Category Archives: WMRE Common Area

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

Resources:

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


Episode 56 – The Government as a Tenant –– with William Hill



In this episode, David Bodamer speaks with William Hill, vice-chairman of Federal Investor Services Group with Newmark in Washington D.C. David and William (Bill) discuss how the government as a tenant fared during the pandemic for investors in the commercial real estate market.

You will learn:

  • The role Newmark plays in the commercial real estate market
  • During the pandemic, how it has been having the government as a tenant versus another kind of occupier
  • Bill’s views on traditional office space needs as people return to work
  • What sort of implications does the governments potential jobs plan have on the demand for real estate going forward 
  • How does an investor approach this real estate space of having government as a tenant
  • And more!

Tune in now for the latest insights on CRE!

Resources: WealthManagement.com| Newmark | William L Hill Email


Episode 55 – The Time Is Now For Investing in Hotels –– With Carlos Rodriguez



In this episode, David Bodamer is joined by Carlos Rodriguez, CEO of Driftwood Capital, an umbrella company with three new funds for investors in the hotel sector. They take care of  everything from development, to acquisitions and even preferred equity.  The pandemic has been particularly hard on the hotel industry, so what does that mean for investors? Listen in and see that the future is bright and the time is now to invest in this sector.

You will learn:

  • What Driftwood Capital does within the hotel industry
  • How have the last few months changed Carlos’ outlook and Driftwood Capitals strategies in this space
  • In what ways has COVID-19 forced developers to adapt when creating group or conference spaces
  • Are outdated hotels still the future for multi-family living 
  • And more!

We are social beings and competition will drive people out on the road again. Tune in so you don’t miss your opportunity!

Resources: Wealth Management Real Estate| Carlos Rodriguez LinkedIn | Driftwood Capital


Episode 54: Results of the 2021 CRE Capital Raising Survey –– With Brandon Sedloff



In this episode, David Bodamer discusses the results of Juniper Squares 2021 CRE Capital Raising Survey with Brandon Sedloff, the founding senior vice president of sales.  Juniper Square is transforming the private funds industry with easy-to-use software and solutions that streamline fundraising, investment operations and investor reporting.

You will learn:

  • How Juniper Square is bringing CRE into the 21st century
  • Some of the highlevel takeaways from the Capital Raising Survey
  • As a CRE investor, how one learns about all the options and opportunities available
  • How out-sourcing can be the key component to success
  • And more!

Tune in now for the latest insights on CRE!

Resources: National Real Estate Investor  | Brandon Sedloff LinkedIn | Juniper Square Survey


Episode 53: Why the Opportunities in Real Estate Are Endless –– With Mark Rose



In this episode, David Bodamer speaks with Mark Rose, the CEO and chairman of Avison Young, a full-service commercial real estate company. Together, they discuss how this last year has provided the opportunity for not only Avison Young, but for the real estate industry as a whole to grow faster and further than ever before.

You will learn:

  • Mark’s predictions for what the future of the office will look like
  • Whether the adoptions of open-office floor plans will continue
  • What the transition back to working in an office will look like
  • How workplace culture plays a part in a company’s revenue and profits
  • Where the current opportunities are within the real estate industry
  • And more!

Tune in now for the latest insights on CRE!

Resources:  National Real Estate Investor | Avison Young


Episode 52: Logistics is Location! Location! Location! –– With Melinda McLaughlin



In this episode, David Bodamer has an in-depth conversation with Melinda McLaughlin, the vice-president of research at Prologis, about how automation and the COVID-19 pandemic have impacted the global logistics chain.

You will learn:

  • What opportunities are available to someone who’s interested in investing in the logistics space
  • How the pandemic has brought awareness to shortfalls in the supply chain
  • Ways that customers’ use of supply chain and automation has fundamentally changed during COVID-19
  • The environmental benefits of e-commerce shopping versus brick-and-mortar shopping
  • And more!

Tune in now for the latest insights on CRE!

Resources: National Real Estate Investor  | Melinda McLaughlin on LinkedIn Prologis | Prologis Global Insights & Research


Episode 51: Enduring the Waiting Game: 2020 Retail Through the Eyes of a Transactional Broker –– With Tom Lagos



In this episode, David Bodamer is joined by Tom Lagos, an executive director with Institutional Property Advisors, an arm of Marcus & Millichap Real Estate Investment Services. Tom has spent the last 27 years as a transactional broker, specializing in the area of shopping centers. Tom talks about how slow and dismal 2020 was for the retail sector considering that in-person meetings and walking the properties were no longer an option. But, as you will soon find out, the future of the retail property sector is starting to look bright again. 

You will learn:

  • What it has been like to try to close deals during COVID-19
  • How valuations fluctuated throughout 2020
  • Whether there are any motivated investors in the retail sector right now
  • Where retail might move to in 10 years if shopping centers are out of the equation
  • And more!

The rebound of brick and mortar is coming! Tune in to discover what the rebound will look like. 

Resources:  Wealth Management Real Estate| Tom Lagos on LinkedIn | Institutional Property Advisors


Episode 50: Why Single Family Rental Housing is Currently on the Rise –– With David Howard



In this episode of Common Area Podcast, David Bodamer is joined by David Howard, the executive director at National Rental Home Council (NRHC), to discuss how the single family rental housing market is faring in early 2021.

Together, David and David discuss all the facets of single family rental housing, from who is investing in this market to which demographics are forcing this market to expand.

You will learn:

  • What the NRHC is and how they service the rental market
  • Who makes up the majority of U.S. landlords 
  • What the secret is to providing good customer service in this market
  • How technology is playing a role in the rental industry
  • And more!

We encourage you to listen in, whether you are the investor or the renter, because understanding where the industry is headed will help you make better decisions.

Resources:

Wealth Management Real Estate| National Rental Home Council | David Howard on LinkedIn


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



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