NREI – Wealth Management INVEST

Wealth Management INVEST: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins

By Wealth Management Invest | December 18, 2024

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WealthManagement.com’s Executive Editor for Investments David Bodamer chats with Robert Collins, co-head of private wealth at Partners Group.

Partners Group, an alternative asset manager, was an early mover into the global wealth market, including a popular 15-year-old private equity fund in the United States. Collins explores the shift from public to private markets and its significance for investors, highlighting evergreen funds’ tax benefits and compounding advantages. He also discusses the company’s partnership with BlackRock and the private markets model portfolios the firm is bringing to the market in 2025.

David and Rob discuss:

The market shift from public to private markets and its implications for investors
The benefits Partners Group sees in evergreen funds, including lower minimums and tax simplicity
A new partnership with BlackRock to offer diversified private market model portfolios starting in 2025
Global insights and innovations in private markets, like tokenization in Singapore

Connect With David Bodamer:

Connect With Robert Collins:

About Our Guest:

Robert Collins is Co-Head of Private Wealth, Head of Partners Group’s New York Office, and a member of the Global Executive Board. He is President, Portfolio Manager, and Member of the Board of Managers of Partners Group Private Equity (Master Fund), LLC. He also chairs Partners Group (USA) Inc.’s Investment Committee. Robert joined the firm in 2005 as a member of the Private Equity investment team and has 24 years of industry experience. Prior to joining Partners Group, he worked at UBS Warburg and Salomon Smith Barney. Robert holds an MBA from the Johnson School at Cornell University, where he was a Roy H. Park Leadership Fellow, and a bachelor’s degree from Tulane University, where he majored in economics and history. He is a CFA charterholder.

Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives

By Wealth Management Invest | November 25, 2024

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WealthManagement.com’s David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing partner and CEO of Brookfield’s Global Client Group. During their conversation, they discuss Brookfield’s strategic focus on making institutional-quality assets accessible to a broader investor base.

David shares:

Takeaways from Brookfield’s recent research on the use of alternatives within the wealth channel
How advisors can effectively introduce alternatives to their clients and how having alternatives in their toolkit is valuable for practice management
Different investor profiles and their use of alternative assets
Brookfield’s approach to providing access to diversified asset types and product structures
And more

Connect With David Bodamer:

Connect With David Levi and Brookfield:

About Our Guest:

David Levi is a Managing Partner and Chief Executive Officer of Brookfield’s Global Client Group. In this role, he is responsible for Brookfield’s client relationships across the organization, including the expansion of fund offerings, client solutions and servicing its large and growing institutional and private wealth client base. Prior to this, Mr. Levi was a Managing Partner and CEO of Brookfield Oaktree Wealth Solutions, which is responsible for Brookfield and Oaktree’s relationships with private wealth clients globally.

Wealth Management Invest: Breaking Down Semi-Liquid Funds with StepStone’s Bob Long

By Wealth Management Invest | October 21, 2024

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In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Bob Long, CEO and partner of StepStone Private Wealth, to explore StepStone’s approach to developing private market investments for the wealth channel.

Long discusses why Stepstone has opted for evergreen funds—semi-liquid, continuously invested structures rather than traditional drawdown funds. Such vehicles feature simplified tax reporting, no capital calls, and lower minimums, opening access to a wider range of investors.

Key highlights from the episode include:

An explanation for how evergreen fund structures provide access to investors typically cut off from alternative investments
A discussion of how Stepstone uses the semi-liquid structure across several alternative asset classes including infrastructure, private equity, and private credit.
How financial advisors are using semi-liquid funds in some clients’ portfolios
And more

Connect With David Bodamer:

Connect With Bob Long:

About Our Guest:

Mr. Long has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner roles. He has served as the CEO of two publicly traded companies focused on expanding private market access for high-net-worth investors.

Wealth Management INVEST: Trends in Advisor Portfolio Construction

By Wealth Management Invest | September 30, 2024

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David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resurgence of active management strategies, and evolving approaches to asset allocation gleaned from this analysis.

David and Mike discuss:

How the usage of ETFs has grown in individual investment portfolios
What is driving the evolution toward increased use of active ETF strategies
What insights can be gained from current average portfolio allocations and how those are shifting
What opportunities exist in real estate and other undervalued sectors
And more

Connect With David Bodamer:

Connect With Mike Scarsciotti:

About Our Guest:

Mike Scarsciotti leads the specialist sales team within Fidelity Institutional, including Asset Class Investment Specialists (Global Equity, Fixed Income, and Alternatives), Portfolio Solution Specialists (Model Portfolios and Direct Indexing), and Capital Market Strategists.

Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

By Wealth Management Invest | September 16, 2024

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David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier for a broader range of investors to participate in private markets.

Gain insight as David and Joan touch on:

The increasing accessibility of private investments to individuals with lower investible assets
The role of education in helping advisors effectively utilize private market solutions
How technology is streamlining the investment process for advisors and investors
Insights into portfolio construction using private equity, credit, and real estate
And more

Connect With David Bodamer:

Connect With Joan Solotar:

About Our Guest:

Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm’s Management Committee. Blackstone’s Private Wealth Solutions’ mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management.

Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.

Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon

By Wealth Management Invest | July 23, 2024

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David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on their premises.

