Shows
Durable Value: An Investor's PodcastDurable Value Ep. 87 | When Freight Never Sleeps: Power, Autonomy, and the New Map of the WestWelcome to the Durable Value Podcast! Host Joe interviews Matt LeDucq, CEO of Forum Mobility, about the electrification of trucking, the evolving power grid, and the impact on real estate and logistics. Dive into technology, policy, and the future of industrial development in the Western US.Timestamps:00:00 – Introduction & Matt’s background02:00 – The intersection of real estate, power, and logistics06:40 – How utilities work and why it matters12:00 – The economics of electrified trucking17:30 – Global trends: Electric trucks and battery costs22:00 – Warehousing, population movement, and affordability27:00 – Automation, autonomous vehicles, and the future of work33:00 –...
2026-01-2143 minDurable Value: An Investor's PodcastDurable Value Ep 86 - Real Estate as an InfrastructureIn this episode of Durable Value, we explore the concept of real estate—especially multifamily and industrial properties—as essential infrastructure. We discuss how these asset types function as a public good, their role in the economic grid, and why secondary and tertiary markets are becoming increasingly important. Tune in for insights on market dynamics, institutionalization, and the future of real estate investment.Timestamps:00:00 – Introduction00:51 – Real estate as a public good: Housing and industrial as community essentials01:15 – The “capillaries” of commerce: Small businesses and last-mile industry01:36 – Real estate as a quasi-utility; the Western US grid analogy
2025-12-3010 minDurable Value: An Investor's PodcastDurable Value Ep 85 - Lessons Learned from the Most Recent DownturnsIn this episode, we break down the recent real estate downturn, what caused it, and the key lessons for investors. We cover interest rate impacts, the importance of cash flow, fixed-rate debt, and how to find opportunity in uncertain times. Whether you’re an experienced investor or just curious about real estate, you’ll find actionable insights here.Timestamps:00:00 – Introduction & Market Overview02:00 – Lessons from the Downturn05:00 – Cash Flow, Value Add, and Investment Strategy08:00 – Debt, Risk, and “Pencils Down”11:00 – Building Resilience & Optionality
2025-12-1014 minDurable Value: An Investor's PodcastDurable Value Ep 83 - The Data is in the DrywallIn this episode, we dive deep into the concept of "the data is in the drywall" and how hands-on, property-level insights drive better decision-making in real estate. Ryan and the team discuss the importance of vertical integration, boots-on-the-ground intelligence, and blending physical experience with data analytics to gain a competitive edge. Whether you’re an investor, operator, or just curious about real estate, this episode is packed with actionable insights!Timestamps:00:00 – Introduction: What does "the data is in the drywall" mean?00:46 – Real estate vs. financial trading: The physical difference01:19 – How property-level data informs conviction and deci...
2025-10-2908 minDurable Value: An Investor's PodcastDurable Value Ep 84 - Detachment vs Conviction in InvestingIn this episode of Durable Value, we dive deep into one of the greatest paradoxes in investing: the tension between detachment and conviction. How do you balance making data-driven, unemotional decisions with the need to act decisively and believe in your thesis? Join us as we explore real-world examples, investment committee dynamics, and the strategies that set world-class investors apart.Timestamps:00:00 – Introduction: The Paradox of Detachment vs. Conviction00:24 – Defining Detachment and Conviction in Investing00:47 – Risk, Conservatism, and the Two Schools of Thought01:42 – The Power of Conviction and Attribute Scoring03:13 – Data-Driven Decision Making vs. Gut In...
2025-10-2215 minDurable Value: An Investor's PodcastDurable Value Ep 82 - 5 Years of Durable Value: Lessons, Growth, and the Future of Real EstateJoin us for a special anniversary episode of Durable Value as we reflect on five years of podcasting and 17 years in business together. Hosts Joe and Ryan share candid insights on personal growth, leadership, and the evolution of their company. From navigating market cycles and scaling a team to the enduring power of friendship and core values, this episode is packed with wisdom for entrepreneurs, investors, and anyone interested in building something that lasts.00:00 – Introduction: 5 Years of Podcasting00:24 – How We’ve Changed: Personal Growth and Reflection01:52 – Building a Team and Shifting Roles02:31 – The Value of L...
2025-10-0813 min
Awaken Your EgoModesto Moves: The Heart Behind the Latin Dance Scene w/ Alethia AlvarezSend us a textAlethia Alvarez is a passionate force in Modesto’s vibrant dance community and a key figure behind the Modesto Latin Music & Dance Festival. As a dedicated instructor and event organizer, she’s made it her mission to bring people together through movement, rhythm, and connection.Partnering with Silhouette’s Dance Studio, Alethia helped launch the Modesto Latin Music & Dance Festival—coming to Graceada Park on October 11, 2025. She’s known for her free salsa and bachata demo lessons downtown and at local festivals, along with her weekly bachata classes and social dances at Urbano...
