Durable Value: An Investor's podcast

Player FM - Internet Radio Done Right

اضافه شده در five سال پیش

محتوای ارائه شده توسط Graceada Partners. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Graceada Partners یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

State Secrets: Inside The Making Of The Electric State

1
The Secret To Getting Inspired: Millie Bobby Brown & Chris Pratt Go Behind The Scenes 21:04

۵ روز پیش21:04

پخش در آینده

لیست ها

پسندیدن

دوست داشته شد

21:04

Step into the mysterious and visually stunning world of The Electric State as host Francesca Amiker takes you behind the scenes with the creative masterminds who brought Simon Stålenhag’s dystopian vision to life. In this premiere episode, directors Joe and Anthony Russo, stars Millie Bobby Brown and Chris Pratt, writers Christopher Markus and Stephen McFeely, and producers Angela Russo-Otstot and Chris Castaldi reveal how they transformed a haunting graphic novel into an epic cinematic experience. Watch The Electric State coming to Netflix on March 14th. Check out more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

Durable Value: An Investor's Podcast

اشتراک گذاری

خانه سری•Feed

Commercial Real Estate Veterans, Joe Muratore and Ryan Swehla, demystify Commercial Real Estate Investing with an inside look into the strategies they use on a day-to-day basis at their company: Graceada Partners.

70 قسمت

#Trading #Business #Podcasting Education #Graceada Partners

Durable Value: An Investor's Podcast

updated حدود 15 ساعت پیش

اشتراک گذاری

خانه سری•Feed

70 قسمت

#Trading #Business #Podcasting Education #Graceada Partners

همه قسمت ها

Durable Value: An Investor's Podcast

1
The Importance of Portfolio Diversification | Durable Value Ep. 73 12:35

15 hours پیش12:35

12:35

In this episode of Durable Value, Joe Muratore and Ryan Swehla talk about the intricacies of portfolio composition and the vital role diversification plays within it. They explore various aspects, from balancing risk and opportunity to the importance of geographic and asset-type diversification. Whether you're invested in industrial, multifamily, or both, learn how to strategically navigate your investments in secondary and tertiary markets. 00:00 Introduction 00:11 Importance of Diversification in Real Estate 00:55 Market Strategies and Deal Flow 01:24 Balancing Risk and Opportunity 02:59 Metrics for Portfolio Construction 04:09 Market Focus and Brand Building 05:44 Cash Flow vs. IRR 07:48 Heavy Lift vs. Light Lift Properties 08:55 Portfolio vs. Deal Construction 09:59 Macro and Micro Diversification 10:59 Proactive Market Engagement 12:02 Conclusion…

Durable Value: An Investor's Podcast

1
The Role and Functioning of Investment Committees | Durable Value Ep. 72 13:13

۵ روز پیش13:13

13:13

In this episode of Durable Value, Joe and Ryan weigh in on the essential role of investment committees in making sound investment decisions. They discuss how investment committees serve as a system of checks and balances, ensuring alignment with overall objectives and providing a platform for objective critique and strategic approval. The conversation covers various topics, including the structure of their investment committee, the importance of experience, the dynamic nature of investment committees, and real-life scenarios illustrating their decision-making process. 00:00 Introduction 00:03 Role and Importance of Investment Committees 00:10 Functioning of Our Investment Committee 01:48 Team Experience and Responsibilities 03:04 Investment Committee Memo and Data Points 04:48 Dynamic Nature of Investment Committees 06:46 Pre-Flight Process and Strategic Conversations 09:00 Case Study: Evolving Deals 12:02 Final Thoughts…

