The Best Ever CRE Show

Joe Fairless
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Aug 19, 2025 • 46min

JF 4002: Industrial Rent Doubles, Tenant-First Strategy, 1031 Playbook ft. Nick Jones

On this episode of Best Ever CRE, Joe Cornwell interviews Nick Jones, CEO & founder of Alakai Capital, about building long-term, tenant-first partnerships across retail and small-bay industrial in Florida. He walks through Orlando-area industrial rent growth—roughly doubling from ~$7–8 NNN to ~$15–17/SF since 2014—and how that reshapes buy/hold vs. sell decisions. Nick also shares his framework for recycling capital (cost seg + 1031s) and why he’s leaning into multi-tenant industrial while selectively developing for nationally branded QSRs. Finally, he explains how investor goals dictate exits, while steady cash flow and repeatable development programs drive scale. Nick Jones Current role: CEO & Founder, Alakai Capital. Based in: Orlando, Florida Say hi to them at: alakai-capital.com | LinkedIn. Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 18, 2025 • 1h 11min

JF 4001: Fund‑of‑Funds Playbook, Family Office Relationships and LP‑First Investing ft. Danny Gould

On this episode of Unlimited Capital, Richard McGirr interviews Danny Gould about building a truly LP-first fund-of-funds: retail SPVs for diversified access paired with an institutional “capital desk” that connects standout sponsors with family offices. Danny traces his path from leading a top Silicon Valley real estate team to co-managing a $300M hospitality portfolio, then pivoting to a FoF model that solves investor problems first—income targets, depreciation needs, and risk profile—before picking deals. He breaks down avatar-driven marketing (Stanford execs, physicians, senior sales pros) and why family offices require a long-game relationship approach. They wrap with how he’s using HubSpot now—and AI soon—to scale high-touch nurturing without losing authenticity. Danny Gould Current role: CEO at Gould Capital Based in: Silicon Valley, CA. Say hi to them at: LinkedIn | Youtube Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 17, 2025 • 33min

JF 4000: Inflation Watch, Fed Dilemma, and Recession Risk with John Chang

On this episode of The Horizon, John discusses June inflation data, why tariff impacts haven’t fully appeared in CPI yet, and how companies signal they’ll pass more costs to consumers. He breaks down a weakening labor market, the Fed’s dual mandate, and Wall Street’s high odds of near‑term rate cuts—while warning that cutting into oncoming tariff-driven inflation could force a policy U‑turn. John explores CRE implications across property types (apartments, retail, industrial, office), the role of the 10‑year Treasury, and how uncertainty—not just rates—is throttling hiring and investment. He closes with a medium‑term outlook: transaction velocity likely rises into 2025–26 as dry powder deploys, with localized cap rate compression despite policy opacity. Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 16, 2025 • 49min

JF 3999: De-risking Multifamily with Tax Incentives, Developer Deals, and Market Vetting ft. Zach Winner

On this episode of Multifamily Mastery, John Casmon interviews Zach Winner, a former attorney turned full-time real estate investor who shares how he transitioned from single-family rentals to large-scale commercial real estate. Zach breaks down his "Value Add Plus" strategy, which focuses on buying newer properties from developers and increasing NOI through underutilized revenue streams and advantageous tax incentives, rather than heavy capex renovations. He emphasizes the importance of landlord-friendly markets and reveals some of the 25 metrics his team uses to vet markets—like the presence of STEM jobs and evolving tenant laws. The conversation also touches on 1031 exchanges, a little-known 1245 exchange tactic, and the steady returns found in Midwest markets. Zach Winner Current Role: Managing Partner at Prosperity CRE Based in: Los Angeles, CA Say hi to them at: zw@prosperitycre.com LinkedIn Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 15, 2025 • 1h 14min

JF 3998: How Kathy Fettke Predicted the Crash, Pivoted to Cashflow, and Built a Real Estate Empire

