What Are Developers Thinking In 2025 - E1022 - CFC
Cash Flow Connections - Real Estate Podcast
Release Date: 02/27/2025
Cash Flow Connections - Real Estate Podcast
Rising interest rates. Distressed deals. A frozen capital market… Sound familiar? Today I interviewed Randy Langenderfer, and he has been through it all—building 4,000+ units across Texas, Oklahoma, and Ohio. You want to know what really sets him apart though? His background in private equity at Carlyle, where he learned how to engineer cash flow like a Fortune 500 operator. In this episode, we unpack: The exact buy box Randy is targeting in 2025 (and why he’s skipping certain markets) How Carlyle’s approach to EBITDA growth directly applies to multifamily Why some...
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In this Topical Tuesday episode, I spoke with Tom Dunkel who is the founder of Eagle Capital Investments. Tom has nearly 30 years of experience in real estate, finance, and investing, and his mission is to help investors build wealth and create lasting financial freedom. He partners with top-tier operators to source high-quality opportunities, while offering hands-on guidance every step of the way. Be sure to tune in if you’re interested in learning about: Learning how to build authentic relationships with investors that lead to long-term partnerships Understanding the common mistakes...
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In today’s Monday Minutes episode, I explain why picking one marketing platform and going all in is the key to raising more capital. I share how to align your strategy with your strengths so you can build a scalable client acquisition system. Tune in to learn how to choose the right platform for you. Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge. Learn more here:
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In today’s RaiseMasters Radio episode, Adam sits down with capital raiser Eric Burns to talk about fishing, raising millions for multifamily deals, and how he’s leveraging authentic connections on LinkedIn to grow his investor network. We also discuss the power of momentum, consistency, and what it really takes to stand out as a capital raiser in today’s market. Resources mentioned in the episode: Eric Burns Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge. Learn more here:
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40% of limited partners in the last two years experienced capital calls, distressed assets—or worse… This has left many LPs a bit lost in terms of their confidence in their due diligence process… But one physician-turned-real estate investor thinks that’s about to change. Today I sat with Dr. Sam Giardano, a practicing gastroenterologist who built an AI-based underwriting tool to evaluate syndications. Now? He’s turned it into an AI-powered platform that can vet deals in seconds—and it just exploded from 1,500 to over 4,000 users. In today's episode, he breaks down… How...
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In this Topical Tuesday episode, I spoke with Sharon Riddle who is the cofounder of Excalibre Investments of Texas LLC. She has worked in companies, non-profit organizations, and government agencies. She has provided business solutions in the areas of software upgrades, business process analyses, and conducted best business practice research for over 30 years. Be sure to tune in if you’re interested in learning about: Key lessons from investing in 18 multifamily properties and over 3,500 units, including both standout wins and painful challenges What characteristics of sponsors make for...
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In today's Monday Minutes episode, I share why partnerships in business can be both dangerous and necessary. I cover the risks, how to vet potential partners, why you should avoid rushing into equity splits, and what a strong partnership actually looks like. Tune in to learn how to navigate partnerships the smart way. Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge. Learn more here:
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In today's RaiseMasters Radio episode, Adam talks with Mathew Owens, a CPA-turned-capital-raising machine who’s raised over $150M and built a system that runs even while he's on vacation. We unpack how he raised $2.8M while in Vietnam, what it takes to build real investor trust, and how to create scalable processes that free up your time. Resources mentioned in the episode: Mathew Owens Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge. Learn more here:
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While most people are struggling to get their deals funded in today's market… Some operators are raising capital in just 24-48 hours. Today I interviewed Dallon Schultz, founder of Capitallyst Pro, who revealed the exact CRM system behind these rapid fundraising results… …even in today’s challenging environment. Dallon’s real estate journey began with a fourplex purchase…without using his own money. Today, he manages a fund of funds involved in over $250M of real estate. In today's episode, he breaks down: How breaking his leg as a nurse showed him the fragility of "safe and...
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In this Topical Tuesday episode, I spoke with Aaron and Jacob Thomas who are the co-founders of Twin Lux Capital. Aaron oversees the full investment lifecycle, leveraging his background as a commercial broker and personal investor to drive strategy and performance. Jacob leads key operational areas including acquisitions, underwriting, and asset management, drawing on his experience in sales, rental property management, and investing. Together, they share practical strategies and market insights for investors looking to build long-term value. Be sure to tune in if you’re interested in...
info_outlineWhen the interest rates rose faster than they’ve risen in the last 40 years…
Most developers rushed to pause their projects, waiting for markets to stabilize.
But as we’re now into 2025…
The smartest operators are quietly repositioning those same deals to take advantage of unique opportunities.
Today I interviewed Victor Menasce, who has been in the real estate business for more than 25 years...
He explained how he paused multiple projects in 2022, then completely reconceived them for today's market.
Tune in to this episode to learn what developers are planning for the next 24 months...
Victor has been full-time in real estate since 2009 and hosts the Real Estate Espresso podcast, approaching its 2,500th episode.
In today's video, he breaks down:
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Why oversupplied markets like Austin, Nashville, Houston and Dallas will need 24 months to recover
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How to reconceive projects when the original numbers no longer work
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The critical importance of buying land with little to no debt
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Why hyper-local perspectives matter more than broad market trends
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The surprising lessons he brought from his tech career into real estate
Plus, he reveals why many value add projects are underwater right now...
If you want to understand what's really happening in development right now...
Listen to the episode now.
Take Control,
Hunter Thompson
Resources mentioned in the episode:
- Victor Menasce
Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge.
Learn more here: https://raisingcapital.com/cre