• Digital Leasing Agents, 2008 Scars, and The 5 P’s That Actually Drive NOI | Ken Doble
    2026/02/25

    Most operators blame the market when a property underperforms.

    Ken Doble has run 23,000 units, survived 2008, and says that 9 times out of 10, it’s people, process, and discipline.

    And the next evolution? Digital employees that outperform human leasing agents.

    In this episode of The AI Edge Podcast, Louis Fernandes sits down with Ken Doble, apartment investor and partner at Quantitative Realty Capital, to break down what actually drives performance in multifamily.

    Ken started onsite managing 24 units and eventually oversaw 23,000 units across 11 states. He lived through the 2008 collapse, saw $1.5B in valuation shrink dramatically, and rebuilt his operating philosophy around discipline, reserves, and execution.

    This is not theory. This is field-tested operations.

    Inside this conversation:

    • The 5 P’s of Property Management, People, Pricing, Product, Promotion, Process
    • Why most owners misunderstand the “management gap”
    • How incentives can instantly change performance
    • The truth about revenue management and lost-to-lease
    • What 2008 really taught operators about leverage and reserves
    • The Lotto Principle in value-add investing
    • How AI will create digital leasing agents that outperform humans
    • Why most AI tools only remove headaches instead of driving revenue
    • The coming death of SaaS as custom AI workflows emerge

    Ken also breaks down where AI actually works in multifamily:

    Collections workflows
    Operational audits
    Underwriting automation
    Inspection systems
    Digital employees

    And where it still falls apart due to hallucinations, legal risk, and lack of context.

    If you operate apartments, this episode will sharpen how you think about:

    Execution
    Capital structure
    Operational discipline
    Technology leverage
    Leadership under pressure

    👤 Guest Introduction

    Ken Doble is an apartment investor and operator and partner at Quantitative Realty Capital based in Atlanta. Over his career, he has been involved in more than 30,000 units and led over $233M in renovations.

    He previously served as COO overseeing 23,000 units across 11 states and survived the 2008 collapse, rebuilding his investment philosophy around reserves, discipline, and operational execution.

    📌 Key Takeaways

    • The management gap between corporate expectations and onsite reality
    • Why 90 percent of underperformance traces back to people and process
    • How incentives can triple leasing velocity instantly
    • Why you cannot fix a bad market with operations alone
    • The real mechanics of lost-to-lease
    • Why capital stack mistakes kill good properties
    • Digital employees will eventually replace leasing workflows
    • AI is powerful, but hallucinations still create risk
    • Discipline in boring basics wins cycles

    🏷 SEO Tags

    Multifamily investing
    Apartment operations
    Property management systems
    Real estate AI
    Digital leasing agent
    NOI growth strategies
    Revenue management multifamily
    Real estate underwriting
    Value add apartments
    Commercial real estate podcast

    続きを読む 一部表示
    1 時間 15 分
  • Vertical Integration in Real Estate, The Real Tradeoffs, Costs, Control, and Scale
    2026/02/23

    Investors are shifting, they do not just want syndicators anymore, they want vertically integrated platforms.


    Steven Ludwig has lived that journey for 23 years, building a full stack platform across investing, property management, construction, materials, and lending.


    In this episode we break down what vertical integration really costs, what it unlocks, and what can become a drag if you do it wrong.

    Vertical integration sounds clean in a pitch deck, but in the real world it means people, projects, permits, capital, and constant execution pressure.

    In this episode of The AI Edge Podcast, Louis Fernandes sits down with Steven Ludwig, Founder and CEO of Coastline Real Estate Advisors, to break down what it really takes to build a vertically integrated real estate platform and why investors are increasingly rewarding operators who control their execution.

    Steven shares how the 2008 financial crisis exposed the weakness of relying on third party property management, why he built an in house platform as a lifeline through fee income, and how that decision expanded into construction and building materials to solve real operational problems like renovation cost visibility, supply chain delays, and inconsistent product specs across a portfolio.

    This conversation is for operators, founders, and capital partners who want scale without chaos, and who understand that controlling cost, timing, and reporting becomes the game when markets tighten.