Listen in as David and Jack highlight:

The increasing growth of active ETFs, with active launches accounting for a growing percentage of ETF product development
Assessment of the performance of active ETFs to date
The potential for active ETFs to cannibalize mutual fund assets
The turnover rates of active ETFs, with many new launches often closing within a few years due to fad chasing or lack of compelling investment strategies
What other research Shannon is working on for the rest of the year
And more

Overall, the episode provides an insightful look into the evolving landscape of active ETFs and their place in the broader investment market.

Resources:

Connect With David Bodamer:

Connect With Jack Shannon:

About Our Guest:

Jack Shannon is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He focuses on actively managed equity strategies and is the lead analyst for MFS and Artisan Partners, among other firms.

Prior to joining Morningstar in 2020, Shannon worked in commercial banking and was a consultant providing subject matter expertise on complex financial litigation. Shannon holds a bachelor’s degree in economics and history from James Madison University. He also holds a Master of Business Administration in investments and corporate finance from the University of Notre Dame’s Mendoza College of Business.

Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach

By Wealth Management Invest | June 17, 2024

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WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real estate, as well as Opto’s recent partnership with Mercer Advisors.

Jake discusses:

The development and goals of Opto Investments and their role in the burgeoning market of private investments for the wealth channel
Details about the recent partnership with Mercer Advisors and the opportunities Mercer is bringing to its qualified purchaser clients developed with Opto.
Insights on the current state and future trends within private investments
The importance of a fiduciary-first approach in managing private markets
And more

Connect With David Bodamer:

Connect With Jacob (Jake) Miller:

About Our Guest:

Jacob (Jake) Miller is the Co-Founder and Chief Solutions Chief Solutions Officer at Opto Investments. Prior to helping found Opto, Jacob was at Bridgewater Associates. He has a passion for sensible long-term investing, systematizing investment processes, and distilling complex market dynamics into clear, logical linkages that help people better understand their investments.

Jacob has been managing money for family and friends since he was 16 and is a certified market junkie. While he has a background in macroeconomics and high-yield debt, he finds the challenges and opportunities in the private markets space far more interesting and important, both for investors and society.

Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments

By Wealth Management Invest | May 20, 2024

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WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments.

Doug focuses on:

What is the trend of democratization in alternative investments and increased investor access
How education plays a crucial role in understanding and leveraging alternative assets
The importance for RIAs of undertaking due diligence and manager selection in navigating private markets
Strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives
And more

Connect With Doug Huber:

Connect With David Bodamer:

About Our Guest:

Doug is responsible for the firm’s external manager research across both traditional and alternative investment strategies. He joined Wealth Enhancement Group in 2021 through the North American Management merger. Prior to joining North American Management, he was a Senior Research Analyst at Federal Street Advisors, where he led the alternative investment program. A golf fanatic, Doug lives in Lincoln, MA with his wife.

WMRE Common Area: Where Alternative Investments Fit Within an Evolving Market With Patrick McGowan

By Wealth Management Invest | April 17, 2023

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There are a lot of reasons why alternatives have a place in investment portfolios. How are current market conditions influencing private equity, private real estate, private credit, and other alternative assets?

In this episode, David Bodamer speaks with Patrick McGowan, Head of Alternative Investments and Manager Research at Sanctuary Wealth, on assessing private equity and private real estate opportunities in a rapidly evolving market. Patrick reveals how Sanctuary is assessing the alternatives space.

Patrick discusses:

What alternative investments bring to wealth management client portfolios
How he holds honest conversations with clients worried about the impact of recent financial events on the market, including for private real estate
Where private equity lenders fit into capital markets given the problems facing banks
Where do tax advantage structures fit when assessing real estate investment opportunities
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Patrick McGowan:

Connect With David Bodamer:

About Our Guest:

Patrick McGowan is a Managing Director and Head of Alternative Investments at Sanctuary Wealth. In this role, Mr. McGowan oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee.

WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers

By Wealth Management Invest | March 20, 2023

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Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments.

In this episode, David Bodamer speaks with Louis Rogers, founder and Co-CEO of Capital Square, tax-advantaged real estate. Louis outlines the different structures and where his firm sits within the marketplace.

Louis discusses:

How 1031 exchange options evolved, including the creation of Delaware Statuary Trusts
Which property types Louis is bullish on in the current climate
How he advises investors and chooses the assets for the different structures Capital Square uses
How real estate investments fit into estate planning
And more

Resources:

Listen to the latest episodes of Common Area

Connect With Louis Rogers:

Connect With David Bodamer:

About Our Guest:

Louis J. Rogers is founder and co-chief executive officer of Capital Square, where he oversees the firm’s Delaware statutory trust (DST) programs for investors seeking qualifying replacement property for Section 1031 tax-deferred exchanges and regular (non-exchange) investors.

Episode 70: What Family Offices Want from CRE Investments

By Wealth Management Invest | March 14, 2022

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High-net-worth investors and family offices have unique needs when it comes to the commercial real estate market. It’s a way of diversifying their portfolios and, unlike for other investors, it is sometimes a long-term play that plays a role in estate planning and generational wealth strategies.

In this episode, David Bodamer is joined by Belinda Schwartz, partner and chair of Herrick Feinstein. Belinda works with a range of high-net worth individuals and family offices, serving as the outside general counsel to a number of family-owned real estate businesses with portfolios valued above $1 billion.

