What if managing a 300-unit apartment complex was more like running a multimillion dollar business than simply collecting rent? In this episode of REady2Scale, Jeannette Friedrich is joined by Kayla Maack, Senior Asset Manager at Blue Lake Capital, to unpack the reality behind asset management in multifamily real estate. From fostering resident relationships to avoiding costly renovation pitfalls, Kayla brings a wealth of experience and unfiltered insight into the systems, leadership, and mindse...
Jul 02, 2025โข25 min
Is insurance the hidden reason multifamily deals no longer pencil like they used to? In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, breaks down how a global phenomenon called reinsurance is driving up insurance costs across the U.S. and eroding investor returns. What used to be a manageable line item has now doubled or tripled in some markets, threatening the viability of deals, especially in high-risk regions. This episode covers: What reinsurance is ...
Jul 01, 2025โข5 min
What if the retail apocalypse was just bad PR? In this episode of REady2Scale, we dive into the misunderstood world of retail and mixed-use real estate with Babak Ziai, founder of BrandView Inc. With over $2.5B in transactions and decades of experience transforming overlooked properties, Babak offers a grounded, data-informed perspective on where the real opportunities lie in todayโs evolving retail landscape. If youโve ever written off retail as yesterdayโs asset class, this conversation may ch...
Jun 25, 2025โข33 min
If the market dropped 30%, would your legacy be at risk? Wealth that lasts doesn't just grow. It defends. In this episode, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares the exact three-layer strategy she has seen high-net-worth investors use to preserve their wealth, and now teaches within her own family. This approach helps you navigate uncertainty, avoid forced decisions, and remain flexible in volatile markets. Key takeaways from this episode: - Why holding ...
Jun 24, 2025โข5 min
What changed, what didnโt, and what does it all mean for investors today? Twelve months ago, Paul Fiorilla of Yardi Matrix shared a cautiously optimistic outlook on multifamily real estate despite rising interest rates. Now, in June 2025, he returns to assess how that outlook held up. In this episode, Paul and host Jeannette Friedrich take a data-driven look at the key shifts in market fundamentals, capital flows, rent dynamics, and global headwinds, and what these mean for the road ahead. Key T...
Jun 18, 2025โข39 min
When you hear โimmigration,โ do you think of people or capital? In this episode, Jeannette Friedrich breaks down a lesser-known but highly influential trend: the flow of global wealth into U.S. real estate. From institutional investors to high-net-worth families, five countries are significantly shaping U.S. property markets through strategic investments. This episode offers a data-backed breakdown of who is investing, where, and why, giving investors a clearer lens on what drives pricing, compe...
Jun 17, 2025โข9 min
Are we heading toward a global correction, or just caught in fear?With uncertainty dominating todayโs headlines, it is natural to look for historical patterns that help make sense of what is next. In this episode, Dr. Adam Gower, founder of GowerCrowd and a seasoned real estate capital advisor, unpacks the financial lessons he uncovered from studying the Great Depression and how they apply to navigating todayโs volatile market. From capital preservation to creativity under pressure, this episode...
Jun 11, 2025โข39 min
Is it finally time to step off the sidelines and re-enter the multifamily market?If you've been waiting for clarity before making your next move in real estate, this episode breaks down critical data points from Blue Lake Capitalโs H2 2025 Multifamily Outlook. Jeannette Friedrich, Director of Investor Relations, walks through key trends that suggest the market may be entering a window of opportunity, especially for those focused on long-term fundamentals. In this episode, youโll learn: - Why Q1 ...
Jun 10, 2025โข5 min
What can a retired real estate mogul with $28 billion in AUM teach us about building enduring wealth, navigating downturns, and staying relevant in a digital world? In this episode of REady2Scale, we sit down with John S. Pennington, Jr., co-founder of Bridge Investment Group, who led the firm from its inception through an IPO and managed over 100 funds before retiring in 2021. He shares the hard-earned lessons of building a real estate empire, the value of long-term thinking, and how digital as...
Jun 04, 2025โข45 min
What does it really take to manage $10M+ in todayโs uncertain environment? In this episode, Jeannette Friedrich is joined by Samuel Harnish, founder of Quantitative Financial Strategies and former investment committee member of a billion-dollar multifamily office. With deep insight into both institutional investment research and personal wealth advising, Samuel shares how high-net-worth individuals can optimize taxes, reduce public market risk, and smartly access alternatives. Whether youโre con...
