Durable Value: An Investor's Podcast

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 compet...

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 cont...

In this episode of Durable Value, Joe interviews Ed Sprague Jr., the Director of Baseball Operations for the Oakland Athletics. They discuss Ed's impressive career, starting from his achievements in college baseball and the Olympics to his successful stint in Major League Baseball. Ed shares insights into what it takes to be a consistent winner and how losing can drive an athlete to perform b...

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 importan...

In Episode 65 of Durable Value, Ryan and Joe discuss the advantages of investing in secondary and tertiary markets compared to larger gateway cities. Our latest research, led by Ryan, debunks common misconceptions, illustrating the long-term stability, diverse economic drivers, and higher cash flow potential of smaller markets. These markets offer less competition and lower entry costs, producing...

In this Episode, Joe and Ryan discuss the intricacies of managing risks during a downturn in the real estate market. They discuss the importance of focusing on cash flow, especially in challenging economic times, and the strategies they use to ensure stability and growth. This episode covers their approach to conservative debt, the necessity of having reserves, and the impact of market cycles on r...

Ryan Swehla from Graceada Partners shares his presentation for UC Berkeley Haas Business School’s executive education program for public pension trustees. His presentation goes over the Graceada Partner's strategies, focusing on core, value-add, and opportunistic approaches. He explains the benefits and characteristics of these strategies, discusses their role in a diversified investment port...

In this episode of the podcast, Joe Muratore of Graceada Partners, sits down with Greg Campbell, a seasoned advisor, investor, and board member with an extensive and fascinating career. They discuss their long-standing professional relationship, spanning almost a decade, and explore Greg's contributions to Graceada Partners' growth and success. Greg shares valuable insights on leadership...

Ryan Swehla from Graceada Partners speaks with Lori Torres, serial CEO and entrepreneur and founder of Parcel Pending. 00:00 Ryan introduces Lori Torres, founder of Parcel Pending 00:31 Lori's Early Career and Transition to Multifamily 01:52 Founding Parcel Pending 03:01 Challenges and Successes in Entrepreneurship 06:33 Mentorship and Building a Support Network 13:19 Lessons from the Irvine...

Ryan Swehla from Graceada Partners interviews Paul Dolinoy, a member of Graceada’s advisory board and long time member of the NYSTRS real estate committee, 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 man...

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. They discuss 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...

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 lesson...

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. They highlight three reasons to consider value add investing: it is an uncorrelated...

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.

In this excerpt from our recent investor meeting, Joe Muratore shared the firm’s plans for 2024 including targeted geographies, asset class, and more. Learn firsthand what strategies will be employed and why Graceada Partners has cautious optimism when looking forward to 2024 and beyond.

 Joe Muratore from Graceada Partners speaks with Nathan Torinus, CFP®, MBA , the founder and CEO of TOR Wealth Advisors. Nathan specializes wealth advisory to business owners and high-net-worth families. 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 financi...

This episode of Durable Value features guest Steven Weintraub, co-founder and advisor with West Coast Financial, a registered investment advisor. Steven shares how RIA’s are able to find creative investments that focus on less traditional metrics like risk tolerances.

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 share their view on the current investing landscape.

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 identify patterns and trends when looking for markets that fit the firm's investing thesis.