Durable Value: An Investor's Podcast

1
Peter Finley: From Navy to Wall Street | Ep. 71: Durable Value 17:57

۶ weeks پیش17:57

17:57

In this episode of Durable Value, Ryan Swehla sits down with Peter Finley, head of institutional capital markets at Graceada Partners. With his extensive background in real estate and capital markets, Peter shares invaluable insights from his days in the Navy to navigating market cycles on Wall Street. He discusses the evolution of institutional landscapes, his experiences during the S&L crisis, GFC, and more. We get a detailed look into the cyclical nature of the financial markets and timeless wisdom for upcoming capital raisers. 00:00 Introduction 00:27 Peter's Journey: From Navy to Goldman Sachs 01:01 Navigating Market Cycles and Layoffs 01:58 Transition to Private Equity 02:46 Raising Capital and UBS Experience 03:09 Lessons from the Great Financial Crisis 07:02 The Misuse of Leverage in Real Estate 08:54 Lessons from the Navy 11:09 Fundraising Challenges and Successes 16:57 Advice for Aspiring Capital Raisers 17:46 Conclusion…

Durable Value: An Investor's Podcast

1
The "Why" | Ep. 70: Durable Value 17:01

۹ weeks پیش17:01

17:01

In this episode, from the 2024 investor day, Ryan talks about the why of Graceada partners. He talks about the foundational principles and history of Graceada Partners, exploring their conservative investment strategies, lessons learned from the Great Financial Crisis, and their focus on secondary and tertiary real estate markets in the Western U.S. He also highlights the firm's unique competitive advantages, risk mitigation measures, and the importance of conservative leverage in maintaining resilient and profitable investments. 00:00 Introduction 04:15 Company History and Founding 05:30 Early Challenges and Learning Experiences 08:02 Insights from Brokerage Business 09:37 Advantages of Secondary and Tertiary Markets 13:41 Market Opportunities and Competitive Advantages 16:30 Conclusion…

Durable Value: An Investor's Podcast

1
Jonathan Woloshin: Investment Strategies and Real Estate Investments | Durable Value Ep.69 32:16

12 weeks پیش32:16

32:16

In this episode of Durable Value, Ryan speaks with Jonathan Woloshin, Head of Real Estate Research for UBS Wealth Management's CIO Office. Jonathan shares insights on his role and expertise in the U.S. real estate market, from residential and commercial real estate to lodging, and discusses key trends and regulatory actions affecting the sector. The conversation touches on the historical context of real estate cycles, the challenges and opportunities in today's market, and investment strategies for different asset classes. Jonathan also shares his career on Wall Street and offers advice for young professionals entering the field. 00:00 Introduction 00:37 Role and Responsibilities at UBS 01:44 Journey to Real Estate Research 04:24 Lessons from Past Real Estate Cycles 06:22 Current Real Estate Market Analysis 19:18 Impact of Institutional Capital 24:25 Opportunities in Secondary and Tertiary Markets 30:01 Advice for Aspiring Analysts 31:58 Conclusion…

Durable Value: An Investor's Podcast

1
Ed Sprague Jr - Building A Legacy of Winning | Durable Value Ep. 68 25:11

15 weeks پیش25:11

25:11

In this episode of Durable Value, Joe interviews Ed Sprague Jr., the Director of Baseball Operations for the Oakland Athletics. They discuss Ed's impressive career, starting from his achievements in college baseball and the Olympics to his successful stint in Major League Baseball. Ed shares insights into what it takes to be a consistent winner and how losing can drive an athlete to perform better. They also talk about Ed's transition from being a player to a coach and later to an administrator. Ed elaborates on his experiences at the University of the Pacific, where he helped elevate the baseball program and oversaw major developments including fundraising for a new stadium. The conversation moves to Ed's current role with the Oakland A's, detailing his responsibilities in player development across various minor league teams. They talk about the innovative approaches the A's are taking, such as integrating biomechanics and analytics into player development. They conclude with Ed's reflections on the challenges faced by the Oakland A's in securing a new stadium and the potential relocation to Las Vegas. Ed offers valuable advice to young people and business professionals on the importance of hard work, learning from failures, surrounding oneself with a supportive network, and maintaining a shared vision to achieve success. Timestamps: 00:00 Introduction and Guest Background 00:50 Ed Sprague's Winning Career 01:10 College and Olympic Baseball Journey 04:28 Professional Baseball Highlights 05:33 Transition to Coaching and Leadership 06:13 Building a College Baseball Program 09:38 Role with the Oakland A's 13:40 Innovations in Player Development 21:12 Future of the Oakland A's 23:37 Advice for Young People and Closing Remarks…