Belinda discusses:

The impact of generational wealth planning when HNWIs and family offices invest in commercial real estate
What form HNWI and family office investments take in terms of looking at funds and private placements vs. directly acquiring real estate
What property types and markets these investors are interested in
How HNWIs and family offices have started experimenting with debt strategies and investing in proptech
How the tumult of the last two years has factored into their investment decisions

Connect With Belinda Schwartz:

Connect With David Bodamer:

About Our Guest:

Belinda Schwartz has chaired Herrick’s Real Estate Department since 2014, is a member of the firm’s Executive Committee since 2017, and is a 30+ year veteran of New York City’s commercial real estate market. She is a leader and mentor for 65+ attorneys and urban planners (23 of which are women) and one of the only women in the country to chair a major commercial real estate practice.

Episode 49: The Middle Market CRE Investment Opportunity – – With Sam Isaacson

By Wealth Management Invest | January 11, 2021

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In this episode of Common Area, David Bodamer talks to Sam Isaacson, president of Walker & Dunlop Investment Partners (WDIP) about the opportunities the firm sees in assets worth less than $100 million across most property types.

WDIP is commercial real estate investment firm now comprised of 31 investment professionals who manage approximately $1.2 billion.

In this episode, you will learn:

How WDIP defines middle market assets, how they source deals and what sectors they are targeting in 2021 and how its using technology and data to develop insights into what assets to acquire.
How the firm is looking at small business bankruptcies and small business formation and how it is impacting the firm’s investment strategy.
Why the firm is looking at opportunistic and value-add strategies in the new future.
What the broader political landscape and Democratic control of the presidency and both houses of Congress might mean for the sector.
And more!

Tune in now for the latest insights!

Resources: National Real Estate Investor | Walker & Dunlop IP

Episode 48: Reasons Why Cities Survive Pandemics –– With Matt Pestronk

By Wealth Management Invest | December 21, 2020

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In this episode of Common Area Podcast, David Bodamer talks with Matt Pestronk, president and co-founder of Post Brothers: an industry leading multi-family development company that focuses on Class “A” apartment buildings in Philadelphia.

The two discuss ground-level insights into the multi-family sector, how it has fared throughout 2020, and what can be expected in 2021.

In this episode, you will learn:

Whether this pandemic has damaged commercial real estate in the city
Which types of businesses are looking to re-open with an office environment
Which apartment-sizes are in-demand right now and which ones are remaining vacant
Matt’s intriguing thoughts on how to correct the affordable housing issue in America
And more!

Tune in now for the latest insights on CRE (and remember, cities are cities for a reason)!

Resources: National Real Estate Investor | Post Brothers

Episode 47 – 2020’s Lessons Learned in Senior Housing –– With Beth Burnham Mace

By Wealth Management Invest | December 7, 2020

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In this episode of Common Area Podcast, David Bodamer is joined by Beth Burnham Mace, the chief economist and director of capital markets outreach at the National Investment Center for Senior Housing and Care (NIC): A non-profit organization that provides options and support for senior housing and care by bringing capital into the industry.

In this episode, you will learn:

What has made some sectors more resilient than others during this pandemic
The best ways for an investor to secure financing
Whether seniors are even moving into housing right now
Whether COVID-19 has changed the operational thought process in senior care
And more!

Listen in and hear how the senior living sector plans to bounce back and thrive in post-COVID-19 era!

Resources: National Real Estate Investor | National Investment Center for Senior Housing and Care

Episode 46: Highlights From CBRE’s Market Outlook 2021 –– With Richard Barkham

By Wealth Management Invest | November 23, 2020

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In this episode of Common Area Podcast, David Bodamer discusses the recent report published by CBRE, CBRE Market Outlook 2021, with the CBRE’s Chief Global Economist and Head of America’s Research, Richard Barkham.

In this episode, you will learn:

What real estate’s recovery looks like for 2021
How much the outcome of the presidential election will affect this sector
What the return to office scenario will look like in 2021
How CBRE’s projections for 2021 in the various real estate types will be affected by the large numbers of people who’ve left big cities for a suburban lifestyle
And more!

Tune in now to get all the highlights from the CBRE Market Outlook 2021 report!

Resources:

National Real Estate Investor | CBRE | CBRE Market Outlook 2021

Episode 45 – A Shelter in the Storm: How the Hospitality Industry Is Enduring 2020

By Wealth Management Invest | November 9, 2020

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In this episode of Common Area Podcast, David Bodamer is joined by David Duncan, the president and CEO of First Hospitality: a company that not only strives to provide the very best for their guests but their employees as well.

Together, they discuss how the hospitality industry is staying afloat in the midst of a global pandemic and national civil unrest.

In this episode, you will learn:

Where David Duncan sees the hospitality sector heading in the next six to 12 months.
How the sector has weathered the storm of dropoffs in business, convention and leisure travel and which types of hotels have fared the best amid the COVID-19 crisis.
What lessons can be learned from previous down cycles in the hotel sector about when investors may want to strike on acquisitions.
The importance of the diversity and inclusion at First Hospitality and in the lodging sector more broadly
And more!

Tune in now to learn how First Hospitality is setting the pace in hospitality during 2020!

