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Can you really make money in real estate even during economic turbulence? In this episode, Stewart Heath, CPA, talks about the necessity of maintaining a hyper-focus in real estate investing, the effects of interest rates, and the complexities of investing in office buildings. He highlights the importance of market knowledge and tenant retention within the commercial real estate field. Additionally, Stewart discusses the significance of cash-flowing investments, the value of real estate, and essential factors for accredited tech professionals interested in private placements. He also offers insights on underwriting office deals and shares valuable lessons from his investing experiences.

Learn more about Stewart:
Stewart Heath founded Harvard Grace Corporation in 2010, which has grown into Harvard Grace Capital. HG Corporation continues to offer fractional C-level executive services and general business consulting. Heath sits on multiple boards, including HGC, Winsome Truth, The Shepherd’s Call, and Second Chance Sober Living. In 2016, he was a finalist for the Nashville Business Journal’s CFO Awards and currently holds several fractional CFO positions.

With a CPA license since 1987 and a B.S. in Business Administration from Auburn University, Heath has held senior financial and operating roles in retail, real estate, manufacturing, corporate services, entertainment, and digital media. He now leads Harvard Grace Capital, aiming to provide stability for investors and engage with his community.

Reach out to Stewart: https://harvardgracecapital.com/

Episode highlights:
(0:00) Intro

(1:40) Who is Stewart and his background in real estate

(5:02) The strategy of being hyper-focused on specific markets

(9:26) The practical approach to property management

(11:32) Importance of reserves and tenant selection

(13:43) How interest rates impact real estate investments

(18:16) Making money on the buy, not the sell

(22:36) Office space subcategories and investment strategies

(32:05) Supporting community infrastructure through real estate

(42:54) Anatomy of a real estate syndication deal

(49:56) Key questions for sponsors and lessons learned

(58:39) Vision changes and the importance of cash flow in investing

(1:07:23) Outro

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For more resources and guides, check these out:

• Investor 101 https://www.aritacapital.com/investor-101-resource/#
• Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/

If you want to learn more, reach out at:

Email: steven@aritacapital.com

LinkedIn: https://www.linkedin.com/in/aritasteven/

IG: https://www.instagram.com/the.real.arita