Navigating the Shift: From Trading to Real Asset Investment

Simon Wagner is the Founder and Managing Partner of Granite Oak, a private investment firm with over $250mm of assets across Real Estate and Venture Capital. His career spans more than 20 years of investing and entrepreneurship in financial markets and alternative investments.

On this episode, Chris and Simon discuss:

• Working in mortgage-backed securities at Morgan Stanley in 2006
• Developing his commercial mortgage thesis
• The Irish real estate market
• Planning & Entitlements

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Links

Granite Oak

Simon on X

Topics

(00:00:00) - Intro

(00:04:51) - Meeting Simon and his journey to the United States

(00:10:44) - Working in mortgaged-backed securities at Morgan Stanley in ’06

(00:24:35) - Forming the commercial mortgage thesis

(00:39:54) - Lending Lessons learned

(00:42:26) - Entering the Ireland market

(00:45:24) - Simon’s first deal

(00:56:25) - Irish vs. American loans

(00:57:13) - Simon’s portfolio today

(00:59:37) - Ireland’s influx of foreign capital and housing shortages

(01:07:21) - Fundraising

(01:13:53) - Planning and entitlements

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