Resources: National Real Estate Investor | First Hospitality

Episode 44: Is the Office Dead?

By Wealth Management Invest | October 26, 2020

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In this episode of Common Area Podcast, David Bodamer is joined by Joe Brady, the CEO of the Americas for The Instant Group.

David and Joe discuss whether workers in the knowledge economy will ever make a full return to the office, the rise of suburban flexible office spaces, and how corporate real estate leaders are re-imagining the design of the traditional office space.

In this episode, you will learn:

How COVID-19 has fueled a drive toward autonomy –– and how we see this played out in worker and consumer behaviors
Key takeaways that The Instant Group gleaned from CRE leaders across four continents
Whether there is still a demand for brick and mortar with the rise in technology
Different ways to approach office design and employee attendance
And more!

Tune in now to consider what the future might hold for the modern office.

Resources: National Real Estate Investor | The Instant Group

Episode 43: A Window of Opportunity For Great Leadership During COVID-19

By Wealth Management Invest | October 12, 2020

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In this episode of Common Area Podcast, David Bodamer talks to Brian Ward, CEO of Trimont Real Estate Advisors, about how COVID-19 has disrupted the commercial real estate (CRE) industry in 2020.

They also discuss what opportunities have opened up for leaders, despite the pandemic’s unfortunate impact on several key sectors.

In this episode, you will learn:

What issues have unfolded across CRE property types, from January until now
How retail and hospitality have been rocked by COVID-19
How COVID-19 factors into the acceleration of technology
What the data is showing for multifamily market
What trends investors should watch for
And more!

Tune in now for the latest insights on CRE!

Resources: National Real Estate Investor | Trimont

Episode 42 – Highlights from the CBRE 2020 Scoring Tech Talent Report –– With Colin Yasukochi and Lexi Russell

By Wealth Management Invest | September 28, 2020

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In this episode of Common Area Podcast, David Bodamer is joined by Colin Yasukochi, the executive director of CBRE Tech Insight Center, and Lexi Russell, the director of research and analysis at CBRE.

Today, they cover the highlights from CBRE’s Scoring Tech Talent Report, discussing what impact tech talent is having on the real estate industry.

In this episode, you will learn:

Key trends from the Scoring Tech Talent Report
Where CBRE gathers data from for this report
As a real estate investor, why you should pay attention to this report
How COVID-19 has affected tech talent collaboration efforts
And more!

Tune in now to hear about tech talent and its growth –– and why you should pay attention to it.

Resources: National Real Estate Investor | CBRE 2020 Scoring Tech Talent

Episode 41: Efforts to Achieve Gender Parity in the CRE Industry Are Far From Complete –– With Wendy Mann

By Wealth Management Invest | September 14, 2020

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In this episode of Common Area Podcast, David Bodamer has a timely conversation with Wendy Mann, CEO of CREW (Commercial Real Estate Women) Network. Wendy shares how for over 30 years, CREW has been working with women from all walks of life to help them have successful and meaningful careers in commercial real estate.

In this episode, you will learn:

About CREW Network and how they’re educating the industry to become a more equal environment for all
About the encouraging and eye-opening findings from the 2020 CREW Benchmark study
Whether millennials will face the same blockades as their predecessors
What can and should be done to recognize wage gaps between men and women
And more!

Tune in now for this timely conversation –– it’s time to take action for gender parity and greater diversity in commercial real estate.

Resources: National Real Estate Investor | CREW Network | 2020 CREW Benchmark Study

Episode 40 – 2020 Midyear Outlook

By Wealth Management Invest | August 10, 2020

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In this episode of Common Area Podcast, David Bodamer shares highlights from the CBRE’s midyear market report, including many of the topics from the articles within the NREI 2020 Midyear Update.

In this episode, you will learn:

The highest in-demand CRE space for 2020
How mall landlords will utilize the vacant space left by stores closing
The projections for the office sector
Whether there will still be a need for off-campus student housing in light of COVID-19
And more!

Tune in now for your CBRE midyear update!

Resources: National Real Estate Investor | CBRE’s Midyear Market Report | NREI 2020 Midyear Outlook

Episode 39: How Malls Are Being Used for More Than Just Shopping

By Wealth Management Invest | July 13, 2020

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In this episode of Common Area Podcast, David Bodamer speaks with Lou Conforti, CEO of Washington Prime Group (WPG). WPG is a retail REIT and a recognized leader in the ownership, management, acquisition, and development of retail properties. Lou talks about what he and the WPG team are doing to help their tenants continue operating their retail businesses during COVID-19.

In this episode, you will learn:

How Washington Prime Group is assisting their tenants during COVID-19
Ways that Lou is helping tenants strike a delicate balance between physical space and e-commerce
How WPG differentiates itself from other open-air retail centers
Creative ways that WPG is using open-air spaces in their assets
And more!

Tune in to hear how WPG is collaborating with retail tenants to pivot during the pandemic.

Resources: NREI Newsletter | National Real Estate Investor | Washington Prime Group

Episode 38: Real Estate Management and Diversity

By Wealth Management Invest | June 29, 2020

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In this episode of Common Area Podcast, David Bodamer is joined by IREM President Cheryl Gray. They examine how the commercial real estate industry has been having conversations about underrepresented groups for some time now, but in today’s atmosphere, people want to stop talking and start doing.

