Webinar Replay: What Fund Managers Are Looking at Right Now

During our recent webinar, What Fund Managers Are Looking at Right Now, panelists Morgan Keim (Ocean Ridge Capital), Jimmy McGrath (Keljam Properties), and Linda Holtz (Married 2 Real Estate) shared their perspectives on today’s investment landscape, current opportunities, and the principles guiding their decision-making in an evolving market.

While each panelist approaches investing from a slightly different angle, several common themes emerged throughout the discussion.

Morgan Keim — Workforce Housing & Private Credit

Morgan Keim discussed his focus on workforce housing and private credit investments, emphasizing the importance of investing in supply-constrained markets with strong long-term fundamentals. He highlighted the opportunities available to investors who remain disciplined and patient while others sit on the sidelines.

Jimmy McGrath — Multifamily, Medical Office & Fixed-Rate Debt

Jimmy McGrath shared why he continues to favor multifamily and medical office assets, citing their resilience and demand drivers. He also discussed his preference for fixed-rate debt, noting that the volatility of recent years has reinforced the importance of conservative financing strategies and avoiding unnecessary interest rate risk.

Linda Holtz — Value-Add Multifamily in Texas

Linda Holtz emphasized the value of investing in value-add multifamily opportunities throughout Texas, while stressing that success often comes down to the quality of the team executing the business plan. She noted that strong operators, proven systems, and local market expertise are often more important than the deal itself.

Shared Principles Across the Panel

Across the board, the panelists agreed on several key principles:

• The importance of fixed-rate debt and conservative underwriting
• Conducting thorough due diligence before investing
• Maintaining transparency and communication with investors
• Being patient and selective in today’s market environment
• Prioritizing experienced operators and strong market fundamentals

The discussion reinforced a message that many successful investors share: while market cycles will come and go, disciplined investing, careful market selection, and partnering with experienced operators remain critical to long-term success.

For both active and passive investors, the panel provided valuable insight into how experienced fund managers are navigating today’s market while positioning themselves for future opportunities.