a platform 55:00 Rapid fire: deploying $50M in real estate today 56:30 The worst advice he's ever gotten 58:00 What keeps him optimistic about Chicagoland. Like this? Hop on over to our blog to check out the latest CRE hot tips and insights: https://bit.ly/3TAD75S Subscribe and receive the latest in CRE from Crexi: https://www.youtube.com/c/CREXi?sub_c Follow Crexi: Website: https://bit.ly/3TAD75S Instagram: https://bit.ly/3SxVtDk Facebook: https://bit.ly/3DppaSH Twitter: https://bit.ly/3D1Qe91 Linkedin: https://bit.ly/3zcDMCh About Gordon Lamphere: Gordon Lamphere is a Vice President and licensed broker at Van Vlissingen & Co., the Midwest's oldest private commercial real estate firm, where he advises owners, tenants, and investors on more than 100 transactions annually across office, industrial, and land assets throughout greater Chicagoland. He holds a JD from Tulane University Law School, where he majored in maritime and logistics law, and is an honors graduate of St. Mary's College of Maryland. Beyond his transactional work, Gordon leads Van Vlissingen & Co.'s media and marketing platform and hosts Real Finds, Chicago's leading commercial real estate podcast, where he interviews developers, corporate occupiers, economists, and policy leaders shaping the future of the built environment. About Crexi: Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights with Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction — Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has facilitated over $1 trillion in transactions, 8.6 billion square feet leased, and supports a growing community of more For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexi About Crexi:Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights with Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction— Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has subsidized over $2.74 trillion in property value, 26 billion square feet listed, and supports a growing community of more than 23 million yearly users.
July 1st signaled a new age of Louisiana Tech athletics as the Bulldogs and Lady Techsters will now be competing in the Sun Belt Conference. Vice President & Director of Athletics Ryan Ivey provides details on what the Sun Belt's impact will have on Tech, including the excitement around reigniting geographic rivalries and the added benefits to student-athletes. And while it's the dawn of a new era, Ivey says the expectations will not change for any of Tech's 16 sponsored athletic programs. Ivey also discusses the current structure of college athletics, federal legislation, roster construction, facilities and how the Sun Belt's core values align most with Louisiana Tech.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Target Market Insights: Multifamily Real Estate Marketing Tips
Episode 800 brings the show full circle. Tryfon Christoforou was the very first guest on this podcast, back when it was still Target Market Insights and his brokerage was little more than himself, his partner, and one other agent. Today 3CRE runs 42 agents and brokers, and Tryfon returns to break down how he reads the Cincinnati market, how investors can identify strong markets and submarkets anywhere, and how to build and scale a team that performs in any economy. Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Diversify across asset types so a soft class does not stall your business Let national retailers do the market research, then follow where they build Invest in landlord-friendly states with employment spread across many companies Underwrite conservatively, because cheap debt no longer hides mistakes Hire people who add value, then stay humble enough to let them lead Topics Returning to the Show and Building 3CRE Tryfon co-founded the partnership with Mike Costantini 14 years ago and went fully independent a decade ago The firm now spans multifamily, retail, office, industrial, business brokering, asset management, residential, and capital markets The team has grown to 42 agents and brokers Why Cincinnati Still Offers Value Prices have doubled or tripled in 14 years but remain well below coastal and Sun Belt markets Newer product rents at roughly $1.50 to $2 per square foot, versus $3 to $4 in cities like Austin and Nashville A white-collar base including Procter & Gamble, GE Aviation, Fifth Third, and Great American supports steady housing demand Submarkets Worth Watching The Norwood and Montgomery Road corridor stays his top pick, with development running from Hyde Park to Oakley to Pleasant Ridge Eastern suburbs such as Loveland, Milford, and Clermont County are drawing new development, partly behind a new Purina plant National retailers like Wawa opening in Silverton signal where growth is heading Reading Any Market From a Distance Track population and household income trends, since falling demographics eventually pull prices down Favor landlord-friendly states with faster, cleaner eviction processes Prefer economies supported by many employers rather than one or two A Harder Market for Operators and Brokers Cheap COVID-era debt let weak underwriting still cash flow, and that cushion is gone Larger multifamily is slow to trade while 10 to 20 unit deals are moving quickly Lenders have turned risk-averse, and some banks have paused commercial lending entirely Why Diversification Wins Specialists in each asset type let the firm follow demand as trends shift New development increasingly blends multifamily with retail and office to spread risk Investors are treating real estate like a diversified portfolio rather than a single bet
Ep 124: Dawson Sloop of Sunbelt Sign Supply joins the boys to give a little insight and an honest, behind the scenes look into how we get you the supplies you need.Get the offer from Geneva Capital: No Payment for 90 Days, Zero DownCheck out the featured products:Arlon DPF V9500G2G ProductsMetamark"Your podcast is the best podcast in the business." - Jared Granberry, President, GSG (Graphic Solutions Group)The Slightly Serious Sign Podcast is now the #1 Most Fact Checked Podcast in the United States.Voted #1 by Signman (standing on a van on top of 18 pallets changing a lightbulb over a movie theater sign)https://www.wensco.com/company/slightly-serious-sign-podcast616.785.3333W.A.R. (Wensco Automotive Restyling)Slightly Serious Sign Podcast Theme Song Courtesy of Joe Morreale© 2025 Joe MorrealeThe views, thoughts, and opinions expressed are the speaker's own and do not represent the views, thoughts, and opinions of Wensco Sign Supply. The material and information presented here is for general information purposes only. The "Wensco Sign Supply" name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of ...
