In this episode, we dive deep into the concept of "the data is in the drywall" and how hands-on, property-level insights drive better decision-making in real estate. Ryan and the team discuss the importance of vertical integration, boots-on-the-ground intelligence, and blending physical experience with data analytics to gain a competitive edge. Whether you’re an investor, operator, or just curious about real estate, this episode is packed with actionable insights! Timestamps: 00:00 – Introdu...
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In this episode, we dive deep into the concept of "the data is in the drywall" and how hands-on, property-level insights drive better decision-making in real estate. Ryan and the team discuss the importance of vertical integration, boots-on-the-ground intelligence, and blending physical experience with data analytics to gain a competitive edge. Whether you’re an investor, operator, or just curious about real estate, this episode is packed with actionable insights! Timestamps: 00:00 – Introdu...
In this episode, we dive deep into the concept of "the data is in the drywall" and how hands-on, property-level insights drive better decision-making in real estate. Ryan and the team discuss the importance of vertical integration, boots-on-the-ground intelligence, and blending physical experience with data analytics to gain a competitive edge. Whether you’re an investor, operator, or just curious about real estate, this episode is packed with actionable insights! Timestamps: 00:00 – Introdu...
In this episode of Durable Value, we dive deep into one of the greatest paradoxes in investing: the tension between detachment and conviction. How do you balance making data-driven, unemotional decisions with the need to act decisively and believe in your thesis? Join us as we explore real-world examples, investment committee dynamics, and the strategies that set world-class investors apart. Timestamps: 00:00 – Introduction: The Paradox of Detachment vs. Conviction 00:24 – Defining Detachmen...
Join us for a special anniversary episode of Durable Value as we reflect on five years of podcasting and 17 years in business together. Hosts Joe and Ryan share candid insights on personal growth, leadership, and the evolution of their company. From navigating market cycles and scaling a team to the enduring power of friendship and core values, this episode is packed with wisdom for entrepreneurs, investors, and anyone interested in building something that lasts. 00:00 – Introduction: 5 Yea...
In this episode of Durable Value, we take you behind the scenes of our recent acquisition—the Elk Grove Industrial Complex in Sacramento, CA. Discover how we sourced the deal, why this property stood out, and the strategies we use to unlock value in multi-tenant industrial assets. We discuss market dynamics, the importance of fresh eyes, and how private ownership creates ongoing opportunities for value-add investors. Whether you’re a real estate professional or an investor, this episode is pa...
In this episode of Durable Value, we dive deep into a real-world case study: the acquisition, turnaround, and rebranding of The Lofts at Stadium Square in Fresno. Join us as we break down the sourcing, negotiation, due diligence, and execution that turned a struggling student housing property into a thriving multifamily asset. Learn about the challenges, strategies, and lessons from one of our most successful investments to date. Timestamps: 00:00 – Introduction 00:22 – The Lofts in Fresno: ...
In this episode of Durable Value, we talk about the science of failure—why even great companies and properties can drift off course, and how to recognize and prevent the subtle missteps that lead to bigger problems. We discuss the difference between luck and skill in investing, the dangers of narrative reinforcement, and practical strategies for building resilience in your business. Whether you're a real estate investor, entrepreneur, or leader, you'll find actionable insights to help you avo...
In this episode, Ryan and Joe talk about an intriguing philosophical concept relevant to both life and investing: 'The Map is Not the Terrain.' The discussion touches upon creating mental models, the importance of conservatism in investing, psychological biases, misidentification of market cycles, execution friction, and much more. 00:00 Introduction to the Concept 00:30 Mental Models and Instagram Illusions 01:28 Mapping in Investments 02:49 Psychological and Mindset Factors 09:49 Execution...
In this episode of 'Durable Value,' host Ryan sits down with Larry Hass, a seasoned partner at DRB Law Firm, specializing in real estate law. They speak about Larry's extensive career, his transition from government roles at the SEC and Department of Labor to private practice, and the evolution of real estate investments over the last 50 years. The discussion covers the emergence of pension fund investments, the impact of regulatory changes, and the shifts in investment landscapes and propert...
In Episode 76 of Durable Value, hosts Ryan Swehla and Joe Muratore talk about the essential framework for real estate investing, drawing on their experience to provide invaluable insights. They break down the three key legs that support successful investing: mastering strategic vision, balancing risk and reward, and excelling through execution. With real-world examples and practical advice, this episode is a must-listen for anyone serious about real estate investment. 00:00 Introduction...
In this episode of Durable Value, Ryan discusses building resilient investment portfolios in unpredictable economic conditions. The discussion includes the impact of inflation and recession fears, key attributes of a resilient portfolio, the importance of geographic diversification, and strategies for weathering economic downturns. 00:00 Introduction 00:42 Economic Uncertainty: Inflation vs. Recession 01:34 Core Investment Foundations 02:29 Diversification for St...
In this episode of 'Durable Value', hosts Ryan Swehla and Joe Muratore talk about the psychology behind risk and reward, particularly in the context of real estate investing. They discuss topics such as loss aversion, market cycles, and balancing caution with optimism, providing valuable insights and practical advice for investors at any stage in their career. 00:00 Introduction 00:17 Human Psychology and Loss Aversion 04:45 Market Psychology and Real Estate Cycles 07:15 Balancing Caution an...
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 Diversific...
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 co...
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 ti...
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...
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 strategi...
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 administrat...
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 cycle...
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 ...
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 deal...
In this episode, we dive deep into the concept of "the data is in the drywall" and how hands-on, property-level insights drive better decision-making in real estate. Ryan and the team discuss the importance of vertical integration, boots-on-the-ground intelligence, and blending physical experience with data analytics to gain a competitive edge. Whether you’re an investor, operator, or just curious about real estate, this episode is packed with actionable insights! Timestamps: 00:00 – Introdu...