In this episode, you will learn:

How the recent rise in protests against racism is leading to to a renewed push in industries to improve diversity and inclusion efforts
The obstacles that have faced members of oppressed communities in the past
The benefits of having diverse teams
How IREM is working to make property management a career of choice
And more!

Tune in now to hear how IREM is working to broaden their pool of future employees, find new ways of recruitment, and cultivate from within.

Resources: National Real Estate Investor | IREM

Episode 37: Trends in Logistics Real Estate During COVID-19

By Wealth Management Invest | June 15, 2020

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In this episode of Common Area Podcast, David Bodamer is joined by Chris Caton, the senior vice president of global strategy and analytics at Prologis. They discuss how the world’s logistical supply chain of the essential industries has outperformed during this lockdown period and where logistics real estate is heading for the foreseeable future.

In this episode, you will learn:

Key takeaways that Prologis has seen from being exposed to the effects of the pandemic since the early stages
How the role of e-commerce is changing in the industry
Whether the locations of logistics real estate development will change now that more people are working from home
And more!

Tune in now to learn about logistics real estate and how it’s keeping the supply chain moving.

Resources: National Real Estate Investor | Prologis

Episode 36: How COVID-19 is Changing the Real Estate Landscape

By Wealth Management Invest | June 1, 2020

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In this episode of Common Area Podcast, David Bodamer talks to Adam Gower, the founder of Gowercrowd, a crowdfunding resource for real estate developers. Together, they discuss why it’s time for investors to consider distressed real estate, examples of adaptive reuse on commercial properties, and other ways that COVID-19 is shaking up commercial real estate.

In this episode, you will learn:

How Gowercrowd is helping its clients during COVID-19
Why now is the time to be looking for distressed real estate opportunities
Why June 1st is an important date for the real estate market
Why working remotely does not have to mean working from home
And more!

Tune in for insight into how COVID-19 is changing the commercial real estate market.

Resources: NREI Newsletter

National Real Estate Investor | Gowercrowd

Episode 35: How the Education Sector is Coping With COVID-19

By Wealth Management Invest | May 18, 2020

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In this episode of Common Area Podcast, David Bodamer speaks with Kevin Wayer, CEO of brokerage firm JLL’s Public Sector and Higher Education group.

In this episode, you will learn:

How JLL finds efficiencies with managing properties and facilities, such as universities
Whether it takes a certain type of real estate investor to invest in these types of properties
How the sector has been impacted by COVID-19
And more!

Tune in now for a glimpse into this seldom-discussed and unique area of the real estate market.

Resources: National Real Estate Investor | JLL

Episode 34: Diagnosing the Medical Office Space During COVID-19

By Wealth Management Invest | May 4, 2020

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In this episode of Common Area Podcast, David Bodamer is recording safely from his Brooklyn home, as his guest, Bob Atkins of Atkins Companies, dials in from New Jersey. Bob is here to discuss how the medical office space is holding up during this crisis and how he sees it emerging once the pandemic is over.

In this episode, you will learn:

What changes have been made to Atkins properties
How the Atkins tenants have been affected by COVID-19 and how they’re adapting
Whether there are still deals to be made in the industry
Where Bob sees the future of medical office space heading
And more!

Tune in now to consider whether medical office space will become the new craze in retail space.

Resources: National Real Estate Investor | Atkins Companies

Episode 33: The Status of Commercial Lending and Borrowing During COVID-19

By Wealth Management Invest | April 20, 2020

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In this episode of Common Area Podcast, David Bodamer is recording safely from his home and has a guest on the line: Charles Krawitz, vice president and head of commercial lending at Alliant Credit Union. Charles is here to discuss how the lockdown is affecting commercial borrowers.

In this episode, you will learn:

What (if any) deals are happening right now
In which areas government funding could be more elevated
What to consider before purchasing a distressed property
How businesses are faring in their transition to working from home
And more!

Tune in now to get a lender’s perspective on this pandemic in the commercial real estate space.

Resources: National Real Estate Investor | Alliant Credit Union

Episode 32 – COVID-19’s Impact on the Commercial Real Estate Market

By Wealth Management Invest | April 6, 2020

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In this episode of Common Area Podcast, David Bodamer speaks with Adam Hooper, the founder and CEO of RealCrowd. RealCrowd is a digital marketplace for real estate managers that are looking to raise capital from accredited investors. Together, they discuss the impact that COVID-19 is having on commercial real estate –– an industry that was in a fairly strong position prior to the pandemic.

In this episode, you will learn:

At what point the commercial real estate markets will start to feel the effects of this pandemic and how far-reaching those effects will be
Ways the government is assisting the CRE industry and whether it will be enough
What the future might hold for the office-space sector
And more!

Tune in now to get the latest scoop on how CRE is faring during this unprecedented time.

Resources: National Real Estate Investor | RealCrowd

NREI Common Area – Episode 31 COVID-19 Update: Some REITs are Getting Hammered, Others are Well In-Demand

By Wealth Management Invest | March 25, 2020

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In this episode of Common Area Podcast, David Bodamer is recording safely from home to bring you updates on how the real estate industry is responding to the COVID-19 situation, who is thriving, and who is struggling.

