Everything the podcasts said · one show
Art of Investing
Bill Brewster / Patrick O'Shaughnessy on investing process.
373
Ideas · 7d
373
Ideas · 30d
373
Ideas · all time
56
Episodes
Latest attributed ideas · most recent first
25 JULRedefining the Standards of Commercial Real Estate Services with Greg Trotter · 02:22
25 JULRedefining the Standards of Commercial Real Estate Services with Greg Trotter · 01:15
25 JULRedefining the Standards of Commercial Real Estate Services with Greg Trotter · 08:15
25 JULRedefining the Standards of Commercial Real Estate Services with Greg Trotter · 12:15
25 JULLearning How To Invest Like a Billionaire with Bob Fraser · 10:14
25 JULLearning How To Invest Like a Billionaire with Bob Fraser · 01:21
25 JULLearning How To Invest Like a Billionaire with Bob Fraser · 01:21
25 JULLearning How To Invest Like a Billionaire with Bob Fraser · 04:54
25 JULLearning How To Invest Like a Billionaire with Bob Fraser · 09:05
25 JULLearning How To Invest Like a Billionaire with Bob Fraser · 12:15
25 JULLearning How To Invest Like a Billionaire with Bob Fraser · 13:20
25 JULBuilding a Wealth Creation Value-Add System with August Biniaz · 02:40
Sunbelt multifamily distress creates selective value-add opportunity
“The guest argued that oversupply and high debt costs have created temporary distress and lower occupancies in Sunbelt multifamily markets like San Antonio and Tampa, presenting attractive entry points for disciplined value-add acquisitions over 100 units.”
In depth · 4/5Verify in source →
25 JULBuilding a Wealth Creation Value-Add System with August Biniaz · 01:15
25 JULBuilding a Wealth Creation Value-Add System with August Biniaz · 04:30
Build-to-rent partnerships mitigate ground-up development risk
“The guest argued that partnering with experienced local builders in build-to-rent (BTR) duplex developments allows sponsors to capture higher development returns while transferring execution, construction cost, and sales risk.”
In depth · 4/5Verify in source →
25 JULBuilding a Wealth Creation Value-Add System with August Biniaz · 00:30
25 JULBuilding a Wealth Creation Value-Add System with August Biniaz · 03:45
25 JULBuilding a Wealth Creation Value-Add System with August Biniaz · 01:25
25 JULA Playbook For Buying and Holding Rental Properties with Jennifer Ruelens · 02:40
Stabilize existing property and reserve CapEx before scaling rental acquisitions
“The speakers argued that real estate investors should fully resolve deferred maintenance, secure property insurance, and maintain $15,000+ in cash reserves before acquiring additional properties.”
Core thesis · 5/5Verify in source →
25 JULA Playbook For Buying and Holding Rental Properties with Jennifer Ruelens · 00:41
25 JULA Playbook For Buying and Holding Rental Properties with Jennifer Ruelens · 01:21
Buy and hold real estate compounds via five total return drivers
“The speakers argued that real estate investors undercount true total returns by focusing solely on short-term cash flow while ignoring appreciation, tax depreciation benefits, debt principal reduction, and inflation hedging.”
In depth · 4/5Verify in source →
25 JULA Playbook For Buying and Holding Rental Properties with Jennifer Ruelens · 02:18
25 JULA Playbook For Buying and Holding Rental Properties with Jennifer Ruelens · 05:15
25 JULA Playbook For Buying and Holding Rental Properties with Jennifer Ruelens · 08:20
25 JULA Playbook For Buying and Holding Rental Properties with Jennifer Ruelens · 06:05
Off-market deal sourcing via direct seller engagement beats costly software
“The speakers argued that real estate buyers can find high-yield off-market deals through simple direct outreach, such as attending yard sales, without paying expensive software subscription fees.”
Notable comment · 2/5Verify in source →
25 JULA Playbook For Buying and Holding Rental Properties with Jennifer Ruelens · 08:50
25 JULLearning To Invest Beyond Multifamily In Growth Markets with Ash Patel · 04:30
25 JULLearning To Invest Beyond Multifamily In Growth Markets with Ash Patel · 09:30
25 JULLearning To Invest Beyond Multifamily In Growth Markets with Ash Patel · 01:05
25 JULLearning To Invest Beyond Multifamily In Growth Markets with Ash Patel · 01:20
25 JULLearning To Invest Beyond Multifamily In Growth Markets with Ash Patel · 11:10
Value-add industrial CRE trades below replacement cost
“The case was made for opportunistic industrial real estate acquisitions, as vacant or value-add properties trade between $100 and $150 per square foot, well below current replacement and construction costs.”
Substantive discussion · 3/5Verify in source →