The Best Ever CRE Show JF 3898: Scaling Wealth with Private Businesses, Real Estate Alternatives, and Smart Underwriting ft. Suja Shyam
May 7, 2025
Suja Shyam, Managing Partner at Lux Capital Investment Group, discusses her journey from multifamily real estate to investing in alternative assets like private equity and cash-flowing businesses. She highlights the appeal of these investments in a rising interest rate environment and shares insights on effective underwriting and due diligence. Suja emphasizes a risk-bucket approach for savvy investors seeking growth and dives into a unique healthcare brokerage venture aimed at achieving substantial equity multiples. Her perspective on portfolio diversification is a valuable takeaway.
AI Snips
Chapters
Transcript
Episode notes
Businesses Hedge Interest Rate Risk
- Rising interest rates have flattened or decreased rents, reducing multifamily real estate returns.
- Cash-flowing businesses offer a durable hedge less sensitive to interest rate fluctuations.
Use Risk Buckets to Invest
- Allocate portions of your portfolio into buckets with different risk tolerances: conservative, medium, and high risk.
- Use risk buckets to balance safety and growth potential to achieve higher overall returns.
Partnering with Proven Operators
- Suja invested in a healthcare brokerage led by experienced principals who had successfully exited a prior similar business.
- Partnering with proven operators reduces risks in business acquisitions for her investors.