2025-10-0857 min
Leading Voices in Real EstateJoe Muratore & Ryan Swehla | Graceada PartnersIn this episode, Joe Muratore and Ryan Swehla reveal how they’re unlocking opportunities in secondary and tertiary real estate markets—areas often underestimated yet rich with potential. They push back against the misconception that only primary markets deliver results, showing how overlooked regions can provide strong, sustainable returns with the right strategy.The conversation also highlights the critical role of partnerships. Rather than chasing every deal, they carefully align with partners who share their vision and values. This intentional approach leverages diverse expertise while maintaining unity of purpose, allowing them to navigate challenges and...
2025-10-071h 13Durable Value: An Investor's PodcastDurable Value Ep 81: Unlocking Value: The Elk Grove Industrial Complex Deep DiveIn this episode of Durable Value, we take you behind the scenes of our recent acquisition—the Elk Grove Industrial Complex in Sacramento, CA. Discover how we sourced the deal, why this property stood out, and the strategies we use to unlock value in multi-tenant industrial assets. We discuss market dynamics, the importance of fresh eyes, and how private ownership creates ongoing opportunities for value-add investors. Whether you’re a real estate professional or an investor, this episode is packed with actionable insights and real-world examples.Timestamps:00:00 - Introduction00:19 - The Power of Marketing: How We S...
2025-09-1711 minDurable Value: An Investor's PodcastDurable Value Ep 80: Turning Around The Lofts: Inside a $29M Real Estate TransformationIn this episode of Durable Value, we dive deep into a real-world case study: the acquisition, turnaround, and rebranding of The Lofts at Stadium Square in Fresno. Join us as we break down the sourcing, negotiation, due diligence, and execution that turned a struggling student housing property into a thriving multifamily asset. Learn about the challenges, strategies, and lessons from one of our most successful investments to date.Timestamps:00:00 – Introduction00:22 – The Lofts in Fresno: Background & Rebranding00:47 – Sourcing the Deal & Initial Challenges01:35 – Appraisal, Pricing, and Negotiation02:01 – Negative Cash Flow & Seller Motivation02:46 – Our Approach to...
2025-08-2710 minDurable Value: An Investor's PodcastDurable Value Ep 79: Failure Science, Why Good Companies Drift and How to Avoid CatastropheIn this episode of Durable Value, we talk about the science of failure—why even great companies and properties can drift off course, and how to recognize and prevent the subtle missteps that lead to bigger problems. We discuss the difference between luck and skill in investing, the dangers of narrative reinforcement, and practical strategies for building resilience in your business. Whether you're a real estate investor, entrepreneur, or leader, you'll find actionable insights to help you avoid common pitfalls and turn failures into stepping stones for long-term success.Timestamps:00:00 - Introduction: The Science of Failure
2025-08-0619 minDurable Value: An Investor's PodcastDurable Value Ep 78: Navigating Investments: Why The Map Isn't The TerritoryIn this episode, Ryan and Joe talk about an intriguing philosophical concept relevant to both life and investing: 'The Map is Not the Terrain.' The discussion touches upon creating mental models, the importance of conservatism in investing, psychological biases, misidentification of market cycles, execution friction, and much more.00:00 Introduction to the Concept00:30 Mental Models and Instagram Illusions01:28 Mapping in Investments02:49 Psychological and Mindset Factors09:49 Execution Friction13:25 Market Depth and Tenant Demand18:12 Future Market Assumptions21:29 Concluding Thoughts on Maps and Reality
2025-07-1622 minDurable Value: An Investor's PodcastDurable Value Ep 77: Navigating Real Estate Law and Investments with Larry HassIn 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...
2025-06-2527 minDurable Value: An Investor's PodcastDurable Value Ep 76: Essential Framework for Real Estate InvestingIn 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 Introduction00:30 Mastering Strategic Vision06:46 Balancing Risk and Reward12:31 Excelling Through Execution19:29 Conclusion
2025-06-0419 minDurable Value: An Investor's PodcastDurable 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
2025-05-1313 minDurable Value: An Investor's PodcastNew Research That is Shedding Light on Smaller Markets | Durable Value Ep. 75 In an interview with IREI, Ryan discusses the different dynamics currently at play in secondary & tertiary markets versus primary markets, how real estate historically performs in secondary & tertiary markets, if secondary and tertiary markets have performed differently than primary markets over the last year, what liquidity is like in secondary and tertiary markets – especially over the last couple years and more. Check out more at https://irei.com/video-and-podcast/graceada-partners-ryan-swehla-on-new-research-that-is-shedding-light-on-smaller-markets/
2025-04-2214 minDurable Value: An Investor's PodcastThe Psychology of Risk and Reward in Real Estate: Durable Value Ep 74In 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 Introduction00:17 Human Psychology and Loss Aversion04:45 Market Psychology and Real Estate Cycles07:15 Balancing Caution and Optimism09:06 Advice for Younger Investors10:01 Advice for Older Investors12:00 Sensitivity Analysis in Investing
2025-04-0115 minDurable Value: An Investor's PodcastThe Importance of Portfolio Diversification | Durable Value Ep. 73In 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 Estate00:55 Market Strategies and Deal Flow 01:24 Balancing Risk and Opportunity 02:59 Metrics for Portfolio Construction 04:09 Market Focus and Brand...
