11. Thesis-driven investing: from multifamily to build-to-rent to oil and gas ft. Aram Sarkissian


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Oct 04 2023 48 mins  

Highlights from the episode:

  • Thesis-driven investing: start with a macro worldview on where housing, energy, food, etc are going over a 5-10 year timeframe
  • The different types of syndicators: from specialized operating shops focused on a specific asset class, to capital raisers, to opportunistic managing partners
  • These aren't just assets, but companies that have to execute on the deal's business plan to generate the returns; investors should due diligence the track record of the management team as much as the asset
  • These aren't just tenants, but customers that businesses (eg, the landlords) have to market to and compete for
  • Is build to rent a needle mover in the country's housing challenges, or an opportunistic play?
  • Why invest in oil & gas even though there's a transition away from fossil fuels


About the guest: Aram Sarkissian has over 25 years of experience in the Silicon Valley as a technology professional in various management and leadership roles. As General Manager for an engineering services company he led the team to highly profitable growth through strategic partnerships and organic growth initiatives. He was part of the core management team that took the company through a successful $780M sales process and integration.

Aram’s investment philosophy is to align with the right people and proven teams to uncover and invest in opportunities that align with macro trends. Aram’s current real estate investment portfolio includes over 1,800 units of single and multifamily residential real estate in 6 states. Additional investments include self-storage, life settlements, notes, early-stage financial tech, software and Intellectual property.

Le Creme Partners was founded by Aram Sarkissian and Jeff Block, two Silicon Valley veterans, each with decades of experience in the fast paced world of technology. They have successfully managed large, high margin P&Ls while leading teams and growing those businesses several times over. They are technologists, having developed and applied the technologies used to make our mobile and computing infrastructure work (it’s likely the work they have done has played a part in how you are consuming this content). They've raised $25m for 5 syndicated investments in Houston, Austin, and Louisiana in build-to-rent and oil-and-gas deals. To find out more, visit LeCremePartners.com

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