On this episode of Next Level CRE, Matt Faircloth interviews Kathy Fettke, co-founder of Real Wealth Network and host of The Real Wealth Show. Kathy shares her colorful journey from talent agency owner to newscaster, and eventually to full-time real estate investor and educator. She recounts how a cancer scare in her family spurred her pivot to learning about passive income and real estate, leading to the creation of one of the earliest turnkey investment models. Kathy and Matt also dive deep into current market conditions, discussing interest rates, multifamily opportunities, and why she's bullish on overlooked Midwest markets like Indianapolis and Milwaukee. Kathy Fettke Current role: Co-CEO, Real Wealth Network Based in: Malibu, California Say hi to them at: https://realwealth.com or on her podcast The Real Wealth Show Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 14, 2025 • 60min

JF 3997: Sponsor Trust, Market Timing, and Rate Caps ft. Ryan Duff

On this episode of the Passive Income Playbook, Pascal Wagner interviews Ryan Duff, a former mortgage broker who spent 14 years underwriting loans before transitioning into LP investing. Ryan shares how his front-row seat in the lending world gave him a unique edge in identifying quality sponsors and structuring successful deals. He discusses the three core pillars of underwriting—borrower credit, asset performance, and market fundamentals—and why sponsor quality trumps everything in investment decisions. Ryan also breaks down how lending standards have tightened post-2021, what LPs should really be asking for in due diligence (hint: request the REO schedule), and how market dislocation is creating powerful opportunities for plugged-in investors. Ryan Duff Current Role: Founder at Seaport Capital Advisors, capital advisor and LP investor Based in: East Coast (primarily invests in Southeast and Midwest markets) Say hi to them at: LinkedIn Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 13, 2025 • 47min

JF 3996: STNL Investing, Fed Rate Predictions, and 18% IRR Targets ft. Mike Kron

Mike Kron, founder of Guardian Advisory, dives into the realm of single tenant net lease (STNL) retail assets, emphasizing their resilience against e-commerce giants like Amazon. He believes now is the ideal time to invest, fueled by anticipated interest rate drops. Kron shares insights on his fund's strategy, targeting an impressive 18% IRR by focusing on long lease terms and high-credit tenants. The discussion also covers the return of bonus depreciation and the evolving landscape of retail, highlighting his commitment to stability and investor-friendly approaches.
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Aug 12, 2025 • 41min

JF 3995: Navigating Market Cycles, Building Legacy Projects, and Scaling Passive Investment Returns ft. David Hrizak

David Hrizak, CEO of Streamline Capital Group with 29 years in real estate, dives into his inspiring journey. After a near-death experience, he co-founded a firm focusing on passive investing, specifically targeting resilient medical and Class B office buildings in Phoenix. He discusses a bold ground-up project—a lavish 70,000-square-foot music venue—and shares insights on tax benefits like bonus depreciation. David emphasizes the importance of market adaptability and investor education in cultivating long-term legacy projects.
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Aug 11, 2025 • 56min

JF 3994: Raising $121M, Building Trust, and Investor Lifetime Value ft. Andrew Cushman

Andrew Cushman, founder of Vantage Point Acquisitions, shares his inspiring journey from chemical engineer to multifamily real estate investor. He raised over $121 million by focusing on transparent communication and trust-building with investors. The discussion emphasizes the importance of relationship over gimmicks, effective capital-raising strategies, and the value of regular updates. Cushman also talks about mastering investor expectations and the shift towards attraction marketing, showcasing how authenticity can lead to lasting success in real estate.
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Aug 10, 2025 • 36min

JF 3993: Jobs Report Shock, Inflation Outlook, Recession Risk Ahead with John Chang

John Chang, head of research at Marcus and Millichap, dives deep into the latest jobs report, revealing a sharp drop in job creation since April. He examines economic indicators like labor force participation and inflation trends, suggesting increasing recession risks. Chang discusses the Federal Reserve's dilemma with rising inflation against weak employment, making rate cuts unlikely. He concludes by predicting how these economic shifts will impact the commercial real estate landscape, particularly for apartments, retail, and industrial sectors in the coming year.

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