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Chris Powers에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chris Powers 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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#354 - Don Tepman (@StripMallGuy) - Strip Malls, Creating Value, Leasing Strategy, X/Twitter, Charlie Munger

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Manage episode 419377488 series 2469364
Chris Powers에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chris Powers 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Don Tepman runs a real estate fund that focuses on buying neighborhood strip centers throughout the United States and also runs the 'StripMallGuy' account on X and LinkedIn. Mr. Tepman started his career in 2002 and led his first strip center purchase in 2006. He has completed 40 purchases and raised over $150M in LP capital.

We discuss:

  • Don’s career and mentors
  • What makes a successful strip mall acquisition
  • Building @stripmallguy and the future of the brand

We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.

https://www.thefortpod.com/survey

Links

StripMallGuy on X

Resquared

Topics

(00:00:00) - Intro

(00:04:56) - Don’s upbringing and career background

(00:08:40) - The dynamics of suburban retail

(00:12:42) - Don’s mentor & learnings

(00:21:25) - Restaurants in strip centers

(00:26:35) - Tenant mixes

(00:30:20) - TI

(00:35:41) - Where do folks waste money on exteriors?

(00:37:18) - Drive-thrus

(00:38:36) - Don’s hold period strategy

(00:42:39) - Why do you stick to smaller deals?

(00:45:26) - What is your approach to entering a new market?

(00:53:02) - Why does Price per foot matter so much?

(00:53:44) - Leasing

(00:59:41) - Taxes and insurance

(01:01:19) - StripMallGuy

(01:08:45) - Working a deal through the system

(01:12:44) - Thoughts on the market

(01:18:22) - Luxury retail

(01:19:53) - Meeting Charlie Munger

(01:27:08) - Plans for SMG in the future

Support our Sponsors

Better Pitch: https://bit.ly/42d9L0I

Juniper Square: https://bit.ly/45yiYUq

Fort: https://bit.ly/FortCompanies

Follow Fort on LinkedIn: https://www.linkedin.com/company/fort-companies/

Chris on Social Media:

X: https://bit.ly/3BYIjcH

LinkedIn: https://bit.ly/45gIkFd

Watch The Fort on YouTube: https://bit.ly/3oynxNX

Visit our website: https://bit.ly/43SOvys

Leave a review on Apple: https://bit.ly/45crFD0

Leave a review on Spotify: https://bit.ly/3Krl9jO

The FORT is produced by Johnny Podcasts

  continue reading

357 에피소드

Artwork
icon공유
 
Manage episode 419377488 series 2469364
Chris Powers에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chris Powers 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Don Tepman runs a real estate fund that focuses on buying neighborhood strip centers throughout the United States and also runs the 'StripMallGuy' account on X and LinkedIn. Mr. Tepman started his career in 2002 and led his first strip center purchase in 2006. He has completed 40 purchases and raised over $150M in LP capital.

We discuss:

  • Don’s career and mentors
  • What makes a successful strip mall acquisition
  • Building @stripmallguy and the future of the brand

We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.

https://www.thefortpod.com/survey

Links

StripMallGuy on X

Resquared

Topics

(00:00:00) - Intro

(00:04:56) - Don’s upbringing and career background

(00:08:40) - The dynamics of suburban retail

(00:12:42) - Don’s mentor & learnings

(00:21:25) - Restaurants in strip centers

(00:26:35) - Tenant mixes

(00:30:20) - TI

(00:35:41) - Where do folks waste money on exteriors?

(00:37:18) - Drive-thrus

(00:38:36) - Don’s hold period strategy

(00:42:39) - Why do you stick to smaller deals?

(00:45:26) - What is your approach to entering a new market?

(00:53:02) - Why does Price per foot matter so much?

(00:53:44) - Leasing

(00:59:41) - Taxes and insurance

(01:01:19) - StripMallGuy

(01:08:45) - Working a deal through the system

(01:12:44) - Thoughts on the market

(01:18:22) - Luxury retail

(01:19:53) - Meeting Charlie Munger

(01:27:08) - Plans for SMG in the future

Support our Sponsors

Better Pitch: https://bit.ly/42d9L0I

Juniper Square: https://bit.ly/45yiYUq

Fort: https://bit.ly/FortCompanies

Follow Fort on LinkedIn: https://www.linkedin.com/company/fort-companies/

Chris on Social Media:

X: https://bit.ly/3BYIjcH

LinkedIn: https://bit.ly/45gIkFd

Watch The Fort on YouTube: https://bit.ly/3oynxNX

Visit our website: https://bit.ly/43SOvys

Leave a review on Apple: https://bit.ly/45crFD0

Leave a review on Spotify: https://bit.ly/3Krl9jO

The FORT is produced by Johnny Podcasts

  continue reading

357 에피소드

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