The LSCRE Podcast

Rob Beardsley
  • 4.3 (27)
  • INVESTING
  • UPDATED WEEKLY

The LSCRE Podcast interviews institutional investors to learn more about their strategies, sponsor and investment criteria, due diligence process, and asset management practices.New episodes every Monday at 9am EST.

  1. 1D AGO

    $60,000 to $0 in 30 Days… Here’s How We Turned This Apartment Deal Around

    In this episode of the LSCRE Podcast, Rob Beardsley and Craig McGrouther break down how a $60,000 delinquency balance was taken to $0 in just 30 days after we took over a 376-unit multifamily property. They cover what drove the turnaround, from proactive collections to maintaining occupancy, and how scale impacts execution at larger properties. The conversation also highlights why “distress” doesn’t always mean a good deal, and why understanding real risk at takeover matters more than buying at a discount. Learn more about LSCRE at www.lscre.com

    33 min

  2. 4D AGO

    We Don’t Make Money on New Leases… Here’s Where the Real Profit Is

    In this video, Rob Beardsley, Craig McGrouther, and Sam Morris break down why we don’t really make money on our new leases, we make money on our renewals and what that really means for multifamily operations. Instead of focusing only on occupancy or trade-outs, they explain how renewal rate directly impacts cash flow through turnover costs, vacancy, and operational risk. For long-term holders, renewals aren’t just a metric, they’re a key driver of performance. Learn more about LSCRE at www.lscre.com

    7 min

  3. APR 24

    The Truth About Investing in Houston Real Estate (Oil Isn't What You Think)

    In this video, Rob Beardsley, Craig McGrouther, and Sam Morris unpack the real relationship between Houston and oil, and why it’s often misunderstood. People look back at a time when a sharp drop in oil dragged everything down with it, from real estate to jobs to the broader economy, showing just how dependent the city once was. Today, oil still plays a major role, and when it rises, it drives profits, spending, and activity across Houston. But the key difference is that the city is no longer as reliant on a single industry. With more diversification across sectors, Houston has become far more resilient, benefiting from upside while being much more protected on the downside. Learn more about LSCRE at www.lscre.com

    7 min

  4. APR 20

    Is Houston a Ticking Time Bomb? (Oil Crash Explained)

    Houston’s story is closely tied to oil and gas, but its economy today is much more diversified than it once was. In this episode of the LSCRE Podcast, Rob Beardsley, Craig McGrouther, and Sam Morris revisit the 1980s, when oil went from about $30 a barrel to about $8 a barrel. When that happened, it dragged down everything with it, with real estate on fire sale, widespread job losses, and banks failing, creating a long period of economic distress. Since then, Houston has become substantially more downside protected. Oil and gas is still a major part of the economy, but it is no longer as predominant as many people think, dropping to a much smaller share over time as other industries expanded. Today, when oil goes up, it boosts profits and activity in Houston, but the city is far more resilient than it was in the past due to its diversified economic base. Learn more about LSCRE at www.lscre.com

    16 min

  5. APR 17

    Most Multifamily Deals Look Safe… Until You See This

    In this episode of the LSCRE Podcast, Craig McGrouther sits down with Patrick Grimes to unpack why he moved away from speculative investing after losing everything in 2009 and how that experience reshaped his entire approach to risk. Instead of “big flips and big gambles,” his focus is on being hyper-diversified and cross-collateralized, investing at just 10–30% of collateral value rather than the 60–80% commonly seen in real estate. The goal is simple: underwrite with a high degree of confidence and build downside protection into every deal. Learn more about LSCRE at www.lscre.com

    36 min

  6. MAR 28

    One Bad Investment! 90% Losses, Portfolio Collapse, Recovery Trap | LSCRE Podcast