May 28, 2025โข24 min
Think rent is the only way to generate income from real estate? Think again. In this episode of REady2Scale, Jeannette Friedrich from Blue Lake Capital breaks down five practical, underutilized strategies that multifamily operators can deploy to unlock hidden revenue potential from their properties. Whether you're an operator, asset manager, or investor, this episode will help you rethink how to fully monetize your assets. Key Takeaways: - Revenue-Sharing Utilities & Internet: How bulk servi...
May 27, 2025โข5 min
What is quantitative modeling and what does it have to do with real estate investing? More than most people realize. In this episode, Jeannette Friedrich is joined by finance professor and former Federal Reserve fellow David Leather to break down the world of quantitative modeling - what it is, how it evolved, and why real estate investors should be paying closer attention to it in 2025 and beyond. From office-to-residential conversions to interest rate predictions, this conversation offers a sm...
May 21, 2025โข27 min
What does a U.S. credit downgrade have to do with your real estate portfolio? More than you might think. When the most creditworthy borrower in the world gets downgraded, the ripple effects extend far beyond Washington and into real estate underwriting, debt markets, and investor strategy. In this episode, we unpack what the Moodyโs downgrade means for real estate investors, and what to keep an eye on next. What Youโll Learn: - How the downgrade is influencing borrowing costs and market volatili...
May 20, 2025โข9 min
What can individual investors learn from the biggest players in real estate? In this episode of REady2Scale, we sit down with Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., to unpack what separates institutional investors from the rest and how everyday investors can apply those same principles. With nearly four decades of experience analyzing real estate trends, Jeffrey shares key takeaways from the evolution of the market, what he sees coming next, and how data, discipli...
May 14, 2025โข34 min
Are market reports sending you mixed signals? Learn how to cut through the noise and identify the fundamentals that actually matter for real estate investing. In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, walks you through the pitfalls of relying on conflicting data when evaluating multifamily markets. Using real examples from recent rent growth and job growth reports, she reveals a practical framework for identifying markets with true ...
May 13, 2025โข6 min
Ready to unravel the mysteries of AI? Listen in as we explores the fascinating world of artificial intelligence. This episode delves into the impact of AI on real estate, from predictive analytics to the future of property management and will help you discover the implications for jobs, positive transformations in real estate investing, and the challenges we face at the intersection of AI, automation, and "if then" bots. Join the conversation on responsible AI use and privacy concerns surroundin...
May 07, 2025โข30 min
How do billionโdollar families still notch doubleโdigit gains when the broader market stalls? In this episode, Jeannette Friedrich unpacks the disciplined playbook of leading family offices and shows how individual investors can apply the same principlesโwithout needing a nineโfigure balance sheet. Key takeaways The 7 strategic levers ultraโwealthy investors pull to stay ahead of public markets Why a heavier tilt toward alternatives can improve both resilience and return potential Tactics for se...
May 06, 2025โข7 min
Is America really bringing manufacturing back? And what does that mean for real estate investors? In this episode of REady2Scale, Jeannette Friedrich is joined by Patrick Sentner, Executive Vice President at Colliers and longtime expert in office and industrial real estate. Together, they unpack how reshoring, power constraints, tenant behavior, and capital markets are transforming industrial and office site selection in 2025. From the behind-the-scenes dynamics of data centers to the rising cos...
Apr 30, 2025โข37 min
What if the best multifamily opportunities in 2025 arenโt in the usual places? While headlines continue to spotlight major metros, the most compelling investment stories might be unfolding in quieter corners of the country. In this episode, Jeannette Friedrich shares how to identify emerging markets using a data-driven approach and highlights three cities that are outperforming expectations across key fundamentals. In this episode, youโll learn: - The core indicators every investor should analyz...
Apr 29, 2025โข6 min
What would you do if you were in Jerome Powellโs seat today? With inflation remaining sticky and global market dynamics shifting fast, investors are searching for clarity. In this episode, Jeannette Friedrich sits down with Dominique Dwor-Frecaut, a former senior associate at the New York Fed and macro strategist at Macro Hive, to dissect monetary policy, inflation risks, and the changing nature of global investment flows. This episode offers a deep dive into how long-term economic forces are re...
Apr 23, 2025โข34 minโขSeason 7Ep. 455
Is a major shift underway in multifamily real estate? In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, highlights a key moment that multifamily investors should be paying close attention to. As market conditions evolve, certain fundamentals are aligning in a way that could open the door to stronger long-term returns, if you know where to look and how to act. Key Takeaways: - A notable supply trend that could reshape rental market dynamics ...
