Tag Archives: CRE

WMRE Common Area: Creating Balance Between Strong Income and Capital Appreciation With Rick Schaupp

May 30, 2023WMRE, WMRE Common AreaCommercial Real Estate, CRE, David Bodamer, Real Estate, Wealth Management Real Estatenreiweekender

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Real estate investments aren’t new to portfolio planning. How does Clarion take the next step in providing alternative real estate investments that provide attractive yields and portfolio diversity?

In this episode, David Bodamer speaks with Rick Schaupp, Managing Director at Clarion Partners, about the Clarion Partners Real Estate Income Fund, how it fits within financial and investment planning and the services they are providing to other wealth managers and individual investors.

Rick discusses:

How a 40 ACT fund differs from other fund structures
How does his valuation process relate to how publicly traded REITs are market
The shift in commercial real estate value depends on the type of property
Clarion’s process of sourcing investors and informing wealth advisors
And more

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About Our Guest:

Richard Schaupp is a Managing Director and the Portfolio Manager for Clarion Partners’ funds and a separate account relationship. As portfolio manager, Rick has overall responsibility for the management and portfolio strategy of these relationships. Rick has participated in the acquisition, asset management, and development management of over $4.0 billion of real estate. He originally joined Clarion Partners in 2000 and began working in the real estate industry in 1995. He holds an M.B.A from Yale University, and a B.Arch from the University of Notre Dame.

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

April 17, 2023Hot Topics, NREI, WMRE, WMRE Common AreaAlternative Investments, Commercial Real Estate, CRE, David Bodamer, Private Real Estate, Real Estate, Wealth Management Real Estatenreiweekender

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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

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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

March 20, 2023Hot Topics, NREI, WMRE, WMRE Common AreaCapital Square, Commercial Real Estate, CRE, David Bodamer, Louis Rogers, Real Estate, Wealth Management Real Estatenreiweekender

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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

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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.

WMRE Common Area: A CRE Economist’s View of Current Market Conditions

February 21, 2023Hot Topics, WMRE, WMRE Common AreaCommercial Real Estate, CRE, David Bodamer, Real Estate, Real Estate Trends, Wealth Management Real Estatenreiweekender

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David Bodamer is joined by Xander Snyder, Senior Commercial Real Estate Economist at First American, in discussing economic trends impacting commercial real estate, such as demographics, fundraising, investment and lending.

Snyder monitors, analyzes and reports on economic data and surveys related to CRE, and develops models and forecasts to better understand the forces that influence commercial real estate markets. He also co-manages a small family office of real estate investments.

Xander discusses:

What’s driving the pace of real estate investment sales volumes
The latest trends on some of the major CRE property types
What determines whether offices can be converted to other uses
And more

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About Our Guest:

Xander Snyder is a real estate economist, investor and serial impact entrepreneur. Xander graduated with a degree in economics from Cornell and a masters degree in data science from Berkeley. He has a background in finance, banking, and global risk.

WMRE Common Area: Outlining the Latest Proptech Investment Trends with Sarah Liu (Ep. 76)

September 29, 2022WMRE, WMRE Common AreaCommercial Real Estate, CRE, David Bodamer, Real Estate, Remote Work, Technology, Wealth Management Real Estatenreiweekender

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Commercial real estate has been a notorious laggard when it comes to adopting technology. But a surge of investment in proptech in recent years is helping to transform many business practices within the space.

Fifth Wall is a major venture capital firm focused on the global real estate industry and property technology for the built world. With the backing of institutional partners within the sector it has helped fund dozens of proptech startups.

In this episode, David Bodamer is joined by Sarah Liu, a Partner of the Real Estate Technology Investment Team at Fifth Wall, to discuss what kinds of technology the industry is adopting..

Sarah discusses:

How Fifth Wall vets their proptech investments.
Which sectors and processes are seeing some of the biggest effects by adopting technology and automating processes.
How the pandemic helped accelerate some proptech adoption and how changes like work-from-home and hybrid work schedules have created new challenges to navigate.
How Fifth Wall positions its funds to help incubate proptech startups.
And more

Connect WithSarah Liu:

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About Our Guest:

Sarah Liu is a Partner on the Real Estate Technology Investment team at Fifth Wall, where she focuses on early stage investing in the construction, fintech, insurtech, and residential sectors.

Prior to joining Fifth Wall, Sarah worked at McKinsey in San Francisco. Her work there spanned FIG, TMT, and retail and included private equity due diligence, M&A strategy, and corporate transformations.

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

October 18, 2019Hot Topics, NREICRE, David Bodamer, Gen-Z, hot stories, Investments, Millennials and Rent, National Real Estate Investors, Nestpick, NREI, RCA, Real Estate, Rental Control Law, Retail, Weekendernreiweekender

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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 16 – Hot Stories of the Week: September 20, 2019

September 20, 2019Hot Topics, NREICommon Area, CRE, David Bodamer, hot stories, Investments, IPO, National Real Estate Investors, NREI, PREA Survey, Real Estate, Subscription-Based Retailers, Weekender, WeWorknreiweekender

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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: