The LSCRE Podcast
The LSCRE Podcast interviews institutional investors to learn more about their strategies, sponsor and investment criteria, due diligence process, and asset management practices.
New episodes every Monday at 9am EST.
Episodes
350 episodes
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...
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32:58
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...
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40:24
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 ...
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47:51
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...
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43:37
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 positi...
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44:16
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...
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35:51
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 r...
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1:01:15
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...
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56:47
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 cap...
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42:33
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 p...
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26:22
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 verti...
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29:43
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 f...
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51:13
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 (no...
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55:05
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 focus...
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39:25
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 p...
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47:03
The Value of Value-Add
In this post-LSC Summit episode recorded in NYC, Craig McGrouther and I reflect on another successful investor event and dive deep into current market opportunities. We share behind-the-scenes insight on why our summit is designed to break even...
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47:03
He Lost Everything in 2008… What He Did Next Will Shock You
In this episode, Craig McGrouther sits down with Andrew McNair, founder of SWAN Capital, who shares his remarkable journey from saving $62K working at McDonald's and Denny's as a teenager to losing it all in the stock market at 19. After readin...
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42:16
Rethinking Value-Add in Today’s Market
In this episode of the LSCRE podcast, Craig McGrouther, Sam Morris, and I tackle the "hackneyed" concept of value-add investing and why it's been reduced to a one-trick pony of kitchen renovations. We explain how value-add became overused to th...
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49:38
Blind Pools, Credit Risk and the Three P’s of Real Estate Investing
In this episode, Craig McGrouther sits down with Marcin Drozdz of M1 Capital, who shares his 20-year journey from buying his first property at 19 to raising $300M for Ken McElroy during the 2008 crisis. Marcin reveals how he bought medical amd ...
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52:01
What Sponsors Don’t Want You to Know About Underwriting
In this episode, Craig McGrouther and I dive deep into the nuances of "above the line" and "below the line" expenses in multifamily underwriting. We explain how the "line" is Net Operating Income (NOI), with operating expenses like payroll and ...
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32:05
Family Offices & Multifamily: Where the Smart Money Goes
In this episode, Craig McGrouther sits down with Bernard Pierson, co-founder of EHP Capital, who's been LP investing since 2012 and now focuses on value-add multifamily in Kansas City. Bernard reveals a counterintuitive insight from his 50+ LP ...
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37:52
The Tax Secrets Wealthy Real Estate Investors Use (And You Don’t)
In this episode, Craig McGrouther and I tackle two of the most frequently asked questions from investors: bonus depreciation and 1031 exchanges. With 100% bonus depreciation returning, they explain why this doesn't automatically mean 1:1 deprec...
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27:58
The Real Estate Playbook for High Earners with Bryan Morris
In this episode, Craig McGrouther sits down with Bryan Morris, co-founder of Seven Peak Capital, who shares his journey from earning $50K at Pepsi to building a successful fund management firm serving tech sales professionals. Bryan reveals how...
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44:46
How to Build Trust Without a Deal on the Table with Joey Mure
In this episode, Craig McGrouther sits down with Joey Mure from Wealth Without Wall Street, who shares his transformation from earning $300K+ in the mortgage business to building $50K/month in passive income. Joey reveals why traditional financ...
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45:33