Most investors think real estate performance comes down to the asset. At the high-net-worth level, the more important conversation is often about control. Because a deal is not just a building, a market, or a projected return. It is an operating system. Who manages the property? Who controls leasing, maintenance, marketing, resident communication, and costs at the asset level? Who can make decisions quickly when the market tightens, and the assumptions in the original deck no longer hold? That is where real estate investing starts to look very different. A lot of investors were comfortable allocating capital during the easy-money years because deals looked strong, liquidity was flowing, and exits felt predictable. But in a tighter market, the difference between passive ownership and true operating control becomes much more obvious. In this episode of Money School Elite, I sit down with Michael Pouliot of Carbon Real Estate Investments to talk about workforce housing, vertical integration, AI, capital raising, and what real estate operators need to get right in the current cycle. Michael brings a rare combination of Wall Street training, real estate operating experience, and long-term ownership thinking. This is not a conversation about chasing yield or finding the next hot deal. It is about how serious investors should evaluate structure, execution, risk, and time horizon before they put capital to work. About the Guest Michael Pouliot is the CIO of Carbon Real Estate Investments, where he helps acquire and operate workforce apartment communities across the Southeast, with a focus on 100–300 unit B/C-class properties in secondary markets where institutional capital rarely competes. Michael brings a rare combination of Wall Street training and hands-on real estate operating experience. As a CFA and CAIA charterholder, he spent his early career analyzing distressed assets for Blackstone, Merrill Lynch, and notable family offices, as well as allocating capital for J.P. Morgan's Private Bank. Over the past 15 years, he has built institutional-grade underwriting and operational systems for middle-market multifamily investments. That combination of analytical rigor and operating discipline has helped generate 20%+ IRRs across 15+ repositioned assets, more than 3,000 units, and over $75 million in equity successfully deployed and managed. At Carbon, Michael and his team focus on acquiring underperforming workforce apartment communities in Sunbelt secondary markets. They create value through vertical integration, professional management, capital-efficient renovations, and disciplined operations. Website: investwithcarbon.com Podcast: Deal Flow Connect with Michael on LinkedIn. About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom. Resources Private Money Guide: https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast
The national multifamily picture settled back this week after last week's jump, with occupancy holding roughly steady. As of June 28, the average U.S. occupancy rate was 94.24%, essentially flat on the week and down 29 basis points from a year ago. The leased percentage was 96.28%, unchanged on the week and down 93 basis points from last year. Occupancy is holding the line, but the small improvement that had been building through mid-June paused this week. Leasing velocity held its ground. The average number of leases signed was 2.2 per property last week, flat from the prior week, and down 0.7 per week compared to a year ago. The annual gap was steady with the prior week, so demand is neither gaining nor losing ground against last year's pace as we close out June.Net effective rent gave back some of last week's improvement. NER stood at $1,756, and annual NER growth for new leases slipped back to negative 2.0%, after narrowing to negative 1.0% the prior week. Now, some of that swing reflects last year's stronger numbers, which set a higher bar, but the honest read is that the sharp rent step-up we flagged last week didn't carry through. The range across the country remains wide, with several coastal markets still posting positive annual growth while much of the Sun Belt sits in negative territory.RevPAU was $1,655, with the annual comparison widening to negative 2.3% from negative 1.3% the prior week. With rents softening, revenue per available unit followed them lower year over year. For operators, the read this week is that June's late momentum cooled, though occupancy and leasing velocity both remain steady heading into July.Explore our webpage for more insights and resources:https://bit.ly/Radix_Website
Cody Stewart grew up in a family rental business that Sunbelt eventually acquired, and talked his way onto the analytics team from there. In this episode, he breaks down the 3-30-3 rule for building reports that actually drive decisions, why understanding the why has to come before measuring anything, and why AI is becoming the great equalizer for independents who can't afford a data team.
Small investors are buying more homes while Wall Street pulls back. Kathy Fettke breaks down the latest Realtor.com data, where investors are purchasing properties, why the Midwest and Sun Belt continue to lead, and what the shift could mean for individual real estate investors looking for opportunity. Get your FREE PDF at www.RealWealth.com/AffordableMarkets Source: https://www.realtor.com/news/trends/real-estate-investor-report-2026/
Amazon Prime Day starts today and runs through Friday. Consumers are expected to spend $26 billion over those four days, and they'll have plenty of help from AI. Today: a primer on Amazon's big AI shopping experiment. Then, will a new U.K. prime minister mean an altered trade relationship with the EU? And later, Congress is pushing forward with homebuying restrictions for institutional investors, but the plan may not be foolproof.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:Investors are buying up Sunbelt homes. Could a congressional ban help?
Amazon Prime Day starts today and runs through Friday. Consumers are expected to spend $26 billion over those four days, and they'll have plenty of help from AI. Today: a primer on Amazon's big AI shopping experiment. Then, will a new U.K. prime minister mean an altered trade relationship with the EU? And later, Congress is pushing forward with homebuying restrictions for institutional investors, but the plan may not be foolproof.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:Investors are buying up Sunbelt homes. Could a congressional ban help?