The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 26 | How Elite School Districts Became a Billion-Dollar Investment Strategy with Sean O'Dowd

06/05/2025 37 min Temporada 2 Episodio 7
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 26 | How Elite School Districts Became a Billion-Dollar Investment Strategy with Sean O'Dowd

Listen "The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 26 | How Elite School Districts Became a Billion-Dollar Investment Strategy with Sean O'Dowd"

Episode Synopsis

What do elite school districts have to do with resilient real estate investing? In this episode, Sean O’Dowd, Managing Partner of Scholastic Capital, shares how his “Scholastic Thesis” turns high-demand education zones into a powerful, defensive investment strategy. With multi-year leases, strict buy-box criteria, and a data-driven mindset, his approach offers stability in uncertain markets. He also unpacks the growing insurance crisis in states like Florida and why it may reshape U.S. real estate for years to come.Key takeaways: Multi-year leases in elite school districts create predictable income and economic stability. A disciplined 17-point property selection process limits risk and maximizes tenant satisfaction. Skyrocketing insurance costs may spark major demographic shifts in the U.S. real estate market.Connect with us below! Sean O’Dowd on LinkedIn Scholastic Capital Brittany Mason on LinkedIn Banríon Capital Management

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