Claim OwnershipDurable Value: An Investor's Podcast
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© 2024 Durable Value: An Investor's Podcast
Description
Commercial Real Estate Veterans, Joe Muratore and Ryan Swehla, demystify Commercial Real Estate Investing with an inside look into the strategies they use on a day-to-day basis at their company: Graceada Partners.
58 Episodes
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Ryan Swehla from Graceada Partners interviews Paul Dolinoy, a member of Graceada’s advisory board and long time member of the NYSTRS real estate committee, who shares his professional journey in real estate investing over the past 50 years. He discusses the evolution of institutional investing, the changing landscape of real estate investment, lessons learned from his career, advising emerging managers, and advice for newcomers.
This episode, hosted by Joe Muratore and Ryan Swehla focuses on the unique investment strategy of targeting secondary and tertiary markets in the Western United States. They discuss the potential for investors to capitalize on a $1.6 trillion opportunity in apartment and industrial building markets across the West. Drawing parallels with the In-N-Out Burger's expansion model, they explain how strategic geographic expansion along major North-South highways (I-5, I-15, I-25) can create brand an...
As Graceada Partners approaches 15 years in business - Joe & Ryan discuss their friendship and broader business partnership that spans 40 years (going all the way back to and a seventh grade incident that resulted in a dual suspension). From real estate negotiations to the challenges of starting a business at the onset of a global financial crisis, Joe & Ryan reflect on the valuable lessons learned along their journey.
Joe & Ryan discuss the concept of value add real estate investing and its role in a portfolio. They explain that value add real estate investing involves buying properties with a specific plan to create the most value as quickly as possible, resulting in higher returns compared to a cash flow-oriented approach. They highlight three reasons to consider value add investing: it is an uncorrelated high return strategy, it provides control with risk mitigation, and it offers a passive investme...
Jeff Burrow, founder and lead advisor at Sierra Ocean Custom Wealth joins Ryan Swehla to share his point of view and background from starting out on Wall Street at 22 to founding his own RIA firm in Ripon, CA.
In this excerpt from our recent investor meeting, Joe Muratore shared the firm’s plans for 2024 including targeted geographies, asset class, and more. Learn firsthand what strategies will be employed and why Graceada Partners has cautious optimism when looking forward to 2024 and beyond.
Joe Muratore from Graceada Partners speaks with Nathan Torinus, CFP®, MBA, the founder and CEO of TOR Wealth Advisors. Nathan specializes wealth advisory to business owners and high-net-worth families. Today he talks about how Graceada Partners and similar companies help him to provide smart investments with unique diversification for his clients, and how his clients appreciate this on a financial level, but also a creative level.Watch the episode on YouTube https://youtu.be/d0RRa5Kt01I
This episode of Durable Value features guest Steven Weintraub, co-founder and advisor with West Coast Financial, a registered investment advisor. Steven shares how RIA’s are able to find creative investments that focus on less traditional metrics like risk tolerances.
Joe & Ryan discuss how they see rising rates impacting the Commercial Real Estate market, how it affects the firm’s strategy going forward, and what changes they see on the horizon.
Joe & Ryan discuss their journey from just starting out in the midst of the 2008 GFC to where Graceada Partners is at today, and how the current challenges differ from the previous ones.
Joe and Ryan discuss the current market outlook and how it affects their strategy going forward. They talk about the risks they see in the market, and how supply, tenant affordability, and the sensitivity of secondary and tertiary markets affect their business.
Joe and Ryan share their view on the current investing landscape.
We find the value-add investing strategy to be the least risky and so we’ve put a lot of energy into developing processes around this method. In this episode of Durable Value, Joe and Ryan share more detail around the firm’s approach and why we think it will be a strategy that has longevity.
Joe and Ryan discuss how they try to build resilience in the organization.
Joe and Ryan discuss how they identify patterns and trends when looking for markets that fit the firm's investing thesis.
Joe and Ryan discuss the firm’s philosophy and strategy around building off-market pipelines in secondary and tertiary markets.
Joe and Ryan share their thoughts on finding opportunities in inefficient markets and how inefficient markets are at the core of Graceada's investing thesis.
Joe and Ryan share their thoughts on where the market is headed in 2023, and how it might affect strategies and Graceada Partners' business as a whole.
With most investors thinking about ways to mitigate tenuous market shifts, some may be reevaluating the makeup of their portfolio. In this episode of Durable Value, Joe and Ryan discuss where Commercial Real Estate might fit.In this EpisodeReal Estate Private Equity definedDifferences between private equity and cash flow investingPros and cons of equity investingHow does inflation affect private equityHow does the stock market affect private equityHow does investing in a private equity fund w...
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