In this episode, from the 2024 investor day, Ryan talks about the why of Graceada partners. He talks about the foundational principles and history of Graceada Partners, exploring their conservative investment strategies, lessons learned from the Great Financial Crisis, and their focus on secondary and tertiary real estate markets in the Western U.S. He also highlights the firm's unique competitive advantages, risk mitigation measures, and the importance of conservative leverage in maintaining resilient and profitable investments.
In this episode of Durable Value, Ryan speaks with Jonathan Woloshin, Head of Real Estate Research for UBS Wealth Management's CIO Office. Jonathan shares insights on his role and expertise in the U.S. real estate market, from residential and commercial real estate to lodging, and discusses key trends and regulatory actions affecting the sector. The conversation touches on the historical context of real estate cycles, the challenges and opportunities in today's market, and investment strategies for different asset classes. Jonathan also shares his career on Wall Street and offers advice for young professionals entering the field.
Ed Sprague recently joined our resident long-suffering Oakland A’s fan, Joe Muratore, to share insights into how he approaches talent development in his current and past roles in various baseball organizations. Ed is the only baseball player to win championships in college, Major League Baseball, and the Olympics.
In this episode of Durable Value, Joe and Ryan discuss the increasing trend of niche investing in the institutional real estate space. They explore why more capital is being allocated to private real estate and the advantages of focusing on secondary and tertiary markets. With an emphasis on multifamily and multi-tenant industrial properties, they weigh the benefits of specialization, the importance of operational efficiency, and how a focused approach can provide a hedge against market cycles.
In Episode 66 of Durable Value, Ryan and Joe discuss how to manage risk in an economic downturn and how they mitigate risk by buying well, being conservative with debt, and focusing on growing NOI.
In Episode 65 of Durable Value, Ryan and Joe discuss the advantages of investing in secondary and tertiary markets compared to larger gateway cities.
Ryan Swehla from Graceada Partners shares his presentation for UC Berkeley Haas Business School’s executive education program for public pension trustees.
Joe Muratore from Graceada Partners speaks with Greg Campbell about insights on leadership.
Ryan Swehla from Graceada Partners speaks with Lori Torres, serial CEO and entrepreneur and founder of Parcel Pending.
Ryan Swehla from Graceada Partners interviews Paul Dolinoy, a member of the advisory board, who shares his professional journey in real estate investing over the past 50 years. He discusses the evolution of institutional investing, the changing landscape of real estate investment, lessons learned from his career, advising emerging managers, and advice for newcomers. He also shares insights into his personal hobbies.
This episode, hosted by Joe Muratore and Ryan Swehla focuses on the unique investment strategy of targeting secondary and tertiary markets in the Western United States. The discussion centers around the potential for investors to capitalize on a $1.6 trillion opportunity in apartment and industrial building markets across the West. Drawing parallels with the In N Out Burger's expansion model, they explain how strategic geographic expansion along major North-South highways (I-5, I-15, I-25) can create brand and staffing synergies and lead to high growth and high return on investment due to the inefficiency and lack of competition in these markets. Joe & Ryan envision expanding from their current presence in seven states to a broader footprint that captures a significant share of the market. The conversation concludes with future growth expectations and an invitation for more investors to join their journey to 'Own The West' with a strategy that promises higher returns by navigating these less competitive, yet populous markets efficiently.
As Graceada Partners approaches 15 years in business - Joe & Ryan discuss their friendship and broader business partnership that spans 40 years (going all the way back to and a seventh grade incident that resulted in a dual suspension). From real estate negotiations to the challenges of starting a business at the onset of a global financial crisis, Joe & Ryan reflect on the valuable lessons learned along their journey.
Joe & Ryan discuss the concept of value add real estate investing and its role in a portfolio. They explain that value add real estate investing involves buying properties with a specific plan to create the most value as quickly as possible, resulting in higher returns compared to a cash flow-oriented approach.
Jeff Burrow, founder and lead advisor at Sierra Ocean Custom Wealth joins Ryan Swehla to share his point of view and background from starting out on Wall Street at 22 to founding his own RIA firm in Ripon, CA.
Joe Muratore from Graceada Partners speaks with Nathan Torinus, the founder and CEO of TOR Wealth Advisors. Nathan specializes wealth advisory to business owners and high net worth familes. Today he talks about how Graceada Partners and similar companies help him to provide smart investments with unique diversification for his clients, and how his clients appreciate this on a financial level, but also a creative level.
Joe Muratore from Graceada Partners speaks with Nathan Torinus, the founder and CEO of TOR Wealth Advisors. Nathan specializes wealth advisory to business owners and high net worth familes. Today he talks about how Graceada Partners and similar companies help him to provide smart investments with unique diversification for his clients, and how his clients appreciate this on a financial level, but also a creative level.
Our keynote speaker for Built to Last 2023, Graceada Partners’ Annual Investor Meeting was Steve Young. Steve shared insights and wisdom that has led to a successful career both on and off the football field.
Steven Weintraub of West Coast Financial shares pertinent insights and perspective from the point of view of an RIA firm.
Joe & Ryan discuss how the shifting workforce demographics is impacting CRE as a whole and specifically how it affects our strategy.
Joe & Ryan discuss how they see rising rates impacting the Commercial Real Estate market, how it affects the firm’s strategy going forward, and what changes they see on the horizon.
Joe & Ryan discuss their journey from just starting out in the midst of the 2008 GFC to where Graceada Partners is at today, and how the current challenges differ from the previous ones.
Joe and Ryan discuss the current market outlook and how it affects their strategy going forward. They talk about the risks they see in the market, and how supply, tenant affordability, and the sensitivity of secondary and tertiary markets affect their business.
Joe and Ryan discuss their views on the current investing landscape.
Joe and Ryan discuss Third City Markets, what they are, and the advantages and disadvantages with working in them.
We find the value-add investing strategy to be the least risky and so we’ve put a lot of energy into developing processes around this method. In this episode of Durable Value, Joe and Ryan share more detail around the firm’s approach and why we think it will be a strategy that has longevity.
Joe and Ryan discuss how they try to build resilience in the organization.
Joe and Ryan discuss how they find patterns and trends in markets targeted for acquisition.
Joe and Ryan discuss the firm’s philosophy and strategy around building off-market pipelines in secondary and tertiary markets.
From our recent investor meeting Q&A session with current and prospective investors.
Taken from Graceada Partners' recent investor meeting, Joe Muratore gives a deeper look at how Graceada approaches CRE investing and strategy.
