EPISODE · Sep 22, 2025 · 49 MIN
Rethinking Value-Add in Today’s Market
from The LSCRE Podcast · host Rob Beardsley
In this episode of the LSCRE podcast, Craig McGrouther, Sam Morris, and I tackle the "hackneyed" concept of value-add investing and why it's been reduced to a one-trick pony of kitchen renovations. We explain how value-add became overused to the point of losing meaning, with sponsors pitching newer construction as "value-add opportunities".We explore alternative value-add strategies: operational improvements, financial restructuring, and amenity additions like in-unit washers that can generate $50/month on a $1,200 investment. Rob shares his contrarian view that many value-add success stories from 2015-2022 were simply riding a bull market, not brilliant execution. Learn more about LSCRE:www.lscre.com
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In this episode of the LSCRE podcast, Craig McGrouther, Sam Morris, and I tackle the "hackneyed" concept of value-add investing and why it's been reduced to a one-trick pony of kitchen renovations. We explain how value-add became overused to the point of losing meaning, with sponsors pitching newer construction as "value-add opportunities". We explore alternative value-add strategies: operational improvements, financial restructuring, and amenity additions like in-unit washers that can gener...
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Rethinking Value-Add in Today’s Market
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