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.
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 a candid conversation on investor psychology, market cycles, and what separates those who react emotionally from those who capitalize intelligently.
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