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The LSCRE Podcast
Rob Beardsley
355 episodes
2 weeks ago
In this episode of the LSCRE Podcast, Craig McGrouther sits down with Andrew Davis, Partner at Fully Funded, to discuss why integrity has become the most valuable advantage in real estate investing. Andrew shares insights from raising hundreds of millions in capital, building investor trust at scale, and partnering with best-in-class operators. He explains how discipline, clear incentives, and long-term thinking matter more than chasing the next “great deal” in today’s market. Learn more ab...
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Investing
Business
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All content for The LSCRE Podcast is the property of Rob Beardsley and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode of the LSCRE Podcast, Craig McGrouther sits down with Andrew Davis, Partner at Fully Funded, to discuss why integrity has become the most valuable advantage in real estate investing. Andrew shares insights from raising hundreds of millions in capital, building investor trust at scale, and partnering with best-in-class operators. He explains how discipline, clear incentives, and long-term thinking matter more than chasing the next “great deal” in today’s market. Learn more ab...
Show more...
Investing
Business
Episodes (20/355)
The LSCRE Podcast
Why Integrity Is the Only Moat Left in Real Estate
In this episode of the LSCRE Podcast, Craig McGrouther sits down with Andrew Davis, Partner at Fully Funded, to discuss why integrity has become the most valuable advantage in real estate investing. Andrew shares insights from raising hundreds of millions in capital, building investor trust at scale, and partnering with best-in-class operators. He explains how discipline, clear incentives, and long-term thinking matter more than chasing the next “great deal” in today’s market. Learn more ab...
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2 weeks ago
37 minutes

The LSCRE Podcast
How Market Cycles Force Better Capital Decisions
In this episode of the LSCRE Podcast, Craig McGrouther and I break down how market cycles influence smarter capital decisions. We explore why patience, long-term holds, and strategic underwriting leads to better outcomes than chasing hot deals. Learn how understanding cycles, managing closing costs, and avoiding short-term flips can reduce risk and compound returns over time. Whether you’re a new investor or seasoned in real estate, this episode offers actionable insights for making discipl...
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2 weeks ago
40 minutes

The LSCRE Podcast
The ATM Blueprint for Wealth
In this episode of the LSCRE Podcast, Craig McGrouther sits down with Michael Guthrie, who grew his ATM business to over 8,000 machines across the United States before exiting in 2023. He explains how he scaled the business one machine at a time, expanded through affiliates, and created a model that allowed him to generate income while remaining hands-off. Michael shares how those same principles of calculated risk, smart partnerships, and cash flow management apply to real estate investing,...
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3 weeks ago
40 minutes

The LSCRE Podcast
The Smart Operator’s Guide to Cutting Expenses
In this episode of the Live LSCRE Podcast, Craig McGrouther and I break down how to maximize value and reduce expenses in multifamily properties. We dive into contract services, maintenance strategies, and key line items in the P&L that can make or break your NOI. Learn how strategic expense management, property tax exemptions, and smart operational practices can drive strong, risk-adjusted returns. Whether you’re a new investor or seasoned in multifamily, this episode highlights practi...
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3 weeks ago
1 hour 8 minutes

The LSCRE Podcast
Why Smart Investors Shift Toward Debt in Tight Markets
In this episode of the LSCRE Podcast, Craig McGrouther sits down with Mathew Owens from OCG Properties to explore how the smartest investors approach risk, opportunity, and cash flow. They discuss how alternative strategies like real estate-backed loans and unique financing structures create consistent returns, and why understanding the numbers is only part of the story. Mathew shares lessons from his investing journey, revealing how disciplined decision-making and long-term planning can pro...
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4 weeks ago
40 minutes

The LSCRE Podcast
Breaking Down the Wildest Finance Topics of 2025
In this episode of the LSCRE Podcast, Craig McGrouther and I break down the most surprising finance trends shaping 2025, covering everything from capital flows to unexpected movements in the debt markets. We talk through why these trends are emerging now, how they are influencing investor behavior, and what they reveal about the next phase of the real estate cycle. The episode highlights the data points that matter most for evaluating both risk and opportunity in today’s environment. Learn ...
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1 month ago
32 minutes

