HeyJaredVyzer Weekly
Vyzer Weekly is a recurring live conversation where investors come together to think more clearly about markets, risk, and private investing.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
What Investors Get Wrong About Biotech (opens the original)
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Most LPs in this community underwrite things they can see. A rent roll, a cap rate, a debt schedule, a comp set two streets over. Biotech offers none of that. It asks you to fund a molecule that either works or does not, on a timeline you do not control, with no distributions along the way. So most passive investors skip the category entirely and call it a science problem. The argument on this call is that it was never a science problem. By 2030, somewhere around $250 to $300 billion a year of b
Why You Can't Actually Invest in a Data Center (And the One Way You Can) (opens the original)
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Everyone is buying data centers. Someone has to get them approved, and that turns out to be the part nobody can do. Most investors hearing about the AI build out are being sold a story they cannot actually buy into. A turnkey data center runs $10 to $15 million per megawatt. A 50 megawatt site is half a billion dollars before a single server goes in. The building itself is institutional capital only, full stop. In this episode of Vyzer Weekly Calls, Litan Yahav and Mike Arndorfer are joined by J
17 Ways a Real Estate Syndication Can Break (opens the original)
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Most LPs don't discover the risk they accepted until it has already cost them money. By then it isn't a risk anymore. It's a stress point, and the deal is usually past the stage where anything can be done about it. The uncomfortable part is that the warning signs were sitting in the pitch deck the whole time. In this episode of Vyzer Weekly Calls, Litan Yahav and Mike Arndorfer are joined by Christine, an LP who has been investing in syndicated real estate since 2018 and spent the last year buil
Jeremy Roll: What Diversification Actually Means for LPs (opens the original)
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Jeremy Roll has been a full-time LP for 24+ years and has lived off his private-market cash flow since 2007. He joins Litan Yahav and Mike to unpack what diversification really means once you leave stocks and bonds behind. The big idea: spreading money across five deals with the same operator isn't diversification. Real risk-spreading happens across three axes at once, asset class, geography, and operator. In this episode: Why capital events (refis, sales) get reinvested, never treated as spenda
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