    If you are thinking about building your own property management arm, launching in house construction, or integrating materials or lending, this episode gives you the real tradeoffs, where it works, where it fails, and what must be true before you add complexity.

    Steven Ludwig is the Founder and CEO of Coastline Real Estate Advisors. Over more than 20 years, Steven has built a vertically integrated family of companies across multifamily and industrial value add investing, property management, construction execution, building materials, and lending.

    His work is centered on delivering strong risk adjusted returns through tighter operational control, better cost visibility, and faster execution.

    Key Takeaways
    • Why 2008 pushed Steven from syndicator to full platform operator
    • The real advantage of vertical integration, cost control and time control
    • How in house property management created a fee income lifeline
    • Why renovation cost tracking is broken in most operators’ models
    • How material stockouts quietly destroy operations and consistency
    • The hidden risk in vertical integration, spreading leadership too thin
    • How investors evaluate alignment across multiple entities and fees
    • What to focus on in operating agreements, especially when things go wrong
    • Where AI is actually useful today, and where it is still mostly noise

    Vertical integration real estate, multifamily operations, property management strategy, real estate private equity, real estate syndication, construction management, value add multifamily, family office investing, commercial real estate investing, investor reporting systems

    If you got value from this episode, subscribe for more operator level conversations on scale, systems, and execution.
    Comment below, are you building a vertically integrated platform, or staying lean and outsourcing
    Want to map your workflows and identify leverage inside your operation, book a 20 minute working session with my team at Edge Partners AI here: https://calendly.com/edgepartnersai/ai-discovery-call

    続きを読む 一部表示
    45 分
  • From Dirt to Delivered Lots, Mike Yantis Texas Land Development, AI Deal Sourcing, Building at Scale
    2026/02/20

    Mike Yantis has led over $2B in civil infrastructure and now develops land across Central Texas.
    He breaks down what actually kills land deals, how to deliver lots on time, and how AI is changing land acquisition by turning weeks of engineering work into minutes.

    Episode Description
    Texas is still one of the most active growth markets in the country, but turning raw land into finished lots is getting harder, slower, and more expensive. In this episode of The AI Edge Podcast, Louis sits down with Mike Yantis, President and CEO of Yantis Land LLC, a third generation operator who has managed over $2 billion in civil infrastructure and scaled a major construction business from 180 employees to nearly 600.

    Mike shares the real mechanics behind land development in the I-35 corridor, what makes a deal viable, and the fastest ways projects lose time or money, from utilities and entitlements to municipal rules and carry costs. He also explains how he structures deals today, owner, JV, or fee developer, and why patience and buying right matter more than chasing deals.

    Then we go into AI, including the new tools Mike is using to evaluate land, pull zoning and utility data, and even generate early site plans in minutes. If you’re a developer, builder, landowner, or investor who wants a grounded look at how Texas land development works in the real world, this episode is for you.

    Guest Intro
    Today’s guest has helped shape the growth of Central Texas from the ground up. I’m joined by Mike Yantis, President and CEO of Yantis Land LLC.

    Mike has managed over $2 billion in civil infrastructure projects across the region, including airports, military bases, DOT road work, industrial sites, commercial developments, and large scale subdivisions. As a leader at Yantis Company, he helped grow the business more than 200%, scaled the team from about 180 people to nearly 600, and drove major gains in profitability.

    Today, Mike focuses on land development and fee development, delivering single family, build to rent, and manufactured housing opportunities for top builders across Texas. We break down what it really takes to move projects from raw dirt to finished lots, how to avoid the mistakes that destroy deals, and where AI is starting to change the land game.

    続きを読む 一部表示
    1 時間 18 分
  • Regenerative Real Estate, Data Centers, and Climate Aligned Capital, with Anthony Sandoval
    2026/02/18

    What happens when real estate, climate aligned capital, and next generation infrastructure collide.
    Anthony Sandoval breaks down the global shift toward regenerative development, and why data centers are becoming the backbone of the future.

    Welcome back to The AI Edge Podcast, where we sit down with operators, investors, and builders shaping the future of real estate, capital, and the built world.

