Podcast
The LSCRE Podcast
Hosted by Rob Beardsley · EN
The LSCRE Podcast interviews institutional investors to learn more about their strategies, sponsor and investment criteria, due diligence process, and asset management practices.
New episodes every Monday at 9am EST.
31episodes
Episodes
Newest firstAll episodes
How Wealthy Investors Use Real Estate to Beat the Market
6d ago00:06:59Tap to summarizeIn this video, Rob Beardsley and Craig McGrouther discuss why some wealthy investors rotate from the S&P 500 into private real estate during different market cycles.They explain how a tax-advantaged real estate yield can outperform lower post-tax stock yields, and why strategies like depreciation, cost segregation, and 1031 exchanges can dramatically improve long-term returns.Learn more about LSCRE at www.lscre.com
Transcribe →The Deal With Lower Returns Might Make You Richer
1w ago00:07:41Tap to summarizeIn this video, Rob Beardsley and Craig McGrouther explain why deals with lower projected returns can often lead to better long-term outcomes.They discuss the discipline required to pass on aggressive “high-return” opportunities during strong markets, how recency bias can distort investor decision-making, and why protecting downside risk often matters more than chasing upside.They also cover the importance of consistency across market cycles and why steady capital deployment over time can outperform attempts to time the market.Learn more about LSCRE at www.lscre.com
Transcribe →Preserve at Copper Springs Takeover Update
2w ago00:03:54Tap to summarizeLSCRE is excited to share our first takeover update for Preserve at Copper Springs.In just one month of ownership, the team reduced over $60,000 in delinquency to $0.Early execution has been strong, but this is just the beginning.Watch the full takeover update to see what’s already changing at Preserve at Copper Springs.Learn more about LSCRE at www.lscre.com
Transcribe →The Biggest Lie in Multifamily Right Now
2w ago00:08:09Tap to summarizeIn this episode, Rob Beardsley and Craig McGrouther break down one of the biggest misconceptions in multifamily investing today: the belief that distressed real estate automatically means opportunity.They discuss why discounts from peak pricing can be misleading, how supply can overpower even the strongest demand story, and why investors need to look beyond flashy market data and marketing narratives.The conversation also covers the risks of investing in high-growth, high-supply markets, the importance of understanding real operational and market fundamentals, and why disciplined underwriting matters more than chasing distressed deals with aggressive upside projections.Learn more about LSCRE at www.lscre.com
Transcribe →The Multifamily Delinquency Playbook Nobody Talks About
3w ago00:07:03Tap to summarizeIn this clip of the LSCRE Podcast, Rob Beardsley and Craig McGrouther break down how delinquency can be actively managed in multifamily properties and why it plays a critical role in performance after takeover.They discuss what delinquency really represents in practice, how proactive collections efforts can materially shift outcomes, and why execution at the property level often determines how quickly a deal stabilizes.The conversation also expands into the broader topic of distress in real estate, including why it is often misunderstood and why a discount from peak value does not necessarily translate into a good investment.Learn more about LSCRE at www.lscre.com
Transcribe →$60,000 to $0 in 30 Days… Here’s How We Turned This Apartment Deal Around
3w ago00:33:20Tap to summarizeIn this episode of the LSCRE Podcast, Rob Beardsley and Craig McGrouther break down how a $60,000 delinquency balance was taken to $0 in just 30 days after we took over a 376-unit multifamily property.They cover what drove the turnaround, from proactive collections to maintaining occupancy, and how scale impacts execution at larger properties.The conversation also highlights why “distress” doesn’t always mean a good deal, and why understanding real risk at takeover matters more than buying at a discount.Learn more about LSCRE at www.lscre.com
Transcribe →We Don’t Make Money on New Leases… Here’s Where the Real Profit Is
4w ago00:07:21Tap to summarizeIn this video, Rob Beardsley, Craig McGrouther, and Sam Morris break down why we don’t really make money on our new leases, we make money on our renewals and what that really means for multifamily operations.Instead of focusing only on occupancy or trade-outs, they explain how renewal rate directly impacts cash flow through turnover costs, vacancy, and operational risk. For long-term holders, renewals aren’t just a metric, they’re a key driver of performance.Learn more about LSCRE at www.lscre.com
Transcribe →The Truth About Investing in Houston Real Estate (Oil Isn't What You Think)
Apr 2400:06:56Tap to summarizeIn this video, Rob Beardsley, Craig McGrouther, and Sam Morris unpack the real relationship between Houston and oil, and why it’s often misunderstood.People look back at a time when a sharp drop in oil dragged everything down with it, from real estate to jobs to the broader economy, showing just how dependent the city once was.Today, oil still plays a major role, and when it rises, it drives profits, spending, and activity across Houston. But the key difference is that the city is no longer as reliant on a single industry.With more diversification across sectors, Houston has become far more resilient, benefiting from upside while being much more protected on the downside.Learn more about LSCRE at www.lscre.com
Transcribe →Is Houston a Ticking Time Bomb? (Oil Crash Explained)
Apr 2000:16:13Tap to summarizeHouston’s story is closely tied to oil and gas, but its economy today is much more diversified than it once was.In this episode of the LSCRE Podcast, Rob Beardsley, Craig McGrouther, and Sam Morris revisit the 1980s, when oil went from about $30 a barrel to about $8 a barrel. When that happened, it dragged down everything with it, with real estate on fire sale, widespread job losses, and banks failing, creating a long period of economic distress.Since then, Houston has become substantially more downside protected. Oil and gas is still a major part of the economy, but it is no longer as predominant as many people think, dropping to a much smaller share over time as other industries expanded.Today, when oil goes up, it boosts profits and activity in Houston, but the city is far more resilient than it was in the past due to its diversified economic base.Learn more about LSCRE at www.lscre.com
Transcribe →Most Multifamily Deals Look Safe… Until You See This
Apr 1700:36:23Tap to summarizeIn this episode of the LSCRE Podcast, Craig McGrouther sits down with Patrick Grimes to unpack why he moved away from speculative investing after losing everything in 2009 and how that experience reshaped his entire approach to risk.Instead of “big flips and big gambles,” his focus is on being hyper-diversified and cross-collateralized, investing at just 10–30% of collateral value rather than the 60–80% commonly seen in real estate. The goal is simple: underwrite with a high degree of confidence and build downside protection into every deal.Learn more about LSCRE at www.lscre.com
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