Jonathan Greene and Adam the Brit explore Adam’s real estate investing journey and the lessons he has learned from building a substantial portfolio across residential, industrial, and retail properties. Adam shares why he has gradually shifted away from smaller industrial spaces and toward retail and other investments, explaining how tenant size, leasing incentives, and operational differences influence investment decisions.
They also discuss how the COVID pandemic reinforced the importance of portfolio diversification, even when an investment strategy is performing well. Adam shares his experience navigating tenant bankruptcies, replacing a major retail tenant during an uncertain market, and recognizing the risks of having too much capital concentrated in one property type.
The conversation also examines the advantages of triple-net leases and why predictable income, manageable operating expenses, and thoughtful underwriting can make commercial real estate investments easier to evaluate. Adam explains how transferring certain property-related expenses to tenants can reduce uncertainty and help investors make more informed decisions.
In this episode, you will hear:
- Why small-bay industrial properties can present unique leasing challenges
- How tenant size and leasing agent incentives influence industrial property performance
- Why even successful real estate portfolios need diversification
- How Adam navigated tenant bankruptcies and replaced a major retail tenant during COVID
- Why triple-net leases can create more predictable income and simplify commercial real estate underwriting
Listen the episode here → zenandtheartofrealestateinvesting.com/podcast/379