The Hidden Advantages of Real Estate Investment Funds

This episode dives into the complexities and advantages of different real estate investment funds with Matthew Burk, Founder & CEO of Fairway America and Verivest.

The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. 

In this episode, Crexi’s Yannis Papadakis sits with Matt to discuss his background across dozens of real estate investment vehicles, such as syndications and Reg D pooled investment funds, the pros and cons of different options, and the current state of the CRE investment market.  Their wide-ranging conversation includes:

• Introductions, early career path, and key mentors
• Developing the skills to transition to different acquisition types, fund types, and investment markets 
• Key mentors and lessons learned from personal relationships and through podcasts, books, and education
• The basics of pooled investment funds, the necessities required to get started, and understanding the pros and cons.
• The importance of aligning investment theses and assembling the right team for a particular fund.
• Immediate red flags to watch out for in potential CRE investment funds
• A 360-overview of the state of the commercial real estate market
• Thoughts on the CRE debt market and lender sentiment amid rising rates
• Areas of hidden opportunity and interesting strategies observed
• Rapid fire questions and sign-offs
• And much more!

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About Matthew Burk:

Matt Burk is a seasoned real estate executive, Chief Investment Officer, and fund manager who started and managed eleven (11) real estate asset-based Reg D pooled investment funds over 30+ years. He’s also worked as a discretionary underwriter/approval authority of thousands of real estate asset-based investments with a total asset value in the billions, including pooled investment funds, real estate secured loans, syndications, participations, GP and LP equity interests, and more. 

As a real estate asset-based 506 Regulation D pooled investment fund expert, Matt has played lead roles in advising on the architecture and creation of hundreds of discretionary pooled funds for hundreds of sponsors, private lenders, and managers across multiple real estate strategies and asset types including debt, equity, GP co-invest, multifamily, office, industrial, retail, self-storage, hospitality, residential, construction, value-add, mortgage pools, distressed debt acquisition, tax lien certificates, single-family rental fix-n-flip, B2R, and more. 

Matt is also the author of “Capital Attraction: The Small Balance Real Estate Entrepreneur’s Essential Guide to Raising Capital” and the host of “Fundamentals with Matt Burk” 

About Crexi:

Crexi is transforming commercial real estate with advanced, integrative technology and data analytics designed to accelerate every CRE stakeholder’s success. From trading properties to machine-learning-powered industry Intelligence, Crexi’s intuitive CRE solutions accelerate transaction velocity and have empowered over 2 million monthly users to close $540 billion in deals and market over $5 trillion in property value.