How to Win Today's Market Without Over-Leveraging

In this episode of the LSCRE Podcast, Craig McGrouther and I dive into how investors can stay competitive and build sustainable portfolios in today’s market environment. We discuss why many investors are being forced to rethink their capital structures, how to protect returns without taking on excessive leverage, and the principles of disciplined underwriting that separate strong operators from overextended ones. I share insights from institutional investors on navigating higher interest rates, preserving liquidity, and maintaining flexibility while still pursuing growth. The conversation also explores current trends in capital markets, the balance between risk and reward, and how to identify opportunities that perform even when leverage works against you. Craig and I outline the playbook for thriving through smart, steady execution rather than chasing aggressive leverage. Learn more about LSCRE: www.lscre.com