x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

The LSCRE Podcast

The LSCRE Podcast interviews institutional investors to learn more about their strategies, sponsor and investment criteria, due diligence process, and asset management practices.New episodes every Monday at 9am EST.

business investing

All Episodes

32:58

Breaking Down the Wildest Finance Topics of 2025

The LSCRE Podcast ·

2025/12/01

In this episode of the LSCRE Podcast, Craig McGrouther and I break down the most surprising finance trends shaping 2025, covering everything from capital flows to unexpected movements in the debt markets. We talk through why these trends are emerging now, how they are influencing investor behavior, and what they reveal about the next phase of the real estate cycle. The episode highlights the data points that matter most for evaluating both risk and opportunity in today’s environment. Learn ...

en-us

40:24

The Alternative Real Estate Play You’re Not Hearing...

The LSCRE Podcast ·

2025/11/28

In this episode of the LSCRE Podcast, Craig McGrouther sits down with Alex Zahn from Sunrise Capital Investors to unpack the alternative real estate strategies investors aren’t hearing about. They dive into unique opportunities in mobile home communities and parking structures, exploring how cash flow, long-term land value, and smart management create compelling returns. Alex shares insights on how this “cash-covered land play” works and why staying in a specialized lane can maximize both pe...

en-us

47:51

The Portable Mortgage Idea Could Change Housing Forever

The LSCRE Podcast ·

2025/11/24

In this episode of the LSCRE Podcast, Craig McGrouther and I unpack the latest market update and what it tells us about today’s multifamily landscape. We explore shifting transaction volumes, rising prices, and how debt origination, not just sales activity, is shaping investor decisions. The discussion highlights what data points truly matter for evaluating risk and opportunity in the current environment. Learn more about LSCRE: www.lscre.com

en-us

43:37

The Hidden Goldmine in Affordable Housing

The LSCRE Podcast ·

2025/11/21

In this episode of the LSCRE Podcast, Craig McGrouther sits down with Jack Martin to uncover the hidden goldmine in mobile home parks and affordable housing. They explore the factors driving opportunity in this sector, from rising demand and shifting demographics to innovative strategies that unlock value for investors. Jack shares his perspective on what makes mobile home parks a compelling market, highlighting areas where operators can create impact while generating strong returns. Learn ...

en-us

44:16

Why the Next Wave of Opportunity Comes from...

The LSCRE Podcast ·

2025/11/17

In this episode of the LSCRE Podcast, Craig McGrouther and I break down how the best real estate deals are actually found - not by chasing hype, but by understanding when the market overreacts. We discuss why disciplined investors position themselves to act when others pull back, and how reading sentiment shifts can uncover opportunities that most overlook. I also share why staying grounded in fundamentals matters more than ever, even when the noise in the market gets loud. We wrap up with ...

en-us

35:51

Why Entrepreneurs Are Betting on Arizona

The LSCRE Podcast ·

2025/11/14

In this episode of the LSCRE Podcast, Craig McGrouther sits down with Ray Hightower to discuss why entrepreneurs are betting on Arizona. They explore the factors driving Arizona’s growth, from population inflows and business migration to a thriving innovation ecosystem that continues to attract investors and operators. Ray shares his perspective on what makes Arizona a standout market, highlighting the opportunities emerging across technology, real estate, and entrepreneurship. The conversa...

en-us

61:15

Market Analysis The Truth Behind Rent Growth

The LSCRE Podcast ·

2025/11/10

In this episode of the LSCRE Podcast, Craig McGrouther and I unpack the real story behind rent growth in today’s market. We break down how new supply, wage trends, and inflation are influencing multifamily performance, and why headline rent growth figures don’t always reflect what’s happening on the ground. I share insights on how investors can separate short-term volatility from sustainable demand and what data points matter most when evaluating a market’s true fundamentals. The discussion...

en-us

56:47

How One Simple Debt Decision Can Wipe Out Investor...

The LSCRE Podcast ·

2025/11/09

In this episode of the LSCRE Podcast, Craig McGrouther and Sam Morris uncover how one simple debt decision can completely wipe out investor returns. They discuss how leverage, loan structure, and interest rate exposure can quickly turn a profitable deal into a loss – and what disciplined operators do differently to protect downside risk. Craig and Sam share insights on aligning financing strategy with investment goals, stress-testing capital stacks, and navigating the current lending environ...

en-us

42:33

How to Win Today's Market Without Over-Leveraging

The LSCRE Podcast ·

2025/11/03

In this episode of the LSCRE Podcast, Craig McGrouther and I dive into how investors can stay competitive and build sustainable portfolios in today’s market environment. We discuss why many investors are being forced to rethink their capital structures, how to protect returns without taking on excessive leverage, and the principles of disciplined underwriting that separate strong operators from overextended ones. I share insights from institutional investors on navigating higher interest rat...

en-us

26:22

The Secret to Longevity as a Fund Manager With Sam...

