TLP #77: Solocast #8

Join host Jake Wiley on The Limited Partner Podcast as he dives into a variety of pressing economic topics. Explore the rise in consumer spending and the factors behind it, as well as the surprising truth about inflation. Discover how banks' lending practices have changed and their impact on businesses and individuals. Gain insights into why inflation is currently at record highs and learn strategies to navigate these challenging times. Tune in to The Limited Partner Podcast for valuable insights and expert analysis on these important economic topics. 

TLP 74

Join host Jake Wiley in this podcast episode with David Codrea, Co-Founder of Greenleaf Management. Discover the key factors to consider when evaluating deals, including understanding the investment opportunity's nature and required improvements. Gain insights into assessing the management team's track record and expertise, aligning it with the business plan. Explore how to navigate situations involving suspended distributions and capital calls, with a focus on evaluating reasons, communication, and long-term objectives. Finally, explore the promising opportunities in the retail and industrial flex markets, backed by David's bullish outlook and Greenleaf Management's current investment focus. 

TLP 73

Join us in this amazing podcast conversation with Andrew Cushman, Manager and Owner at Vantage Point Acquisitions, LLC as we explore the current state of the real estate market. Andrew discusses the potential long-term structural shift in the office market and the changing dynamics of the multi-family sector. He highlights the increased demand for affordable housing and the challenges faced, including rising insurance costs and aggressive tax policies. Andrew shares insights on pricing trends, transaction volumes, and the different scenarios faced by owners and operators in the market. Join us as we delve into the opportunities and risks in the ever-evolving real estate landscape.