Durable Value: An Investor's Podcast

1
Niche Investing in the Institutional Real Estate Space | Durable Value Ep. 67 7:18

18 weeks پیش7:18

7:18

In this episode of Durable Value, Joe and Ryan discuss the increasing trend of niche investing in the institutional real estate space. They explore why more capital is being allocated to private real estate and the advantages of focusing on secondary and tertiary markets. With an emphasis on multifamily and multi-tenant industrial properties, they weigh the benefits of specialization, the importance of operational efficiency, and how a focused approach can provide a hedge against market cycles. Timestamps: 00:00 Introduction to Niche Investing in Real Estate 00:25 The Shift from Traditional Asset Types 01:13 Specialization and Strategy in Niche Investing 02:26 Benefits of Focused Market Presence 04:18 Operational Efficiency in Niche Markets 05:39 Investor Confidence and Market Expertise 06:12 The Power of Conviction in Niche Investing…

Durable Value: An Investor's Podcast

1
Investing in Secondary and Tertiary Markets: Benefits and Misconceptions | Durable Value Ep. 65 10:00

21 weeks پیش10:00

10:00

In Episode 65 of Durable Value, Ryan and Joe discuss the advantages of investing in secondary and tertiary markets compared to larger gateway cities. Our latest research, led by Ryan, debunks common misconceptions, illustrating the long-term stability, diverse economic drivers, and higher cash flow potential of smaller markets. These markets offer less competition and lower entry costs, producing strong returns while mitigating risk. And data reveals these types of markets are more resilient during economic downturns. 00:00 Introduction to Secondary and Tertiary Markets 00:24 Debunking Misconceptions About Smaller Markets 01:32 Key Advantages of Investing in Smaller Markets 02:10 Economic Drivers and Market Stability 03:38 Impact of Remote Work and Population Growth 04:17 Economic Volatility and Market Performance 06:20 Challenges and Friction in Smaller Markets 07:51 Leveraging Expertise in Medium-Sized Cities 08:32 Final Thoughts and Report Insights…

Durable Value: An Investor's Podcast

1
How We Manage Risk In A Downturn | Durable Value Ep. 66 6:33

21 weeks پیش6:33

6:33

In this Episode, Joe and Ryan discuss the intricacies of managing risks during a downturn in the real estate market. They discuss the importance of focusing on cash flow, especially in challenging economic times, and the strategies they use to ensure stability and growth. This episode covers their approach to conservative debt, the necessity of having reserves, and the impact of market cycles on risk tolerance. They also highlight their shift in deal strategy, including walking away from deals that don't pencil out, and the importance of thorough due diligence. They also discuss the importance of effective property management, diversification across markets and tenants, and the positive trends in the office and industrial sectors. It is key to remain disciplined and selective while still finding great opportunities in a downturn. 00:00 Introduction to the Real Estate Downturn 00:28 The Importance of Cash Flow 00:58 Adjusting Risk Strategies 01:54 Conservative Debt and Leverage 02:28 Challenges in the Current Market 03:16 Risk Aversion and Management 03:57 Diversification and NOI Growth 04:53 Positive Outlook and Future Opportunities 05:37 Conclusion and Strategic Focus…

Durable Value: An Investor's Podcast

1
Ryan Swehla - UC Berkeley Haas Business School - Graceada Partners Real Estate Strategies Overview 16:58

28 weeks پیش16:58

16:58

Ryan Swehla from Graceada Partners shares his presentation for UC Berkeley Haas Business School’s executive education program for public pension trustees. His presentation goes over the Graceada Partner's strategies, focusing on core, value-add, and opportunistic approaches. He explains the benefits and characteristics of these strategies, discusses their role in a diversified investment portfolio, and highlights the importance of private real estate in achieving higher returns with lower volatility. Timestamps: 00:00 Introduction and Background 00:50 Why Invest in Real Estate? 01:12 Understanding Low Correlation 02:37 Efficient Frontier and Illiquidity Premium 04:56 Real Estate Strategies Overview 05:16 Core Real Estate Strategy 05:32 Value Add Real Estate Strategy 05:54 Development or Opportunistic Real Estate Strategy 07:42 Management Styles and Compensation 08:46 Market Cycles and Leverage 14:05 Sponsor Types: Operator vs Allocator 15:35 Conclusion and Key Takeaways…

