Chris Lopez and Paul Shannon sit down with investor and educator Julie Holly for a candid conversation about wins, losses, and leadership as an LP and GP. Julie traces her path from house hacking to syndications, shares the “receive & release” mindset she uses to process setbacks, and explains what changed in her underwriting and operator vetting after a tough year, including one deal where mismanagement led to a total loss. They cover how LPs should share accountability, the exact questions to ask sponsors (who underwrites, how they stress-test, and how they communicate), and why Julie paused new offerings to focus on stewardship and transparency.

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