The LSCRE Podcast
The Alternative Real Estate Play You’re Not Hearing About
In this episode of the LSCRE Podcast, Craig McGrouther sits down with Alex Zahn from Sunrise Capital Investors to unpack the alternative real estate strategies investors aren’t hearing about. They dive into unique opportunities in mobile home communities and parking structures, exploring how cash flow, long-term land value, and smart management create compelling returns. Alex shares insights on how this “cash-covered land play” works and why staying in a specialized lane can maximize both pe...
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1 month ago
40 minutes

The LSCRE Podcast
The Portable Mortgage Idea Could Change Housing Forever
In this episode of the LSCRE Podcast, Craig McGrouther and I unpack the latest market update and what it tells us about today’s multifamily landscape. We explore shifting transaction volumes, rising prices, and how debt origination, not just sales activity, is shaping investor decisions. The discussion highlights what data points truly matter for evaluating risk and opportunity in the current environment. Learn more about LSCRE: www.lscre.com
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1 month ago
47 minutes

The LSCRE Podcast
The Hidden Goldmine in Affordable Housing
In this episode of the LSCRE Podcast, Craig McGrouther sits down with Jack Martin to uncover the hidden goldmine in mobile home parks and affordable housing. They explore the factors driving opportunity in this sector, from rising demand and shifting demographics to innovative strategies that unlock value for investors. Jack shares his perspective on what makes mobile home parks a compelling market, highlighting areas where operators can create impact while generating strong returns. Learn ...
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1 month ago
43 minutes

The LSCRE Podcast
Why the Next Wave of Opportunity Comes from Overreaction, Not Optimism
In this episode of the LSCRE Podcast, Craig McGrouther and I break down how the best real estate deals are actually found - not by chasing hype, but by understanding when the market overreacts. We discuss why disciplined investors position themselves to act when others pull back, and how reading sentiment shifts can uncover opportunities that most overlook. I also share why staying grounded in fundamentals matters more than ever, even when the noise in the market gets loud. We wrap up with ...
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1 month ago
44 minutes

The LSCRE Podcast
Why Entrepreneurs Are Betting on Arizona
In this episode of the LSCRE Podcast, Craig McGrouther sits down with Ray Hightower to discuss why entrepreneurs are betting on Arizona. They explore the factors driving Arizona’s growth, from population inflows and business migration to a thriving innovation ecosystem that continues to attract investors and operators. Ray shares his perspective on what makes Arizona a standout market, highlighting the opportunities emerging across technology, real estate, and entrepreneurship. The conversa...
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1 month ago
35 minutes

The LSCRE Podcast
Market Analysis The Truth Behind Rent Growth
In this episode of the LSCRE Podcast, Craig McGrouther and I unpack the real story behind rent growth in today’s market. We break down how new supply, wage trends, and inflation are influencing multifamily performance, and why headline rent growth figures don’t always reflect what’s happening on the ground. I share insights on how investors can separate short-term volatility from sustainable demand and what data points matter most when evaluating a market’s true fundamentals. The discussion...
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1 month ago
1 hour 1 minute

The LSCRE Podcast
How One Simple Debt Decision Can Wipe Out Investor Returns
In this episode of the LSCRE Podcast, Craig McGrouther and Sam Morris uncover how one simple debt decision can completely wipe out investor returns. They discuss how leverage, loan structure, and interest rate exposure can quickly turn a profitable deal into a loss – and what disciplined operators do differently to protect downside risk. Craig and Sam share insights on aligning financing strategy with investment goals, stress-testing capital stacks, and navigating the current lending environ...
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1 month ago
56 minutes

