People, every show

Jean Sini

General Partner, Partech. On 1 show, 1 appearance. The Shows tab opens the full record on each.

investorexecutiveengineersini.net ↗

Jean Sini is a technology executive who served as Chief Technology Officer at Cadre, Mint.com, One Kings Lane, and Fountain. As an early-stage investor via Partech and Irregular Expressions, he focuses on developer tools, cloud infrastructure, AI, and enterprise software.

1shows
1appearances
7statements
1resolved
0supported
0contradicted
0%fully supported

Everything Jean Sini said on any show that made the record, most notable first. Each card names its show and opens the statement there.

MAD Insight
Real estate operators need a secondary market to achieve permanent capital
“One of the things that, you know, operators view as the holy grail is permanent capital, right? If I don't feel like I need to sell this building, why should I, right? And the only way you do that is if you actually create a secondary market, right, where esse…”
Jean Sini Oct 26, 2017 ▶ 19:15 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)
MAD Opinion
Directly buying local real estate exposes retail investors to adverse selection
“And then, of course, you can go and invest directly in real estate and buy a house across the street, but that's adverse selection right there if you ever saw it.”
Jean Sini Oct 26, 2017 ▶ 8:37 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)
MAD Assertion Partly supported
Commercial real estate outperformed S&P 500 over 30 years with half the volatility
“It's outperformed the S&P 500 for the past 30 years with only half the volatility for instance.”
Jean Sini Oct 26, 2017 ▶ 2:20 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)
MAD Insight
High manual friction limits commercial real estate funds to institutional capital
“And so what you see is an ecosystem that's slowly but surely backing itself into a corner where it can only afford to invest with the largest institutional investors because if there's so much friction because everything is done manually, I can't afford to eng…”
Jean Sini Oct 26, 2017 ▶ 4:57 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)
MAD Insight
Traditional commercial real estate investing relies on intuition due to sparse data
“Because data is sparse, right it's really hard to actually analyze the shifts that we're going to see over time between supply and demand imbalances, and so, because of that, everything kind of relies on intuition, ok?”
Jean Sini Oct 26, 2017 ▶ 7:37 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)
MAD Assertion Not checkable as stated
Secondary transactions are extremely rare in the commercial real estate industry
“Secondary transactions, which today are extremely rare in the industry.”
Jean Sini Oct 26, 2017 ▶ 9:25 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)
MAD Assertion Not checkable as stated
Cadre transacts on roughly 20 of the 1,000 assets it evaluates annually
“We look at a thousand assets a year, and we only end up transacting and bringing onto the platform about 20 of them.”
Jean Sini Oct 26, 2017 ▶ 20:51 Data-Driven Real Estate Investing // Jean Sini, Cadre (FirstMark's Data Driven)

One line per show, most statements first. The link opens Jean's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

ShowRole thereEpsStatementsRecord
MADLEDGER General Partner, Partech 1 7 0% 0/1 full record on the MAD Podcast →
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