Durable Value: An Investor's Podcast

1
Greg Cambpell – Insights on Leadership 23:10

30 weeks پیش23:10

23:10

In this episode of the podcast, Joe Muratore of Graceada Partners, sits down with Greg Campbell, a seasoned advisor, investor, and board member with an extensive and fascinating career. They discuss their long-standing professional relationship, spanning almost a decade, and explore Greg's contributions to Graceada Partners' growth and success. Greg shares valuable insights on leadership, focusing on the importance of understanding the "why" behind actions, the concept of the "both and," and the critical role of culture, listening, and affirmation in effective leadership. He also recounts his experience turning around the Coldwell Banker Corporation, illustrating the power of intentionality and cultural influence in driving business success. The episode highlights the importance of continuous improvement, making tough decisions, and the balance between affirmation and challenge. Chapters: 00:00 Introduction and Welcome 00:48 Reflecting on Early Days 02:01 The 'Both And' Philosophy 03:53 Defining Leadership and Culture 07:52 Turning Around Coldwell Banker 10:27 Mentorship and Legacy 16:04 Building a Strong Board 22:23 Final Thoughts and Book Recommendations…

Durable Value: An Investor's Podcast

1
Lori Torres – Leaving a CEO Position to Start Parcel Pending 21:44

37 weeks پیش21:44

21:44

Ryan Swehla from Graceada Partners speaks with Lori Torres, serial CEO and entrepreneur and founder of Parcel Pending. 00:00 Ryan introduces Lori Torres, founder of Parcel Pending 00:31 Lori's Early Career and Transition to Multifamily 01:52 Founding Parcel Pending 03:01 Challenges and Successes in Entrepreneurship 06:33 Mentorship and Building a Support Network 13:19 Lessons from the Irvine Company 17:01 Life After Exit and Advisory Role 20:02 Final Thoughts and Advice…

Durable Value: An Investor's Podcast

1
Paul Dolinoy 21:17

43 weeks پیش21:17

21:17

Ryan Swehla from Graceada Partners interviews Paul Dolinoy, a member of Graceada’s advisory board and long time member of the NYSTRS real estate committee, who shares his professional journey in real estate investing over the past 50 years. He discusses the evolution of institutional investing, the changing landscape of real estate investment, lessons learned from his career, advising emerging managers, and advice for newcomers.…

Durable Value: An Investor's Podcast

1
Owning the West: A Strategic Approach to Real Estate Investment in Secondary and Tertiary Markets 12:35

46 weeks پیش12:35

12:35

This episode, hosted by Joe Muratore and Ryan Swehla focuses on the unique investment strategy of targeting secondary and tertiary markets in the Western United States. They discuss the potential for investors to capitalize on a $1.6 trillion opportunity in apartment and industrial building markets across the West. Drawing parallels with the In-N-Out Burger's expansion model, they explain how strategic geographic expansion along major North-South highways (I-5, I-15, I-25) can create brand and staffing synergies and lead to high growth and high return on investment due to the inefficiency and lack of competition in these markets. Joe & Ryan envision expanding from their current presence in seven states to a broader footprint that captures a significant share of the market. The conversation concludes with future growth expectations and an invitation for more investors to join their journey to 'Own The West' with a strategy that promises higher returns by navigating these less competitive, yet populous markets efficiently.…

Durable Value: An Investor's Podcast

1
Graceada Partners – 15 Years In 15:07

52 weeks پیش15:07

15:07

As Graceada Partners approaches 15 years in business - Joe & Ryan discuss their friendship and broader business partnership that spans 40 years (going all the way back to and a seventh grade incident that resulted in a dual suspension). From real estate negotiations to the challenges of starting a business at the onset of a global financial crisis, Joe & Ryan reflect on the valuable lessons learned along their journey.…

به Player FM خوش آمدید!

Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.