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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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...
Why the Next Wave of Opportunity Comes from Overreaction, Not Optimism
The LSCRE Podcast
44 minutes
1 month ago
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 ...
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...
