REady2Scale – Real Estate Investing

Real estate is changing rapidly—so how can investors stay ahead? In this episode, we sit down with Irwin Boris, Senior Managing Director at PayCar Capital, to discuss how today’s market conditions are reshaping investment strategies, particularly in industrial real estate. Irwin shares key insights from over 30 years in the industry, covering market cycles, asset class diversification, and how family offices are shifting their investment strategies.

Whether you’re an investor, syndicator, or just curious about where commercial real estate is headed, this episode delivers valuable perspectives on navigating a high-interest rate environment, mitigating risk, and securing long-term cash flow. 

Key Takeaways:

– The Evolution of Real Estate Investing – How education and technology, including AI, are changing the way investors analyze deals.

– Why Industrial Real Estate Stays Resilient – Insights into why industrial and flex spaces remain in high demand, even during market volatility.

– Challenges & Benefits of Asset Class Diversification – How investing across different asset types can help manage risk and boost returns.

– The Family Office Approach to Real Estate – How high-net-worth investors are prioritizing cash flow over total returns in today’s market.

– Opportunities in a Shifting Market – How to capitalize on distressed assets, debt maturities, and changing interest rates over the next 3-5 years.

– Long-Term vs. Short-Term Investment Strategies – Why patient capital is key to sustained success in real estate investing.

Tune in for an in-depth conversation packed with actionable insights that can help you future-proof your real estate investments.

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they’ll connect with you.

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

Timestamps

00:00 Introduction and Episode Overview

00:22 Meet Irwin Boris: Career and Background

01:21 The Evolution of Real Estate Education and Technology

04:34 Diversified Real Estate Portfolio: Challenges and Benefits

09:51 Industrial Real Estate Insights and Market Trends

17:01 Family Offices and Investment Strategies

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Can AI give you a competitive edge in investing? Whether you’re in real estate or the stock market, artificial intelligence is transforming how investors analyze data, make decisions, and manage risks. In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares five powerful AI-driven strategies that can help you optimize your investments, gain deeper insights, and stay ahead of market trends.

Key Takeaways:

– Market Analysis & Predictions: AI can process vast amounts of data quickly, helping investors identify undervalued markets and emerging trends before they gain mainstream attention. Tools like Zillow AI, Bloomberg GPT, and Reuters ML are changing the game.

– Automated Underwriting & Valuations: AI removes subjectivity and speeds up underwriting, making it easier to evaluate investment opportunities efficiently. Platforms like House Canary, MASHvisor, and Archer streamline this process.

– Sentiment Analysis & Market Trends: AI can track investor sentiment and real-time market trends using tools like Bloomberg Sentiment Index, Reonomy, and Placer.ai, helping investors anticipate shifts before they happen.

– Tenant Screening & Property Management: AI-powered tools like Rentberry and Smart Move automate background checks and risk assessments, improving tenant quality and streamlining property management.

– Portfolio Optimization & Risk Management: AI helps balance risk and reward, stress-test portfolios, and optimize financing strategies. Tools like Betterment, Personal Capital, Rockport Val, and CredIQ support smart investment decision-making.

AI is no longer just about tracking past performance—it’s a proactive tool for making better investment decisions in real time. Tune in to learn how you can leverage AI to maximize your portfolio’s potential.

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they’ll connect with you.

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

Timestamps

00:00 Introduction to AI Hacks for Investors

00:49 Hack #1: Market Analysis and Predictions

02:48 Hack #2: Automated Underwriting and Valuations

03:59 Hack #3: Sentiment Analysis

05:56 Hack #4: Tenant Screening and Management

07:18 Hack #5: Portfolio Optimization and Risk Management 

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Is ‘Survive Till 25’ Still Relevant, or Is It Time to Brace for 2029?

In this episode of Ready to Scale, Jeannette Friedrich sits down with Mac Shelton, Founding Partner of Sweetbay Capital and First Lieutenant in the North Carolina National Guard. Together, they dissect the current multifamily real estate landscape amidst shifting economic conditions, rising interest rates, and the looming impact of new tariffs.

Key Takeaways:

-Market Outlook: Insights into why the “Survive Till 25” mindset may need to extend further due to prolonged market challenges, including interest rates and economic cycles.

-Interest Rate Realities: Understanding the Fed’s position on interest rates and why expecting a return to pre-2022 levels without a recession is unrealistic.

