Best Direct Participation Real Estate Podcasts (2024)

1
CNX Resources: Nick DeIuliis on a 10+ Year Journey of Value per Share Creation with Southeastern 58:38

1M ago58:38

58:38

Southeastern’s CEO and Head of Research Ross Glotzbach sits down with Nick DeIuliis, CEO of CNX Resources. They delve into a range of topics, beginning with Nick’s history in the Pittsburgh area and at CNX, where he has been an employee since the 1990s and became CEO in 2014. Ross and Nick reminisce about Southeastern’s engagement with CNX that led…

1
Winner or Champion…Is there a difference? 14:54

8M ago14:54

14:54

Oh, you’d better believe there is. Sports probably provides the clearest examples of this, but business, investing, and life in general are really no different. The differences just aren’t always quite as easy to see. Read more... VincentRE.com/News Receive your Trends With Benefits "The Dirt" monthly newsletter to stay updated on real estate indus…

1
Is it luck or something else? 13:52

9M ago13:52

13:52

Business outcomes, investment success, and life itself are an intricate blend of chance, readiness, and choice. Despite our desire for absolute control over our paths, the reality is that numerous factors lie beyond our command. The adage “Luck is when preparedness meets opportunity” holds true, yet seizing remarkable opportunities requires more th…

1
White Mountains: Manning Rountree on Value Creation and Partnership 1:02:27

10M ago1:02:27

1:02:27

Manning and Ross cover a lot of ground, starting with Southeastern’s history of investing in White Mountains multiple times, dating back to its predecessor Fireman’s Fund under the leadership of Jack Byrne in the ‘80s. Manning talks about how he joined White Mountains and discusses how the spirit of Jack Byrne still lives on at White Mountains toda…

1
Crushing it... on the wrong course 8:25

10M ago8:25

8:25

The biggest mistake anyone can make is to squander their most valuable resource. Yet it’s so easy to do. Imagine you’ve entered an Ironman or Ironwoman style competition … And the reward is health, wealth, happiness, and freedom. The stakes are huge, but the time is short. There’s no room for wasted motion, false starts, or setbacks. Read more... V…

1
The Path More Traveled 20:29

11M ago20:29

20:29

If you study the ways in which millionaires and billionaires make their fortunes, you’ll find that the top two paths are entrepreneurship (starting your own business) and real estate investing. Read more... VincentRE.com/News Receive your Trends With Benefits "The Dirt" monthly newsletter to stay updated on real estate industry news. VincentRE.com/…

1
AMG: Jay Horgen on Independence and Partnership in Asset Management 53:41

12M ago53:41

53:41

Jay and Staley have a wide-ranging discussion, starting with the story of Jay’s formative Southern roots and how he got to know Southeastern before joining AMG. Jay talks about how the value proposition of AMG’s model magnifies the inherent competitive advantages of each independent Affiliate by offering access to a broad range of strategic capabil…

1
The trend is your friend! 13:17

12M ago13:17

13:17

“The trend is your friend” is a tried-and-true investing adage. But trends are slow-moving and often boring. It’s far more exciting to try to predict a market event. However, that approach is rarely as successful as following a proven trend. Read more... VincentRE.com/News Receive your Trends With Benefits "The Dirt" monthly newsletter to stay upda…

1
Market Forces: Strategic Trends Impacting Senior Living Providers (Part 3) 1:04:21

1y ago1:04:21

1:04:21

This is Part 3 of our series titled Market Forces: Strategic Trends Impacting Senior Living Providers. In this month’s podcast, we tapped into the knowledge of Minneapolis based author and consultant to the Senior Living Industry, Jill J. Johnson, MBA. Her career spans four decades and has become a go-to expert in the industry. Read more... Vincent…

1
Market Forces: Strategic Trends Impacting Senior Living Providers (Part 2) 55:21

1y ago55:21

55:21

This is Part 2 of our series titled Market Forces: Strategic Trends Impacting Senior Living Providers. In this month’s podcast, we tapped into the knowledge of Minneapolis based author and consultant to the Senior Living Industry, Jill J. Johnson, MBA. Her career spans four decades and has become a go-to expert in the industry. Read more... Vincent…

1
Market Forces: Strategic Trends Impacting Senior Living Providers (Part 1) 1:15:10

1+ y ago1:15:10

1:15:10

In this month’s podcast, we tapped into the knowledge of Minneapolis based author and consultant to the Senior Living Industry, Jill J. Johnson, MBA. Her career spans four decades and has become a go-to expert in the industry. Read more... VincentRE.com/News Receive your Trends With Benefits "The Dirt" monthly newsletter to stay updated on real est…

