The Best Ever CRE Show JF 4085: Charts That Matter, Honest Updates and Lower Cost of Capital ft. Ryan Floyd
Nov 10, 2025
Ryan Floyd, a portfolio manager at Barca Capital, delves into the nuances of investor relations, spotlighting its often-overlooked role in capital raising. He critiques common pitfalls like boilerplate messaging and a lack of candor. Instead, he advocates for more detailed, segmented data and storytelling to foster investor trust. Highlighting Edward Tufte’s principles, Ryan emphasizes the importance of well-designed visuals over generic slides. He also discusses the value of personal communication, encouraging video updates over cold emails to strengthen relationships.
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Episode notes
Authentic Voice Wins Trust
- Investor communications succeed when they use an authentic voice that admits both wins and problems.
- Candid, human writing builds trust more than boilerplate positivity.
Show Trends, Don’t Read Numbers
- Use time-series charts and ratios instead of paragraph descriptions of numbers.
- Add a single-sentence comment and let the graph show the trend.
Talk About Cash And Downsides
- Many IR materials avoid discussing negatives and cash allocation decisions.
- Omitting cash-use rationale creates distrust and wastes capital allocation opportunities.
