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

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

Chapters

• 0:00 Introduction & Market Overview
• 1:59 Lessons from the Downturn
• 4:59 Cash Flow, Value Add, and Investment Strategy
• 7:59 Debt, Risk, and “Pencils Down”
• 10:59 Building Resilience & Optionality