1
Pulling Back the Veil On Real Estate Investing 14:59

1+ y ago14:59

14:59

Unveiling the Lucrative and Captivating Opportunities in the Booming Senior Housing Market. The evolving landscape of real estate investments presents an extraordinary opportunity for savvy investors seeking profitable avenues. As demographic shifts continue to shape our society, one segment stands out for its immense potential: Senior Housing. Rea…

1
Good Stuff In = Good Stuff Out 13:16

1+ y ago13:16

13:16

Ingredients in Place for Long-Term Growth As Sector Adapts to Recent Headwinds. We found a recent report by Marcus & Millichap to be particularly helpful when analyzing various industry headwinds. To understand what’s currently happening, and to get a glimpse into the future, let’s look at the past. Read more...VincentRE.com/News Receive your Trend…

1
What could possibly go wrong!? 14:53

1+ y ago14:53

14:53

Four young and inexperienced developers bought a $40-million mountain in Utah to build a Davos for hipsters…What could possibly go wrong!? Read more...VincentRE.com/News Receive your Trends With Benefits "The Dirt" monthly newsletter to stay updated on real estate industry news. VincentRE.com/Contact-Us…

1
Brad Martin and Staley Cates Reflect on Our Long-Term Partnership 1:13:24

1+ y ago1:13:24

1:13:24

Staley and Brad have a wide-ranging discussion, covering the many areas in which Brad and Southeastern have partnered together across investing, civic and charitable endeavors. First, Brad begins by sharing his retail history beginning with Proffitt’s and his acquisition of Saks Fifth Avenue, where we overlapped as shareholders. He discusses managi…

1
“S” = Sheer Panic 20:10

1+ y ago20:10

20:10

The month of March brought multiple bank failures, and they all started with the unlucky letter “S”. Sheer panic quickly ensued among Venture Capitalists and founders as they watched their banks implode. Read more...VincentRE.com/News Receive your Trends With Benefits "The Dirt" monthly newsletter to stay updated on real estate industry news. Vince…

1
The Silver Tsunami Is Hitting Home! 9:29

1+ y ago9:29

9:29

Today, many boomers are caring for their aging parents. Senior housing is already a big business under the present circumstances. But by 2030, ALL baby boomers will be over the age of 65. Soon, those boomers will need specialized care for themselves. That’s the BIG wave coming, and it’s creating a HUGE opportunity for investors. Read more...Vincent…

1
Are your eyes deceiving you? 12:52

1+ y ago12:52

12:52

The apartment and senior living sectors must be overbuilt. I mean, just look at all the new buildings as you drive around the suburbs. There’s just no way we have enough demand for this many units. Or do we….? Well, this topic can once again serve as a keen reminder that, "It’s impossible to know what you don’t know". According to a new research st…

1
The tides have been changing. 21:07

2y ago21:07

21:07

The tides have been changing in the real estate market, bringing new opportunities and challenges. Inflation has soared, interest rates have climbed, and concerns over a recession remain, it's no surprise to hear the real estate market is changing. Thanks to shifts in consumer preferences, changes in supply and demand, and the emergence of new real…

1
Are you in the 70% or 30%? 12:16

2y ago12:16

12:16

High-net-worth individuals have one big strategy going forward—and it’s not playing the stock market. In a recent study conducted by Fortune’s Chloe Taylor, the 1,200 ultra-high-net-worth members of the Tiger 21 network, comprised of entrepreneurs, investors, and executives, are “wealth preservers,” in the words of Michael Sonnenfeldt, the organiza…

1
The Cornerstone of Health is Purpose 12:20

2y ago12:20

12:20

The Cornerstone of Health is Purpose – Where does it belong? On their Podcast, The COMPLETE Shift, LifeSpark digs deeper into this intriguing and inspiring topic with guest Richard Leider. Where does purpose belong in your work? That question is meant both figuratively and literally as they explore the practice of purpose and the role it plays in r…

1
Warner Bros. Discovery: David Zaslav on the Past, Present and Future of Entertainment 50:31

2y ago50:31

50:31

Following introductions, David shares with Ross lessons he’s learned over the course of his career from famed business leaders Jack Welch and John Malone. Next, David recalls what Discovery was like when he arrived in 2006 and the parallels to Warner Bros. Discovery today. At Ross’ request, David shares insights into his views and predictions about…

1
Hyatt: Mark Hoplamazian on the Future of Travel and the Importance of Caring for Others 1:06:21

2+ y ago1:06:21

1:06:21

Ross and Mark begin by discussing the global optimization of Hyatt as a brand under Mark's leadership. Next, Mark reviews his progress in increasing Hyatt’s global brand presence, while also transitioning to a more asset light strategy and discusses why Hyatt has been able to perform head-to-head with the industry’s largest brands to build a superi…

