Higher leverage makes deals look better on paper, but often weakens cash flow and increases risk. In this episode of the LSCRE Podcast, Craig McGrouther and I break down why we structure deals with lower leverage for better cash flow and risk management. We discuss targeting lower loan-to-value, using full-term interest-only debt, and maintaining strong coverage from day one. We explain why LTV alone doesn’t tell the full story, how amortization can compress cash flow, and why flexib...
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Higher leverage makes deals look better on paper, but often weakens cash flow and increases risk. In this episode of the LSCRE Podcast, Craig McGrouther and I break down why we structure deals with lower leverage for better cash flow and risk management. We discuss targeting lower loan-to-value, using full-term interest-only debt, and maintaining strong coverage from day one. We explain why LTV alone doesn’t tell the full story, how amortization can compress cash flow, and why flexib...
Why Integrity Is the Only Moat Left in Real Estate
The LSCRE Podcast
37 minutes
2 weeks ago
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...
The LSCRE Podcast
Higher leverage makes deals look better on paper, but often weakens cash flow and increases risk. In this episode of the LSCRE Podcast, Craig McGrouther and I break down why we structure deals with lower leverage for better cash flow and risk management. We discuss targeting lower loan-to-value, using full-term interest-only debt, and maintaining strong coverage from day one. We explain why LTV alone doesn’t tell the full story, how amortization can compress cash flow, and why flexib...
