#670 Year in Review: 2023

Some commercial real estate investments don’t look like obvious winners on the surface. Complexity, uncertainty, and unanswered questions scare many investors away, but they can also lead to some of the best opportunities. That was certainly the case with the deal I’m about to sh ...  Show more

Commercial real estate acquisitions doesn't simply mean finding a deal, underwriting it, and hoping for the best. Often, having the discipline to act on what you find will make you wealthier than even the greatest properties you could buy. Every investment has skeletons in the cl ...  Show more

Stu Kedwell, Co-Head of North American Equities, joins Dave to recap some key lessons investors can take away from 2020, including the importance of looking at all possible outcomes, and maintaining long-term optimism. (Recorded December 15, 2020)To view the transcript and disclo ...  Show more

Today's episode of the podcast is The #3 Podcast of 202. Kevin Clancy (KFCBarstool), Dale Moss, and LAW (Ladies Always Win) join me in today's episode of the podcast as I start a new series that I call "Podcast With Friends." Podcast With Friends is here to s ...

<span style= "font-size: 11.0pt; font-family: 'AvenirNext LT Com Regular',sans-serif; mso-bidi-font-family: 'Times New Roman'; mso-bidi-theme-font: minor-bidi; color: black; mso-themecolor: text1;"> The final episode of 2023 highlights some of the best mom ...

My guest today is Brent Beshore. For those that don’t know Brent from his frequent appearances on this podcast, he runs Permanent Equity Fund and has been a close personal friend for the past five years. Brent and I revisit our conversation from the heart of COVID to touch on key ...  Show more