Monthly Archives: May 2021

Episode 59 – What Financial Advisors Should Know About REITs? With Abby McCarthy

Investing in REITs can help diversify an investor’s portfolio, which can decrease overall portfolio risk. 

In this episode, David Bodamer is joined by Abby McCarthy, senior vice president of investment affairs with Nareit, as they talk about what financial advisors should know about investing in REITs. 

Abby discusses:

  • The common misconceptions and big questions financial advisors often have about REITs 
  • The proper allocations for REITs within overall investment portfolios
  • What Nareit’s strategy looks like when it comes to educating advisors and investors on the sector
  • And more


Connect With Abby McCarthy:

Connect With David Bodamer:

About Our Guest:

Abby McCarthy is the vice president of investment affairs with Nareit. Within Abby’s role, she develops research that can be used within the investor market. Abby creates educational materials that can be shared with investors to understand the current investing environment.

Episode 58 – Net Lease Investing: What’s Trending? –– With Randy Blankstein

In this episode, David Bodamer is joined by Randy Blankstein, president of The Boulder Group, a boutique investment real estate service firm specializing in single tenant net lease properties.  David and Randy discuss everything from the effects of COVID on the industry to the potential change in how 1031 exchanges will be taxed and what industry pros are doing to communicate with lawmakers in Washington.

You will learn:

  • How the net lease investment market weathered the storm during the pandemic and proved its mettle as a stable asset class
  • What sub-sectors within the net lease world are proving to be the most popular
  • How the sector has evolved as more types of investors have moved into the space
  • Why the proposed tax reforms from the Biden administration would mean a seismic shift for the sector and what industry pros are doing to try and help shape any legislation that emerges
  • And more!

Tune in to discover what one of the leading authorities in the nation has to say about the net lease sector of commercial real estate.

Resources: Wealth Management Real Estate | The Boulder Group | Randy Blankstein LinkedIn | Ryan

Episode 57 – Institutional Investments: Current Updates & Future Growth Potential –– With Dori Nolan

With the rollout of vaccines and the end of lockdown orders in several states, the economy is beginning to recover – which means new opportunities for institutional investors.

In this episode, David Bodamer is joined by Dori Nolan, senior vice president of National Client Services at Berkadia to talk about a recent merger that led to the formation of Berkadia Institutional Solutions, Powered by Moran. This new merger is dedicated to providing exceptional service and resources to institutional investors. Dori also shares her expert insights into the latest trends and updates in the real estate market.

You will learn:

  • How a shift in lifestyle preferences has impacted the demand in real estate markets
  • Why institutional investors need to focus their efforts on ESG investing
  • The importance of strategic planning and building client relationships, instead of being merely transaction-based
  • Ways in which technology can help you with data mining and making informed decisions
  • And more!

Tune in to discover what Berkadia Institutional Solutions, Powered by Moran, has in store for institutional investors in the real estate market!

Resources: Wealth Management Real Estate | Dori Nolan on LinkedIn | Berkadia | Ryan