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Durable Value: An Investor's PodcastAuthor: Graceada Partners
Commercial Real Estate Veterans, Joe Muratore and Ryan Swehla, demystify Commercial Real Estate Investing with an inside look into the strategies they use on a day-to-day basis at their company: Graceada Partners. Language: en-us Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Durable Value Ep 83 - The Data is in the Drywall
Episode 83
Wednesday, 29 October, 2025
In this episode, we dive deep into the concept of "the data is in the drywall" and how hands-on, property-level insights drive better decision-making in real estate. Ryan and the team discuss the importance of vertical integration, boots-on-the-ground intelligence, and blending physical experience with data analytics to gain a competitive edge. Whether you’re an investor, operator, or just curious about real estate, this episode is packed with actionable insights!Timestamps:00:00 – Introduction: What does "the data is in the drywall" mean?00:46 – Real estate vs. financial trading: The physical difference01:19 – How property-level data informs conviction and decisions01:42 – Using big data sources vs. on-the-ground insights03:09 – Making sense of signals: Applying experience to data03:51 – Real-world examples: Move-ins, rent increases, and concessions04:11 – Integrating third-party data with internal intelligence04:58 – The intersection of data and physical real estate05:25 – The balance: Unique assets vs. data models05:46 – Real estate’s slow adoption of technology and data06:16 – Embracing technology for better decision-making06:36 – AI, local trends, and the future of real estate data06:55 – The advantage of a manageable portfolio and boots-on-the-ground07:23 – Training AI models and the ongoing value of human intelligence07:48 – How actionable data drives decisions across the portfolio07:56 – The ultimate goal: Creating edge through data in the drywall08:16 – Less downside, more safety, and seeing what others don’t08:45 – Why edge matters and how Durable Value keeps winning
