Pascal Wagner interviews Matt Faircloth, John Casmon, and Ash Patel in a year-end roundtable reflecting on the biggest lessons from 2025 across their own portfolios and hundreds of investor interviews. The group digs into why distress has been slower and more “behind the scenes” than expected, how liquidity, discipline, and deal structure mattered more than macro predictions, and why many LPs are now prioritizing cash flow and capital preservation over appreciation. They also debate bridge debt, LP risk assessment, and where opportunities may emerge in 2026—from small-cap multifamily inefficiencies to deeply discounted office assets—while emphasizing accountability, conservative underwriting, and adaptability as the cycle evolves.
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