2025-03-1112 minDurable Value: An Investor's PodcastThe Role and Functioning of Investment Committees | Durable Value Ep. 72In 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
2025-03-0713 minDurable Value: An Investor's PodcastPeter Finley: From Navy to Wall Street | Ep. 71: Durable ValueIn 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 Sachs01:01 Navigating...
2025-01-2817 minDurable Value: An Investor's PodcastThe "Why" | Ep. 70: Durable ValueIn 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 Experiences08:02 Insights from Brokerage Business 09:37 Advantages of Secondary...
2025-01-0617 minDurable Value: An Investor's PodcastJonathan Woloshin: Investment Strategies and Real Estate Investments | Durable Value Ep.69In this episode of Durable Value, Ryan speaks with Jonathan Woloshin, Head of Real Estate Research for UBS Wealth Management's CIO Office. Jonathan shares insights on his role and expertise in the U.S. real estate market, from residential and commercial real estate to lodging, and discusses key trends and regulatory actions affecting the sector. The conversation touches on the historical context of real estate cycles, the challenges and opportunities in today's market, and investment strategies for different asset classes. Jonathan also shares his career on Wall Street and offers advice for young professionals entering the field. 00:00...
2024-12-1832 minDurable Value: An Investor's PodcastEd Sprague Jr - Building A Legacy of Winning | Durable Value Ep. 68In this episode of Durable Value, Joe interviews Ed Sprague Jr., the Director of Baseball Operations for the Oakland Athletics. They discuss Ed's impressive career, starting from his achievements in college baseball and the Olympics to his successful stint in Major League Baseball. Ed shares insights into what it takes to be a consistent winner and how losing can drive an athlete to perform better. They also talk about Ed's transition from being a player to a coach and later to an administrator. Ed elaborates on his experiences at the University of the Pacific, where he helped elevate the...
2024-11-2625 minDurable Value: An Investor's PodcastNiche Investing in the Institutional Real Estate Space | Durable Value Ep. 67In this episode of Durable Value, Joe and Ryan discuss the increasing trend of niche investing in the institutional real estate space. They explore why more capital is being allocated to private real estate and the advantages of focusing on secondary and tertiary markets. With an emphasis on multifamily and multi-tenant industrial properties, they weigh the benefits of specialization, the importance of operational efficiency, and how a focused approach can provide a hedge against market cycles. Timestamps: 00:00 Introduction to Niche Investing in Real Estate 00:25 The Shift from Traditional Asset Types 01:13 Specialization and Strategy in...
2024-11-0607 minDurable Value: An Investor's PodcastInvesting in Secondary and Tertiary Markets: Benefits and Misconceptions | Durable Value Ep. 65In Episode 65 of Durable Value, Ryan and Joe discuss the advantages of investing in secondary and tertiary markets compared to larger gateway cities. Our latest research, led by Ryan, debunks common misconceptions, illustrating the long-term stability, diverse economic drivers, and higher cash flow potential of smaller markets. These markets offer less competition and lower entry costs, producing strong returns while mitigating risk. And data reveals these types of markets are more resilient during economic downturns. 00:00 Introduction to Secondary and Tertiary Markets 00:24 Debunking Misconceptions About Smaller Markets 01:32 Key Advantages of Investing in Smaller Markets 02:10 Economic Drivers and Market Stability 03:38 Impact...
2024-10-1710 minDurable Value: An Investor's PodcastHow We Manage Risk In A Downturn | Durable Value Ep. 66In this Episode, Joe and Ryan discuss the intricacies of managing risks during a downturn in the real estate market. They discuss the importance of focusing on cash flow, especially in challenging economic times, and the strategies they use to ensure stability and growth. This episode covers their approach to conservative debt, the necessity of having reserves, and the impact of market cycles on risk tolerance. They also highlight their shift in deal strategy, including walking away from deals that don't pencil out, and the importance of thorough due diligence. They also discuss the importance of effective property management...
2024-10-1606 minDurable Value: An Investor's PodcastRyan Swehla - UC Berkeley Haas Business School - Graceada Partners Real Estate Strategies OverviewRyan Swehla from Graceada Partners shares his presentation for UC Berkeley Haas Business School’s executive education program for public pension trustees. His presentation goes over the Graceada Partner's strategies, focusing on core, value-add, and opportunistic approaches. He explains the benefits and characteristics of these strategies, discusses their role in a diversified investment portfolio, and highlights the importance of private real estate in achieving higher returns with lower volatility. Timestamps: 00:00 Introduction and Background 00:50 Why Invest in Real Estate? 01:12 Understanding Low Correlation 02:37 Efficient Frontier and Illiquidity Premium 04:56 Real Estate Strategies Overview 05:16 Core Re...
2024-08-3016 minDurable Value: An Investor's PodcastGreg Cambpell – Insights on LeadershipIn this episode of the podcast, Joe Muratore of Graceada Partners, sits down with Greg Campbell, a seasoned advisor, investor, and board member with an extensive and fascinating career. They discuss their long-standing professional relationship, spanning almost a decade, and explore Greg's contributions to Graceada Partners' growth and success.Greg shares valuable insights on leadership, focusing on the importance of understanding the "why" behind actions, the concept of the "both and," and the critical role of culture, listening, and affirmation in effective leadership. He also recounts his experience turning around the Coldwell Banker Corporation, illustrating the power...
2024-08-1323 min
Durable Value: An Investor's PodcastLori Torres – Leaving a CEO Position to Start Parcel PendingRyan Swehla from Graceada Partners speaks with Lori Torres, serial CEO and entrepreneur and founder of Parcel Pending.00:00 Ryan introduces Lori Torres, founder of Parcel Pending00:31 Lori's Early Career and Transition to Multifamily01:52 Founding Parcel Pending03:01 Challenges and Successes in Entrepreneurship06:33 Mentorship and Building a Support Network13:19 Lessons from the Irvine Company17:01 Life After Exit and Advisory Role20:02 Final Thoughts and Advice
2024-06-2621 min
The Distribution by Juniper SquareEp.38: Beyond the Metropolis: Unlocking Opportunities in Smaller Markets - Ryan Swehla - Co-CEO of Graceada PartnersRyan is Co-CEO and Co-Founder and provides strategic direction and oversees capital sourcing for Graceada Partners’ portfolio. He serves on Graceada Partners’ investment committee and focuses on strategic capital relationships, leading Graceada Partners’ sponsorship of three real estate funds and prior syndications.Links:Graceada Partners - https://www.graceadapartners.com/Ryan on LinkedIn - https://www.linkedin.com/in/ryan-swehla/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro
2024-06-0453 min
Durable Value: An Investor's PodcastPaul DolinoyRyan Swehla from Graceada Partners interviews Paul Dolinoy, a member of Graceada’s advisory board and long time member of the NYSTRS real estate committee, who shares his professional journey in real estate investing over the past 50 years. He discusses the evolution of institutional investing, the changing landscape of real estate investment, lessons learned from his career, advising emerging managers, and advice for newcomers.
2024-05-1521 min
Durable Value: An Investor's PodcastOwning the West: A Strategic Approach to Real Estate Investment in Secondary and Tertiary MarketsThis episode, hosted by Joe Muratore and Ryan Swehla focuses on the unique investment strategy of targeting secondary and tertiary markets in the Western United States. They discuss the potential for investors to capitalize on a $1.6 trillion opportunity in apartment and industrial building markets across the West. Drawing parallels with the In-N-Out Burger's expansion model, they explain how strategic geographic expansion along major North-South highways (I-5, I-15, I-25) can create brand and staffing synergies and lead to high growth and high return on investment due to the inefficiency and lack of competition in these markets. Joe & Ryan envision expanding...
2024-04-2412 min
Durable Value: An Investor's PodcastGraceada Partners – 15 Years InAs Graceada Partners approaches 15 years in business - Joe & Ryan discuss their friendship and broader business partnership that spans 40 years (going all the way back to and a seventh grade incident that resulted in a dual suspension). From real estate negotiations to the challenges of starting a business at the onset of a global financial crisis, Joe & Ryan reflect on the valuable lessons learned along their journey.
2024-03-1315 min
Durable Value: An Investor's PodcastHow Value Add Real Estate Investing Fits Into Your PortfolioJoe & Ryan discuss the concept of value add real estate investing and its role in a portfolio. They explain that value add real estate investing involves buying properties with a specific plan to create the most value as quickly as possible, resulting in higher returns compared to a cash flow-oriented approach. They highlight three reasons to consider value add investing: it is an uncorrelated high return strategy, it provides control with risk mitigation, and it offers a passive investment option. Joe & Ryan emphasize that real estate is different from the stock market and can act as an inflation hedge...
2024-02-2112 min
Durable Value: An Investor's PodcastJeff Burrow - Sierra Ocean Custom WealthJeff Burrow, founder and lead advisor at Sierra Ocean Custom Wealth joins Ryan Swehla to share his point of view and background from starting out on Wall Street at 22 to founding his own RIA firm in Ripon, CA.
2024-02-0128 min
Durable Value: An Investor's PodcastOpportunities Ahead w/ Joe MuratoreIn this excerpt from our recent investor meeting, Joe Muratore shared the firm’s plans for 2024 including targeted geographies, asset class, and more. Learn firsthand what strategies will be employed and why Graceada Partners has cautious optimism when looking forward to 2024 and beyond.
2024-01-0528 min
Durable Value: An Investor's PodcastNathan Torinus, CFP®, MBA Founder @ TOR Wealth Joe Muratore from Graceada Partners speaks with Nathan Torinus, CFP®, MBA, the founder and CEO of TOR Wealth Advisors. Nathan specializes wealth advisory to business owners and high-net-worth families. Today he talks about how Graceada Partners and similar companies help him to provide smart investments with unique diversification for his clients, and how his clients appreciate this on a financial level, but also a creative level.Watch the episode on YouTube https://youtu.be/d0RRa5Kt01I
2023-12-0633 min
Durable Value: An Investor's PodcastSteven Weintraub - West Coast FinancialThis episode of Durable Value features guest Steven Weintraub, co-founder and advisor with West Coast Financial, a registered investment advisor. Steven shares how RIA’s are able to find creative investments that focus on less traditional metrics like risk tolerances.
2023-10-2528 min
Durable Value: An Investor's PodcastThe Impact of Rising Rates on the CRE MarketJoe & Ryan discuss how they see rising rates impacting the Commercial Real Estate market, how it affects the firm’s strategy going forward, and what changes they see on the horizon.
2023-09-1315 min
Durable Value: An Investor's PodcastHow Our Firm Has Changed Since InceptionJoe & Ryan discuss their journey from just starting out in the midst of the 2008 GFC to where Graceada Partners is at today, and how the current challenges differ from the previous ones.
2023-08-2412 min
Durable Value: An Investor's PodcastHow We Manage RiskJoe and Ryan discuss the current market outlook and how it affects their strategy going forward. They talk about the risks they see in the market, and how supply, tenant affordability, and the sensitivity of secondary and tertiary markets affect their business.
2023-08-0214 min
Durable Value: An Investor's PodcastHow We View the Current Investing LandscapeJoe and Ryan share their view on the current investing landscape.
2023-07-1212 min2023-06-2114 min
Global Investors: Investing in U.S. Real EstateGI206: Investing in the Outpost Economy with Ryan SwehlaWelcome to another episode of the Global Investors Podcast; I’m your host Charles Carillo. Today we have Ryan Swehla. He has over 15 years of experience in commercial real estate and capital markets. Prior to co-founding his current firm in 2009, Ryan worked for two capital management firms over a 4-year period.
Learn More About Ryan Here:
Graceada Partners - https://www.graceadapartners.com/
Connect with the Global Investors Show, Charles Carillo and Harborside Partners:
◾ Setup a FREE 30 Minute Strategy Call with Charles:
http://ScheduleCharles.com
◾ Learn How To Invest In Real Estate...
2023-06-0131 min
Durable Value: An Investor's PodcastWhy We Focus on Value-Add InvestingWe find the value-add investing strategy to be the least risky and so we’ve put a lot of energy into developing processes around this method. In this episode of Durable Value, Joe and Ryan share more detail around the firm’s approach and why we think it will be a strategy that has longevity.
2023-05-3106 min
Durable Value: An Investor's PodcastHow to Build Resilience in Your OrganizationJoe and Ryan discuss how they try to build resilience in the organization.
2023-05-1112 min
Durable Value: An Investor's PodcastHow We Use Pattern Recognition in Real EstateJoe and Ryan discuss how they identify patterns and trends when looking for markets that fit the firm's investing thesis.
2023-04-1912 min
The RecalibrationEp373 Conservative Approaches to Capital Financing in A Shifting RE Market with Ryan SwehlaLooking to weather a potential recession? Tune in to today's episode featuring Ryan Swehla for insights into debt, financing, and the changing real estate landscape. Discover how savvy investors can secure recession-resistant assets by taking calculated risks today. Join us to learn more!KEY TAKEAWAYSKey takeaways from managing assets during a recessionFactors to consider when looking at debt and property deals The importance of evaluating your property managersEmerging trends in the 2023 real estate market and ways passive investors can prepare for itReasons to i...
2023-04-0630 min
Durable Value: An Investor's PodcastHow We Develop an Off-Market PipelineJoe and Ryan discuss the firm’s philosophy and strategy around building off-market pipelines in secondary and tertiary markets.
2023-03-3014 min
Durable Value: An Investor's PodcastInvesting in Inefficient MarketsJoe and Ryan share their thoughts on finding opportunities in inefficient markets and how inefficient markets are at the core of Graceada's investing thesis.
2022-12-2113 min
Durable Value: An Investor's PodcastMarket Outlook 2023Joe and Ryan share their thoughts on where the market is headed in 2023, and how it might affect strategies and Graceada Partners' business as a whole.
2022-11-3012 min
Durable Value: An Investor's PodcastWhere Commercial Real Estate Fits into Your PortfolioWith most investors thinking about ways to mitigate tenuous market shifts, some may be reevaluating the makeup of their portfolio. In this episode of Durable Value, Joe and Ryan discuss where Commercial Real Estate might fit.In this EpisodeReal Estate Private Equity definedDifferences between private equity and cash flow investingPros and cons of equity investingHow does inflation affect private equityHow does the stock market affect private equityHow does investing in a private equity fund work?
2022-10-2522 min
Durable Value: An Investor's PodcastHow We're Built for Market FluxIt's on the tip of every investor's tongue: where are markets headed? Graceada Partners started during the global financial crisis in '08. In this episode Joe and Ryan share the specific ways Graceada Partners is proactively set up for uncertainty.
2022-09-2813 min
Durable Value: An Investor's PodcastHow to Navigate the Current Uncertainty | Ep. 37Joe & Ryan talk through the current uncertain market situation and how they approached the last financial crisis back in 2008 which was also the year they founded Graceada Partners!
2022-08-1718 min
Durable Value: An Investor's PodcastAgricultural Investing with Brandon RebieroBrandon Rebiero is co-founder of Gold Leaf Farming, a farming and investment company focused on owning, operating, and acquiring agricultural assets in California and Arizona. Brandon shares insights around due diligence, the parallels between agricultural investing and CRE, and how Gold Leaf has utilized the Entrepreneurial Operating System (EOS) to grow rapidly.
2022-07-2733 min
Durable Value: An Investor's PodcastOur Investing Strategy ExplainedJoe and Ryan delve into the specifics of their investing strategy.
2022-06-1520 min
Durable Value: An Investor's PodcastHow We Know When to Sell | Durable Value Episode 34Knowing when it's time to sell a property isn't easy. Over the years we've fine-tuned our approach to knowing when it's the right time for us and our specific strategy and market.
2022-05-2508 min
Durable Value: An Investor's PodcastYou Need These Two Things to Enter a New MarketJoe and Ryan discuss the key ingredients needed before purchasing real estate in a new market.
2022-05-0719 min
Durable Value: An Investor's PodcastThe Six C's of Why Office ExistsTo some, the office asset class is a "four letter word". In this episode we share why we still view office positively and how we're pivoting to make sure our office properties are meeting the needs of tenants post-covid.
2022-04-1217 min
Durable Value: An Investor's PodcastMonday Mornings at GraceadaWe talk about our Monday morning meetings which happen every week at the same time and follow the same structure. These "Level 10" meetings set the tone for the week and make sure our mission and values are at the forefront of the week's decisions.
2022-03-2212 min
Durable Value: An Investor's PodcastBuilding a Best-in-Class TeamJoe and Ryan share how they've built a team that challenges them daily.In this episode:How to create an environment that fosters mentorship.Being realistic about one’s own shortcomingsWhy we keep our core values at the forefront of decision-makingWhy we pursue “stunning colleagues” that challenge one anotherHow to foster continued learningHow approaching internship programs can create a talent funnelWhat cross-functional shadowing is and how we’re employing itWhat “mentoring up” meansWhy it’s important to blend business and community goalsReflecting on how mentorship affected our outlook
2022-03-0221 min
Emerging Manager ExchangeEPISODE 6: Emerging Managers and ESGMarc welcomes Max Hayden of IG Prime and Ryan Swehla of Graceada Partners.
Together they explore the most recent developments in ESG within the investment industry and explore the challenges and opportunities that emerging managers face when integrating ESG factors.
2022-02-0128 min
Durable Value: An Investor's PodcastMultifamily Case Study – Westlake ApartmentsWe bought 148-unit apartment complex Westlake Apartments a little over a year ago for $23,500,000. Now after selling it for $38,050,000, we'll dive in and share the dynamics of the acquisition (including what worked well and what didn't).
2022-01-2625 min
Durable Value: An Investor's PodcastHow We Test Investing StrategiesJoe and Ryan talk about the importance of testing and how they approach testing different strategies across the Graceada Partners portfolio.
2022-01-0611 min
Durable Value: An Investor's Podcast5 Ways the Outpost Economy is Changing AmericaWhat might have been temporary work-from-home is now permanent for large swaths of employees, particularly those at tech companies. Both employees and employers have shifted to current and budding secondary markets where better quality of life waits. In this episode, we dive into the 5 main effects we're seeing.