1
Non-Correlated Diversification 22:32

3y ago22:32

22:32

History has shown that the vast majority of millionaires either made or retain their wealth by investing in real estate. Most people understand or certainly recognize they should invest in real estate, but HOW TO INVEST in the asset class has become the challenge. Wall Street has led people to believe that buying shares in Real Estate Investment Tr…

1
Realogy: Ryan Schneider on Macro and Societal Shifts in Residential Real Estate 48:31

3y ago48:31

48:31

Staley and Ryan start by discussing Ryan’s background and why he chose to join Realogy. Next, they discuss the interplay of technology and human agents in the real estate world and how that has shifted with COVID. Ryan then describes the pros and cons of iBuying and the opportunities that Realogy has in the luxury space. They shift to cover macro t…

1
Investment Structure 6:13

3y ago6:13

6:13

In this episode of Trends With Benefits Real Estate Investing, we discuss what a typical deal structure would look like.By Dale Creed Francis & Ryan Litfin

1
Life Cycle of a DPRE Investment 25:51

3y ago25:51

25:51

A deeper dive into the life cycle of an investment from initial commitment to the distribution phase. Get a behind-the-scenes view of how these projects are selected and developed as well as gain visibility into the functionality and transparency of our online client portal.By Dale Creed Francis & Ryan Litfin

1
Q&A about Private Placements and Direct Investments 31:14

3y ago31:14

31:14

Questions and answers that we often get on private placements and direct investments.By Dale Creed Francis & Ryan Litfin

1
Trends with Benefits (Part 3 of 3) 20:44

3y ago20:44

20:44

The final episode of a three-part series. In-depth coverage of the unprecedented demographic trends positively affecting senior living and apartment investments.By Dale Creed Francis & Ryan Litfin

1
Trends with Benefits (Part 1 of 3) 32:10

3y ago32:10

32:10

The first episode of a three-part series. In-depth coverage of the unprecedented demographic trends positively affecting senior living and apartment investments.By Dale Creed Francis & Ryan Litfin

1
Trends with Benefits (Part 2 of 3) 19:42

3y ago19:42

19:42

The second episode of a three-part series. In-depth coverage of the unprecedented demographic trends positively affecting senior living and apartment investments.By Dale Creed Francis & Ryan Litfin

1
ESRT: Tony Malkin on COVID, ESG and the Enduring Power of NYC 56:15

3y ago56:15

56:15

Ross and Tony start by discussing Tony’s background, having grown up in the real estate industry, how he forged his own path and how that lead him to ESRT. Tony describes ESRT’s unusual IPO process and discusses how having a separate family office helps him as a real estate operator. Next, they discuss the iconic nature of the Empire State Building…

1
Jonathon Jacobson and Staley Cates – 25 Years of Shared Values in Value Investing 1:10:22

3+ y ago1:10:22

1:10:22

In this episode, Southeastern's Vice-Chairman Staley Cates interviews highly respected peer and long-term friend of the firm, Jonathon Jacobson, Founder of HighSage Ventures and former CIO and Co-Founder of Highfields Capital. Staley and Jonathon have a wide-ranging discussion, covering the past, present and future of the industry. They begin with …

1
GE: Larry Culp on Lean Manufacturing, Culture and COVID 50:40

4y ago50:40

50:40

In this episode, Southeastern’s Vice-Chairman Staley Cates interviews Larry Culp, Chairman and CEO of General Electric. They discuss how Lean manufacturing is much more than a process and how it can define a culture that is committed to continual improvement. Larry begins with an introduction to “Lean” and what it means to him [3:37 – 5:42]. They d…

1
Accor: Sébastien Bazin on Travel and Hospitality in a Post-COVID World 57:19

4y ago57:19

57:19

In this episode, Southeastern’s London-based Senior Analyst and Principal, John Woodman, interviews Sébastien Bazin, Chairman and CEO of Accor. They discuss the short-term impact and long-term implications of COVID-19 on the hospitality industry [1:37 – 3:40], as well as steps Accor has taken to position itself to be a beneficiary of the travel rec…

1
Margaret Casely-Hayford on How Values Impact Value 1:05:59

4y ago1:05:59

1:05:59

In this episode, Southeastern’s London-based Global Head of Client Relations and Communications, Gwin Myerberg, Senior Analyst, John Woodman, and Junior Analyst, Alicia Cardale, have a broad-ranging discussion with Margaret Casely-Hayford CBE. A British lawyer by trade, Margaret is an expert on corporate governance and diversity and inclusion, with…

