Durable Value Ep 83 - The Data Is In The Drywall Durable Value: An Investor's podcast

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Durable Value Ep 83 - The Data is in the Drywall

2d ago 8:52

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In this episode, we dive deep into the concept of "the data is in the drywall" and how hands-on, property-level insights drive better decision-making in real estate. Ryan and the team discuss the importance of vertical integration, boots-on-the-ground intelligence, and blending physical experience with data analytics to gain a competitive edge. Whether you’re an investor, operator, or just curious about real estate, this episode is packed with actionable insights!
Timestamps:
00:00 – Introduction: What does "the data is in the drywall" mean?
00:46 – Real estate vs. financial trading: The physical difference
01:19 – How property-level data informs conviction and decisions
01:42 – Using big data sources vs. on-the-ground insights
03:09 – Making sense of signals: Applying experience to data
03:51 – Real-world examples: Move-ins, rent increases, and concessions
04:11 – Integrating third-party data with internal intelligence
04:58 – The intersection of data and physical real estate
05:25 – The balance: Unique assets vs. data models
05:46 – Real estate’s slow adoption of technology and data
06:16 – Embracing technology for better decision-making
06:36 – AI, local trends, and the future of real estate data
06:55 – The advantage of a manageable portfolio and boots-on-the-ground
07:23 – Training AI models and the ongoing value of human intelligence
07:48 – How actionable data drives decisions across the portfolio
07:56 – The ultimate goal: Creating edge through data in the drywall
08:16 – Less downside, more safety, and seeing what others don’t
08:45 – Why edge matters and how Durable Value keeps winning

Chapters

1. Introduction: What does "the data is in the drywall" mean? (00:00:00)

2. Real estate vs. financial trading: The physical difference (00:00:45)

3. How property-level data informs conviction and decisions (00:01:18)

4. Using big data sources vs. on-the-ground insights (00:01:41)

5. Making sense of signals: Applying experience to data (00:03:08)

6. Real-world examples: Move-ins, rent increases, and concessions (00:03:50)

7. Integrating third-party data with internal intelligence (00:04:10)

8. The intersection of data and physical real estate (00:04:57)

9. The balance: Unique assets vs. data models (00:05:24)

10. Real estate’s slow adoption of technology and data (00:05:45)

11. Embracing technology for better decision-making (00:06:15)

12. AI, local trends, and the future of real estate data (00:06:35)

13. The advantage of a manageable portfolio and boots-on-the-ground (00:06:54)

14. Training AI models and the ongoing value of human intelligence (00:07:22)

15. How actionable data drives decisions across the portfolio (00:07:47)

16. The ultimate goal: Creating edge through data in the drywall (00:07:55)

17. Less downside, more safety, and seeing what others don’t (00:08:15)

18. Why edge matters and how Durable Value keeps winning (00:08:44)

81 episodes

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