2021-12-0628 min
Durable Value: An Investor's PodcastHow We Empower Our TeamOne of our core values is "Extreme Ownership" and in order for our team to be able to take ownership of their goals and tasks, they have to be given autonomy. Joe and Ryan talk about how they are doing this at Graceada Partners.
2021-11-0217 min
Durable Value: An Investor's PodcastProperty Case StudyJoe and Ryan walk through the specifics of a recent property acquisition from start to finish.
2021-10-1210 min
Durable Value: An Investor's PodcastA Vote By Moving Van YearJoe and Ryan discuss the movement out of urban areas and into secondary markets. How many people actually relocated? The pandemic led to many people undergoing more drastic life changes like career changes, new home, new state, etc. As this migration winds down there are clear trends we're seeing in our immediate geography and throughout the country.
2021-09-0118 min
Durable Value: An Investor's PodcastHow to Hire Exceptional PeopleJoe & Ryan get candid as they discuss their approach to hiring a great team.
2021-07-2821 min
Durable Value: An Investor's PodcastHeather Border – Alliance Global AdvisorsAlliance Global Advisors is a women-owned consulting firm focused on empowering the institutional investment community to elevate best practices. Alliance bridges the gap between the investor and the investment management community. Advising clients with approximately $114 billion in assets under management, Alliance partners with organizations to provide an independent perspective and innovative approach on critical strategic initiatives. Our partnerships allow senior management teams to focus on what matters most: diligently managing client capital, creating value and delivering exceptional returns in a performance-driven market. Our combined experiences will help our partners learn about the changing needs of the Limited Partner, Consultant and...
2021-07-0132 min
Durable Value: An Investor's PodcastCreating a Successful PartnershipIn Episode 21 of Durable Value, Joe & Ryan discuss their partnership and how they've made it work by playing to their individual strengths.
2021-06-0421 min
Durable Value: An Investor's PodcastBuilding a Durable Company Culture | Durable Value Ep. 20Joe and Ryan discuss how company culture went from being an afterthought to being a core part of Graceada Partners' business model.
2021-05-1025 min
Durable Value: An Investor's PodcastThe Outpost EconomyWhen major corporations mandated large swaths of their workforce operate remotely, many employees relocated to areas more desirable to them. Perhaps closer to family, or lower rent, whatever the case may be the trend has drastically changed the commercial real estate outlook. In this episode, we talk about what we see changing and how we've adjusted our strategy in the asset class.
2021-04-0610 min
Durable Value: An Investor's PodcastHow We Apply Ray Dalio's "Holy Grail" of Investing to Commercial Real EstateBillionaire Ray Dalio, is well known for articulating his investing philosophies publicly. Ray is perhaps most well known for what he calls "The Holy Grail of Investing", and in this episode, we talk about how we apply it to commercial real estate.
2021-03-0410 min
Durable Value: An Investor's Podcast5 Strategies We're Employing to Add Value to Office Space Post-COVIDIn our recent webinar, we shared 5 strategies that we're using in the office asset class. Even with remote work becoming the norm, office space isn't going away. In fact, we are acquiring more of it because we see collaboration and other office dynamics having a crucial role for many years to come.
2021-02-1729 min
Durable Value: An Investor's PodcastCompany Culture Reflects Personal CultureNeal and Ryan discuss how company culture is formed from family and personal experience. Neal describes his upbringing and how the hard work of his elders shaped his work ethic and his ability to form a strong culture based on family, trust, and consistent, hard work.
2021-01-2621 min
Durable Value: An Investor's PodcastHow We View Asset AllocationIn Episode 15 of Durable Value, Joe and Ryan discuss how they use experience in a certain geography to determine which markets and sub-markets will trend to their benefit in asset allocation.
2021-01-2018 min
Durable Value: An Investor's PodcastChanging The Culture Of A BuildingJoe and Ryan talk about an unconventional way that they add value to buildings: Changing their culture. After acquiring buildings, they work to improve the tenant-landlord relationship and improve the association tenants and clients have with the buildings moving forward.
2021-01-0613 min
Durable Value: An Investor's PodcastNever Be Satisfied w/ David DarmstandlerJoe talks w/ Dave Darmstandler, Co-Founder and CEO @ Datapath, a quickly growing IT Managed Service Provider in CA about growing your company through acquisition, building company culture with a dispersed workforce, and how his background informed his business philosophies.Learn More About Datapathmydatapath.com
2020-12-1127 min
Durable Value: An Investor's PodcastThe Future of WorkBy the end of 2021: What will work look like? Joe and Ryan discuss their predictions for the future of office space as laid out in their recent analysis titled “The Future of Work”Learn more at Graceadapartners.com
2020-09-2318 min
Durable Value: An Investor's PodcastHow to Pivot and Scale Your BusinessGraceada Partners co-founders Joe and Ryan talk about how they scaled their business gradually and pivoted their offerings over the years.Be sure to subscribe for future episodes!
