Ryan Swehla - UC Berkeley Haas Business School - Graceada Partners Real Estate Strategies Overview

Durable Value: An Investor's Podcast

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