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JF 4016: Fireside Chats - Cash Flow, Positive Leverage and Scalability with Matt Faircloth and John Chang

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Manage episode 503925250 series 109682
Content provided by Best Ever CRE and Joe Fairless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Best Ever CRE and Joe Fairless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this week’s episode of Best Ever CRE, John Chang and Matt Faircloth interview each other in a fireside chat style. They unpack the three market drivers John watches most — jobs, demographics and local supply — and why rates matter mainly when the deal hits underwriting rather than for predicting operating performance. Matt explains his pivot toward day-one cash flow, positive leverage and scalability while moving away from C class value add plays. They debate hospitality with Matt favoring flagged limited-service hotels tied to business travel as John flags labor and construction headwinds, then trade war stories on COVID and Lehman that forced forecasts to flip overnight.

This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you’re brand new to oil and gas investing.

Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER

Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show!

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

  continue reading

4056 episodes

Artwork
iconShare
 
Manage episode 503925250 series 109682
Content provided by Best Ever CRE and Joe Fairless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Best Ever CRE and Joe Fairless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this week’s episode of Best Ever CRE, John Chang and Matt Faircloth interview each other in a fireside chat style. They unpack the three market drivers John watches most — jobs, demographics and local supply — and why rates matter mainly when the deal hits underwriting rather than for predicting operating performance. Matt explains his pivot toward day-one cash flow, positive leverage and scalability while moving away from C class value add plays. They debate hospitality with Matt favoring flagged limited-service hotels tied to business travel as John flags labor and construction headwinds, then trade war stories on COVID and Lehman that forced forecasts to flip overnight.

This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you’re brand new to oil and gas investing.

Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER

Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show!

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

  continue reading

4056 episodes

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