Durable Value: An Investor's Podcast

Joe and Ryan discuss the firm’s philosophy and strategy around building off-market pipelines in secondary and tertiary markets.

Joe and Ryan share their thoughts on finding opportunities in inefficient markets and how inefficient markets are at the core of Graceada's investing thesis.

Joe and Ryan share their thoughts on where the market is headed in 2023, and how it might affect strategies and Graceada Partners' business as a whole.

With most investors thinking about ways to mitigate tenuous market shifts, some may be reevaluating the makeup of their portfolio. In this episode of Durable Value, Joe and Ryan discuss where Commercial Real Estate might fit. In this Episode Real Estate Private Equity defined Differences between private equity and cash flow investing Pros and cons of equity investing How does inflation affect priv...

It's on the tip of every investor's tongue: where are markets headed? Graceada Partners started during the global financial crisis in '08. In this episode Joe and Ryan share the specific ways Graceada Partners is proactively set up for uncertainty.

Joe & Ryan talk through the current uncertain market situation and how they approached the last financial crisis back in 2008 which was also the year they founded Graceada Partners!

Brandon Rebiero is co-founder of Gold Leaf Farming, a farming and investment company focused on owning, operating, and acquiring agricultural assets in California and Arizona. Brandon shares insights around due diligence, the parallels between agricultural investing and CRE, and how Gold Leaf has utilized the Entrepreneurial Operating System (EOS) to grow rapidly.

Joe and Ryan delve into the specifics of their investing strategy.

Knowing when it's time to sell a property isn't easy. Over the years we've fine-tuned our approach to knowing when it's the right time for us and our specific strategy and market.

Joe and Ryan discuss the key ingredients needed before purchasing real estate in a new market.

To some, the office asset class is a "four letter word". In this episode we share why we still view office positively and how we're pivoting to make sure our office properties are meeting the needs of tenants post-covid.

We talk about our Monday morning meetings which happen every week at the same time and follow the same structure. These "Level 10" meetings set the tone for the week and make sure our mission and values are at the forefront of the week's decisions.

Joe and Ryan share how they've built a team that challenges them daily. In this episode: How to create an environment that fosters mentorship. Being realistic about one’s own shortcomings Why we keep our core values at the forefront of decision-making Why we pursue “stunning colleagues” that challenge one another How to foster continued learning How approaching internship programs can create...

We bought 148-unit apartment complex Westlake Apartments a little over a year ago for $23,500,000. Now after selling it for $38,050,000, we'll dive in and share the dynamics of the acquisition (including what worked well and what didn't).

Joe and Ryan talk about the importance of testing and how they approach testing different strategies across the Graceada Partners portfolio.

What might have been temporary work-from-home is now permanent for large swaths of employees, particularly those at tech companies. Both employees and employers have shifted to current and budding secondary markets where better quality of life waits. In this episode, we dive into the 5 main effects we're seeing.

One of our core values is "Extreme Ownership" and in order for our team to be able to take ownership of their goals and tasks, they have to be given autonomy. Joe and Ryan talk about how they are doing this at Graceada Partners.

Joe and Ryan walk through the specifics of a recent property acquisition from start to finish.

Joe and Ryan discuss the movement out of urban areas and into secondary markets. How many people actually relocated? The pandemic led to many people undergoing more drastic life changes like career changes, new home, new state, etc. As this migration winds down there are clear trends we're seeing in our immediate geography and throughout the country.

Joe & Ryan get candid as they discuss their approach to hiring a great team. 

Alliance Global Advisors is a women-owned consulting firm focused on empowering the institutional investment community to elevate best practices.  Alliance bridges the gap between the investor and the investment management community.   Advising clients with approximately $114 billion in assets under management, Alliance partners with organizations to provide an independent perspective and innovati...

In Episode 21 of Durable Value, Joe & Ryan discuss their partnership and how they've made it work by playing to their individual strengths.

Joe and Ryan discuss how company culture went from being an afterthought to being a core part of Graceada Partners' business model.

When major corporations mandated large swaths of their workforce operate remotely, many employees relocated to areas more desirable to them. Perhaps closer to family, or lower rent, whatever the case may be the trend has drastically changed the commercial real estate outlook. In this episode, we talk about what we see changing and how we've adjusted our strategy in the asset class.

Billionaire Ray Dalio, is well known for articulating his investing philosophies publicly. Ray is perhaps most well known for what he calls "The Holy Grail of Investing", and in this episode, we talk about how we apply it to commercial real estate.