The LSCRE Podcast

In this episode of the LSCRE Podcast, Craig McGrouther and I unpack the real story behind rent growth in today’s market. We break down how new supply, wage trends, and inflation are influencing multifamily performance, and why headline rent growth figures don’t always reflect what’s happening on the ground. I share ins

In this episode of the LSCRE Podcast, Craig McGrouther and Sam Morris uncover how one simple debt decision can completely wipe out investor returns. They discuss how leverage, loan structure, and interest rate exposure can quickly turn a profitable deal into a loss – and what disciplined operators do differently to pro

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 t

In this episode, Craig McGrouther sits down with Sam Silverman to discuss the critical challenge facing fund managers today in building sustainable revenue while waiting years for equity deals to pay out. Sam introduces KUDO Capital"s private credit fund, which targets 16% annual returns through business funding invest

In this episode of the LSCRE Podcast, Craig McGrouther and I tackle whether alpha is dead in multifamily real estate. I explain how institutionalization has compressed returns across the board, but opportunities still exist through vertical integration, market expertise, and innovative strategies. We break down what tr

In this episode, Craig McGrouther sits down with Joe Downs, CEO of Belrose Group, who shares his journey from financial advisor to bar owner to self-storage operator. After multiple career reinventions, Joe discovered that 80% of self-storage facilities are owned by mom & pop operators – creating a massive opportunity