    We have successfully closed on Preserve at Copper Springs, a 376-unit apartment community in Houston, TX! If you’re a passive investor looking for stable, tax-efficient, cash-flowing opportunities: Reach out directly to Craig: craig@lscre.com Learn more: www.lscre.com In this episode of the LSCRE Podcast, Rob Beardsley and Craig McGrouther break down a counterintuitive truth most investors ignore. The deals with the highest projected returns are often the ones most likely to destroy capital. Using real data and insights from seasoned alternative investors, they explain why avoiding large losses -not chasing upside is what actually builds long-term wealth. Topics covered: • Why “high IRR” deals often carry hidden downside risk • The real reason conservative deals outperform over time • How one bad year can destroy your entire portfolio • Why disciplined capital deployment beats timing the market • The case for longer hold periods (5–10+ years) • Why avoiding losses matters more than maximizing gains • How yield + tax efficiency make real estate fundamentally different from stocks • The truth about S&P 500 vs multifamily returns Learn more about LSCRE at www.lscre.com

    18 min

  7. MAR 10

    A $1B Multifamily Operator Answers The Toughest Investing Questions

    In this Q&A session, Rob Beardsley (Founder & CEO of LSCRE) answers some of the toughest questions investors are asking about the multifamily market right now. Topics include whether the U.S. economy is actually in a recession, where we are in the real estate cycle, the biggest risks facing multifamily today, and how sponsors protect investor capital in volatile interest-rate environments. Rob also shares lessons from a deal that was terminated due to rising rates, explains the underwriting assumptions that matter most in multifamily investing, and discusses why relationships and trust are the most valuable assets in commercial real estate. If you're an investor trying to understand the current market cycle, risk management, and how professional sponsors approach deals, this video provides valuable insight. Topics covered: Are we actually in a recession?Where we are in the real estate and interest rate cyclesThe biggest risk in today’s multifamily marketHow sponsors protect investor capitalRed flags that disqualify a dealThe most important numbers in underwritingWhy relationships compound the fastest in real estateHow new sponsors raise capital without a track record If you'd like to learn more about investing alongside LSCRE, connect with our team and join our investor community.

    22 min

  8. MAR 6

    Investing vs Speculating: The $2.5M Lesson That Changed Everything | Paul Moore | LSCRE PODCAST

    In this episode of the LSCRE Podcast, Craig McGrouther sit down with Paul Moore to unpack one of the most misunderstood ideas in investing: the difference between investing and speculating. After selling his company in his early 30s, Paul believed he had become a full-time investor.  Instead, he learned the hard way that he had become a full-time speculator—a realization that eventually cost him millions during the lead-up to the financial crisis. In this conversation, Paul shares the painful lessons that followed, and how that experience reshaped his philosophy around risk, discipline, and capital preservation. The discussion explores why the most successful investors—from figures like Warren Buffett and Charlie Munger to seasoned real estate operators—often succeed not by chasing exciting opportunities, but by staying focused on one strategy for decades. Topics covered: • The critical difference between investing and speculating • Why confusing the two can destroy capital • The lessons Paul learned losing millions before the 2008 crisis • Why the best investors embrace “boring” strategies • The danger of shiny object syndrome in real estate investing • How disciplined operators evaluate deals and risk • Why long-term focus often beats chasing the next opportunity • How fund structures and preferred equity fit into today’s market • Why today’s real estate cycle may present a unique opportunity Chapters 00:00 Introduction to Paul Moore and His Journey 05:50 The Birth of Wellings Capital 11:49 Investment Philosophy: Avoiding Rescue Capital 22:31 Navigating Unique Investment Opportunities 27:41 Understanding Market Cycles and Investment Timing 36:56 Embracing Technological Changes in Real Estate In a market filled with noise, projections, and constant deal flow, the investors who consistently win are often the ones doing something surprisingly simple: protecting principal, staying disciplined, and resisting the urge to chase the next big thing. If you’re a passive investor, capital allocator, or real estate operator looking to sharpen your investment philosophy, this episode offers a candid look at the lessons that only experience and sometimes painful mistakes - can teach.

    44 min
See All (376)

4.3
out of 5
27 Ratings

About

The LSCRE Podcast interviews institutional investors to learn more about their strategies, sponsor and investment criteria, due diligence process, and asset management practices.New episodes every Monday at 9am EST.

Information

  • Creator
    Rob Beardsley
  • Years Active
    2020 - 2026
  • Episodes
    376
  • Rating
    Clean
  • Copyright
    © 2026 Capital Spotlight
  • Show Website
    The LSCRE Podcast

You Might Also Like