From chiropractor to running a billion dollar portfolio, Dan Handford joins hosts Paul Shannon and Chris Lopez to unpack how he scaled across multifamily, storage, car washes, hotels, and private debt. He shares why he invested as an LP in 80 plus deals to sharpen his GP playbook, how he allocates for durable returns, and where he is leaning today. You will hear candid lessons from floating rate pain, capital calls, investor communication, and why debt strategies and selective distress are front of mind.

Key Takeaways:

LP lens: transparency, steady updates, and tackling problems head on

Allocation: prioritize consistency over stretch returns, diversify across operators and asset types

Where he is leaning: private debt funds with liquidity and a coming Reg A option for smaller checks

Risk lessons: floating rate vs fixed rate, large reserves, when a capital call protects value

Outlook: bid ask spread, lender pressure, and a likely uptick in distress over the next year

Disclaimer

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