Durable Value: An Investor's Podcast

Graceada Partners
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Durable Value: An Investor's Podcast

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.

  1. JUN 25

    Durable Value Ep 77: Navigating Real Estate Law and Investments with Larry Hass

    In this episode of 'Durable Value,' host Ryan sits down with Larry Hass, a seasoned partner at DRB Law Firm, specializing in real estate law. They speak about Larry's extensive career, his transition from government roles at the SEC and Department of Labor to private practice, and the evolution of real estate investments over the last 50 years. The discussion covers the emergence of pension fund investments, the impact of regulatory changes, and the shifts in investment landscapes and property types over the decades. Larry also shares insights on the Pension Real Estate Association's role and offers advice for new entrants into the industry. 00:00 Introduction 00:28 Larry's Entry into Real Estate 01:17 Evolution of Pension Fund Investments 03:03 Impact of Regulatory Changes 04:47 Investment Banks and Opportunity Funds 08:22 The Role of Pension Real Estate Association 13:57 Globalization of Real Estate Investments 17:39 Changing Asset Preferences 19:25 Impact of Technological Advancements 20:33 Real Estate Cycles and Market Efficiency 25:30 Advice for Young Professionals in Real Estate 27:08 Conclusion

    27 min

  2. JUN 4

    Durable Value Ep 76: Essential Framework for Real Estate Investing

    In Episode 76 of Durable Value, hosts Ryan Swehla and Joe Muratore talk about the essential framework for real estate investing, drawing on their experience to provide invaluable insights. They break down the three key legs that support successful investing: mastering strategic vision, balancing risk and reward, and excelling through execution. With real-world examples and practical advice, this episode is a must-listen for anyone serious about real estate investment.  00:00 Introduction 00:30 Mastering Strategic Vision 06:46 Balancing Risk and Reward 12:31 Excelling Through Execution 19:29 Conclusion

    20 min

  3. MAY 13

    Durable Value Ep. 75: Building Resilient Portfolios in a Volatile World

    In this episode of Durable Value, Ryan discusses building resilient investment portfolios in unpredictable economic conditions. The discussion includes the impact of inflation and recession fears, key attributes of a resilient portfolio, the importance of geographic diversification, and strategies for weathering economic downturns.  00:00 Introduction  00:42 Economic Uncertainty: Inflation vs. Recession  01:34 Core Investment Foundations  02:29 Diversification for Stability  07:18 Debt Strategies for Resilient Investments  09:15 Controlling Assets in Downturns

    13 min

  4. APR 1

    The Psychology of Risk and Reward in Real Estate: Durable Value Ep 74

    In this episode of 'Durable Value', hosts Ryan Swehla and Joe Muratore talk about the psychology behind risk and reward, particularly in the context of real estate investing. They discuss topics such as loss aversion, market cycles, and balancing caution with optimism, providing valuable insights and practical advice for investors at any stage in their career. 00:00 Introduction 00:17 Human Psychology and Loss Aversion 04:45 Market Psychology and Real Estate Cycles 07:15 Balancing Caution and Optimism 09:06 Advice for Younger Investors 10:01 Advice for Older Investors 12:00 Sensitivity Analysis in Investing 13:08 Strategy Over Tactics 14:28 Conclusion

    16 min

  5. MAR 11

    The Importance of Portfolio Diversification | Durable Value Ep. 73

    In this episode of Durable Value, Joe Muratore and Ryan Swehla talk about the intricacies of portfolio composition and the vital role diversification plays within it. They explore various aspects, from balancing risk and opportunity to the importance of geographic and asset-type diversification. Whether you're invested in industrial, multifamily, or both, learn how to strategically navigate your investments in secondary and tertiary markets. 00:00 Introduction 00:11 Importance of Diversification in Real Estate 00:55 Market Strategies and Deal Flow 01:24 Balancing Risk and Opportunity 02:59 Metrics for Portfolio Construction 04:09 Market Focus and Brand Building 05:44 Cash Flow vs. IRR 07:48 Heavy Lift vs. Light Lift Properties 08:55 Portfolio vs. Deal Construction 09:59 Macro and Micro Diversification 10:59 Proactive Market Engagement 12:02 Conclusion

    13 min

  6. MAR 7

    The Role and Functioning of Investment Committees | Durable Value Ep. 72

    In this episode of Durable Value, Joe and Ryan weigh in on the essential role of investment committees in making sound investment decisions. They discuss how investment committees serve as a system of checks and balances, ensuring alignment with overall objectives and providing a platform for objective critique and strategic approval. The conversation covers various topics, including the structure of their investment committee, the importance of experience, the dynamic nature of investment committees, and real-life scenarios illustrating their decision-making process. 00:00 Introduction 00:03 Role and Importance of Investment Committees 00:10 Functioning of Our Investment Committee 01:48 Team Experience and Responsibilities 03:04 Investment Committee Memo and Data Points 04:48 Dynamic Nature of Investment Committees 06:46 Pre-Flight Process and Strategic Conversations 09:00 Case Study: Evolving Deals 12:02 Final Thoughts

    13 min

  7. JAN 28

    Peter Finley: From Navy to Wall Street | Ep. 71: Durable Value

    In this episode of Durable Value, Ryan Swehla sits down with Peter Finley, head of institutional capital markets at Graceada Partners. With his extensive background in real estate and capital markets, Peter shares invaluable insights from his days in the Navy to navigating market cycles on Wall Street. He discusses the evolution of institutional landscapes, his experiences during the S&L crisis, GFC, and more. We get a detailed look into the cyclical nature of the financial markets and timeless wisdom for upcoming capital raisers. 00:00 Introduction 00:27 Peter's Journey: From Navy to Goldman Sachs 01:01 Navigating Market Cycles and Layoffs 01:58 Transition to Private Equity 02:46 Raising Capital and UBS Experience 03:09 Lessons from the Great Financial Crisis 07:02 The Misuse of Leverage in Real Estate 08:54 Lessons from the Navy 11:09 Fundraising Challenges and Successes 16:57 Advice for Aspiring Capital Raisers 17:46 Conclusion

    18 min

  8. JAN 6

    The "Why" | Ep. 70: Durable Value

    In this episode, from the 2024 investor day, Ryan talks about the why of Graceada partners. He talks about the foundational principles and history of Graceada Partners, exploring their conservative investment strategies, lessons learned from the Great Financial Crisis, and their focus on secondary and tertiary real estate markets in the Western U.S. He also highlights the firm's unique competitive advantages, risk mitigation measures, and the importance of conservative leverage in maintaining resilient and profitable investments. 00:00 Introduction 04:15 Company History and Founding 05:30 Early Challenges and Learning Experiences 08:02 Insights from Brokerage Business 09:37 Advantages of Secondary and Tertiary Markets 13:41 Market Opportunities and Competitive Advantages 16:30 Conclusion

    17 min
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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.

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