In this episode, you will learn:

Which sectors of the market are struggling and which ones are in need of human power to keep the supply chain moving
How the government is working to support businesses
David’s advice to anyone who is considering investing in real estate right now
And more!

Tune in now to get the latest updates on how REITs are faring in the midst of COVID-19.

Resources: National Real Estate Investor | COVID-19 CRE Industry Resource Centre

NREI Common Area – Episode 30 – Will the REIT Markets Hold Strong in 2020?

By Wealth Management Invest | March 16, 2020

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In this episode of Common Area Podcast, David Bodamer interviews Calvin Schnure, Nareit’s senior vice president of research and economic analysis, about the various REIT markets, how they finished in 2019, and where he predicts they are headed for 2020.

In this episode, you will learn:

Which REIT sector finished the strongest in 2019
How COVID-19 will affect the REIT space
What a “ghost kitchen” is
Why REITs can be an important part of your portfolio
And more!

Tune in now to get the latest updates on REITs!

Resources:

National Real Estate Investor

NREI Common Area – Episode 29 – AKS Capital Partners Acquired by Walker & Dunlop

By Wealth Management Invest | March 2, 2020

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In this episode of Common Area Podcast, David Bodamer speaks with Adam Schwartz, the senior managing director at Walker & Dunlop, about Walker & Dunlop’s recent acquisition of AKS Capital Partners, a New York City-based capital markets advisory shop. Adam and his three partners had only begun AKS Capital Partners in the summer of 2019, but their knowledge and expertise quickly made them a sought-after commodity in the capital markets space.

In this episode, you will learn:

How Adam made his way to Walker & Dunlop
Why Adam believes it made sense to sell AKS to Walker & Dunlop
Why communication is the key to Walker & Dunlop’s success
What impact new rent regulation will have on multifamily lending
And more!

Tune in now to get the scoop on Walker & Dunlop’s recent acquisition of AKS Capital Partners

Resources:

National Real Estate Investor

Links to more stories:

Walker & Dunlop Acquires AKS Capital Partners

NREI Common Area – Episode 28 – Mega-Merger: Simon Property Group to Buy Taubman Centers

By Wealth Management Invest | February 16, 2020

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In this episode of Common Area Podcast, David Bodamer discusses the recent mega-merger between Simon Property Group and Taubman Centers. David explores the early days of the retail mall industry, which began with these two retail real-estate giants, to uncover what finally brought these two rivals together.

In this episode, you will learn:

What events led to the REIT revolution
About the conflictual past relationship between Simon Property Group and Taubman Centers
Insights into why both companies agreed to this merge
What Simon Property Group is doing to help struggling retailers
And more!

Tune in now to get the backstory behind this mega-merger!

Resources:

National Real Estate Investor

Links to more stories:

Breaking Down Simon’s Bet on Taubman

Book Review: A Pioneer’s Tale

NREI Common Area – Episode 26: What Does the CRE Industry Think About Trump’s Performance?

By Wealth Management Invest | January 18, 2020

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In this episode of Common Area Podcast, David Bodamer shares results from NREI’s new survey, which gauges how the CRE industry views President Donald Trump on the heels of impeachment. And to keep this all in context — the respondents commented on events that took place at the end of 2019, not the president’s most recent actions.

In this episode, you will learn:

Why NREI decided to conduct a survey about this particular president
How President Trump rates according to the CRE industry
How respondents view the impeachment proceedings and whether they believe Trump should be removed from office
What percentage of respondents approved and disapproved of Trump’s overall legislative agenda
And more!

What is the CRE industry’s sentiments on President Trump? Tune in to find out!

Resources: National Real Estate Investor

Read the full story:

Despite Impeachment, President Trump Retains Slight Support from CRE Pros

NREI Common Area – Episode 24 – A View From the North: Takeaways from the Global Property Market Conference and the Annual Toronto Real Estate Forum

By Wealth Management Invest | December 16, 2019

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In this episode of Common Area Podcast, David Bodamer talks about his trip to Toronto, Canada, where he attended the Global Property Market Conference and the Annual Toronto Real Estate Forum. David discusses what he learned about Canadian commercial real estate trends and how the status of the U.S. economy and commercial real estate market is influencing investor decisions in Canada.

In this episode, you will learn:

Insight into whether we’ve entered a new kind of cycle (and why the baseball analogy no longer works)
Whether Canadians are more aware of events in the U.S. than Americans are of events in Canada
How AI might make real estate transactions more efficient in the next 5-10 years
And more!

Tune in now to get David’s takeaways from the Global Property Market Conference and the Annual Toronto Real Estate Forum.

Resources: National Real Estate Investor | Canadian Real Estate Forums

Links to more stories:

A View From the North: Takeaways from the Global Property Market Conference and the Annual Toronto Real Estate Forum

NREI Common Area – Episode 23 – NREI Research Series: Light at the End of the Tunnel for the Retail Sector

By Wealth Management Invest | November 25, 2019

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In this episode of Common Area Podcast, David Bodamer uncovers the findings from their annual research into the retail sector. Retail has had quite a year with chains closing or restructuring under bankruptcy. Will there finally be light at the end of the tunnel for this struggling sector? You’re about to find out.

In this episode, you will learn:

How sentiment has changed in regards to investors’ plans to buy, hold, or sell in this sector
How respondents’ predictions about cap rates have shifted significantly
What the most popular retail investment is
Whether or not tenant sentiment has improved since last year
Where rent rates are heading for 2020
And more!