-Value-Add Strategies in 2024: How value-add multifamily strategies have evolved, with a focus on disciplined acquisitions and realistic exit expectations.

-Impact of Tariffs: Exploration of how new tariffs on China, Canada, and Mexico could influence real estate costs, inflation, and Federal Reserve policy.

-Asset Valuation: Why smart buyers focus on pro forma NOI rather than current NOI, and how operational efficiencies may not always translate into higher exit values.

-Multifamily Fundamentals: Despite market volatility, strong demand and positive absorption trends continue to support long-term confidence in multifamily investments.

-Personal Insights: Mac shares lessons from his career shift from private equity to multifamily investing and offers practical advice for navigating today’s market.

Tune in to gain a grounded perspective on market dynamics, strategic adjustments, and the opportunities that arise even in challenging times.

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they’ll connect with you.

Timestamps

00:00 Introduction and Episode Overview

00:21 Meet Mac Shelton: Background and Career Journey

04:14 Market Challenges and Economic Outlook

07:26 Value Add Strategies in Current Market Conditions

13:18 Impact of Tariffs on Real Estate

18:15 Lightning Round and Closing Thoughts

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

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What if you could invest in real estate as easily as buying stocks? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, explores the emerging concept of real estate tokenization—a digital transformation that could reshape how we invest in property.

Discover what real estate tokenization is, how it works, and the potential benefits and challenges it presents for investors looking for flexibility, liquidity, and global opportunities.

Key Takeaways:

What is Real Estate Tokenization?

– Learn how real estate ownership can be converted into digital tokens stored on the blockchain.

Why It Matters for Investors:

– Understand the benefits of tokenization, including investment customization, increased liquidity, and global access.

The Role of Blockchain:

– Discover how blockchain technology enhances transparency and security in real estate transactions.

Challenges to Adoption:

– Explore the regulatory, market, and technological hurdles that could impact the future of tokenized real estate.

Is It the Future of Investing?

– Gain insights into the potential of tokenization and why traditional real estate investing isn’t disappearing anytime soon.

Tune in to see if tokenization could be the next evolution in real estate investing—or just a passing trend.

Timestamps

00:00 Introduction to Real Estate Tokenization

00:31 Understanding Real Estate Tokenization

01:50 Benefits of Real Estate Tokenization

03:02 Blue Lake Capital Overview

03:44 Challenges and Future of Tokenization

05:36 Conclusion and Viewer Engagement

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they’ll connect with you.

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

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Are you prepared to navigate the challenges of the “looming commercial real estate debt crisis”? In this episode of REady2Scale, Jeannette Friedrich sits down with Dillon Freeman, Senior Loan Officer at Fidelity Bancorp Funding, to discuss the current landscape of commercial real estate debt, refinancing strategies, and how investors can adapt in a shifting market. With rising interest rates, cap rate compression, and widespread market uncertainty, this conversation dives deep into the strategies operators are employing to stay afloat and the opportunities emerging in private credit and debt funds.

Key Takeaways:

-“Survive Until 25” Mindset: Understand why this mantra resonates with investors facing record loan maturities amidst high interest rates and diminished property valuations.

– Creative Solutions for Looming Debt Maturities: Explore cash-in refinances, joint venture partnerships, and the role of preferred equity in navigating today’s challenging environment.

– The Relationship Between Interest Rates, Cap Rates, and Property Valuations: Gain insights into how rising cap rates are impacting valuations and what the future may hold for commercial real estate pricing.

– Opportunities in Private Debt Funds: Learn how debt funds are filling gaps left by traditional banks, offering investors double-digit returns and greater liquidity.

– Key Red Flags When Evaluating Debt Funds: Discover essential due diligence tips for evaluating the track record, credit discipline, and operational transparency of private credit managers.

– Challenges of Small-Balance Loan Origination: Understand the complexities sponsors face when securing smaller loans and why professionalism and sponsor liquidity matter.

– Advice for Building Long-Term Wealth: Dylan shares why “consistency beats intensity” in investing and how to stay in the market for the long haul.

Whether you’re an operator, passive investor, or simply someone looking to understand the dynamics of the commercial real estate debt market, this episode is packed with actionable advice and unique perspectives to help you navigate today’s challenges and position yourself for future success.

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they’ll connect with you.