    Today’s guest is Anthony Sandoval, Founder of Terra Firma Global Advisory, working at the intersection of regenerative real estate, impact finance, and large scale development across multiple regions. We talk eco communities, hospitality, longevity villages, climate aligned capital, and why data centers are becoming critical infrastructure for the AI era.

    In this conversation, Anthony breaks down what is changing in global real estate, what sophisticated investors are looking for right now, how cross border execution really works, and why sustainability and profitability can, and should, scale together.

    Topics we cover
    • What regenerative real estate actually means, and why it is becoming a major shift
    • Why nature, community, and remote work are reshaping demand globally
    • Data centers, AI, robotics, and the infrastructure behind the next wave
    • What family offices and institutional capital want today that they did not want five years ago
    • Executing deals across borders, culture, speed, transparency, and risk
    • The real drivers of returns in regenerative development
    • Anthony’s long term vision, and what he believes the next decade looks like

    Connect with Anthony
    LinkedIn: Anthony Sandoval
    Terra Firma: terrafermaglobal.com
    Vesper Stone: vespastone.com

    If you got value from this episode, subscribe to The AI Edge Podcast, and share it with one operator or investor who is thinking about the future of real estate and infrastructure.

    Guest Introduction Script

    Today’s guest is Anthony Sandoval, Founder of Terra Firma Global Advisory, focused on regenerative real estate and climate aligned capital, with active work spanning multiple markets and development themes, from eco communities and hospitality to next generation data center infrastructure.

    Anthony brings a global perspective on where real estate demand is moving, how capital is shifting, and why the future is being built at the intersection of sustainability, execution, and infrastructure.

    続きを読む 一部表示
    42 分
  • Don’t List It, Launch It, Logan Freeman on the 18.6 Year Cycle and Winning in 2026
    2026/02/16

    Most people only recognize the cycle after it hits them. Logan Freeman explains why he believes we are in the “winner’s curse” right now, what disciplined operators should do next, and how he’s selling CRE by launching deals like products, not just posting listings.

    Description:
    In this episode of The AI Edge Podcast, Louis Fernandes sits down with Logan Freeman, Managing Broker at Midwest Commercial Real Estate Advisors, also known as the KC CRE Guy. Logan is a broker, investor, and developer with $350M+ in executed transactions and a clear philosophy, he doesn’t just list commercial real estate, he launches it.

    Logan breaks down how he reads real estate cycles in real time using the 18.6 year real estate cycle and Ricardo’s law of economic rent, why he believes we are currently in the winner’s curse, and what operators are underestimating heading into 2026.

    We also dig into his Spotlight Strategy for marketing and selling CRE, how he builds organic demand through content and live deal launches, what changes in a soft leasing market, and where AI actually creates leverage in underwriting, positioning, and execution (including why Gamma has become a non negotiable tool in his workflow).

    If you are a broker, owner, investor, or developer looking for a sharper framework to position assets and stay ahead of the market, this episode will help you think more clearly, move faster, and make better decisions through this cycle.

    Guest, Logan Freeman (KC CRE Guy)
    Managing Broker, Midwest Commercial Real Estate Advisors
    Website: https://wcreadvisors.com
    Email: logan@wcreadvisors.com
    Phone: 573-694-9669
    LinkedIn: Logan Freeman (KC CRE Guy)

    If you got value from this episode, send it to a broker or operator who is still treating listings like commodities when they should be engineering outcomes through positioning, leasing strategy, and execution.

    続きを読む 一部表示
    1 時間 6 分
  • How AI Is Rebuilding Property Management, Maor Cohen, PickSpace CEO
    2026/02/12

    Most real estate operations are still painfully manual.
    Maor Cohen, CEO of PickSpace, explains how AI-driven property management is replacing outdated workflows, reducing operational costs, and transforming how real estate is managed at scale.

    Description

    Property management is undergoing a massive transformation, and AI is at the center of it.

    In this episode of The AI Edge Podcast, Louis Fernandes sits down with Maor Cohen, CEO and Co-Founder of PickSpace, to discuss how full-stack AI property management platforms are reshaping commercial, residential, and self-storage operations worldwide.

