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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 26 | How Elite School Districts Became a Billion-Dollar Investment Strategy with Sean O'Dowd

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Content provided by Banrion Capital Management and Brittany Mason. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Banrion Capital Management and Brittany Mason or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What do elite school districts have to do with resilient real estate investing? In this episode, Sean O’Dowd, Managing Partner of Scholastic Capital, shares how his “Scholastic Thesis” turns high-demand education zones into a powerful, defensive investment strategy. With multi-year leases, strict buy-box criteria, and a data-driven mindset, his approach offers stability in uncertain markets. He also unpacks the growing insurance crisis in states like Florida and why it may reshape U.S. real estate for years to come.

Key takeaways:

  • Multi-year leases in elite school districts create predictable income and economic stability.
  • A disciplined 17-point property selection process limits risk and maximizes tenant satisfaction.
  • Skyrocketing insurance costs may spark major demographic shifts in the U.S. real estate market.

Connect with us below!

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 480924439 series 3561140
Content provided by Banrion Capital Management and Brittany Mason. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Banrion Capital Management and Brittany Mason or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What do elite school districts have to do with resilient real estate investing? In this episode, Sean O’Dowd, Managing Partner of Scholastic Capital, shares how his “Scholastic Thesis” turns high-demand education zones into a powerful, defensive investment strategy. With multi-year leases, strict buy-box criteria, and a data-driven mindset, his approach offers stability in uncertain markets. He also unpacks the growing insurance crisis in states like Florida and why it may reshape U.S. real estate for years to come.

Key takeaways:

  • Multi-year leases in elite school districts create predictable income and economic stability.
  • A disciplined 17-point property selection process limits risk and maximizes tenant satisfaction.
  • Skyrocketing insurance costs may spark major demographic shifts in the U.S. real estate market.

Connect with us below!

  continue reading

26 episodes

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