The Real Estate Reset Is Already Happening
A roundtable with operators including John Casmon of Casmon Capital Group on what the last few years exposed in real estate and how LPs are investing now.
In this interview
Pascal Wagner, John Casmon, Matt Faircloth and Ash Patel compare what surprised them in the market this year, and why many LPs hurt by recent deals are waiting. They debate whether spreading investments across several years protects an LP, or whether the deeper problem was deals with little room to add value and short-term debt. They share the questions an LP should ask, starting with how a deal could lose money and what the operator would do then. They argue over whether an investor should predict interest rates and population trends or plan only around what an operator controls, and close with where each sees opportunity next.
Chapters
- Meet the panel
- What surprised the panel this year
- Why many LPs are waiting
- Investing across several years
- What LPs should ask before investing
- Predicting the market, or controlling what you can
- What the hosts learned from their guests
- Where the panel sees opportunity next
The picture is YouTube’s poster for this episode. Published March 27, 2026 by Pascal Wagner, founder of DealStack. DealStack does not rate or recommend firms. Casmon Capital Group does not pay DealStack, so this page is not a paid placement.
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