Michael Kron on the Best Ever CRE Podcast: “STNL Investing, Fed Rate Predictions, and 18% IRR Targets”

Mike Kron recently joined hosts Amanda Cruise and Ash Patel on the Best Ever CRE Podcast to discuss the launch of the firm’s $100 million private equity fund focused on single tenant net lease (STNL) retail assets.

In the episode, Mike outlines why he believes now is a strategic time to acquire Amazon-resistant retail properties, citing the anticipated drop in interest rates and the stability created by long-term leases with high-credit tenants. He shares the fund’s projected 18% IRR, details on its investor-friendly structure, and the disciplined approach behind Fund One.

The conversation also explores capital-raising strategies, the return of bonus depreciation, and the role of institutional investors in Guardian Advisory’s long-term exit plan. Mike emphasizes a focus on stability and predictable returns over flashier, high-risk value-add plays, positioning the fund to deliver consistent performance for investors.

Watch on Youtube - https://www.youtube.com/watch?v=5-UKdYymJ0o

Listen on Spotify - https://open.spotify.com/episode/2S4pR0DByPlufCfc7dYyWx