The LSCRE Podcast

In this episode of the LSCRE podcast, Craig McGrouther and I discuss the volatile state of the market, its implications for investors, and strategies for navigating these turbulent times. We explore the significance of Price to Earnings (PE) ratios in assessing market valuation, the challenges posed by fluctuating interest rates, and the potential for a recession. The conversation emphasizes the importance of relationships in the investment landscape and the need for prudent decision-making to ensure investor confidence and security.

Learn more about LSCRE:
www.lscre.com 

In this episode, Craig McGrouther and Sam Morris share key insights for fund managers and LPs in real estate investing. They discuss how to save time in deal evaluation by focusing on four key areas: alignment, sponsor evaluation, structure, and the deal itself. 

The conversation emphasizes the importance of understanding your investment thesis, the role of the sponsor, transparency, and building long-term relationships.

Learn more about LSCRE:
www.lscre.com 

Curious about how we report monthly and quarterly to our investors? 

Today, I will share how we structure these updates and why we focus on certain metrics over others. 

At LSCRE, we believe in providing transparent, insightful reporting, and this is a key part of how we communicate with our investors.

Learn more about LSCRE:
www.lscre.com 

In this episode, Craig McGrouther and I discuss the details of the upcoming LSCRE Summit, giving you an inside look at the event’s structure, featured keynote speakers, and top-tier networking opportunities.

We also share our vision for the future of LSCRE, how we're planning to expand our portfolio and evolve our investment strategy in the multifamily real estate space. Plus, we touch on current market conditions and why downturns can be a smart time to invest.

If you're looking to gain insights on the multifamily market and learn about the latest trends, this episode is packed with valuable takeaways. Don't miss out on what's to come for LSCRE and the real estate industry!

Learn more about LSCRE:
www.lscre.com 

In this episode, Craig McGrouther interviews Paul Herbes from Equity Institutional Services, discussing the intricacies of self-directed IRAs and their role in alternative investments like syndications. Paul shares his background, the process of investing through self-directed IRAs, common misconceptions about taxes, and the competitive advantages of their services. The conversation also covers important topics such as 1031 exchanges, prohibited transactions, and the benefits of Roth IRAs, providing listeners with a comprehensive understanding of how to optimize their retirement funds.

Learn more about LSCRE:
www.lscre.com 

"Buy when there's blood in the streets. Be greedy when others are fearful."

We’ve all heard these sayings, but living through a full market cycle proves just how tough they are to follow.

Take Peter Lynch’s Magellan Fund as an example. Despite delivering legendary 28% annual returns from 1977 to 1990, the average investor in the fund actually lost money. Why? Because they chased performance, jumping in when returns were soaring and pulling out when markets dipped.

The same pattern plays out in real estate, stocks, and crypto. When markets boom, everyone wants in. When prices drop, fear takes over, and people sit on the sidelines or sell at a loss. Wealth is built by those who stay consistent, investing through all phases of the cycle, not just when it feels good.

We do not know exactly where we are in the cycle today, but one thing is certain. When pessimism is high, opportunities are everywhere.

Learn more about LSCRE:
www.lscre.com 

In this episode of the LSCRE podcast, Craig McGrouther and I dive into the excitement surrounding the upcoming LSC Summit! We break down the fresh new format, highlight some of the powerhouse speakers, and share what attendees can expect.

We also explore the crucial role of talent and compensation in the investment industry, the real impact of profit splits, and why critical thinking is essential in every investment decision.

Learn more about LSCRE:
www.lscre.com 

In this conversation, Craig McGrouther interviews Joseph Woodbury, the CEO and founder of Neighbor, a unique storage and parking marketplace. Joseph shares his journey from a traditional career in finance to entrepreneurship, detailing how Neighbor allows homeowners to rent out extra space for storage and parking.

The discussion covers the vetting process for hosts, the flexibility of rental durations, and how property operators can maximize revenue through ancillary income. Joseph also highlights the potential for capital improvements and the growing demand for storage solutions in the real estate market.

Joseph Woodbury discusses the current state of the self-storage industry, emphasizing its resilience and low distress rates compared to other real estate sectors. He highlights the importance of innovative strategies for property monetization and the need for property owners to adapt creatively to market changes. Craig and Joseph also cover the impact of rising interest rates and economic cycles on real estate investments, as well as insights into the venture capital landscape and the growth strategies for his company, Neighbor.

Learn more about LSCRE:
www.lscre.com 

One of the most fundamental principles of investing is the relationship between risk and return. At its core, this concept suggests a positive correlation: the more risk you take, the more return you can potentially make. However, the key word here is can—because returns are never guaranteed. 

Greater risk doesn’t just mean the possibility of greater rewards; it also means a greater dispersion of outcomes, including the potential for losses.

In this video, I discuss how this risk-return dynamic applies not only to evaluating investments but also to fund managers raising capital. I break down why fund managers must think like investors, not just brokers, and how their compensation, reputation, and investor relationships are all on the line with every deal they take on.

Learn more about LSCRE:
www.lscre.com 

In this episode of the LSCRE podcast, Craig McGrouther and I discuss our experiences at the Best Ever Conference, insights on market trends, investor psychology, and the current economic landscape. We emphasize the importance of understanding market cycles, the resilience of multifamily investments, and the need for investors to adjust their expectations in light of current conditions.

Learn more about LSCRE:
www.lscre.com