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

Timestamps

00:00 Introduction and Guest Welcome

01:11 Survive Until 25: The Debt Crisis

03:32 Creative Solutions for Loan Maturities

07:01 Cap Rates and Market Adjustments

14:04 Income and Debt Funds Explained

28:48 Lightning Round and Closing Remarks

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Why DeepSeek Is Shaking Up the Market—and What It Means for Real Estate Investors

What if a new AI technology could disrupt major players like OpenAI, Google, and Nvidia—at a fraction of the cost? In this episode, Jeanette Friedrich, Director of Investor Relations at Blue Lake Capital, unpacks the rise of DeepSeek, the app that’s transforming the tech landscape, shaking up the stock market, and posing opportunities and challenges for real estate investors.

Key Takeaways:

– DeepSeek Overview: Learn how this new AI app, developed for just $6 million, rivals tech giants by offering cutting-edge capabilities with lower costs and power consumption.

– Market Impact: Understand the dramatic stock market reactions, including Nvidia’s 17% drop, and what this volatility signals for investors.

– Portfolio Diversification: Explore the importance of balancing high-growth tech investments with steady wealth-building assets like real estate.

– AI in Real Estate: Discover how AI, including tools like DeepSeek, can transform underwriting, market analysis, and property management, leading to potential cost savings and higher returns for investors.

– Global AI Trends: Reflect on the implications of embracing AI technology, especially when it comes from countries like China, and its potential long-term impact on industries and investments.

This episode offers actionable insights for investors seeking to navigate tech-driven market volatility while building a diversified portfolio. Don’t miss the exploration of how AI advancements could reshape the future of real estate.

Timestamps

00:00 Introduction to DeepSeek and Its Impact

00:34 What is DeepSeek?

01:45 Market Reactions and Stock Volatility

02:17 Blue Lake Capital’s Investment Strategy

02:57 Balancing Technology and Real Estate Investments

03:44 Future of AI in Real Estate

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they’ll connect with you.

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to navigate the complexities of cross-border real estate investing? In this episode, we dive into the nuanced world of Canadian and U.S. real estate markets with August Biniaz, Chief Investment Officer of CPI Capital and an expert in multifamily and built-to-rent investments. August shares valuable insights on how to bridge the gap between these two markets, leveraging his extensive experience in real estate private equity, construction management, and development.

Key Takeaways:

– Canadian vs. U.S. Real Estate: Explore the stark differences in market dynamics, from cap rates to tax incentives, and how they influence investment strategies.

– Navigating Cross-Border Investments: Learn about the challenges of structuring investments to avoid double taxation and comply with U.S. and Canadian regulations.

– Future Trends in Development: Understand how technology like modular homes and 3D printing is shaping the future of real estate construction and investment.

– Built-to-Rent Explained: Discover why built-to-rent communities are gaining traction and how they cater to both renters by necessity and choice.

– Lessons on Debt and Investor Relationships: Gain practical advice on choosing the right debt structures and staying true to your fiduciary duty to investors.

– Overcoming Industry Challenges: Learn how to creatively address issues like rising insurance costs, labor shortages, and tariffs affecting construction.

– Living an Extraordinary Life: August reflects on balancing hard work, smart decisions, and building a meaningful life beyond financial success.

Join us for this insightful conversation to deepen your understanding of real estate investing across borders and prepare for the evolving landscape of 2025 and beyond.

Connect with August Biniaz: https://www.linkedin.com/in/augustbiniaz/

Don’t forget to like, subscribe, and leave a comment! Let us know the topics you’d like us to cover next. Be bold, be strong, and be extraordinary.

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they’ll connect with you.

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

Timestamps

00:00 Introduction and Guest Introduction

01:44 Understanding the Canadian Real Estate Market

05:26 Cross-Border Real Estate Investments

10:20 Challenges and Innovations in Construction

16:00 The Rise of Build-to-Rent Communities

26:31 Lightning Round and Closing Thoughts

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Are Trump’s latest executive orders about to reshape the real estate landscape?

In this episode of REady2Scale, we dive into the immediate implications of President Trump’s return to office and his first wave of executive orders. These policy changes have the potential to significantly affect real estate investors, from construction costs to market dynamics and workforce availability.

Key Takeaways:

– Environmental Policy Rollbacks: How reversing 78 regulatory actions might reduce construction costs but raise sustainability challenges.

