Steed Talker

Real Estate Investing Abundance

REIA 413 Dave Codrea: How to Compare Investment Risks Between Asset Classes

Dave is the co-founder and partner at Greenleaf Capital Partners, where he leads the integration and growth of the investment and operational aspects of a full service real estate firm. Greenleaf acquires, operates and services all of the investments it makes and is committed to long term cash flow driven investing.

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Main point:

  • Comparing investment risks and strategy across multifamily to other asset classes
  • Boots on the ground experience with tenants and how they impact investment returns
  • Any topics related to the real estate operations, investing as the GP or LP, finding an opportunity or how to compare investment opportunities
  • Understanding 1031 Exchanges and TICs / drop and swap strategies
  • Can I operate myself and should I?
  • Physical value added vs structure value added through leasing and tenant mixes
  • What operational metrics impact investment returns the most – what am I not seeing that I need to see
  • Syndications – what to look for in GP
  • QOZs – how these have changed from 2019 and vision for 2026

Connect with Dave Codrea:

Biography Dave Codrea:
Dave is the co-founder and partner at Greenleaf Capital Partners, where he leads the integration and growth of the investment and operational aspects of a full service real estate firm. Greenleaf acquires, operates and services all of the investments it makes and is committed to long term cash flow driven investing. Dave has over 20 years in real estate, starting when he spent summers acquiring rental homes in PA, pounding nails and renovating old properties on weekends. This passion for real estate continued through a career in financial consulting at Deloitte, then receiving a masters in Real Estate and Urban Development from George Washington. He launched Greenleaf in 2008 buying his first assets in the Atlanta market, eventually picking up and moving to Atlanta, GA full time. He is passionate about real estate and identifying ways to find creative value and opportunity in a project. Since 2008 Dave and his partners at Greenleaf have executed over 125 buy side transactions and exited almost 50 investments. Initially focusing on multi-family and acquiring over 4,000 units, he shifted to capture opportunities within the medical, industrial and net lease asset classes where they have acquired over 2 million sqft of space in GA, TN, NC and SC. The track record of successful investments, alongside transparency into operations at a detailed level has enabled over 700 investors to not only gain financial returns but also see the inside of how real estate operations work on a day to day basis.  Additionally, Dave is passionate about adventure trips and how they translate to leadership. He normally gets groups together and takes them places they would never be or experience, and gets them outside their comfort zone. He believes this is where you learn to be a leader and handle situations. He has had rafts sink that we had to patch together, got lost skiing and ended up hitch hiking back to a mountain, been on road trips and had to dig out trucks and gone to remote areas pulling canoes through swamps. All these experiences were learning opportunities of how to handle unknowns, finding the gray area between the everyday road you follow and the one of being completely lost. Eventually being comfortable with being uncomfy and uncomfortable. That’s where he thinks entrepreneurs have to live, they have to seek those experiences in business and life to see things happen.