The LSCRE Podcast ·

2025/10/31

In this episode, Craig McGrouther sits down with Sam Silverman to discuss the critical challenge facing fund managers today in building sustainable revenue while waiting years for equity deals to pay out. Sam introduces KUDO Capital's private credit fund, which targets 16% annual returns through business funding investments that fully amortize in 4 to 12 months. With a fully aligned fee structure where the GP takes zero unless investors hit their full return, the fund provides both current ...

en-us

29:43

The Real Value of Real Estate

The LSCRE Podcast ·

2025/10/27

In this episode of the LSCRE Podcast, Craig McGrouther and I tackle whether alpha is dead in multifamily real estate. I explain how institutionalization has compressed returns across the board, but opportunities still exist through vertical integration, market expertise, and innovative strategies. We break down what true vertical integration actually means and how these "one percenters" create the actual value add that generates alpha in today's competitive market. The discussion also cove...

en-us

51:13

How Short-Term Thinking Destroys Real Estate Markets

The LSCRE Podcast ·

2025/10/24

In this episode, Craig McGrouther sits down with Joe Downs, CEO of Belrose Group, who shares his journey from financial advisor to bar owner to self-storage operator. After multiple career reinventions, Joe discovered that 80% of self-storage facilities are owned by mom & pop operators – creating a massive opportunity for professional operators who can bring modern technology, dynamic pricing, and professional management to an outdated industry. Joe explains his investment thesis for sel...

en-us

55:05

The Truth About Building Wealth in Real Estate with...

The LSCRE Podcast ·

2025/10/17

In this episode, Craig McGrouther sits down with Gino Barbaro of Jake and Gino, who shares his 20-year journey from running a restaurant to owning 1,800+ multifamily units. After spending 18 months finding their first 25-unit deal for $675K (now worth $2.5M), Gino explains how he worked full-time while building his portfolio – dedicating 15-20 hours weekly to real estate until 2015. He emphasizes the importance of limiting downside risk and following foundational principles: "buy right, man...

en-us

39:25

Reading the Market Before the Turn

The LSCRE Podcast ·

2025/10/10

In this episode, Craig McGrouther sits down with Casey Stratton, who shares his journey from corporate layoffs during the GFC to building a real estate portfolio using the 1% rule – buying duplexes for $100K that rented for $1K/month. Now focused on Eastern Washington's Tri-Cities (one of the top 20 fastest-growing MSAs), Casey discusses how they're navigating today's 0.75% reality by pursuing true off-market deals and pivoting to development. After securing a 33-unit property from an 86-ye...

en-us

47:03

Why Small & Mid-Size Multifamily Still Works in 2025

The LSCRE Podcast ·

2025/10/03

In this episode, Craig Mcgrouther sits down with Axel Ragnarsson of Aligned Real Estate Partners, who's carved out a unique niche buying 5-20 unit properties direct from sellers in Southern New Hampshire. Since 2016, Axel has built a 525-unit portfolio by maintaining long-term follow-up with sellers, often nurturing relationships for 12-18 months before closing. He explains how 75% of his deals bypass brokers entirely, capturing inefficiencies in the $1-5M deal range where 15-20% disco...

en-us

47:03

The Value of Value-Add

The LSCRE Podcast ·

2025/09/29

In this post-LSC Summit episode recorded in NYC, Craig McGrouther and I reflect on another successful investor event and dive deep into current market opportunities. We share behind-the-scenes insight on why our summit is designed to break even, the power of curated in-person networking, and the culture of accessibility that sets our events apart. We break down why 1970s-80s vintage multifamily is becoming the sweet spot – institutional capital is chasing 2000s and newer assets while retail ...

en-us

42:16

He Lost Everything in 2008… What He Did Next Will...

The LSCRE Podcast ·

2025/09/26

In this episode, Craig McGrouther sits down with Andrew McNair, founder of SWAN Capital, who shares his remarkable journey from saving $62K working at McDonald's and Denny's as a teenager to losing it all in the stock market at 19. After reading Rich Dad Poor Dad at 14, Andrew worked for free at a wealth management firm while maintaining jobs, eventually building a portfolio of 54 rental properties by age 30. The stress of hands-on management led him to pivot toward syndications through Cyg...

en-us

49:38

Rethinking Value-Add in Today’s Market

The LSCRE Podcast ·

2025/09/22

In this episode of the LSCRE podcast, Craig McGrouther, Sam Morris, and I tackle the "hackneyed" concept of value-add investing and why it's been reduced to a one-trick pony of kitchen renovations. We explain how value-add became overused to the point of losing meaning, with sponsors pitching newer construction as "value-add opportunities". We explore alternative value-add strategies: operational improvements, financial restructuring, and amenity additions like in-unit washers that can gener...

en-us

52:01

Blind Pools, Credit Risk and the Three P’s of Real...

The LSCRE Podcast ·

2025/09/19

In this episode, Craig McGrouther sits down with Marcin Drozdz of M1 Capital, who shares his 20-year journey from buying his first property at 19 to raising $300M for Ken McElroy during the 2008 crisis. Marcin reveals how he bought medical amd dental plazas for 20-30 cents on the dollar during the GFC, targeting insurance-backed tenants that remained recession-proof. He breaks down the "3 P's" of fund raising: People, Process, then Property – inverting the typical syndication approach. Rece...

en-us

32:05

What Sponsors Don’t Want You to Know About Underwriting

The LSCRE Podcast ·

2025/09/17

In this episode, Craig McGrouther and I dive deep into the nuances of "above the line" and "below the line" expenses in multifamily underwriting. We explain how the "line" is Net Operating Income (NOI), with operating expenses like payroll and insurance sitting above, while CapEx and debt service fall below. I reveal the art behind these classifications and how a unit renovation could be coded as either R&M (above) or CapEx (below) depending on interpretation, affecting the property's app...

en-us

350 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...