Durable Value: An Investor's Podcast

Durable Value Ep 85 - Lessons Learned from the Most Recent Downturns

Graceada Partners Episode 85

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0:00 | 14:30

In 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 Overview
02:00 – Lessons from the Downturn
05:00 – Cash Flow, Value Add, and Investment Strategy
08:00 – Debt, Risk, and “Pencils Down”
11:00 – Building Resilience & Optionality