5 • 831 Ratings
🗓️ 30 May 2022
⏱️ 26 minutes
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0:00.0 | I'm Dylan Marma and you're listening to Operators and Allocators, a podcast dedicated to exploring |
0:06.2 | how to make smart investment decisions and execute well in real estate and private equity. |
0:12.7 | We'll be interviewing top-notch sponsors from various asset classes to understand how they |
0:18.2 | think and the frameworks that they put in place with the goal of achieving |
0:22.4 | above average risk-adjusted returns. |
0:27.0 | Welcome back to another episode of operators and allocators. |
0:31.3 | This is your host, Dylan Marma, and today we're in for a special show. |
0:36.1 | This is going to be the first of a new mini-series that we are |
0:41.0 | piloting right now. And I am joined with my co-host, Troy Tricos. Troy has it going. |
0:49.2 | Going well. How are you doing, Dylan? Doing really good. Excited to have you here and really pumped to announce this to our |
0:57.1 | listeners, as I think that everyone is in for a special treat and we plan on delivering a ton of |
1:02.1 | value to you guys. So first, I'm going to give a little bit of an idea, a glimpse into what this |
1:09.4 | show will be about. Then we're going to do a quick background |
1:13.0 | because I know most of our shows up to this point have been me interviewing others. So I'm |
1:16.6 | going to give a quick background. Troy will also do the same. And then we will dive into some of |
1:23.0 | the nuts and bolts of what we plan on discussing today. So ultimately, we have received so many questions |
1:30.7 | or the last few months about RV Campground Investing. It seems like this unique niche is, |
1:41.1 | there's a lot of noise around it, a lot of people asking questions, a lot of people scratching their head. |
1:46.0 | And there are not too many of what I consider to be middle market consolidators in this space yet. |
1:53.0 | This is an industry right now that is primarily dominated through either the 3% of campgrounds that are owned by large public reeds mainly, |
2:04.7 | and the 97% that are currently owned by mom and pops. |
2:09.7 | This industry is often described as having parallels to where the self-storage industry was 10 to 15 years ago |
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