The Best Ever CRE Show

Joe Fairless
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Jul 27, 2025 • 41min

JF 3979: CRE Capital Flows, DSCR Constraints, and the Lending Pivot in 2025 ft. John Manning

Join John Manning, Executive Managing Director at Marcus & Millichap Capital Corporation, as he dives into the evolving world of commercial real estate lending. He reveals how borrower preferences are shifting towards CMBS due to competitive interest rates and attractive non-recourse loans. Manning also discusses the rise of debt funds in bridge financing and predicts a rebound in capital flows if new legislation encourages retirement investments in real estate. It’s a must-listen for anyone looking to navigate the complexities of today’s lending landscape!
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Jul 26, 2025 • 56min

JF 3978: Team Building, Market Timing, and Legacy Projects ft. Cary Clarke

Cary Clarke, founder of Founders Development Company and expert in multifamily development, shares his journey from working in his father's business to launching a massive apartment project in the DFW area. He reveals how the 2008 financial crisis prompted his shift back to multifamily housing and emphasizes the value of mentorship. Cary discusses strategies for securing land in competitive markets and navigating the complex HUD 221(d)(4) loan process, highlighting the importance of teamwork and community engagement in real estate success.
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Jul 25, 2025 • 54min

JF 3977: Starting Smart, Sharing Freely, and Building with Purpose ft. Gary Jonas

Gary Jonas, Managing Partner at The HOW Group, shares insights from his transition into real estate development. He emphasizes the importance of transparency, building long-term partnerships, and financial discipline. Gary highlights the need for multiple income streams before diving into real estate and offers tactical advice on structuring partnerships. He discusses the significance of personal dedication and strategic planning while scaling a business and affirms that success largely hinges on clear criteria and effective execution.
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Jul 24, 2025 • 1h 7min

JF 3976: Due Diligence, Deal Transparency, and Tech-Backed Wealth Building ft. Litan Yahav

Litan Yahav, co-founder and CEO of Vyzer, shares his journey from the diamond industry to becoming a savvy passive investor. He reveals how a big financial exit launched him into real estate syndications and the creation of his investment tracking platform. The conversation dives into the importance of evaluating general partners, the challenges of managing diverse private investments, and how AI enhances transparency in the complex world of investments. Litan also discusses common pitfalls for new investors and the necessity of asking smarter questions for better deals.
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Jul 23, 2025 • 49min

JF 3975: Self-Storage Lessons, Fund Strategy, and Capital Preservation Tips ft. Tom Dunkel

Tom Dunkel, Managing Principal at Eagle Capital Investments, shares his inspiring journey from losing his job in 2006 to becoming a successful real estate investor. He discusses hard lessons learned in residential real estate and his pivot to self-storage and private lending. Tom explains his SAFE investing method—focusing on sponsors, assets, financials, and exit strategies. He also highlights the importance of vetting fund managers and emphasizes capital preservation amidst market uncertainties, making real estate investment more accessible and strategic for passive investors.
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Jul 22, 2025 • 44min

JF3974: Investor Relations, Development, and Time Management ft. Jeff Ervick

Jeff Ervick, Managing Partner at Valoris Capital Partners, oversees over $200M in assets and adeptly balances a tech sales career with real estate. He shares insights on evolving from single-family to multifamily investments, emphasizing networking and the role of private credit. Jeff discusses their Florida development strategy, pivoting from heavy value-add projects, and the necessity of underwritten deals to mitigate construction risks. He also highlights how local incentives like Florida’s Live Local Act can enhance investment strategies.
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Jul 21, 2025 • 41min

JF 3973: Investor Pipelines, Lead Scoring, and CRM Strategies with Marisa Amirian

Marisa Amirian, founder of Capbloom and a tech veteran, shares her insights on capital raising systems. She discusses the significance of nurturing investor relationships and the mantra of "always be capital raising." The conversation covers effective email marketing strategies and the importance of personal communication over metrics. Marisa emphasizes the use of automation in CRM systems, while also stressing that successful capital raisers prioritize genuine conversations over dashboards. Her expertise offers valuable tools for those looking to enhance their investor engagement.
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Jul 20, 2025 • 25min

JF 3972: Cap Rates, Market Opportunities, and the $120B Shift That Could Change Everything with John Chang

John Chang, head of research at Marcus and Millichap and a veteran real estate investor since 2007, dives into a transformative proposal that could let U.S. retirement funds invest in private markets, especially commercial real estate. He reveals how this shift could dramatically reshape cap rates, challenging the belief that they closely follow interest rates. Instead, Chang emphasizes the importance of capital flows and investor demand on market dynamics, urging listeners to prepare for a potential wave of capital that could significantly impact property values.
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Jul 19, 2025 • 49min

JF 3971: Population Growth, Infrastructure, and Rent Demand with John Casmon

Discover the significance of understanding local markets in multifamily investing. John Casmon shares his journey from Chicago, emphasizing the value of starting close to home. He highlights key factors like population growth, job diversity, and infrastructure in choosing investment locations. Learn about the potential in cities like Cincinnati, Louisville, and San Antonio. The discussion also touches on the importance of local economic commitment and community involvement for a thriving real estate landscape.
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Jul 18, 2025 • 53min

JF 3970: Private Equity Truths, Cashflow Secrets, and the Power of Asking Investors ft. Ian Djuric

Ian Djuric, Founder and CEO of Blake Capital Group, shares his dynamic journey from door-to-door sales in waste management to managing $2.2 billion in real estate. He discusses innovative strategies in multifamily renovations and reveals why car washes have become his cash flow favorite. Ian also highlights the importance of strong partnerships for sourcing off-market assets and the nuances of raising capital from family offices, emphasizing the power of understanding investor needs for growth.

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