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The Best Ever CRE Show
JF3822: How Fund Managers Think: A Guide for LPs Seeking Smarter Investments ft. Sanjay Vora
Feb 20, 2025
Sanjay Vora, CEO of Vessar and advisor to over 200 fund managers, shares his journey from tech executive to fund manager. He discusses crucial due diligence strategies and the significance of diversification in passive investing. Vora emphasizes the need for a cautious approach when evaluating fund managers and exploring opportunities. He also sheds light on the evolving landscape of private funds and innovative funding methods in commercial real estate, offering valuable insights for savvy investors looking to enhance their portfolios.
50:52
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Quick takeaways
- Sanjay Vora emphasizes the significance of effective due diligence in assessing investments, including analyzing historical financials and risk factors.
- The podcast highlights the appeal of mobile home parks as a recession-resilient investment strategy due to consistent tenant duration and demand for affordable housing.
Deep dives
Investing in Mobile Home Parks
Investing in mobile home parks is presented as a recession-resilient strategy that can yield consistent returns. The average tenant in a mobile home park remains for 10 to 12 years, significantly longer than typical multifamily residents, which helps reduce turnover and associated costs. The demand for affordable housing has increased, making mobile home parks an attractive investment option for generating steady cash flow. Furthermore, the potential for tax benefits due to property depreciation enhances the appeal of this asset class to investors.
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Discover
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