The LSCRE Podcast
How to Win Today's Market Without Over-Leveraging
In this episode of the LSCRE Podcast, Craig McGrouther and I dive into how investors can stay competitive and build sustainable portfolios in today’s market environment. We discuss why many investors are being forced to rethink their capital structures, how to protect returns without taking on excessive leverage, and the principles of disciplined underwriting that separate strong operators from overextended ones. I share insights from institutional investors on navigating higher interest rat...
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2 months ago
42 minutes

The LSCRE Podcast
The Secret to Longevity as a Fund Manager With Sam Silverman
In this episode, Craig McGrouther sits down with Sam Silverman to discuss the critical challenge facing fund managers today in building sustainable revenue while waiting years for equity deals to pay out. Sam introduces KUDO Capital's private credit fund, which targets 16% annual returns through business funding investments that fully amortize in 4 to 12 months. With a fully aligned fee structure where the GP takes zero unless investors hit their full return, the fund provides both current ...
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2 months ago
26 minutes

The LSCRE Podcast
The Real Value of Real Estate
In this episode of the LSCRE Podcast, Craig McGrouther and I tackle whether alpha is dead in multifamily real estate. I explain how institutionalization has compressed returns across the board, but opportunities still exist through vertical integration, market expertise, and innovative strategies. We break down what true vertical integration actually means and how these "one percenters" create the actual value add that generates alpha in today's competitive market. The discussion also cove...
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2 months ago
29 minutes

The LSCRE Podcast
How Short-Term Thinking Destroys Real Estate Markets
In this episode, Craig McGrouther sits down with Joe Downs, CEO of Belrose Group, who shares his journey from financial advisor to bar owner to self-storage operator. After multiple career reinventions, Joe discovered that 80% of self-storage facilities are owned by mom & pop operators – creating a massive opportunity for professional operators who can bring modern technology, dynamic pricing, and professional management to an outdated industry. Joe explains his investment thesis for sel...
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2 months ago
51 minutes

The LSCRE Podcast
The Truth About Building Wealth in Real Estate with Gino Barbaro
In this episode, Craig McGrouther sits down with Gino Barbaro of Jake and Gino, who shares his 20-year journey from running a restaurant to owning 1,800+ multifamily units. After spending 18 months finding their first 25-unit deal for $675K (now worth $2.5M), Gino explains how he worked full-time while building his portfolio – dedicating 15-20 hours weekly to real estate until 2015. He emphasizes the importance of limiting downside risk and following foundational principles: "buy right, man...
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2 months ago
55 minutes

The LSCRE Podcast
Reading the Market Before the Turn
In this episode, Craig McGrouther sits down with Casey Stratton, who shares his journey from corporate layoffs during the GFC to building a real estate portfolio using the 1% rule – buying duplexes for $100K that rented for $1K/month. Now focused on Eastern Washington's Tri-Cities (one of the top 20 fastest-growing MSAs), Casey discusses how they're navigating today's 0.75% reality by pursuing true off-market deals and pivoting to development. After securing a 33-unit property from an 86-ye...
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2 months ago
39 minutes

The LSCRE Podcast
Why Small & Mid-Size Multifamily Still Works in 2025
In this episode, Craig Mcgrouther sits down with Axel Ragnarsson of Aligned Real Estate Partners, who's carved out a unique niche buying 5-20 unit properties direct from sellers in Southern New Hampshire. Since 2016, Axel has built a 525-unit portfolio by maintaining long-term follow-up with sellers, often nurturing relationships for 12-18 months before closing. He explains how 75% of his deals bypass brokers entirely, capturing inefficiencies in the $1-5M deal range where 15-20% disco...
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3 months ago
47 minutes

The LSCRE Podcast
In this episode of the LSCRE Podcast, Craig McGrouther sits down with Andrew Davis, Partner at Fully Funded, to discuss why integrity has become the most valuable advantage in real estate investing. Andrew shares insights from raising hundreds of millions in capital, building investor trust at scale, and partnering with best-in-class operators. He explains how discipline, clear incentives, and long-term thinking matter more than chasing the next “great deal” in today’s market. Learn more ab...