We’re excited to share value-driven content with you via “Graceada Insights”. If you’re curious to dive in to some of the interesting conversations we share on our podcast, Durable Value, check out the recent episodes below!
In this episode of Durable Value, Joe and Ryan weigh in on the essential role of investment committees in making sound investment decisions. They discuss how investment committees serve as a system of checks and balances, ensuring alignment with overall objectives and providing a platform for objective critique and strategic approval. The conversation covers various topics, including the structure of their investment committee, the importance of experience, the dynamic nature of investment committees, and real-life scenarios illustrating their decision-making process.
In this episode of Durable Value, Ryan Swehla sits down with Peter Finley, head of institutional capital markets at Graceada Partners. With his extensive background in real estate and capital markets, Peter shares invaluable insights from his days in the Navy to navigating market cycles on Wall Street. He discusses the evolution of institutional landscapes, his experiences during the S&L crisis, GFC, and more. We get a detailed look into the cyclical nature of the financial markets and timeless wisdom for upcoming capital raisers.
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.
