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The Deal Makers - An Agora production podcast
The Deal Makers, an Agora production podcast, is a platform for leaders in the commercial real estate industry to share their personal stories of success and failure, business insights, and industry secrets because we believe in spotlighting the real people behind the deals. In The DealMakers, we will shine a light on the people behind high-performing real estate deals, unveil behind-the-scenes stories you’ve never heard before, and discuss growth opportunities for real estate investment experts.
If you’re looking to learn more about top-performing GPs in America and how they MAKE deals, this podcast is for you!
The Deal Makers - An Agora production podcast
S3E12 - Brittany Shulman -Hybrid fund model: Certainty in a time of uncertainty
In this episode of the Deal Makers Podcast, Asaf Raz talks with Brittany Shulman, Investment Director at Clever Capital Fund. Brittany reflects on her extensive real estate career, from getting licensed at 18 to leading Clever Capital’s latest fund, which takes a unique approach by focusing on value-add retail, land entitlements, and manufactured housing for affordable options. She explains Clever Capital’s hybrid investment model, which combines the predictability of fixed returns with flexible, short hold periods, providing investors with a strategic alternative in today’s uncertain market.
Chapters:
05:14 - Clever Capital’s hybrid model: short-term holds and fixed returns
07:32 - Hedging against economic cycles with real estate-backed investments
08:37 - Tax benefits for investors through K-1s and depreciation
10:27 - Financial modeling: How Clever Capital selects and underwrites assets
11:25 - Proprietary software and technology stack used in sourcing properties
13:43 - The upcoming Clever Summit: speakers, networking, and exclusive access
16:11 - Shameless plug: opportunities for accredited investors in Clever Capital’s fund
Get in touch with Brittany:
Linkedin
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