    Maor shares the journey from marketplace startup to AI-powered operations company, the real operational bottlenecks property managers face, and why the next generation of real estate operators will rely heavily on automation, intelligent workflows, and data-driven execution.

    You’ll learn:

    • How AI is replacing up to 80% of traditional property management workflows
    • The biggest operational inefficiencies still holding real estate back
    • Why many operators resist automation, and what happens next
    • Lessons from building a global PropTech marketplace
    • Where AI-driven property operations are heading in the next decade

    If you are a commercial real estate operator, investor, property manager, or PropTech founder, this conversation delivers real execution-level insights you can apply immediately.

    Subscribe to The AI Edge Podcast for operator-level conversations on real estate, capital, and technology.

    Guest

    Maor Cohen
    CEO & Co-Founder, PickSpace
    AI-Driven Property Management & PropTech Marketplace
    Website: https://pickspace.com

    続きを読む 一部表示
    20 分
  • Scaling STRs with Systems and AI, From Nurse to Fund Manager with Vince Baiera
    2026/02/13

    Most STR operators break at 6 to 10 listings, not because the opportunity is gone, but because they never build the systems to get themselves out of the day to day. Vince Baiera went from ICU nurse to exiting a product business, then scaling Homehop past 100 properties and launching a real estate fund, all by leaning into execution, process, and practical AI.

    Episode Description

    In this episode of The AI Edge Podcast: CRE & AI, I sit down with Vince Baiera, Chief Growth Officer and co-owner of Homehop Property Management, real estate fund manager, entrepreneur, and bestselling author.

    Vince has built across multiple industries, healthcare, SaaS, consumer products, and now short-term rentals, and he breaks down what actually creates scale when you move past the mom and pop phase.

    We cover:

    • Why most operators hit a wall at 6 to 10 listings, and what to build before you break
    • The systems and SOP engine Homehop uses to manage 100 plus properties
    • Where AI is real leverage vs pure hype, and how operators should evaluate new tools
    • How Vince thinks about capital raising, LP trust, and what investors actually care about
    • The mindset shift from fear to execution, including the phone skills that still win

    If you are building operational leverage, scaling a portfolio, or trying to grow deal flow through systems, this one is for you.

    Guest Intro

    My guest today is Vince Baiera, Chief Growth Officer and co-owner of Homehop Property Management, real estate fund manager, entrepreneur, and bestselling author.

    Vince started as an ICU nurse, built and exited a consumer product company, worked in SaaS and go to market leadership, and now helps scale a short-term rental platform managing over 100 properties. This is a real operator conversation on systems, execution, and using AI as leverage, not noise.

    続きを読む 一部表示
    56 分
  • Pivot to Self Storage, Why Appreciation Wins, and Raising Capital the Right Way, Neil Henderson
    2026/02/11

    Most new investors chase cashflow, Neil Henderson breaks down why appreciation creates wealth, why self storage is a transition driven business, and what responsible capital raising looks like when markets get noisy.

    Description

    In this episode of The AI Edge Podcast, I sit down with Neil Henderson, General Partner at Nomad Capital, to unpack what a real pivot looks like, from nearly two decades in defense contracting to building a commercial real estate career in self storage syndications.

    Neil shares the truth most beginners miss, cashflow keeps you alive, appreciation builds wealth. We go deep on self storage as a recession resilient asset, the real risks operators overlook, why conversions can win on cost and time, and what separates responsible investor communication from hype.

    We also talk systems, CRM discipline, using AI as leverage for investor relations, and what freedom actually means when you are building a portfolio for the long game.

    If you are a GP, LP, or operator thinking about self storage, capital raising, or making your own pivot, this one is for you.

    About the guest

    Neil Henderson is a General Partner at Nomad Capital. After 18 years supporting the U.S. Air Force as a defense contractor, he transitioned into real estate, built experience across rentals, and ultimately moved into commercial syndications with a focus on self storage.

    At Nomad Capital, Neil has helped raise over $11 million in equity from passive investors and supports the growth of a multi state portfolio of stabilized storage assets.

    続きを読む 一部表示
    1 時間 4 分