Durable Value Ep 83 - The Data is in the Drywall

In 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 difference
01:19 – How property-level data informs conviction and decisions
01:42 – Using big data sources vs. on-the-ground insights
03:09 – Making sense of signals: Applying experience to data
03:51 – Real-world examples: Move-ins, rent increases, and concessions
04:11 – Integrating third-party data with internal intelligence
04:58 – The intersection of data and physical real estate
05:25 – The balance: Unique assets vs. data models
05:46 – Real estate’s slow adoption of technology and data
06:16 – Embracing technology for better decision-making
06:36 – AI, local trends, and the future of real estate data
06:55 – The advantage of a manageable portfolio and boots-on-the-ground
07:23 – Training AI models and the ongoing value of human intelligence
07:48 – How actionable data drives decisions across the portfolio
07:56 – The ultimate goal: Creating edge through data in the drywall
08:16 – Less downside, more safety, and seeing what others don’t
08:45 – Why edge matters and how Durable Value keeps winning

Chapters

• 0:00 Introduction: What does "the data is in the drywall" mean?
• 0:45 Real estate vs. financial trading: The physical difference
• 1:18 How property-level data informs conviction and decisions
• 1:41 Using big data sources vs. on-the-ground insights
• 3:08 Making sense of signals: Applying experience to data
• 3:50 Real-world examples: Move-ins, rent increases, and concessions
• 4:10 Integrating third-party data with internal intelligence
• 4:57 The intersection of data and physical real estate
• 5:24 The balance: Unique assets vs. data models
• 5:45 Real estate’s slow adoption of technology and data
• 6:15 Embracing technology for better decision-making
• 6:35 AI, local trends, and the future of real estate data
• 6:54 The advantage of a manageable portfolio and boots-on-the-ground
• 7:22 Training AI models and the ongoing value of human intelligence
• 7:47 How actionable data drives decisions across the portfolio
• 7:55 The ultimate goal: Creating edge through data in the drywall
• 8:15 Less downside, more safety, and seeing what others don’t
• 8:44 Why edge matters and how Durable Value keeps winning