– Federal Hiring Freeze: What this means for real estate investors in Washington, D.C., and other federal employment hubs.

– Return-to-Office Mandates: The potential ripple effects on office markets and suburban housing inventory.

– Cost of Living Crisis Declaration: Could this lead to lower taxes, wage increases, or other economic changes that benefit investors?

– Labor Market Disruptions: The impact of immigration policy changes on construction, maintenance, and renovation projects.

– No Tariffs (Yet): Why the absence of tariffs, for now, is a relief for real estate investors reliant on affordable construction materials and appliances.

Tune in for an in-depth breakdown of these developments and what they mean for your real estate investment strategy.

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they’ll connect with you.

Timestamps

00:00 Introduction and Overview

00:24 Trump’s Executive Orders Impacting Real Estate

00:50 Reversal of Environmental Policies

01:32 Federal Hiring Freeze and Return to Office

03:14 Cost of Living Crisis and National Emergency

05:44 Conclusion and Future Updates

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

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Are you ready to navigate the unpredictable landscape of 2025?

This episode dives deep into the challenges and opportunities facing real estate investors in the coming year. From interest rates and tariffs to navigating a cliff in new development pipelines, our guest, Kimberly Byrum, Managing Principal at Zonda, shares data-driven insights to help you make informed decisions. Discover what’s shaping the multifamily and housing markets and how you can position yourself for success.

Key Takeaways:

– The 2025 Market Outlook: Why new development pipelines are falling off and what it means for housing demand and rent growth.

– Impact of Interest Rates and Tariffs: How these economic factors are influencing underwriting and development costs.

– Demographic Trends to Watch: Insights into millennial renters, the rise of build-to-rent communities, and shifts in first-time homebuyer age.

– Navigating Market Fundamentals: Tips for identifying strong-performing markets and what to look for when evaluating opportunities.

– Sustainable Development Challenges: How climate risks, such as hurricanes and insurance costs, are reshaping market strategies.

– Emerging Opportunities: Exploring new concepts like 3D-printed homes, mass timber construction, and adaptive reuse projects.

Join us for a thought-provoking conversation packed with actionable insights to help you stay ahead in a rapidly evolving market. Don’t miss Kimberly’s advice on how to balance profitability with creating positive, lasting impacts through real estate.

Timestamps

00:00 Introduction to 2025 Market Uncertainties

00:25 Meet the Expert: Kimberly Byrum

01:48 Understanding Zonda’s Data Solutions

04:16 Challenges and Projections for 2025

17:36 Market Fundamentals and Investment Strategies

31:00 Lightning Round and Final Thoughts

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they’ll connect with you.

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

Learn more about your ad choices. Visit megaphone.fm/adchoices

To help Southern Californian families impacted by wildfires, please review the Community Organizations Link Here.

Have you ever wondered how natural disasters reshape real estate markets and create ripple effects far beyond the immediate aftermath? This episode dives into the short- and long-term consequences of these disruptive events on property values, supply and demand, and market resilience.

Key Takeaways:

– Immediate Market Impacts: Learn how property values plummet, supply tightens, and insurance and financing challenges emerge right after a natural disaster.

– Short-Term Effects: Discover how rental rates spike, migration patterns shift, and stigmas affect impacted areas, while unique investment opportunities arise.

– Long-Term Resilience: Explore how communities rebuild stronger, innovate, and often see property values exceed pre-disaster levels over time.

– Real-World Example: Understand the recovery journey of Houston after Hurricane Harvey and the lessons it provides for disaster-prone markets.

This episode offers valuable insights for homeowners, investors, and anyone curious about how markets adapt and recover in the face of natural adversity. Tune in to gain a deeper understanding of how resilience and innovation can transform disaster into opportunity.

Are you REady2Scale Your Multifamily Investments?

Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.

To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they’ll connect with you.

Credits

Producer: Blue Lake Capital

Strategist: Syed Mahmood

Editor: Emma Walker

Opening music: Pomplamoose

Timestamps

00:00 Introduction and Current Situation

00:15 Call to Action: Helping the Community

01:10 Immediate Impacts of Natural Disasters on Real Estate

02:49 Short-Term Effects on the Real Estate Market

04:21 Long-Term Resilience and Rebuilding

05:18 Case Study: Hurricane Harvey’s Impact and Recovery

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