Apr 22, 2025โข7 minโขSeason 7Ep. 454
What if the market chaos we're experiencing today isnโt as unprecedented as it seems? In this episode, we unpack what todayโs economic volatility has in common with the 2008 financial crisis and how smart investors can adapt. Host Jeannette Friedrich is joined by Jeff Traister, Managing Director of Systematic Portfolio Investing at Guggenheim Partners. With decades of experience spanning crisis-era mortgage trading to building systematic strategies for a $120B portfolio, Jeff offers rare insight...
Apr 16, 2025โข35 minโขSeason 7Ep. 453
Why Cash Flow Should Be Your Top Priority in 2025: Is your investment portfolio really providing you the stability and income you need, especially in an unpredictable economy? In this episode of REady2Scale, Jeannette Friedrich breaks down why cash flow is no longer just a nice-to-have, but a critical factor for investors navigating inflation, market volatility, and economic uncertainty in 2025. Drawing on Blue Lake Capitalโs own five-year performance data, she compares multifamily real estate r...
Apr 15, 2025โข6 min
Is it possible to spot a great real estate deal in just minutes? In this episode of REady2Scale, Director of Investor Relations Jeannette Friedrich sits down with Mark Gleason, Director of Acquisitions at Blue Lake Capital, to discuss how to quickly determine whether a real estate investment opportunity is worth pursuing or not. With over $2B in closed multifamily transactions under his belt, Mark shares his step-by-step process for screening deals efficiently, even in a turbulent market. Whethe...
Apr 09, 2025โข35 min
Is your 401(k) taking a hit? Here's why one investor isn't worried and what she's doing instead. In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, shares why she's not panicking despite steep market losses and how multifamily real estate investing has provided stability and opportunity in an increasingly volatile environment. Key takeaways from this episode: Why the recent stock market drop isnโt keeping Jeannette up at night How multifamil...
Apr 08, 2025โข6 minโขSeason 7Ep. 450
Can AI transform real estate investing to rival the stock market? Join Neal Bawa & Jeannette Friedrich as they explore the profound impact of AI, fractional investments, and the revolutionary ChatGPT-4 Omni. This episode delves into innovative strategies set to reshape the liquidity and accessibility of real estate, quite possibly bringing an entire new era for investment opportunities. What You Will Learn: - Neal Bawa's unique cognitive approach to business and investment, leveraging his pe...
Apr 02, 2025โข52 min
Can a decentralized digital currency reshape one of the oldest industries in the world? In this episode, Jeannette Friedrich breaks down what Bitcoin really is, how blockchain works, and why real estate investors should be paying close attention. Whether you're new to cryptocurrency or just curious how it intersects with real estate, this episode simplifies the concepts and connects the dots. Key Takeaways: - What Bitcoin is in simple terms and why itโs not just for tech enthusiasts. - How block...
Apr 01, 2025โข10 minโขSeason 7Ep. 448
What if the biggest risk in todayโs market isnโt a recession, but inflation staying higher than expected while the Fed underestimates it again? In this episode of REady2Scale, Jeannette Friedrich sits down with Danny Dayan, President of DSD Global Holdings and a former global macro hedge fund CIO, to explore the ripple effects of political policies, macro uncertainty, and central bank credibility across markets and real estate. Drawing on his experience managing family office capital, Danny shar...
Mar 26, 2025โข43 minโขSeason 7Ep. 447
Making smart real estate investments requires more than excitement and gut instinct. In this episode of REady2Scale, Jeannette Friedrich, Director of Investor Relations at Blue Lake Capital, breaks down the number one mistake many investors make: letting emotions override data. Whether you're new to real estate or looking to sharpen your strategy, this episode will help you avoid costly missteps and make more informed investment choices. Key Takeaways: - Why emotional decision-making is one of t...
Mar 25, 2025โข8 minโขSeason 7Ep. 446
Homeownership has become increasingly difficult, and many believe it may be permanently out of reach. With mortgage payments now nearly 90% higher than average rents, is the American dream shifting? In this episode, Jeannette Friedrich sits down with Arben Skivjani, Deputy Chief Economist at RealPage, to break down the affordability crisis, the forces driving the widening gap between renting and buying, and what the future holds for both homeownership and multifamily investments. Key Takeaways: ...
Mar 19, 2025โข45 minโขSeason 7Ep. 445
