Ritter on Real Estate

The Power of Fixed Debt and Smart Operations ft. John Casmon

Kent Ritter

 On this week’s episode of Ritter on Real Estate, Kent Ritter interviews John Casmon. They break down a real case study: a 2019-built, B-class Louisville asset bought in 2021 where the team created value through operations and paired the plan with stable, assumed fixed-rate debt. John shares how they tightened collections, navigated a surprise tax reassessment, and used a “process, people, partner” framework to sharpen property management. They wrap with why Midwest absorption/supply dynamics matter and how conservative underwriting created multiple ways to win. 


Where to Find John:


Key Takeaways

  • Align debt structure with your business plan; fixed long-term debt lowered risk and created stability
  • Value-add isn’t always about renovations—operational efficiencies can drive just as much upside
  • Expect the unexpected: delinquency spikes, tax surprises, and other challenges require proactive pivots
  • Management can make or break deals; clear KPIs and the right on-site PM are critical
  • Conservative underwriting and multiple ways to “win” set projects up to outperform expectations

Books Mentioned

Check us out on socials:

Instagram

LinkedIn

Youtube

https://hudsoninvesting.com/


Production by Outlier Audio