1
Mattel: Ynon Kreiz on the Enduring Power of Brands and Navigating a Global Pandemic 1:01:55

4+ y ago1:01:55

1:01:55

In this episode, Senior Analyst Lowry Howell and CEO and Head of Research Ross Glotzbach interview Ynon Kreiz, CEO of Mattel. They discuss how Ynon went from a windsurfing instructor to media entrepreneur at Fox Kids Europe, Endemol and Maker Studios before becoming CEO at Mattel. [3:06-9:02] Next, Ynon discusses how Mattel has remained innovative …

1
US Small Cap: Re-Opening After Two Decades 28:43

4+ y ago28:43

28:43

In this episode, the Longleaf Partners Small-Cap Fund portfolio managers – Mason Hawkins, Staley Cates and Ross Glotzbach – discuss why we believe re-opening the Fund will benefit our long-term investors. We closed the Fund to new investors in August 1997 to manage our size against any potential liquidity constraints that would limit the opportunit…

1
Global Volatility and Opportunity with Southeastern’s Portfolio Managers 47:41

4+ y ago47:41

47:41

The unprecedented situation with COVID-19 has resulted in dramatic volatility across all global markets. Southeastern's portfolio managers share their current thoughts, while recognizing that the situation is changing every day. In this episode, Mason Hawkins (Chairman and Co-PM of Global, Non-US, US Large Cap and US Small Cap), Staley Cates (Vice-…

1
Melco: Lawrence Ho on Geopolitics, Volatility and Opportunity in Asia 56:07

5y ago56:07

56:07

Southeastern’s Asia Pacific Co-PMs Ken Siazon and Manish Sharma interview Lawrence Ho, CEO and Chairman of Melco International and Melco Resorts. They cover a range of topics, starting with the history of Melco, the evolution of the Melco-Crown relationship over time and lessons learned from Lawrence’s father and industry legend, Stanley Ho. They g…

1
FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity 1:04:24

5y ago1:04:24

1:04:24

In this episode, our Vice-Chairman Staley Cates interviews FedEx’s CEO and Founder Fred Smith and EVP and CFO Alan Graf. They discuss the evolution and growth of e-commerce, the opportunity it presents for FedEx and how the company has positioned itself strategically to take advantage; why Amazon will never “kill FedEx”; the demise of the US Postal…

1
Will Thorndike on CNX, Outsiders and Private Equity 38:21

5+ y ago38:21

38:21

CEO and Head of Research Ross Glotzbach and Vice-Chairman Staley Cates interview Will Thorndike, author of The Outsiders – Eight Unconventional CEOs and Their Radically Rational Blueprint for Success and Chairman of CNX Resources. They discuss progress at CNX, whether energy companies can be considered “good businesses”, the importance of a capital…

1
Live from Omaha: International Value with FEG, Southeastern and Evermore 58:20

5+ y ago58:20

58:20

In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the import…

1
Prem Watsa – Insights on Investing, Underwriting and the Importance of Culture 48:20

5+ y ago48:20

48:20

Vice-Chairman Staley Cates interviews Prem Watsa, Chairman and CEO of Fairfax Financial Holdings. They discuss surviving a short attack, Fairfax’s long-term investment track record, underwriting history and unique culture, and Prem’s view on private equity, active vs. passive and value investing.By Southeastern Asset Management

1
Three Generations of Leadership 28:31

6y ago28:31

28:31

Southeastern’s leaders from three generations discuss succession planning and remaining engaged at the firm.By Southeastern Asset Management

1
Unlocking Value in European Conglomerates 33:53

6y ago33:53

33:53

Josh Shores and John Woodman discuss the opportunity for our management team to unlock what we feel is hidden value in European conglomerates.By Southeastern Asset Management

1
Is Value Investing Dead? 26:33

6y ago26:33

26:33

Our Global Investment Team discusses the case for active, long-term value investing in a short-term, momentum-driven environment.By Southeastern Asset Management

1
The Potential Impact of Tariffs and Trade Wars 25:12

6y ago25:12

25:12

Our Global Investment Team discusses tariffs and how a potential trade war may impact our portfolios.By Southeastern Asset Management

1
The Evolution of Media and Telecom 26:28

6y ago26:28

26:28

Our Global Investment Team discusses the evolution of the media and telecom industries.By Southeastern Asset Management

1
Welcome to The Price-to-Value Podcast with Southeastern Asset Management 1:12

6y ago1:12

1:12

Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975.

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