Tune in now to get your dose of this week’s top story!

Resources:

National Real Estate Investor

Links to more stories:

Exclusive Research: Light at the End of the Tunnel?

NREI Common Area – Episode 22 – Will McDonald’s Grill up a New Real Estate Strategy?

By Wealth Management Invest | November 11, 2019

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In this episode of Common Area Podcast, David Bodamer serves up one hot story that focuses on McDonald’s. Whenever you see its famous golden arches, you probably recognize this ubiquitous restaurant right away. You might also know that McDonald’s is more of a real estate company than they are a fast-food restaurant. But why is this subject making headlines again? You’re about to find out.

In this episode, you will learn:

How deep the McDonald’s franchise is into real estate
Whether it would make sense to split the franchise into REIT and burger chain
The scoop on head office’s soaring profits due to the rent paid on franchised restaurants
And more!

Tune in now to get your dose of this week’s top story!

Resources: National Real Estate Investor

Links to more stories:

Under New Leadership, Will McDonald’s Grill Up A New Real Estate Strategy

Walgreens Boots is Exploring a Potential Take-Private Deal

25 Dynamic American Cities

Prologis to Buy Liberty Property in $9.7 Billion Stock Deal

NREI Common Area – Episode 21 – Hot Stories of the Week: October 25, 2019

By Wealth Management Invest | October 25, 2019

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In this episode of Common Area Podcast, David Bodamer talks about the news that made headlines this week, including the latest update on Sears, recent research from Hodes Weill, and a Cornell University report showing a rise in target allocations. David also shares news from the Boston area on the lab space market, and whether it is it signalling a downturn ahead.

In this episode, you will learn:

Ongoing issues for Sears through bailout and bankruptcy
Where large pension funds are investing their money
Recent stats showing that lab space markets’ could be signalling a recession
And more!

Tune in now to get your dose of this week’s top stories!

Resources: National Real Estate Investor

Read the full stories:

Sears is Out of Bankruptcy. Can It Survive?

Institutions Continue to Raise Real Estate Allocations in 2019

Does Negative Absorption in One of the Nation’s Largest Lab Space Markets Signal an Oncoming Downturn?

The Market Is Still Not Seeing Enough Affordable and Workforce Housing

Investors Are Still Going After Student Housing Properties

NREI Common Area – Episode 20 – Hot Stories of the Week: October 18, 2019

By Wealth Management Invest | October 18, 2019

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In this episode of Common Area Podcast, David Bodamer discusses Nestpick’s list of the world’s best cities for Generation Z, what RCA’s research is showing for the slowdown of CRE acquisitions by foreign investors, and lastly what questions California’s new rent control law is posing for multifamily investors.

In this episode, you will learn:

Which city Nestpick ranked highest for Generation Z
The surprising metrics that Nestpick used to score each city
Which countries top the list for being active investors in the U.S. CRE market
Possible reasons why foreign investors have slowed down on CRE acquisitions
The new rent control law’s pros and cons for investors and renters
And more!

Tune in now to get your dose of this week’s top stories!

Resources: National Real Estate Investor

Read the full stories:

The World’s Top Cities for Generation Z

Foreign Investors Slow CRE Acquisition Activity

California’s New Rent Control Law Poses Questions for Multifamily Investors

U.S. Retail Construction Levels Remain Well Below Pre-Recession Levels

How Can Commercial Real Estate Players Decide Which Proptech Products Are Worth Their Time and Money?

REITs Are a ‘Dangerous’ Hedge, Says CIO of Kairos Investment Management

Takeaways from the 2019 CRETech Conference

NREI Common Area – Episode 18 – Hot Stories of the Week: October 4, 2019

By Wealth Management Invest | October 4, 2019

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In this episode of Common Area Podcast, David Bodamer shares highlights from new NREI exclusive research that examines the evolving hospitality sector. As well, he discusses the record-setting surge in investments in real estate tech companies and what is on the horizon for Austin’s CRE market.

In this episode, you will learn:

How the rise home-sharing apps, like Airbnb, is affecting the hospitality market
What landlords, developers, and property managers need to focus on when selecting smart home products to attract tenants
How the economic boom in Austin is attributing to its growth in the commercial real estate sector
And more!

Tune in now to get your dose of this week’s top stories!

Resources: National Real Estate Investor

Read the full stories:

Exclusive Research: Navigating an Evolving Hospitality Sector

Global Proptech Investment hits Record High in First Half of 2019

The Outlook for Austin CRE Remains Blazing Bright

Mall Investment Sales Volume Is Down, But Investors Are More Willing to Buy Lower-Tier Assets

Maximizing LIHTC Investments: Understanding Nuances Can Determine Profit

Black Creek CEO Raj Dhanda Talks About Why It Still Makes Sense to Buy Industrial Assets

NREI Common Area – Episode 17 – Hot Stories of the Week: September 27, 2019

By Wealth Management Invest | September 27, 2019

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In this episode of Common Area Podcast, David Bodamer shares highlights from the current NREI exclusive research series that unveils trends in brokerage firms. As well, he brings you updates on how foreign investors are emerging in the multifamily sector, what industrial investors are doing to the national cap rate, and new opportunities that are in store for self-storage developers.

