The "Why" | Ep. 70: Durable Value

Durable Value: An Investor's Podcast

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

فصل ها

1. Introduction (00:00:00)

2. Company History and Founding (00:04:14)

3. Early Challenges and Learning Experiences (00:05:29)

4. Insights from Brokerage Business (00:08:01)

5. Advantages of Secondary and Tertiary Markets (00:09:36)

6. Market Opportunities and Competitive Advantages (00:13:40)

7. Conclusion (00:16:29)