2020-09-1519 min
Durable Value: An Investor's PodcastHow to Find the Right Problems to Solve as an Entrepreneur w/ Arik LevyOn this week's episode, Ryan interviews Arik Levy, the entrepreneur behind Laundry Locker and Luxer One, which he scaled to over $40 million and 200+ employees before selling. Arik and Ryan discuss wealth management, finding business opportunities by solving problems, and how to network with other entrepreneurs.Learn more at graceadapartners.com
2020-09-0925 min
Durable Value: An Investor's PodcastWhy Mobile Home Parks Are A Smart Investment w/ Daniel WeisfieldDaniel Weisfield is co-founder of Three Pillars Communities and specializes in Mobile Home Parks. Daniel talks with Ryan about leaving his job working with Fortune 100 clients at a top firm to start his own company focused on acquiring and improving mobile home parks around the US.Learn more at graceadapartners.com
2020-09-0126 min
Durable Value: An Investor's PodcastHow to Cultivate Meaningful Business RelationshipsMeaningful relationships are especially crucial in the world of commercial investing. In this episode of Durable Value, hosts Joe Muratore and Ryan Swehla, principals at Graceada Partners talk about how mentors, advisors, and friends have deeply influenced how their business looks today.Learn more at graceadapartners.com
2020-08-2519 min
Durable Value: An Investor's PodcastHow to Maintain Investing Discipline"Does this building have the problems that we are outstanding at solving?"In Episode 7 of Durable Value, Joe and Ryan discuss investing discipline, how to develop it, and how it should inform your evaluation of commercial properties.Learn more at graceadapartners.com
2020-08-1821 min
Durable Value: An Investor's PodcastHow to Approach Commercial Brokerage w/ Ali NadimiOn Episode 6 of Durable Value, Joe talks w/ Ali Nadimi, Managing Director at Newmark Knight Frank in Sacramento. Ali talks about how his family fled Iran during its revolution and how his unique background influenced his approach to Commercial Real Estate Brokerage.Learn more at graceadapartners.com
2020-08-1119 min
Durable Value: An Investor's PodcastHow to Grow in a Shrinking Industry w/ Kasey CotullaOn Episode 5 of Durable Value, Joe talks w/ Kasey Cotulla, Owner of Delta Print Group in Sacramento, CA. Kasey talks about how he built one of the largest printing organizations in the US. Starting as a janitor, Kasey has decades of experience in the print industry and discusses his approach to investing.Learn more at graceadapartners.com
2020-08-0424 min
Durable Value: An Investor's PodcastFinding Your Why and Making it the Foundation of Your CompanyHosts Joe Muratore and Ryan Swehla discuss their "Why" and how they've embedded in the structure of the company and have allowed it to guide their operations.Learn more about Graceada Partners at graceadapartners.com
2020-07-2124 min
Durable Value: An Investor's PodcastThe 3 Essential Disciplines You Need to Succeed in Real Estate investingHosts Joe Muratore and Ryan Swehla discuss the "Three Legs of the Stool" concept and how it applies to Commercial Real Estate.Learn more about Graceada Partners at graceadapartners.com
2020-07-1427 min
Durable Value: An Investor's PodcastHow to Navigate Commercial Real Estate Volatility During COVID-19Hosts Joe Muratore and Ryan Swehla discuss how COVID-19 has affected their portfolio and what they're doing to strike a balance between being supportive of tenants while preserving cash flow for investors.Learn more about Graceada Partners at graceadapartners.com
2020-07-0723 min
Durable Value: An Investor's PodcastHow to Minimize Risk in Commercial Real EstateIn the first ever episode of Durable Value: An Investor's Podcast, hosts Joe Muratore and Ryan Swehla talk about their longtime friendship and business partnership, seizing opportunities, making timely decisions, minimizing risk and more.Learn more about Graceada Partners at graceadapartners.com
2020-07-0129 min
Modesto RebootJULIE SCHERER Julie has a lot of energy that she pours into her local neighborhood and Modesto at Large. Listen as she tells us about community pride in Chicago and how she's 86'd from all Harrah's casinos.
Contact:
julieelizabethscherer@gmail.com
Gala in Graceada:
Tickets: https://www.eventbrite.com/e/gala-in-graceada-tickets-53172533479
website: www.galaingraceada.com
Facebook: https://www.facebook.com/galaingraceada
Instagram: https://www.instagram.com/galaingraceada/
Event Details:
Date: May 11th, 2019 at 6 pm, Graceada Park, the grassy space between Mancini Bowl and Needham, entrance on Park Avenue.
Tickets on Sale Now: starting at $150
Sponsorship and Table sales available.
Cocktail attire
The...
2019-03-2537 min