In this episode, you will learn:

What trends are emerging within brokerage firms
Which type of firm brokers prefer to work at
Who the top foreign investors are in the multifamily sector
Where the industrial investors are looking in search of higher yields
Updates on self-storage developers finding a use for spaces made vacant by retail store closings
And more!

Tune in now to get your dose of this week’s top stories!

Resources: National Real Estate Investor

Read the full stories:

Exclusive Research: State of the Unions

Foreign Investors Ramp Up Multifamily Acquisitions

Industrial Investors Drive Cap Rates Lower in Secondary and Tertiary Markets

Empty Big-Box Stores Offer an Opportunity for Self-Storage Developers

NREI Common Area – Episode 16 – Hot Stories of the Week: September 20, 2019

By Wealth Management Invest | September 20, 2019

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In this episode of Common Area Podcast, David Bodamer and co-host Aric Johnson discuss updates from the stories that we’ve been following for the last few weeks. Get the latest news about the Feds cutting interest rates, WeWork postponing their IPO, and online stores moving to brick-and-mortar spaces.

In this episode, you will learn:

How the Fed’s interest rate cuts could affect CRE investors
Why WeWork is still not ready to go public
What is driving popular online retailers to open physical stores
And more!

Tune in now to get your dose of this week’s top stories!

Resources: National Real Estate Investor

Read the full stories:

Federal Reserve to Return to Stimulus Pump

Subscription-Based Retailers Getting in on Physical Store Action

WeWork Mulls Governance Changes to Save IPO

PREA Survey Continues to Show Expectations of Moderating Growth, but Sentiment Ticked Up from the Second Quarter

Are California CRE Investors Going to the Midwest in Search of Higher Yields?

Multifamily Investors, Spooked by Tougher Laws, Are Pushing Cap Rates Higher in Markets with Rent Control

Does the Spike in Net Lease Office Acquisitions Signal Waning Confidence in Economy?

NREI Common Area – Episode 15 – Hot Stories of the Week: September 13, 2019

By Wealth Management Invest | September 13, 2019

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In this episode of Common Area Podcast, David Bodamer and co-host Aric Johnson discuss highlights from the top stories of this past week. Find out the key takeaways from the NIC Fall 2019 Conference, the latest buzz on WeWork’s IPO, an update on 2019 YTD investment sales figures, and how rising construction costs are disrupting multifamily financing.

In this episode, you will learn:

That there is a substantial private-pay seniors housing and care market currently not being served
Whether WeWork is the global leader in the co-working and flexible office space that they claim to be
About staying cautious while keeping an eye on the slowdown in the commercial real estate sector
Why lenders are hesitant to keep pace with the rising costs of construction

Tune in now to get your dose of this week’s top stories!

Resources: National Real Estate Investor

Read the full stories:

Five Takeaways From NIC Fall 2019 Conference

WeWork Mulls Governance Changes to Save IPO

Signs of Caution Creeped into the Investment Sales Market in the Second Quarter

Lenders Won’t Cover Rising Construction Costs on Multifamily Projects

NREI Weekender – Episode 11 – Hot Stories of the Week: August 16, 2019

By Wealth Management Invest | August 16, 2019

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In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson discuss top stories around the correlation between the macro-economic backdrop of the Fed dropping rates and the real estate industry, including office vacancy rates, the state of regional malls, why college graduates are moving home, and the cost of living across the country.

In this episode, you will learn:

Which cities are among the top 10 metros for highest office space absorption
Why more Gen Z-ers are moving back home after college
How PREIT is balancing growing property income with ensuring tenants aren’t rent-burdened
Which U.S. cities have the highest and lowest living costs
And more!

Tune in now to get your dose of this week’s top stories!

Resources: National Real Estate Investor

Read the full stories:

U.S. Office Vacancy Lowest in 18 Years, Despite Lots of New Construction

More Than Half of College Graduates Are Moving in with Parents, Instead of Renting, Survey Finds

PREIT’s Joe Coradino Weighs in on the State of Regional Malls

The Cities with the Lowest (and Highest) Living Costs

NREI Weekender – Episode 10 – Hot Stories of the Week: August 9, 2019

By Wealth Management Invest | August 9, 2019

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In this episode, you will learn:

Is the American Dream mega-mall coming to fruition after 20 years?
Why you shouldn’t think of it as a mall, but more like a tourist attraction
Why luxury department stores are not immune to high rents and slowing sales
Why dollar stores are so attractive to investors and shoppers
And more!

Tune in now to get your dose of this week’s top stories!

Resources: National Real Estate Investor

Read the full stories:

Can the American Dream Mega-Mall Succeed in a Changing Retail World

What We Know About Barney’s Bankruptcy and Store Closing Plans

Dollar Stores Remain in Demand with Net Lease Investors

Publicly-Traded REITs Tap Equity Markets for Cash

NREI Weekender – Episode 9 – Hot Stories of the Week: August 2, 2019

By Wealth Management Invest | August 2, 2019

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In this episode of the NREI Weekender Podcast, by Informa, NREIOnline.com, David Bodamer highlights the hot stories of the week. David and co-host Aric Johnson talk about the trends happening in the multi-family sector, retail sector loans, and an update on the “hot” self-storage sector.

In this episode, you will learn: