Episode 530: How $100M in Private Funds Is Navigating Today’s Economy

2025-10-22

In this episode of The Smart Real Estate Coach Podcast, I sit down with Lon Welsh, founder and CEO of Your Castle Real Estate and Ironton Capital, to unpack how investors can navigate today’s economic climate with data, discipline, and diversification. Lon brings more than two decades of experience in commercial and residential real estate and now manages nearly $100 million in private funds through Ironton Capital. We talk about how market trends are shifting across regions, how private income funds compare to active investing, and why investor sentiment is near decade lows despite strong fundamentals.

Lon brings more than two decades of experience in commercial and residential real estate and now manages nearly $100 million in private funds through Ironton Capital. We talk about how market trends are shifting across regions, how private income funds compare to active investing, and why investor sentiment is near decade lows despite strong fundamentals.

Lon also shares how his team is using AI and data analytics to gain an edge in decision-making, plus what investors should expect heading into 2025 and beyond.

If you’re ready to sharpen your macro understanding and learn how to balance active vs. passive investing, this episode will help you make smarter, calmer financial decisions in any market cycle.

Key Talking Points of the Episode

00:00 Introduction

01:20 Who is Lon Welsh?

02:45 National housing slowdown: why the West and Southeast are softening faster

04:05 Comparing private funds vs. individual investing: pros, cons, and liquidity

05:17 Why investor sentiment is at a decade low and how media fear feeds it

06:35 Explaining Ironton’s Short-Term and Medium-Term funds

08:26 The ideal investor profile: active landlords, busy professionals, and developers

09:29 How developers use Ironton’s funds to earn while waiting on permits

13:16 The National Diversified Fund: balancing new builds with value-add multifamily

14:20 Using AI for analytics, underwriting, and even writing Lon’s 14th book

15:32 How Lon tracks national real estate trends quarterly and why it matters