The LSCRE Podcast

By Rob BeardsleyBusiness Investing

The LSCRE Podcast episodes

July 02 We Found a $200 Rent Increase Hidden Inside This Property
In this video, Rob Beardsley and Sam Morris walk through the Tiburon, highlight the untapped value-add potential, and discuss how strategic interior renovations and amenity improvements can help close the gap between current rents and renovated comparable properties in the market.

Invest in Tiburon: https://my.lscre.com/portal/offerings/10313/
8 min
June 29 Why We're Buying Apartments While Everyone Else Is Waiting
In this video, Craig McGrouther and Sam Morris explain why they believe now is a favorable time to invest in Texas multifamily instead of waiting on the sidelines.

They discuss how population growth, job growth, limited new apartment supply, and improving rental fundamentals are creating opportunities for long-term multifamily investors.

Learn more about LSCRE at www.lscre.com
31 min
June 26 Why Warren Buffett Is Hoarding Cash
In this video, Craig McGrouther and Sam Morris compare multifamily real estate to the S&P 500 and explain why they believe today's market presents a compelling opportunity for long-term investors.

They also discuss why Warren Buffett is holding record levels of cash, what current market valuations could mean for investors, and why risk-adjusted returns matter when building a long-term investment strategy.

Learn more about LSCRE at www.lscre.com
23 min
June 24 Love Letters For Competitive Acquisitions
In this video, I walk through the acquisition process behind Tiburon, a 2007 vintage multifamily property in Northwest Houston, and explain what it takes to win highly competitive apartment deals.

I discuss why institutional-quality multifamily assets attract the deepest buyer pools, how certainty of closing impacts acquisitions, and why competing against institutional capital can be a major advantage when it comes time to sell.

Learn more about LSCRE at www.lscre.com
15 min
June 22 Tiburon Walkthrough
In this video, Rob Beardsley and Sam Morris walk through Tiburon, LSCRE's latest multifamily acquisition, a 320-unit apartment community located in Northwest Houston.

This walkthrough explores the property's value-add opportunities, the fundamentals driving demand in the submarket, and why Tiburon stood out as an attractive acquisition despite strong competition from other buyers.

Learn more about LSCRE at www.lscre.com
17 min
June 19 The Real Estate Rule That Could Save Millions
In this video, Craig McGrouther and Sam Morris discuss the importance of underwriting, risk management, and investing in high-quality multifamily assets.

They explain why LSCRE prioritizes strong locations, durable business plans, and long-term liquidity when evaluating investment opportunities.

Learn more about LSCRE at www.lscre.com
4 min
June 15 Why the Rich Avoid Liquidity
In this video, Rob Beardsley discusses the challenges S2 faced during the multifamily downturn and explains why time and money are the two essential ingredients for surviving difficult market cycles.

He also shares lessons investors can learn about liquidity, capital calls, and navigating periods of market stress.

Learn more about LSCRE at www.lscre.com
6 min
June 05 We're At The Bottom Of The Liquidity Cycle
In this episode of the LSCRE Podcast, Rob Beardsley and Craig McGrouther discuss why some multifamily investors were recently forced to sell at significant losses.

They break down how floating-rate debt, leverage, liquidity constraints, and failed capital calls contributed to investor losses, while explaining why today's market may present opportunities for well-capitalized investors with a long-term perspective.

Learn more about LSCRE at www.lscre.com
37 min
June 02 The Best Real Estate Deals Are the Hardest to Buy
In this clip, Rob Beardsley and Craig McGrouther discuss why the best real estate deals are often the hardest to buy.

They break down how competitive bidding, location, and liquidity can make quality assets more difficult to acquire, but easier to sell when market conditions become challenging.

Learn more about LSCRE at www.lscre.com
6 min
May 29 The New Rules of Multifamily Investing
In this video, Rob Beardsley and Craig McGrouther break down how the market cycle has reset and why buyers are becoming far more selective in multifamily investing.

They discuss why “hard to buy” assets are often “easy to sell,” how liquidity matters in changing market conditions, and why location, supply constraints, and newer vintage properties continue to attract the deepest buyer pools.

They also cover leverage, cap rates, appreciation, the S&P 500 comparison, and how today’s multifamily environment has shifted from a “get rich” asset class to more of a “stay rich” strategy.

Learn more about LSCRE at www.lscre.com
36 min

About The LSCRE Podcast

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The LSCRE Podcast interviews institutional investors to learn more about their strategies, sponsor and investment criteria, due diligence process, and asset management practices.

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