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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 “Distress Deals” Are Mostly Garbage | NMHC Reality Check
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In this episode of the LSCRE Podcast, Craig McGrouther and Rob Beardsley break down the real takeaways from NMHC and explain why many so-called “distressed multifamily deals” are actually uninvestable.
With record supply in markets like Dallas, Austin, Phoenix, and San Antonio, realism is finally hitting the multifamily market. Lenders are taking back properties — but that doesn’t mean they’re good buys.
We cover:
Why lender-owned ≠ good deal
How “value-add” is often just disguised risk
Why AI underwriting misses the nuance that matters
The 4 pillars of every multifamily deal: location, price, debt, management
Why cash flow coverage matters more than leverage
How disciplined operators win cycles — and survive downturns
If you’re a passive investor, fund manager, or multifamily operator, this episode cuts through the noise and explains what actually matters in today’s market.
Smart capital isn’t chasing hype — it’s buying stability.
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www.lscre.com